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Salesforce State and Country Pick Lists Synced by Riva
Contents: Setup in Salesforce. Setup in Riva. How the sync works. Mitigating the risk of sync errors. Applies to. Setup in Salesforce Salesforce customers can enable State and Country pick lists that enforce the use of valid...
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...
Salesforce: Map Custom Salesforce Email Fields to Exchange Contacts/Leads
When Riva Cloud or Riva On-Premise creates a copy of CRM contacts and leads as contact records in the user's Exchange address book, Riva automatically maps the Salesforce Email field to the first E-mail address value in the contact...
Salesforce: Set Related (Linked) Contacts on Events as Additive Only
Issue After you add a linked contact to an appointment in Exchange, Riva Cloud or Riva On-Premise might remove that linked contact from the Exchange appointment. Cause The Riva sync policy may have been configured to prevent Riva...
Salesforce: Enable Syncing of Contact Photos
Salesforce and Exchange / Notes support the attachment of small contact photo files in contact records. Typically this is done to facilitate integration with social media platforms. Riva Cloud and Riva On-Premise (version details)...
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