Riva CRM Integration - Documentation and Knowledge Base
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Advanced Options: Add Edit / View Links to Email Contacts
By default, Riva provides an email item for each active Opportunity, Case, etc. under the AssignTo folders — selecting such an email opens the corresponding opportunity or case in the CRM. Riva also provides an Edit link and a View link...
Create & Configure a Sync Policy for Exchange or HCL Notes
Important Note: Riva makes use of Categories as the indicator that an item needs to be synchronized to the CRM. When Riva syncs data from the CRM to each mailbox, the Riva service automatically assigns the appropriate category. Create...
Prepare the Exchange Mailbox for the Riva Connection User
The Riva Exchange MAPI and EWS connections (Riva On-Premise) and EWS connection wizard (Riva Cloud CORPORATE subscription) need to use the credentials of a fully enabled Exchange mailbox user that is configured to support IMPERSONATION...
Disabling Windows DEP (Data Execution Prevention)
For Riva installations that use the Novell Windows client and Novell GroupWise client, Data Execution Prevention (DEP) should be disabled. Disable Data Execution Prevention (DEP) completely (Windows 2008) Open a Command Prompt...
Salesforce API limits: Connection to CRM Server failed: REQUEST_LIMIT_EXCEEDED
Salesforce imposes an API Call limit for all of their customers. This is done to ensure equitable access to the hosted service for all subscribers. Salesforce Organizations are subject to a maximum number of API calls that can be made...


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Error Occurred Starting Sync: [ServerError] The Request Failed with HTTP Status 503: Service Unavailable
Issue In Riva Cloud or Riva On-Premise, the following error may appear in the sync logs and prevent the sync from completing its cycle. Error occurred starting sync: [ServerError] The request failed with HTTP status 503: Service...
Edit a Riva Cloud Connection for Salesforce to Use OAuth
You can create Riva Cloud connections to Salesforce that rely on OAuth security tokens. Existing customers can convert. What are the advantages? The user only has to approve OAuth once. From that point on, the approved OAuth security...
Enable Salesforce Trusted Network Access for the Riva Server
A Riva On-Premise server's attempt to access Salesforce with user credentials is authorized if it meets one of the following conditions: The connection and login originate from a trusted network IP address, or The connection and...
Create & Configure a Sync Policy for Google's G Suite
Important Note: Riva makes use of G Suite labels, similar to Exchange folders. That is why the Riva Manager application and other user interfaces show the word "folder" while the documentation refers to "labels". Create a sync policy:...
Create & Configure a Sync Policy for Exchange or HCL Notes
Important Note: Riva makes use of Categories as the indicator that an item needs to be synchronized to the CRM. When Riva syncs data from the CRM to each mailbox, the Riva service automatically assigns the appropriate category. Create...