Riva CRM Integration - Documentation and Knowledge Base
Step 3 - Configure
Riva Insight: 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...
Configure Track in CRM for Riva On-Premise
Audience: 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 configure Riva...
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...