Source: https://joinfinn.com/integrations/salesforce

# Salesforce

## Salesforce + Finn.

Salesforce integration with Finn. Salesforce manages customer accounts, sales opportunities, service cases, and related business records.

Business function: Sales and marketing.

## What you can do with Salesforce.

Salesforce manages customer accounts, sales opportunities, service cases, and related business records.

### Turn a sales inquiry into a booked next step

Finn completes the response and coordination work of an inbound sales representative.

**Typically handled by:** Sales development representative

**Starts when:** A prospect asks for a demo, pricing conversation or product information.

#### What Finn handles

1. Match the inquiry to the Salesforce lead, contact and account and collect the details needed for the request.
2. Answer routine questions from the company's current product materials and identify the account's sales owner.
3. Arrange the requested meeting in Outlook or Google Calendar and deliver the relevant preparation material.
4. Update the lead or opportunity with the conversation, booking and agreed next step.

**The result:** The prospect receives a useful answer and a recorded, booked sales next step.

### Run an account outreach program through its responses

Finn operates a targeted sales follow-up program for the accounts the team chooses.

**Typically handled by:** Account development coordinator

**Starts when:** The sales owner selects an account audience and outreach play.

#### What Finn handles

1. Read the selected Salesforce accounts, existing relationships and communication preferences.
2. Prepare the relevant outreach using the sales team's current message and the account's actual business context.
3. Send the authorized sequence through the connected sales communication tool and handle replies, opt-outs and routine questions.
4. Book requested conversations and update Salesforce with each account's actual response and completed follow-up.

**The result:** The outreach program has handled responses and a current account record.

### Close the loop on a customer meeting

Finn completes the administrative work after a sales conversation.

**Typically handled by:** Account executive's sales coordinator

**Starts when:** A customer meeting ends with agreed follow-up.

#### What Finn handles

1. Read the meeting notes or Gong transcript and identify the commitments actually made by the participants.
2. Send the promised resources and arrange the agreed next meeting through Outlook.
3. Create the corresponding Salesforce tasks and coordinate answers or delivery with their responsible owners.
4. Record completed commitments and update the opportunity with the customer's actual next step.

**The result:** The meeting's promises have recorded delivery or a named owner and date.

### Carry an agreed deal through quote and signature

Finn runs the deal-desk coordination after the buyer and seller agree on a purchase.

**Typically handled by:** Revenue operations and deal desk coordinator

**Starts when:** An opportunity is ready for a formal commercial offer.

#### What Finn handles

1. Read the agreed products, quantities, buyer information and terms from Salesforce.
2. Prepare the quote and agreement through the company's revenue process and obtain pricing or legal decisions for exceptions.
3. Send the final agreement through Docusign and resolve administrative signature issues.
4. Attach the executed documents, update the deal's actual status and start the NetSuite billing and onboarding handoff.

**The result:** The deal has a recorded agreement and completed billing and delivery handoffs.

### Get a signed customer through onboarding

Finn handles the coordination between the account team and the people delivering the service.

**Typically handled by:** Customer onboarding coordinator

**Starts when:** A Salesforce opportunity is signed and ready to start.

#### What Finn handles

1. Gather the purchased scope, contacts, start date and promises from the deal and agreement.
2. Create the onboarding plan in Asana and arrange the customer kickoff and information requests.
3. Complete routine setup in the connected product and follow delivery tasks through their actual outcomes.
4. Record the agreed activation milestone in Salesforce and create service cases for any continuing customer issue.

**The result:** The customer reaches a recorded onboarding milestone and ongoing work has clear ownership.

### Resolve a routine customer service case

Finn completes the practical work behind a support request.

**Typically handled by:** Customer service representative

**Starts when:** A customer opens a Salesforce service case.

#### What Finn handles

1. Read the case, account history and the relevant order, subscription or product record.
2. Answer the customer's question and collect the information needed for the specific administrative fix.
3. Perform the routine action in the owning system, bringing exceptional refunds or contract changes to the authorized decision maker.
4. Confirm the result with the customer and close the Salesforce case with the action and evidence recorded.

**The result:** The customer's request is resolved and the case contains the completed outcome.

### Run a field service appointment through its completion record

Finn manages the coordination around a technician's customer visit.

**Typically handled by:** Field service dispatcher and service coordinator

**Starts when:** A customer issue requires an on-site service visit.

#### What Finn handles

1. Create the Salesforce work order with the asset, reported problem and relevant service instructions.
2. Arrange the service appointment with the dispatch team and customer, including access and preparation details.
3. Coordinate parts, schedule changes and any required spending decision while the technician performs the physical work.
4. Collect the technician's service result, update the work order and notify the customer of completion or follow-on work.

**The result:** The visit has a complete work-order record and a communicated service result.

### Carry a renewal through its decision and paperwork

Finn runs the administrative cycle behind a recurring customer agreement.

**Typically handled by:** Renewal operations coordinator

**Starts when:** An account enters its renewal window.

#### What Finn handles

1. Read the contract dates, customer contacts, service history and existing commercial terms in Salesforce.
2. Confirm the customer's intentions and arrange the account owner's renewal conversation.
3. Prepare the selected terms, obtain commercial or legal approval for changes and coordinate signature in Docusign.
4. Record the signed renewal or non-renewal decision and update the billing instructions in NetSuite.

**The result:** The renewal decision, agreement and finance handoff are consistently recorded.

### Run a marketing campaign from release to sales follow-up

Finn completes the marketing operations work behind a customer or prospect campaign.

**Typically handled by:** Marketing operations team

**Starts when:** The marketing owner accepts a campaign and audience.

#### What Finn handles

1. Create the Salesforce campaign and assemble the selected Marketing Cloud messages, audience and response path.
2. Collect the publishing and spending decisions for the external copy, offer and channel plan.
3. Launch the campaign through the relevant marketing tools and handle replies, preference changes and incoming requests.
4. Record actual responses, book requested conversations and update campaign members and sales follow-up.

**The result:** The campaign is delivered and its responses become recorded customer or sales outcomes.

### Turn an event into completed attendee follow-up

Finn runs the administrative work around a webinar, conference or customer event.

**Typically handled by:** Event marketing coordinator

**Starts when:** The marketing team confirms an event and invitation audience.

#### What Finn handles

1. Create the Salesforce campaign and connect registrations from Zoom or the event platform.
2. Send the selected invitations and event instructions after release approval, resolving registration questions.
3. Reconcile attendance and the questions or requests submitted during the event.
4. Deliver the promised materials, book requested meetings and record completed follow-up against campaign members.

**The result:** The event has reconciled attendance and completed, recorded attendee follow-up.

### Complete a commerce order-service request

Finn handles the customer-service work around an existing commerce order.

**Typically handled by:** Commerce customer operations representative

**Starts when:** A customer asks about an order, delivery change or return.

#### What Finn handles

1. Read the order and fulfillment information in Salesforce Commerce or the connected commerce system.
2. Explain the actual status and apply the merchant's rules to the requested change.
3. Coordinate the permitted order update or return with the warehouse and payment owner, obtaining decisions for exceptions.
4. Confirm the resulting shipment, return or financial status and record the completed service case.

**The result:** The customer receives the actual order resolution and the commerce and service records agree.

### Publish the answer to a recurring support problem

Finn completes the knowledge-production work behind repeated customer questions.

**Typically handled by:** Customer knowledge operations specialist

**Starts when:** The service team selects a recurring question for a maintained help article.

#### What Finn handles

1. Gather the related Salesforce cases and current product instructions without carrying private customer details into the article.
2. Create the help content and connect the relevant product steps and supporting resources.
3. Obtain the product or knowledge owner's accuracy and publishing decision and release the accepted article.
4. Link it in relevant service replies and record the source issue and next review responsibility.

**The result:** Customers and agents have a published, maintained answer linked to the service problem.

### Coordinate a partner's commercial onboarding

Finn handles the CRM and administrative work around an accepted business partner.

**Typically handled by:** Partner operations coordinator

**Starts when:** The channel team accepts a partner into a program.

#### What Finn handles

1. Record the partner contacts, program and agreed responsibilities in Salesforce.
2. Collect the required business documents and coordinate the contract through Docusign.
3. Arrange approved access in the company's partner portal and training through Highspot or Mindtickle.
4. Confirm the completed setup and record partner contacts, training status and the first agreed commercial activity.

**The result:** The partner has a complete operating record and finished onboarding arrangements.

### Run the sales forecast review and its record changes

Finn completes the preparation and follow-through behind the sales leadership review.

**Typically handled by:** Revenue operations analyst

**Starts when:** The weekly forecast meeting approaches.

#### What Finn handles

1. Gather Salesforce opportunities, activity, account commitments and stated close dates.
2. Identify missing next steps, overdue actions and record inconsistencies for the account owners to resolve.
3. Prepare the review and record the sales leaders' actual forecast and priority decisions.
4. Apply the selected CRM updates, coordinate customer follow-up and record the result of the assigned actions.

**The result:** The forecast review ends with an updated pipeline and tracked operational follow-up.

### Repair the account data that blocks customer work

Finn completes evidence-based CRM cleanup and restores the interrupted workflow.

**Typically handled by:** Salesforce revenue operations administrator

**Starts when:** A business team reports incomplete, duplicate or incorrectly associated customer records.

#### What Finn handles

1. Compare the affected records with the source submissions and documented account ownership.
2. Resolve missing identifiers and associations, asking the owning team when the evidence conflicts.
3. Apply the selected corrections and perform any duplicate merge through the authorized cleanup process.
4. Restore stranded tasks or customer follow-up and record the corrected records and remaining decisions.

**The result:** The customer records are usable and the affected business work resumes.

## Connection setup

Contact Finn to discuss the records your workflow needs and the actions you want it to perform.

Your team chooses what Finn can access, what agents can change, and when a person must approve the work. The connection needs the appropriate account access and permissions from Salesforce.

## Explore Finn

- [Agents](https://joinfinn.com/agents): Help customers. Work with your team. Finish the job.
- [Systems](https://joinfinn.com/systems): Business apps for the work behind the conversation.
- [AI Gateway](https://joinfinn.com/ai-gateway): Control connected AI apps, models, access, and spending.

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