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Salesforce: Add Multiple Recipients to Email and Multiple Attendees for Meetings (Shared Activities)
Requires Salesforce Summer 2012 (Version 25) or higher. — Available in Riva Cloud. Available in Riva On-Premise Riva 2.4.37 or higher as an option in the Salesforce connection edit window. To add multiple recipients to email and...
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...
Making Attachments Visible on an Email in Salesforce
Note: The attachment subpanel within Salesforce must be made visible. To make it visible: Log in to Salesforce as an administrator, edit the layout for the task details view, and add the attachments related lists. In Riva Cloud and...
Riva Solution for a Line Break / Carriage Return Issue (CRM & Outlook/Exchange)
Issue When the descriptions of tasks or events created in Sugar or Salesforce contain line breaks and Riva Cloud or Riva On-Premise syncs the tasks or events to Exchange, the task or event descriptions in Outlook do not contain the line...
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