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Riva CRM Integration - Documentation and Knowledge Base
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Riva Cloud - CRM Sync
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Salesforce
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Salesforce
Salesforce Retiring Platform API 21.0 thru 30.0 — Riva is Ready
Using Custom Salesforce Audit Fields with Standard Impersonation
Understanding Salesforce Shared Activities
Salesforce Procedures
Edit a Riva Cloud Connection for Salesforce to Use OAuth
Salesforce Shield Platform Encryption Supported by Riva
Verify Salesforce "Connection User" permissions
Find Salesforce Custom Contact Fields
Request a Salesforce Security Token
Configure Riva to Connect to Multiple Salesforce Organizations
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
Tasks
Salesforce: Enable the Shared Activities Features
Salesforce: Enable Sync to Outlook Contact Link Feature
Archive
Salesforce: Configure Advanced Mappings in CRM Connection
Errors & Troubleshooting
Fix for Default Country Code [or State Code] Not Valid
Fix for Could Not Update State or Country Code with Invalid Code
Salesforce: INVALID_LOGIN Error "Invalid username, password, security token; or user locked out"
Fix in Salesforce for [Contact] Poll Error - INVALID_TYPE: sObject type 'EntitySubscription'
Fix in Salesforce for [Task] Poll Error - INVALID_TYPE: sObject type 'TaskRelation'
Salesforce Error "Too Many Fields Detected: Size Cannot Be Less Than or Equal to Zero"
Salesforce Users Receive Multiple Notification Emails after Riva Syncs Emails into the CRM
Duration must be between 0 and 1440 minutes - Salesforce Error - [FIELD_INTEGRITY_EXCEPTION]
Salesforce Error FIELD_CUSTOM_VALIDATION_EXCEPTION — How to Update the Validation Rule
Example of Calculating Daily Salesforce API Call Consumption by Riva
Salesforce Error: CANNOT_INSERT_UPDATE_ACTIVATE_ENTITY
Salesforce: Set Related (Linked) Contacts on Events as Additive Only
Salesforce: Adjust Riva Query Retrieve Size Limit
Fix for [Contact] Error - Error Occurred Updating Item: [FIELD_INTEGRITY_EXCEPTION]
Salesforce: [STORAGE_LIMIT_EXCEEDED] Storage Limit Exceeded
Salesforce Error: Ignoring Item Change Due to Error: Please Ensure That the User Has Create Permissions
Ensure That Refresh Token Policy Is NOT Set to "Immediately Expire Refresh Token"
Deprecated Articles
Test Target User Authentication Through the Hosted Riva SSO Provider Service
Generate a SSO URL on the hosted Riva SSO Provider service
How to Request Salesforce "Delegated Authentication" Single Sign-On Feature Activation
Verify the Salesforce "System Administrator" Permissions
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