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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...
Run-time Error `339`: MSCOMCTL.OCX is Missing
Symptom: We have received a couple of calls about this error. If you install EMU or another of our applications on a Windows XP or Windows 2000 system, you might experience the following error: "Run-time error `339`; Component...
How to Get Started with Riva On-Premise
Deploying Riva On-Premise requires planning and following specific step-by-step deployment checklists to ensure that the Riva sync environment is properly configured to meet sync requirements for users. Contents: Before getting...
Salesforce Error: CANNOT_INSERT_UPDATE_ACTIVATE_ENTITY
Issue Item not created or updated in Salesforce. Cause Salesforce security does not allow that item to be created. Solution Ensure that the user has the appropriate access to all modules. In the screen shot below, any creation of...
Create, Test, and Edit an Exchange / Office 365 (EWS) Connection
This article applies to Exchange 2016, 2013, 2010, and 2007 SP1. Office 365, for Riva 2.4.44 or earlier. — For Riva 2.4.45 or higher, see Create, test, and edit an Office 365 connection to Riva. To create, test, and edit an...
Salesforce: Enable the Shared Activities Features
To enable Shared Activities: In Salesforce, enable the feature. In Salesforce, update the event layout. Step 1: In Salesforce, Enable Shared Activities Log in to Salesforce. Navigate to Setup, and then In Salesforce...
Create a Sync Policy for Exchange: Riva Cloud
Before you can configure your synchronization policy, if you are using a Corporate account, you need to prepare the service account that Riva will use to connect to your email environment. Follow this link to review the options for...
How to Mail-enable Active Directory Contacts in Exchange
This link describes how to mail-enable an Active Directory contact object in Exchange: http://technet.microsoft.com/en-us/library/bb124237.aspx. It explains how to do a single one individually through the Exchange Management Console,...
Riva Insight: Components of Context View
This article is evolving, as new features and functionality to Riva Insight is released. For questions or concerns, contact the Riva Success Team. The Riva Insight context view used to be called the Insight panel. It is the display of...
Request and Activate a License for Riva On-Premise
This article discusses how to request and implement licenses for the Riva On-Premise server. Riva license modes; When to request a license; How is the Riva On-Premise server licensed; How to request a license; How to activate a...
Riva On-Premise Requirements: Server, Firewall, Scalability
In Riva 2021.1, the Microsoft .NET minimum requirement was increased from .NET 4.5.2 to .NET 4.7.2. Riva is fully compatible with virtual and physical servers that meet the following criteria: For initial evaluation: If this...
Request Support for Riva On-Premise
If you have questions about Riva On-Premise or an issue to report, you can leave us a message on our secure Help web page: This is the preferred method. It creates a support ticket in our ZenDesk ticket system, and a Riva Success...
Salesforce Error FIELD_CUSTOM_VALIDATION_EXCEPTION — How to Update the Validation Rule
Issue A user is experiencing an error when synchronizing events or appointments. Sample error message from Riva Cloud or Riva On-Premise: Error 1 2013-05-05 09:39:18,885 INFO [CTP-wmw #1] [1TYHF17KWOHS] [CA] Updating item: Test...
Set Advanced or Custom Options for Connection or Sync Policy
Applies to Riva On-Premise 2.4.29 or higher. Contents: Is there a difference between advanced options and custom options? The ways to set an option. Applying options by entering keys and values into fields. How the changes to...
Rackspace: Add "Delegate Full Access" for User Mailboxes
Applies to... The Riva connection user for Exchange requires "Delegate" full access permissions to the mailboxes of the target users. For Rackspace customers, assigning "Delegate" full access permissions is done by using the online...
Sugar: Error "Access Denied" Explanation
When Riva Cloud or Riva On-Premise attempts to sync with Sugar, four possible scenarios may cause Sugar to issue Access Denied errors. In the most common scenario, permissions are not set up properly in Sugar to support Riva's...
Enable Salesforce Users for Single Sign-On (SSO)
WARNING: The Riva for Salesforce Single Sign-On connection strategy described in this article is not supported for new Riva On-Premise installations. New Riva On-Premise installations include a new strategy to provide impersonation...
Overview of a Riva On-Premise Server Deployment
You can choose to deploy Riva On-Premise yourself with the available Deployment Checklists or schedule a Get Started Bundle with the Riva Success team, who will lead you through the process. Learn more about deployment options at How to...
Choose Between Riva Cloud and Riva On-Premise
Riva Cloud and Riva On-Premise both give you access to Riva's advanced server-side, transparent CRM to email sync. You can choose to implement Riva Cloud by using our Software as a Service option, or you can install Riva On-Premise on a...
Set Up a Riva Cloud User
Congratulations! You are probably here because you received an email that advised you that you now have a Riva Cloud user account... and that you need to log in, set a permanent password, and configure data sync between your CRM and email...
Prepare for a Riva Server Exchange Web Services Connection
This article describes how to prepare for a Riva connection to Exchange on-premises using Exchange Web Services (EWS). Riva On-Premise supports connections to hosted and on-premises Exchange systems. If your Riva On-Premise server...
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