Overview
Riva Insight supports multiple authentication methods to help users access Salesforce data directly from Microsoft Outlook. This document compares Login with Microsoft and Login with Salesforce, highlighting how Microsoft-based login improves usability, reduces friction, and encourages adoption.
Why User Adoption Matters
User adoption is critical to the success of Riva Insight. The easier it is for users to access and stay connected, the more likely they are to engage consistently. Login with Microsoft offers a frictionless experience that aligns with users' existing workflows, making it the preferred method for driving adoption across your organization.
When authentication is seamless, users are more likely to explore features, rely on the tool daily, and integrate it into their workflow. Reducing login complexity not only improves satisfaction but also accelerates onboarding and minimizes support requests. For organizations deploying Riva Insight at scale, choosing an authentication method that supports effortless access is essential to maximizing ROI and user engagement.
Login with Microsoft: Key Advantages
| Feature | Description |
| Seamless Access | Users are authenticated using their Microsoft Outlook login—no need to enter credentials. |
| Manual Salesforce Connection (Once) | After logging in with Microsoft, users are prompted to manually connect to Salesforce once. |
| Persistent Connection | Once connected, users remain authenticated with Salesforce across sessions—even after logout or restart. |
| Custom Domain Support | Riva Insight uses the custom Salesforce domain configured in the Riva Cloud sync policy. This requires additional configuration but ensures consistent routing. |
| No Domain Selection Required | When multiple Salesforce customer domains are configured, users do not need to manually select the correct domain when connecting via Login with Microsoft. |
| Automatic Reconnection | If a user is logged out unexpectedly, Riva Insight automatically logs them back in. |
| Logout Resilience | If a user explicitly logs out, the Salesforce connection remains intact when they log back in. |
| Future-Proofing | A future release will eliminate the need to reconnect to Salesforce after Insight version upgrades. |
Login Flow Comparison
First Login – Login with Microsoft
- User launches Riva Insight
- User clicks on Login with Microsoft
- User is automatically authenticated using the Microsoft Outlook login
- User clicks on Connect to Salesforce
- The Salesforce login opens to the custom domain
- The user enters their Salesforce credentials
First Login – Login with Salesforce
- User launches Riva Insight
- User clicks on Login with Salesforce
- User selects (or enters) their custom domain, unless already manually configured
- The user enters their Salesforce credentials
If Automatically Logged Out – Login with Microsoft
- NO CREDENTIAL ENTRY REQUIRED
- User launches Riva Insight
- User is automatically logged in
- Salesforce connection is maintained
If Automatically Logged Out – Login with Salesforce
- CREDENTIAL ENTRY REQUIRED
- CUSTOM DOMAIN ENTRY REQUIRED (unless manually configured)
- User launches Riva Insight
- User clicks on Login with Salesforce
- User selects (or enters) their custom domain, unless already manually configured
- The user enters their Salesforce credentials
Exceptions to Persistent Login
- Insight Version Upgrades: May require users to reconnect to Salesforce. This will be resolved in a future release
- Salesforce Access Revocation: If access is revoked in Salesforce, users will be required to reconnect manually
Summary
Login with Microsoft offers a smoother, more integrated experience for users already authenticated in Microsoft Outlook. It minimizes friction, reduces support overhead, and ensures a resilient connection to Salesforce—while also driving stronger user adoption across the organization.