Riva CRM Integration - Documentation and Knowledge Base

Configuring Riva to Sync the NetSuite "Team Selling" Feature

Article ID: 808
Last updated: 19 Oct, 2016

Team selling is often enabled when multiple users are assigned to sell to a single customer.

If Team Selling is enabled in NetSuite, Riva Cloud or Riva On-Premise must also be configured to support this feature. If Riva is not configured for Team Selling, unintended side effects may occur. For example, upon creation of a new contact in Exchange, Riva would sync it to NetSuite, match it to the Customer record, and then remove it (the contact) from Exchange.

When synchronizing for contacts by ownership,

  • if Team Selling is disabled, ownership queries depend on the salesRep field;
  • if Team Selling is enabled, ownership queries use the salesTeamMember list.

Verify the NetSuite Team Selling Feature

To verify whether the Team Selling feature is enabled in NetSuite:

  • In NetSuite, select Setup > Company > Enable Features > CRM.

    If Team Selling is enabled, the Team Selling check box is selected.

Enabling "Team Selling" for Riva Cloud

  • In Riva Cloud, in the NetSuite connection edit window, select the Is CRM enabled for "Team Selling"? check box.

Enabling "Team Selling" for Riva On-Premise 2.4.31 or Higher

  • In Riva On-Premise, in the NetSuite Connection wizard or CRM Connection Edit window, select the CRM "Team Selling" Feature Enabled check box.

Enabling "Team Selling" for Riva On-Premise 2.4.29

To support Team Selling in Riva 2.4.29:

Applies to

  • Riva Cloud for NetSuite.
  • Riva On-Premise 2.4.30 or higher for NetSuite. (Added Team Selling check box to the connection wizard / connection object edit options.)
  • Riva On-Premise 2.4.29 or higher for NetSuite. (Added custom option keys to support the Team Selling feature.)

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Article ID: 808
Last updated: 19 Oct, 2016
Revision: 6
Views: 7862
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