Riva CRM Integration - Documentation and Knowledge Base
Salesforce
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...
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...
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...
Making Attachments Visible on an Email in Salesforce
Note: The attachment subpanel within Salesforce must be made visible. To make it visible: Log in to Salesforce as an administrator, edit the layout for the task details view, and add the attachments related lists. In Riva Cloud and...
Salesforce Connection Error: INVALID_LOGIN
Example in the crmex-log file 2011-11-22 09:23:16,127 INFO [CTP-byj #7] Establishing connection to Exchange [testuser@mycompany.com].. 2011-11-22 09:23:22,690 ERROR [CTP-byj #7] INVALID_LOGIN: Invalid username, password, security...