Sub Categories
folder Salesforce Procedures
folder Advanced Options & Settings
folder Errors & Troubleshooting
folder Archive


Salesforce
Salesforce 'Created By' Field
Applies to Riva Cloud and Riva On-Premise 2.4.44 or higher. Salesforce records have a Created By field. That built-in (non-custom) audit field is used to record which syncing user created a record. By default, when Standard...
Salesforce Organization Id in Riva License for Salesforce
In Riva 2.4.42 and higher, all new licenses for Salesforce are directly linked to an 18-digit Salesforce Organization ID (OrgId). In previous versions of Riva, only the internet domain was used. 15-digit Organization IDs do not work....
Prepare Salesforce for Riva
This article describes how to prepare a Riva connection account and the Riva server to support a Riva standard impersonation connection to Salesforce. To prepare Salesforce for Riva Confirm communication from the Riva server to...
Create, Test, and Tweak a Salesforce Connection
The default Riva connection to Salesforce is designed to use Standard Impersonation. To create, test, and tweak a Salesforce connection: Check that the system requirements are met. Create the Riva connection to Salesforce: ...
Security Options for Deploying Riva for Salesforce and Exchange
Default Method for Deploying Riva for Salesforce By default, Riva for Salesforce is designed to use Standard Impersonation. With Standard Impersonation, Riva for Salesforce supports Office 365, Exchange 2013, 2010, 2007 and 2003...
Common Riva for Salesforce Sync Questions
This is a list of common questions compiled about Riva for Salesforce data synchronization. Can we associate appointments in Outlook with a single contact? Will appointment notes be synced with Salesforce in the contact's activity...
Understanding Salesforce Shared Activities
PRELIMINARY DOCUMENTATION This documentation is provided as is. It has been published as a working document. Applies to Riva On-Premise and Riva Cloud with "Shared Activities" support for Salesforce.com With the release of Winter...
Using Custom Salesforce Audit Fields with Standard Impersonation
Applies to Riva Cloud Corporate and Riva On-Premise. By default, Standard Impersonation causes all changes or additions made to Salesforce by the Riva synchronization process to be recorded as having been made by the "admin...
Support for the Salesforce Summer '16 Enhanced Email Feature
Riva 2.4.42 or higher supports the Salesforce Summer '16 Enhanced Email feature, which enables tracking an email as an Email Message object in Salesforce instead of a task activity. By default, the sync still tracks an email as a...


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