Resolve Salesforce Service Cloud cases automatically with Fin
Overview
Fin integrates directly with Salesforce Service Cloud, resolving cases across email, web forms, and live chat via Fin Messenger. Connect via OAuth, sync your Salesforce Knowledge articles, and Fin starts resolving. Your team stays in Service Cloud. Fin follows your case assignment rules and hands off with full context.
How it works
Connect your Salesforce workspace via OAuth, install the Fin permissions package, and select a Salesforce user for Fin to reply as. Sync your Salesforce Knowledge articles and configure case assignment rules.
Fin resolves cases across email, web forms, and live chat via Fin Messenger. It follows your existing assignment rules and pushes live chat data into Pre-Chat fields automatically. Use Salesforce Flows to map that data to Salesforce objects.
Track Fin's performance using Salesforce's built-in reporting tools alongside Fin's own Insights dashboard. Contact sales for access, as this integration has managed availability.
Read the full setup documentation →
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