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 WaySubscribing 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 WayWith 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 Supported ModulesThe following Salesforce modules are supported:
Additional modules can be supported: contact the Riva Success Team with your requirements. Minimum System Requirements
RecommendedSubscribing to Salesforce is best supported by using Login with Salesforce Authentication. Limitation
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Article ID: 2078
Last updated: 09 Nov, 2020
Revision: 15
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