Riva CRM Integration - Documentation and Knowledge Base
Subscribe to Salesforce
Subscribe to Salesforce from Riva Insight: Overview
Subscribing to a Salesforce item or Chatter Following the item is beneficial: you know when and how important contacts, accounts, leads, opportunities, or custom modules are updated. That enables you, a sales team member, to stay informed...
Subscribe to Salesforce from Riva Sync: Configuration
What is subscribing to Salesforce from Riva Insight? How end users subscribe to Salesforce items from Riva Insight. Notes: CRM permissions, security settings, or additional configuration may affect the ability to subscribe to a...
Subscribe to Salesforce from Riva Insight: How End Users Subscribe
What is subscribing to Salesforce from Riva Insight? Configuration. To subscribe to a Salesforce item from Riva Insight: In Riva Insight, access an item of a module type that your company's Riva Insight admin has configured for...