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Define the Default RecordType When Creating Salesforce Entries
Riva Cloud and Riva On-Premise support Salesforce's ability to define Record Types, which can be used to display different page layouts and pick list values based on record types. A single module (for example, contacts, accounts, or...
Select Default Record Type in Riva Salesforce Connection
If a customer's Salesforce instance is configured to use multiple record types for contacts, calendar and task items, and email, the Riva Cloud or Riva On-Premise connection for Salesforce can be modified to redefine record types to match...
Salesforce: Adjust Riva Query Retrieve Size Limit
Issue During periods of high levels of data sync between Salesforce and Exchange, Riva Cloud or Riva On-Premise may display a REQUEST_LIMIT_EXCEEDED error. Cause The error indicates that the maximum number of API calls for that user...
Review or Update Configured Salesforce Metadata Fields
Riva Cloud To refresh the list of objects mapped through the Riva Cloud Salesforce connection: Contact the Riva Success Team. Riva On-Premise 2.4.47 or higher For Riva On-Premise 2.4.46 or earlier, see Salesforce: Refresh list...
Salesforce: Map Custom Outlook Categories to Trigger Salesforce Work Flows
Riva Cloud and Riva On-Premise can use custom Outlook categories against emails and events to trigger workflows in Salesforce. Contents: Implementation for Riva Cloud. Implementation for Riva On-Premise. Implementation for Riva...
Salesforce: Refresh List of Objects Mapped Through the Riva Connection
Riva Cloud To refresh the list of objects mapped through the Riva Cloud Salesforce connection: Contact the Riva Success Team. Riva On-Premise 2.4.46 or Earlier For versions 2.4.47 or higher, see Review or update configured...
Salesforce: Customize the IsClosed Detection
For Riva Cloud and Riva On-Premise, it is often important to determine if a module item is considered closed and should be considered an inactive item. Examples: A new status was added to the Opportunity module to track...
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