Riva CRM Integration - Documentation and Knowledge Base
Errors and Troubleshooting
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: 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"
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 "manage apps" (without the quotation marks). In the left pane, under Manage Apps,...
Solution for [ServerError] CrmConnectionBase Is Null; Or Connection File Reference Not Updating
Issue In Riva Insight, the Insight Panel displays "[ServerError] CrmConnectionBase is null". Cause The Riva Insight connection file cannot be found. Or, the old connection details are in the server-side cache. Solution To fix the...
Riva Insight OnPremise State Service Configuration
First Available In: Insight Server 2020.4+ OnPremise Audience: Riva Insight Administrators; Riva CET; Riva Success Riva Insight State Server Riva Insight 2020+ OnPremise now requires the user of a State...
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 Windows AD authentication. This is a provisional article and is subject to change. For questions or concerns, contact the Riva Success Team. Issue When logging into Riva Insight 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. This is a provisional article and is subject to change. For questions or concerns, contact the Riva Success Team. Issue Upon logging into...