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How Fin integrates with Salesforce

Get the best AI agent, and keep your team on Salesforce.

Beth-Ann Sher avatar
Written by Beth-Ann Sher
Updated this week

Fin AI Agent can resolve up to 86% of your support cases, emails and messages on Service Cloud. Fin delivers superior performance, answers more complex questions, and is easier to set up—creating a better experience for your team and your customers.


Works with your existing platform

You can set up Fin on Service Cloud in just four steps, and it will start answering questions immediately.

  1. Sync your knowledge base.

  2. Connect to the Salesforce API.

  3. Customize Fin’s greeting and hand-off.

  4. Test Fin and go live.


Channels

Fin on Service Cloud includes all of the latest Fin 2 features & capabilities, and works across the following channels:

  • Cases (email, forms)

  • Live chat on Salesforce Messenger

  • Live chat on Intercom Messenger

  • Facebook Messenger

  • WhatsApp

  • Instagram Direct Message

  • Android

  • iOS


Features

Fin and Service Cloud Cases

Fin can resolve cases on Service Cloud while drawing on the conversation history for full context, and structuring every answer specifically to each channel. When a customer sends an email or submits a form, Fin can pick up the case based on your assignment rules, and apply Fin-specific topics (tags) to help with routing and reporting. Learn more.

Fin and Salesforce Messaging

Coming soon

Fin and the Intercom Messenger in Salesforce

Coming soon

Fin and Workflows automations

Easily create powerful drag-and-drop automations with Workflows, Intercom’s no-code visual builder.

  • Determine how Fin greets a customer

  • Route questions with AI by topic, sentiment, and more

  • Triage new cases

  • Collect customer information like email, name, etc.

  • Use Custom Answers for specific questions

  • Summarize the conversation with AI

  • Hand over to your team

  • And more

Fin performance insights

Since all cases that Fin is involved in are captured on Salesforce, you can report on them using your reporting tools directly in Salesforce.

You can also track Fin’s quality and performance using a report on Intercom that showcases key metrics and charts, including:

  • Involvement

  • Deflection rate

  • Answer rate

  • Resolution rate

  • Impact over time (answer rate, deflection rate, resolution rate)

  • Resolution state (confirmed resolution, assumed resolution, routed to the team)

  • AI answer resolution rate

  • Custom answer resolution rate

  • Abandoned rate

  • Routed to team rate

Fin for Salesforce is in an early access beta. Contact sales if you're interested in getting access.


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