Riva Insight Administrator Guide

Applies to Riva Insight 2020.5 or higher.
Audience: Your company's Riva Insight administrators.
 

Welcome to the Admin Guide for Riva Insight. This online guide is a compilation of links to Knowledge Base articles and resources, organized into a simple navigation structure.

This guide includes the following top-level topics:

Common Tasks:

• View information about Riva Insight.
• Add administrators to Riva Insight.
• How to configure admin settings.
• Insight panel general settings.
• Creates and updates.
• Customizations.

View Information About Riva Insight

Note: This information is also visible to the end users.

• About
• Your Settings
   

How to Configure Admin Settings

• Insight Panel
• Track in CRM

Insight Panel General Settings

• Context Matching 
  • Email Matching
• CRM Modules Config
  • How to enable a CRM module in Riva Insight
  • How to create a custom detail field
  • How to create an enriched icon
    • Subscribe to Salesforce from Riva Sync: Configuration.
  • How to add a custom module

Creates and Updates

• Manage CRM records directly from Riva Insight: configuration
• Manage CRM records from Riva Insight: end-user guide

Customizations

• Customizing the Insight Panel in Riva Insight 2017.3 or Higher