Fin for Sales can connect directly to your Salesforce account and build a working data connector for you in minutes. Requires no API knowledge, no code, and no manual field mapping.
Escolha um modelo, autentique-se no Salesforce, e nosso gerador de AI inspeciona sua instância do Salesforce (incluindo seus campos personalizados) para construir um conector totalmente configurado. Revise os mapeamentos sugeridos, ajuste o que for necessário e adicione à sua configuração. A partir daí, Fin pode puxar contexto de lead em tempo real para cada conversa de vendas — e sincronizar leads qualificados de volta para o Salesforce.
O que você pode fazer:
📥 Enriquecer Lead (read) | 📤 Sync Lead (write) |
Fin pulls live lead context from Salesforce into your sales conversations. | Fin syncs qualified leads to Salesforce. This is an upsert: it updates the matching lead if one exists, or creates a new lead if it doesn't. |
Note: Salesforce is the supported CRM for this feature. Two templates are available: Enrich Lead (read) and Sync Lead (write).
Important: set up Enrich Lead and Sync Lead together
The Sync Lead (write) connector is an upsert - it will either update an existing Salesforce lead or create a new one.
At the start of a conversation, Fin doesn't know the Salesforce lead ID. The Enrich Lead (read) connector is what resolves a returning person to their existing Salesforce record (and its lead ID).
If you set up Sync Lead without Enrich Lead, Fin can't match returning leads and will create new (duplicate) records in Salesforce. Always set up both together so writes update the right record instead of creating duplicates.
Antes de começar
Você precisará de uma conta Salesforce conectada (você fará a autenticação via OAuth durante a configuração).
Como configurá-lo
Você conecta o Salesforce ao Fin for Sales na seção "Connected services" em Fin AI Agent > Sales > Train > Integrations.
Passo 1: Autenticar
Conecte o Salesforce via OAuth se você ainda não o fez.
Passo 2: Escolha um modelo
Escolha Enrich Lead from Salesforce (read) ou Sync Lead to Salesforce (write). Para sincronizar leads de volta, configure ambos (veja o aviso acima).
Passo 3: Forneça um e-mail de teste
Isso executa uma consulta real contra o Salesforce do seu workspace para que o conector possa ser construído e testado com dados ao vivo.
Passo 4: Deixe o AI gerar o conector
Isso leva cerca de 15–30 segundos enquanto o AI inspeciona seu esquema do Salesforce, executa uma solicitação de teste e monta o conector.
Passo 5: Revise os mapeamentos de campo
Você verá uma tabela de Salesforce field → Intercom attribute que você pode editar antes de confirmar. Qualquer campo do Salesforce que não corresponder a um atributo existente do Intercom é automaticamente mapeado para um novo atributo com prefixo sf_ que o AI cria para você.
Passo 6: Adicione à sua configuração
Read connector: adicione-o ao enrichment — ele é executado no início de cada conversa.
Write connector: anexe-o a um routing outcome — ele dispara quando esse resultado é alcançado.
Note:
Sync is an upsert: Sync Lead updates the matching Salesforce lead, or creates a new one if there's no match. Pair it with Enrich Lead to avoid duplicates.
Auto-refresh: Salesforce tokens expire periodically; the connector refreshes automatically, so you don't need to reconnect each time.
Custom fields included: Fin reads your Salesforce custom fields during setup, so your tailored data can be mapped too.
Sandbox vs production: Switching a connector between a Salesforce sandbox and production is manual — edit and save the connector to point it at the other environment.
Solução de problemas
If you see… | What to do |
Duplicate leads showing up in Salesforce | Sync Lead couldn't match a returning person to their existing record. Make sure the Enrich Lead (read) connector is also set up so Fin can resolve the existing lead before writing. |
"No records found" when creating a connector | The test email didn't match any Salesforce record. Check that the email exists as a lead in your Salesforce. |
A sync (write) fails with a "required field missing" error | Your Salesforce org requires fields that weren't collected in the conversation. Make sure those required fields are being captured for the outcome that has the write connector. |
Connector stopped working after ~1 hour | Usually a Salesforce auth issue. The connector should auto-refresh and retry — if it persists, reconnect Salesforce. |
Still stuck? Reach out to our team and we'll help you get set up.