Riva CRM Integration - Documentation and Knowledge Base
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Track in CRM Appears in the Side Panel of Riva Insight
This article applies to both Riva Insight platforms (Cloud and On-Premise) and both Outlook add-ins (the Outlook Web add-in and version 2020.2 or higher of the Outlook Windows add-in). Track in CRM appears in the Riva Insight side...
Riva Insight: Feature - Login with Salesforce
Riva Insight users no longer need to manage Riva Cloud identity passwords. Requirements. Overview. To use the Login with Salesforce feature with Outlook. Requirements In order to leverage the "Login with Salesforce"...
Display Salesforce Data Based on End-Users' Permissions
Riva Insight On-Premise 2018.3 or higher can be configured to display Salesforce data according to the Salesforce end-users' permissions. This requires logging in with Salesforce. In previous versions of Riva Insight On-Premise or by...
Customizing the Insight Panel in Riva Insight 2017.3 or Higher
In Riva Insight 2017.3 or higher, various customizations are available: Displaying additional fields for accounts, contacts, and appointments. Applying your company branding. Displaying contacts that belong to the same email...