Link Directly to Your CRM Record Create Pages

Rawan Maarouf
Rawan Maarouf
  • Updated

Now you can have links to take you directly to your record create pages within your CRM, right from Insight.

Background

  • Riva Insight supports adding records into CRM through a simple, customizable create form.
  • The forms may not meet customer needs for complex types, rules, and validation.
  • Now, you can configure Riva insight to directly open your CRM edit page, and update your records directly within your CRM.

Requirements

  • Riva Insight Cloud or Riva Insight On-Premise 2022.2 (or later)
  • A CRM that supports direct links to 'create' or 'edit' pages

Riva Insight Cloud Configuration

  • Reach out to the Riva Success Team, and provide the following information:
    • Your CRM Base URL
    • They types of modules you want enabled to add records using your CRM create pages.
    • The URL for your CRM create pages for each module.

Riva Insight On Premise Configuration (InsightConfiguration.xml)

  • Add a key to set your CRM Base URL (replacing value with your CRM base url).
    • I.E. <add key="Insight.CRM.BaseURL" value="https://myurl.lightning.force.com" />
  • For each CRM module that you want to link to your CRM, add a key for each of the modules you want to use a direct link to your CRM.
    • Riva Insight Supports Organization (Account), Email, Task, Opportunity, Contact, and Lead
    • Additional modules can be used, by specying Custom1 to Custom10 for the module
      • You can set enable the Custom Modules and set the labels through the Insight Admin UI under "General" > "CRM Modules Config"
  • For Accounts and Leads, you can pass in #Email# which will populate the email for unmatched contacts
  • Include #CRMBaseUrl# to automatically replaced the value with the base url you set up.  You may also explicitly set the URL in the key.
  • Examples:
    • <add key="Insight.Editor.Create.Override.Contact" value="#CRMBaseUrl#/lightning/o/Contact/new?defaultFieldValues=Email=#Email#" />
    • <add key="Insight.Editor.Create.Override.Opportunity" value="https://myurl.lightning.force.com/lightning/o/Opportunity/new" />
    • <add key="Insight.Editor.Create.Override.Custom1" value="#CRMBaseUrl#/lightning/o/Case/new" />