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Salesforce: Match Email Addresses to Salesforce Custom Fields
When Riva Cloud or Riva On-Premise syncs calendar items and emails to Salesforce, Riva performs a matching process. The goal is to track the calendar items and emails against CRM contacts, leads, organization, and system users (CRM...
Collector Accounts: Allow Creating Contacts Without Allowing Creating Accounts
A Collector Account acts as a default account when a match cannot be made against an existing contact. There is a straightforward way to identify and manually match the contacts and accounts at a later date. How Collector Accounts...
Riva Support for Salesforce Person Accounts
Applies to... Salesforce includes the ability to create "person accounts". A person account is an individual consumer with whom you do business, such as a financial services client, an online shopper, or a vacation traveler. Person...
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