Give Fin live access to your Salesforce CRM data
Overview
Configure a Data connector to expose Salesforce CRM data to Fin (account records, contact details, and deal context), so Fin can answer customer-specific queries with live, accurate information.
How it works
Go to Fin AI Agent → Train → Tasks → Manage Data connectors. Select a template, use an AI recommendation, or create a custom connector.
Set up the API call to your Salesforce system. Configure request parameters, authentication (token-based or OAuth), and map the response fields Fin should use.
Data connectors require JWT user authentication to go live. Connectors can only be fully tested in production, not in test workspaces.
Configure
Data connectors support both read and write operations. Fin can fetch data to personalize answers and execute actions like processing refunds, updating accounts, or modifying subscriptions in connected systems.
Read the full setup documentation →