Riva CRM Integration - Documentation and Knowledge Base
Events
Salesforce: Enable the Shared Activities Features
To enable Shared Activities: In Salesforce, enable the feature. In Salesforce, update the event layout. Step 1: In Salesforce, Enable Shared Activities Log in to Salesforce. Navigate to Setup, and then In Salesforce...
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: Enable Sync to Outlook Contact Link Feature
Riva Cloud and Riva On-Premise for Salesforce support syncing the Outlook Contact Link value to the primary contact value for corresponding Salesforce appointments and tasks. In effect, Riva Cloud and Riva On-Premise can sync the...
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...
Handle Appointments Organized by Non-Users Who Become Users
This applies to Riva Cloud or Riva On-Premise when you sync appointments to an applicable CRM with event relations enabled. The Riva connection to the CRM can be configured to support the following use case. Use Case If user B sends...
Salesforce Connection Option to Include Primary Contact as Attendee
When a user creates an event in Salesforce and indicates both a primary contact and various invitees, Riva Cloud and Riva On-Premise include the primary contact as an invitee when syncing that event to the user's Outlook calendar. In some...
Salesforce: Custom Appointments Categories (Appointment / Event Type)
PRELIMINARY DOCUMENTATION This documentation is provided as is for reference to customers who have used professional services to customize Riva. Follow the instructions with care. Applies to Riva Cloud. Riva On-Premise 2.4.33 or...
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...
Configure Riva to Connect to Multiple Salesforce Organizations
Riva Cloud and Riva On-Premise can connect to multiple Salesforce organizations that sync with user mailboxes in the same email system. Of concern is that each Salesforce organization maintains unique GlobalIDs for managing meetings...