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Sending Logs With Riva Insight Windows Add-in Log Extraction
The Riva Insight Log Extraction utility is a fast and efficient way of gathering the basic troubleshooting information for Riva staff to analyze an issue you're having. Minimum Requirements Riva Insight 2021.3. Riva Insight...
Riva Insight Server: Authentication Error When Using Login with Salesforce
Applies to Riva Insight On-Premise Server when using Login with Salesforce. Issue Upon loading Riva Insight in Outlook, any of the following error messages may appear: HTTP_STATUS_BAD_REQUEST 400 Bad Request Unable to...
Riva Insight: Error: [INVALID_FIELD_FOR_INSERT_UPDATE] Unable to Create/Update Fields on Creating Contacts
Issue in Riva Insight The following error appears in the Riva Insight panel when creating a contact or updating a field: Create failed. Error: [INVALID_FIELD_FOR_INSERT_UPDATE] Unable to create/update fields: Example_Namec. Please check...
Ensure That Refresh Token Policy Is NOT Set to "Immediately Expire Refresh Token"
Prerequisite: Install the connected app in Setup > Connected Apps OAuth Usage. To ensure that Refresh Token Policy Is NOT set to Immediately expire refresh token: In Salesforce, on the left side, in the search box, enter...
Solution for [ServerError] CrmConnectionBase Is Null; Or Connection File Reference Not Updating
Applies to Riva Insight Server On-Premise. Issue Riva Insight displays errors similar to the ones below: We're sorry, but an error has occurred. More information; CRM connection error. Unable to locate the CRM connection. ...
Riva Insight OnPremise Redis State Service Configuration
First Available In: Insight Server 2020.4+ OnPremise Audience: Riva Insight Administrators; Riva CET; Riva Success The ASP.NET State Service has been deprecated starting with Riva Insight Server 2022.4.86034...
Icons Are Missing and Links Are Not Usable in the Insight Panel
Applies to Riva Insight. Issue Icons are missing from the Riva Insight email client panel. Links in the Insight panel are not clickable. Cause These errors are the result of configuration settings in Internet...
WindowsAD Authentication > "An error occurred in authentication" | "The server is not operational"
Errors
Riva Insight On-Premise Configured to use WindowsAD Authentication. Situation With Riva Insight OnPremise using Windows Authentication, you may get an "An error occurred in authentication please contact your Riva administrator"...
Riva Insight: The User Domain [Your-Domain] It's Not Configured. Please Contact Your Riva Administrator. Try Again
Applies to Riva Insight Server when using WindowsAD or DirectoryForms authentication. Issue When logging into Riva Insight in Outlook, the following error message appears: You will also see the following message displayed in...
Solution for: Riva Insight Is Displayed Outside Outlook
Issue After upgrading Outlook to a newer version, Riva Insight resides outside the Outlook application window and cannot be locked into place. Cause Riva Insight needs to be optimized for compatibility with the newly updated...
Solution For: We Don't Support This Browser. Try Opening This Page in a Supported Browser
Applies to Riva Insight, when using the Outlook Windows add-in and Login with Salesforce. Issue Upon logging into Riva Insight Windows add-in with Salesforce user name and password, the following error message appears: We...
How to Force Refresh of the Sync Configuration
Applies to Riva Insight. Riva Sync stores synchronization (sync) configuration settings for the user mailbox, including the path of the SmartConvert folder in Outlook, as well as the server URL. Riva Insight uses these settings. ...
Riva Insight: Error: Unable to Track This Email
Issue Riva Insight displays the following error: Error: Unable to track this Email. Track in CRM was unable to locate the sync configuration. Ensure this mailbox has gone through at least one synchronization cycle. Possible...
Riva Insight: Error occurred: Incomplete configuration provided for custom object type: Custom1
Issue In the Riva Insight Context View (Windows add-in), an error similar to the one below is displayed: Error occurred: Incomplete configuration provided for custom object type: Custom1 Cause The CRM connection may not be loading...
Riva Insight: Track Appointment & Track Email Buttons Do Not Respond: Potential Solution
Applies to Riva Insight Windows Add-in. Issue When using Riva Insight in Context view, the Track Email and/or Track Appointment buttons do not respond and do not track items to the CRM when you select them. Potential Cause ...
Troubleshooting Sync Settings within Riva Insight
Background Track in CRM relies on settings that are stored in a hidden folder in the mailbox called "RivaConfiguration" (also commonly referred to as "Sync Configuration"). The folder is created by and managed by Riva Sync based on the...
Riva Insight: Failed to Identify the Current Module
Applies to the Riva Insight Windows client add-in. Issue In Outlook, when in Context view, Insight may display the following message: Failed to identify the current module. Riva sync logs may also display an error: [CL:...
Riva Insight: There was no endpoint listening at http://localhost/WebAPI/compatibility/SyncService.svc that could accept the message.
Applies to Riva Insight. Issue Riva Insight displays the following error message: The error can also appear in the Insight client logs: System.ServiceModel.EndpointNotFoundException: There was no endpoint listening at...
Riva Insight: No such column 'Field__c' on entity 'Object__c'
Applies to Riva Sync & Riva Insight for Salesforce. Issue Riva Insight displays an error similar to the one shown: Riva Manager logs also show the error: >...
Insight.Auth.Salesforce.Oauth not configured
Applies to Riva Insight On-Premise Server. Issue Riva Insight displays an error message similar to the following: Failed to retrieve information from the SDK Insight.Auth.Salesforce.Oauth not configured. Cause This error is the...
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