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folder Salesforce Procedures
folder Advanced Options & Settings
folder Errors & Troubleshooting
folder Archive


Salesforce
Conversation Capture: Advanced Email Syncing to Salesforce
This article applies to Riva 2.4.55.58496 or higher. Conversation Capture: Advanced Email Conversation Tracking to Salesforce Contents: Support and implementation. Sync results in Salesforce. Configuration. Using Conversation...
Salesforce 'Created By' Field
Applies to Riva Cloud and Riva On-Premise 2.4.44 or higher. Salesforce records have a Created By field. That built-in (non-custom) audit field is used to record which syncing user created a record. By default, when Standard...
Salesforce Organization Id in Riva License for Salesforce
In Riva 2.4.42 and higher, all new licenses for Salesforce are directly linked to an 18-digit Salesforce Organization ID (OrgId). In previous versions of Riva, only the internet domain was used. 15-digit Organization IDs do not work....
Prepare Salesforce for the Riva Sync
This article describes how to prepare a Riva connection account, the Salesforce account, and the Riva server to support a Riva standard impersonation connection to Salesforce. To prepare Salesforce for the Riva sync: Confirm...
Create, Test, and Edit a Salesforce Connection: Riva On-Premise
This article applies to Riva On-Premise 2.4.55 or higher. For Riva 2.4.54 or earlier, see Create, test, and edit a Salesforce connection with Riva 2.4.54 or earlier. The default Riva connection to Salesforce is designed to use...
Security Options for Deploying Riva for Salesforce and Exchange
Default Method for Deploying Riva for Salesforce By default, Riva for Salesforce is designed to use Standard Impersonation. With Standard Impersonation, Riva for Salesforce supports Office 365, Exchange 2013, 2010, 2007 and 2003...
Common Riva for Salesforce Sync Questions
This is a list of common questions compiled about Riva for Salesforce data synchronization. Can we associate appointments in Outlook with a single contact? Will appointment notes be synced with Salesforce in the contact's activity...
Understanding Salesforce Shared Activities
Applies to Riva On-Premise and Riva Cloud with "Shared Activities" support for Salesforce. In its Winter 2013 release, Salesforce introduced a few changes to activities (both events and tasks) that impacted Riva. The two major new...
Using Custom Salesforce Audit Fields with Standard Impersonation
Applies to Riva Cloud Corporate and Riva On-Premise. By default, Standard Impersonation causes all changes or additions made to Salesforce by the Riva synchronization process to be recorded as having been made by the "admin...
Support for the Salesforce Summer '16 Enhanced Email Feature
Riva 2.4.42 or higher supports the Salesforce Summer '16 Enhanced Email feature, which enables tracking an email as an Email Message object in Salesforce instead of a task activity. By default, the sync still tracks an email as a...
Refresh a Riva Salesforce Connection to Support Custom Audit Field Mappings
This article applies to Riva 2.4.46 or earlier. — For Riva 2.4.47 or higher, see step 4 of using custom Salesforce audit fields with standard impersonation. To refresh the Salesforce connection for it to support the custom audit...
Use Salesforce Chatter Files in the Calendar Module
Riva 2.4.44.37360 or higher supports uploading attachments as Chatter files in Salesforce, but some configuration is required in Salesforce. Enable Chatter files in Salesforce. Configure Salesforce to use Chatter files in events. ...
Configuring Conversation Capture in Riva Sync
Applies to Riva 2.4.55 or higher. What is Conversation Capture? See Advanced email syncing to Salesforce. This article is about configuration steps in Riva. See also Conversation Capture configuration in Salesforce. To configure...
Conversation Capture Setup in Salesforce for Riva Sync
Applies to Riva 2.4.55 or higher. What is Conversation Capture? See Advanced email syncing to Salesforce. This article is about configuration steps in Salesforce. See also Conversation Capture configuration in Riva. To set up...
Create Salesforce Connection with Riva 2.4.54 or Earlier
This article applies to Riva On-Premise 2.4.54 or earlier. For Riva 2.4.55 or higher, see Create, test, and edit a Salesforce connection. The default Riva connection to Salesforce is designed to use standard impersonation. To...
Conversation Capture and Conversation Follow: Differences
For Salesforce users, Riva can sync Office 365 or Exchange conversations in two ways: Conversation Capture. Conversation Follow. What are the main differences? Conversation Capture Conversation Follow ...


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