Subscribe to Salesforce from Riva Insight: Overview

Article ID: 2078

Last updated: 09 Nov, 2020

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 about the activities that occur for that record. It gives you quicker informed insights into the current status of the items and related activities.

The Old Way

Subscribing in the old way means logging into Salesforce, searching for a specific record, and adding yourself to an Account Team or choosing to Chatter Follow that specific record. Some configuring is required in Salesforce.

The Riva Way

With Riva Insight, you can subscribe to a CRM record from within Outlook. When you see a record that you want to follow, you click the Subscribe toggle next to the record. The toggle turns yellow, , to indicate you have subscribed to the item. Next time you view the record in Riva Insight, you know you will be aware of the latest activities that pertain to that record. To unsubscribe, you click . Some configuring is required in both Salesforce and Riva. Screenshots of what it looks like for the end users.

Supported Modules

The following Salesforce modules are supported:

Accounts,
Contacts,
Leads,
Opportunities, and
Custom modules.

Additional modules can be supported: contact the Riva Success Team with your requirements.

Minimum System Requirements

Riva Insight: 2020.3.6.8314.
Riva On-Premise: 3.0.61.
Riva Cloud will be automatically updated for you.
Salesforce:
- Chatter and/or Account Teams need to be configured.
- Salesforce permissions and/or authentication to Salesforce to access the records in the supported modules.

Limitation

The Subscribe feature supports only Salesforce for now. If you require support for another CRM, contact the Riva Success Team to work with our Professional Services.