Our first two Fin for Salesforce videos are now live on Fin Academy!
Two short videos explaining how Fin works with Salesforce. Feel free to share, reference, or pull into any relevant content!
How Fin fits into Salesforce (~4 mins)
The big picture: the two ways to add Fin (inside the org or up front with the Messenger), how handoffs back to Salesforce work, which to start with, and what it takes to go live.
https://academy.fin.ai/how-fin-fits-into-salesforce
How Fin works (for Salesforce) (~3.5 mins)
One level deeper: what happens when a case reaches Fin, how the building blocks fit together, and why syncing Salesforce data matters so much.
https://academy.fin.ai/how-fin-works-for-salesforce
What are these good for?
• Customers: anyone using or evaluating Fin for Salesforce who wants to understand how the two systems work together. Watch them in order.
• Internal enablement: the quickest way to get up to speed on Fin for Salesforce.
What's next?
We'd love your feedback. We've validated these internally but haven't tested them with customers yet. Let us know if they're helpful, or if we've missed anything.
The full course will be released in the next week or two, and we've got a lot more content in production, so expect more soon.
