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Riva CRM Integration - Documentation and Knowledge Base
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Knowledge Base Home
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Riva On-Premise - CRM Sync
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Manage Riva On-Premise (Admin Guides)
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CRM Systems
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Salesforce
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Advanced Options & Settings
Options
Advanced Options & Settings
General
Define the Default RecordType When Creating Salesforce Entries
Select Default Record Type in Riva Salesforce Connection
Salesforce: Adjust Riva Query Retrieve Size Limit
Review or Update Configured Salesforce Metadata Fields
Salesforce: Map Custom Outlook Categories to Trigger Salesforce Work Flows
Salesforce: Refresh List of Objects Mapped Through the Riva Connection
Salesforce: Customize the IsClosed Detection
Default Field Mappings
Default Field Mappings for Exchange <> Salesforce
Default Mappings for Google Fields <> Salesforce Fields
Default Field Mappings for HCL Notes <> Salesforce
Accounts
Salesforce: Match Email Addresses to Salesforce Custom Fields
Collector Accounts: Allow Creating Contacts Without Allowing Creating Accounts
Riva Support for Salesforce Person Accounts
Contacts and Leads
Salesforce State and Country Pick Lists Synced by Riva
Salesforce: Match Email Addresses to Salesforce Custom Fields
Salesforce: Map Custom Salesforce Email Fields to Exchange Contacts/Leads
Salesforce: Set Related (Linked) Contacts on Events as Additive Only
Salesforce: Enable Syncing of Contact Photos
Email
Salesforce: Add Multiple Recipients to Email and Multiple Attendees for Meetings (Shared Activities)
Salesforce: Match Email Addresses to Salesforce Custom Fields
Making Attachments Visible on an Email in Salesforce
Riva Solution for a Line Break / Carriage Return Issue (CRM & Outlook/Exchange)
Events
Salesforce: Enable the Shared Activities Features
Salesforce: Add Multiple Recipients to Email and Multiple Attendees for Meetings (Shared Activities)
Salesforce: Enable Sync to Outlook Contact Link Feature
Salesforce: Match Email Addresses to Salesforce Custom Fields
Handle Appointments Organized by Non-Users Who Become Users
Salesforce Connection Option to Include Primary Contact as Attendee
Salesforce: Custom Appointments Categories (Appointment / Event Type)
Salesforce: Set Related (Linked) Contacts on Events as Additive Only
Configure Riva to Connect to Multiple Salesforce Organizations
Riva Sync Support for Interactions (FSC): Overview
Interactions (FSC)
Riva Sync Support for Interactions (FSC): Overview
Tasks
Salesforce: Enable the Shared Activities Features
Salesforce: Enable Sync to Outlook Contact Link Feature
Misc.
Salesforce: Configure Advanced Mappings in CRM Connection
Riva Flow Actions: Salesforce Sync of Events and Contacts
Archive
Salesforce: Ability to Sync Attachments for Emails
Salesforce - Support for State and Country Pick List
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