Microsoft Dynamics CRM 2015, 2013, or 2011 Rollup 10 or higher
Contacts I follow
In a sync policy, the default ownership filtering of CRM contacts can be overridden by a pre-defined filter: Filter based on Contacts I follow. By using this filter, the only contacts that Riva Cloud syncs for a user are those that the user has flagged in the CRM as "Contacts I follow".
To use this filter, contact the Riva Success Team.
Country and state pick lists
If you have enabled country and state pick lists in Salesforce (Setup => Data Management => Country and State pick lists), but a contact's country and/or state values does not match the values on the pick lists, Riva reports an error when attempting to sync that contact. Solution:contact the Riva Success Team.
An optimized preloading of contact photo info is available. This prevents wasting some API calls and improves performance.
To implement the optimized preloading, contact the Riva Success Team.
Salesforce default record types
If you want to set the default record type based on the user profile pulled from the CRM user record, contact the Riva Success Team.
Salesforce plug-in migration and/or compatibility
For Riva Cloud to sync calendar items with the Salesforce plug-in for Outlook installed, contact the Riva Success Team.