Configuring Riva to Sync the NetSuite "Team Selling" Feature

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:

• Apply the following two advanced custom options to the NetSuite connection:

  Crm.TeamSelling.Enabled = true

  Crm.FilterByTeams = true

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.)