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 default in Riva Insight On-Premise 2018.3 or higher, the data appears based on the Salesforce Riva connection user's permissions.
To display Salesforce data in Riva Insight On-Premise according to the Salesforce end users' permissions:
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Ensure that your Riva Insight On-Premise Server is configured with HTTPS.
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In Salesforce, while defining a connected app, take the following into account:
- The app can have any name.
- Enable OAuth Settings: true.
- Callback URL: Case sensitive. Must be in lowercase.
- https://[YourServerName]/insight/salesforce-oauth
- Selected OAuth Scopes:
- Access and manage your data (api).
- Access your basic information.
- Perform requests on your behalf at any time...
- Take note of the Key, Secret, and Callback URLs for the connected app.
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Ensure that Refresh Token Policy is NOT set to Immediately expire refresh token.
Result: The next time an end user logs in with Salesforce to Riva Insight, Riva Insight will display Salesforce data filtered by that user's permissions.