Riva CRM Integration - Documentation and Knowledge Base
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Salesforce Procedures
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...
Request a Salesforce Security Token
Applies to both platforms of Riva — Riva Cloud and Riva On-Premise. The security token may be required, depending on how the Salesforce instance is configured. New Riva Cloud connections to Salesforce use the OAuth token method by...
Enable Salesforce Trusted Network Access for the Riva Server
A Riva On-Premise server's attempt to access Salesforce with user credentials is authorized if it meets one of the following conditions: The connection and login originate from a trusted network IP address, or The connection and...
Verify Salesforce "Connection User" permissions
Riva On-Premise and Riva Cloud Corporate connect to Salesforce using the credentials of a Salesforce CRM user. This connection user must have sufficient permissions for Riva to create, delete, and modify the data in the CRM on behalf of...
Salesforce Shield Platform Encryption Supported by Riva
Riva Cloud and Riva On-Premise are fully compatible with the Salesforce Shield Platform Encryption offering. In addition to Salesforce Shield Platform Encryption, Riva also supports dedicated encryption appliances and applications like...