Riva Insight

• Riva Insight 2026.3 Release Notes
• Riva Insight 2026.2 Release Notes
• Riva Insight 2026.1 Release Notes
• Riva Insight 2025.2 Release Notes
• Riva Insight 2025.1 Release Notes
• Riva Insight 2024.4 Release Notes

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• Configuring Riva Sync for Riva Insight
• Riva Insight On-Premises Setup Guide for Insight 2026.3 or later
• Riva Insight Prerequisites - MongoDb (Insight 2026.3+)
• Riva Insight Prerequisites - ASP.NET Core Hosting Bundle (Insight 2026.3+)
• Sign in with Microsoft vs Sign in with Salesforce
• Riva Insight On-Premises Prerequisites (Insight 2026.3 and later)

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• Riva Insight 2024.3 User Guide
• Use Riva Insight Track in CRM
• Riva Insight: Components of Context View
• Riva Insight Cloud: Log in to Insight Context View (Panel)

• How to Display a Salesforce "Contact Role" Field in the Insight Contact View (via XML Layout)
• Improvements to Syncing Tracked Emails and Meetings in Outlook Classic with Riva Insight
• Creating Enrich Icons in Riva Insight
• Enable The Track in CRM Auto-Populate of Internal Contacts
• How to Configure Page Size, Max Results & Date Range of Riva Insight Context View Search Results
• How to Migrate an On-Premise Riva Insight Server Manually

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• Riva Insight Security Enhancements for Salesforce Integrations (PKCE & Refresh Token Rotation)
• Email Summary User Guide
• Track in CRM Pending Category
• Insight Record Type-aware Layout Management
• Contact Discovery
• Riva for Agentforce

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• FAQ: Riva AI and Your Privacy
• Q&A: Riva Insight Web Add-In For Outlook - Security and Performance
• Riva Insight FAQs

• Outlook Classic: Add-in Displays "Insight Could Not Connect to Outlook" When Switching Emails
• “Riva Subscription Does Not Include Riva Insight” Error
• Salesforce OAuth Error: “User is not admin approved to access this app”
• Riva Insight: “API is disabled for this User” Error
• Riva Insight: “CreateNew_FolderPath folder not found” Error
• Riva Insight: "Invalid Field or Missing Permission" Error (Salesforce)

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