Verify Salesforce "Connection User" permissions

Article ID: 1128
Last updated: 24 Mar, 2017

Riva On-Premise and Riva Cloud Corporate connect to Salesforce using the credentials of a Salesforce CRM user that must have sufficient permissions to create, delete, and modify the data in the CRM user accounts for those users that Riva will sync data for (target users).

  • Most organizations choose to use an existing Salesforce user that is assigned to the "System Administrator" profile. In those cases, that profile contains the required permissions.
  • Some organizations choose to use or create a Salesforce user that is assigned to a customized profile. In those cases, insufficient permission assignment leads to data sync errors or to duplicate items being created in Salesforce when Riva syncs an update from the email system.

Verify Salesforce Permissions

Before creating a Riva On-Premise or Riva Cloud connection to Salesforce, check the permissions assigned to the Riva connection user:

To verify the permissions assigned to the Riva Connection user:

  1. Log in to Salesforce, using an admin account.

  2. Select Setup > Administer > Manage Users > Users.

  3. Locate the Riva connection user, and select the corresponding Salesforce profile link.

  4. On the System Administrator page, scroll down to System, and select System Permissions.

    The System Administrator page displays the System Permissions.

  5. Under System, ensure that the following permissions are selected:

    • API Enabled: Allows data changes to be made using the Salesforce Web Services API that Riva On-Premise or Riva Cloud uses.
    • Modify All Data: Allows Riva to modify the data of the CRM users that Riva is syncing data for.
       
  6. Near the bottom of the page, under Users, ensure that the following permission is selected:

    • Manage Users: Allows Riva to create, edit, and deactivate users.
       
  7. Scroll down to General User Permissions, and ensure that the modules that Riva will sync to (accounts, contacts, users, cases, opportunities, events, tasks, etc.) are selected.

  8. Scroll down to Standard Object Permissions, and ensure that Read, Create, Edit, Delete, View All and Modify All are assigned to modules that Riva will sync.

  9. Modify the permissions if required.

  10. Save and Close the profile page.

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Article ID: 1128
Last updated: 24 Mar, 2017
Revision: 7
Views: 7159
Comments: 0
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