Features
Riva Insight: Feature - Login with Salesforce
Riva Insight users no longer need to manage Riva Cloud identity passwords. Requirements. Overview. To use the Login with Salesforce feature with Outlook. Requirements In order to leverage the "Login with Salesforce"...
Display Salesforce Data Based on End-Users' Permissions
In Riva Insight 2018.3 or higher, the Insight panel and Track in CRM can be configured to display Salesforce data according to the Salesforce end-users' permissions. This requires logging in with Salesforce to Riva Cloud. In previous...
Customizing the Insight Panel in Riva Insight 2017.3 or Higher
In Riva Insight 2017.3 or higher, various customizations are available: Displaying additional fields for accounts, contacts, and appointments. Applying your company branding. Displaying contacts that belong to the same email...


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