Subscribe to Salesforce From Riva Insight

  • Updated

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 Way

Subscribing 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 Way

With 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 Click-to-subscribe-to-Salesforce.png Subscribe toggle next to the record. The toggle turns yellow, Unsubscribe-from-Salesforce-toggle--(a-yellow-star) (1).png, to indicate you have subscribed to the item. Next time you view the record in Riva Insight, you know you will be aware of the latest activities that pertain to that record. To unsubscribe, you click Unsubscribe-from-Salesforce-toggle--(a-yellow-star) (1).png. Some configuring is required in both Salesforce and Riva. Screenshots of what it looks like for the end users.

Supported Modules

The following Salesforce modules are supported:

  • Accounts,
  • Contacts,
  • Leads,
  • Opportunities, and
  • Custom modules.

Additional modules can be supported: contact the Riva Success Team with your requirements.

Minimum System Requirements

  • Riva Insight: 2020.3.6.8314.
  • Riva On-Premise: 3.0.61.
  • Riva Cloud will be automatically updated for you.
  • Salesforce:
    • Chatter and/or Account Teams need to be configured.
    • Salesforce permissions and/or authentication to Salesforce to access the records in the supported modules.

Recommended

Subscribing to Salesforce is best supported by using Login with Salesforce Authentication.

Limitation

  • The Subscribe feature supports only Salesforce for now. If you require support for another CRM, contact the Riva Success Team to work with our Professional Services.

What is subscribing to Salesforce from Riva Insight?
Configuration.

 

To subscribe to a Salesforce item from Riva Insight:

  1. In Riva Insight, access an item of a module type that your company's Riva Insight admin has configured for subscribing to Salesforce.

  2. In either summary view or detail view, next to the item, click the Click-to-subscribe-to-Salesforce (3).png Subscribe toggle.

    The screen shot displays the toggle in the item's summary view.

    Click-the-white-star-to-subscribe-to-the-Salesforce-item.png

    Now that you have subscribed to the Salesforce item, the toggle is displayed in yellow:

    The-yellow-star-indicates-that-you-have-subscribed-to-the-Salesforce-item (1).png

To unsubscribe from a Salesforce item while working in Riva Insight:

  • Next to the item, click the yellow toggle, Unsubscribe-from-Salesforce-toggle--(a-yellow-star) (2).png

    The toggle is now displayed in white, to show that you are not currently subscribed to the item.

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