Documentation and Knowledge Base :: Riva CRM Integration - Advanced Options & Settings

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Advanced Options & Settings

Riva Flow Actions: Salesforce Sync of Events and Contacts

Default Field Mappings for Exchange <> Salesforce

Default Field Mappings for IBM Notes <> Salesforce

Default Mappings for Google Fields <> Salesforce Fields

Support for Salesforce State and Country Pick Lists

Salesforce: Enable Syncing of Contact Photos

Solution for a Line Break / Carriage Return Issue (CRM & Outlook/Exchange)

Configure Riva to Connect to Multiple Salesforce Organizations

Riva Support for Salesforce Person Accounts

Define the Default RecordType When Creating Salesforce Entries

Salesforce: Adjust Riva Query Retrieve Size Limit

Making Attachments Visible on an Email in Salesforce

Salesforce: Connection Option to Include Primary Contact as Attendee

Salesforce: Enable Sync to Outlook Contact Link Feature

Salesforce: Enable the Shared Activities Features

Salesforce: Add Multiple Recipients to Email and Multiple Attendees for Meetings (Shared Activities)

Salesforce: Match Email Addresses to Salesforce Custom Fields

Salesforce: Map Custom Salesforce Email Fields to Exchange Contacts/Leads

Salesforce: Refresh List of Objects Mapped Through the Riva Connection

Salesforce: Customize the IsClosed Detection

Salesforce: Custom Appointments Categories (Appointment / Event Type)

Collector Accounts: Allow Creating Contacts Without Allowing Creating Accounts

Salesforce: Configure Advanced Mappings in CRM Connection

Salesforce: Set Related (Linked) Contacts on Events as Additive Only

Select Default Record Type in Riva Salesforce Connection

Handle Appointments Organized by Non-Users Who Become Users

Salesforce: Map Custom Outlook Categories to Trigger Salesforce Work Flows

Review or Update Configured Salesforce Metadata Fields

Archive

Salesforce: Ability to Sync Attachments for Emails

Salesforce - Support for State and Country Pick List

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