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Salesforce integration

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.

On Intercom, you set up the Salesforce connection in the same workspace as your Helpdesk inbox, tickets, and reporting, and Fin hands off to your team there with the full conversation.

What you can do

  • Expose customer and account records from Salesforce to Fin via Data connector
  • Let Fin reference contact history, deal stage, and company details in answers
  • Use Salesforce data in Fin conversations, Workflows, and Procedures
  • Requires JWT or email OTP user authentication for live use in production
  • Set up in Fin AI Agent → Train → Tasks → Manage Data connectors

How it works

Go to Fin AI Agent → Train → Tasks → Manage Data connectors and create a custom connector for Salesforce, or start from an AI recommendation.

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 or email OTP user authentication to go live. Connectors can only be fully tested in production, not in test workspaces.

Configure

Works with Fin through an API Data connector, supporting 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 →

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