Improved Office365/Exchange to Salesforce Sync
Ensure relationship data is preserved while improving the quality of the data entering Salesforce by configuring Riva Insight to sync an email as a Salesforce task and relate it to all the resolved entities (e.g., sender, CRM user recipients, or contact recipients).
(Applies to Riva set ups where emails are tracked in Salesforce as tasks.)
Make Data Quality a Team Effort
Make sure your users understand when important data is missing in CRM. The missing information indicator has been updated to be more configurable. Your Riva Admin can now set it to turn on or off for accounts, contacts, and/or leads (by default, the indicator is on for accounts and off for contacts and leads) and trigger the indicator if information is missing in an individual field. Please contact a member of the Riva Success team if you would like to configure the indicator for other CRM modules.