Riva CRM Integration - Documentation and Knowledge Base
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Direct Track in Riva Insight Track in CRM
In Riva Insight 2021.1 or higher, Track in CRM can be configured to track an item directly from the Inbox or the Sent Items folder without moving or copying the item to the "- Create New Email" folder. Direct Track is supported for...
Track in CRM Appears in the Side Panel of Riva Insight
This article applies to both Riva Insight platforms (Cloud and On-Premise) and both Outlook add-ins (the Outlook Web add-in and version 2020.2 or higher of the Outlook Windows add-in). Track in CRM appears in the Riva Insight side...
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
Riva Insight On-Premise 2018.3 or higher can be configured to display Salesforce data according to the Salesforce end-users' permissions. This requires logging in with Salesforce. In previous versions of Riva Insight On-Premise or by...