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Riva Insight Cloud: Login with Salesforce
Requirements Requirements for Riva Insight Cloud: Riva Insight has been applied to your Riva Cloud subscription. Your Riva Cloud connection to Salesforce has “Login with Salesforce” enabled. You have installed Riva...
Riva Insight Settings
Contents: Permissions. Notes about contacts and leads. Descriptions of the settings. Who Has Permissions to Change Riva Insight Settings? Cloud platform: By default, only Riva Insight users who are admin users in Riva Cloud...
Enable Riva Insight Default URL and Track in CRM with Riva On-Premise
Audience: Riva administrators. Configure. Test. View Track in CRM settings. Enabling Riva Insight from your sync policy will enabled the features for Track in CRM and allows you to set your Insight URL that Windows Add-in will...
Configure Track in CRM (Stand-Alone Deployment)
Audience: End users and Riva administrators. Configure. Test. View Track in CRM settings. Configure Because some organizations may choose to disable Riva Insight Track in CRM, it is not configured by default. To...
Riva Insight OnPremise: Windows Active Directory Authentication
Considerations before using Windows Active Directory Authentication If using "Salesforce" as your CRM, we highly encourage you to use "Login with Salesforce" to log into Riva Insight: "Login with Salesforce" accesses CRM data based on...
Track in CRM on Mobile for Riva Insight Web Add-in
Background With Microsoft's release of the Graph API for Microsoft Online, Riva Insight is now able to support Track in CRM for Mobile (iOS and Android). Limitations Microsoft only supports the read view of emails on Mobile....
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