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Implementation Guide for Fin Agents

Supercharge your sales and service operations with Fin AI Agents. Understand the nine steps to implement it successfully. 
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What does it cover...

The 9 steps to set up a Fin AI agent


  • 1) Define the business problem and success measures

  • 2) Map audiences, questions and journeys

  • 3) Choose and clean the source of truth

  • 4) Control access to content and data

  • 5) Connect Fin to Salesforce and channels

  • 6) Configure the customer experience

  • 7) Test with a golden set

  • 8) Stage and approve the go-live

  • 9) Launch in phases and optimise
Meet the product

Fin from Salesforce

Fin was acquired by Salesforce in September 2026 as a leading AI agent vendor for SME's. It's out of the box agents for Service, Sales and E-Commerce are highly integrated with Salesforce with advanced channels and features that make it a highly regarded solution for plug and play customers that don't need the advanced features of Agentforce. 
Patrick Jones - Course author