Riva CRM Integration - Documentation and Knowledge Base
Tasks
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 the Feature Log in to Salesforce. Navigate to Setup and then In Salesforce...
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...