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 the target users.

• Scenario 1: Most organizations choose to use an existing Salesforce user that is assigned to the "System Administrator" profile. In those cases, the required permissions can be assigned to that profile.

• Scenario 2: Some organizations choose to use or create a Salesforce user that is assigned to a customized profile.

In both scenarios, insufficient permission assignment leads to data sync errors or duplicate items being created in Salesforce when Riva syncs an update from the email system. Follow the directions for the scenario that best describes your organization's situation.

Verify Salesforce Permissions

Before creating a Riva On-Premise or Riva Cloud connection to Salesforce, check the permissions assigned to the Riva connection user.

Scenario 1

To verify the permissions assigned to the Riva Connection user under the System Administrator profile:

1. Log in to Salesforce, using an admin account.

2. Navigate to Setup; in the Quick Find box, search for "Profiles"; and select Profiles > System Administrator.

3. Below the System section, select System Permissions.

4. Below the System Permissions section, ensure that the following permissions are selected:

   • API Enabled: Allows data changes to be made using the Salesforce Web Services API that Riva On-Premise or Riva Cloud uses.

   • Modify All Data: Allows Riva to modify the data of the CRM users that Riva is syncing data for.

5. Near the bottom of the page, under Users, ensure that the following permission is selected:

   • View All Users: View all users, regardless of sharing settings.

6. Navigate to Setup; in the Quick Find box, search for "Profiles"; and select Profiles > System Administrator > Apps > Object Settings.

   Result: The Object Settings are displayed.

7. Below All Object Settings, ensure that Read, Create, Edit, Delete, View All, and Modify All are assigned to modules that Riva will sync.

8. If necessary, edit the permissions of the aforementioned objects.

9. Save, and exit the page.

Scenario 2

To verify the permissions assigned to the Riva Connection user under a customized profile:

1. Navigate to Setup; in the Quick Find box, search for "Users"; and select Users > Users.

2. Locate the Riva connection user, and select the corresponding Salesforce profile link.

3. On the right-hand side, beside Profile, click the link, scroll down to System, and select System Permissions.

4. Below System, ensure that the following permissions are selected:

   • API Enabled: Allows data changes to be made using the Salesforce Web Services API that Riva On-Premise or Riva Cloud uses.

   • Modify All Data: Allows Riva to modify the data of the CRM users that Riva is syncing data for.

5. Near the bottom of the page, below Users, ensure that the following permission is selected:

   • View All Users: View all users, regardless of sharing settings.

6. Navigate to Setup; in the Quick Find box, search for "Users"; and select Users > Users.

7. Locate the Riva connection user, and select the corresponding Salesforce profile link.

8. On the right-hand side, below Profile, click the link, scroll down to Apps, and select Object Settings.

   Result: The Object Settings are displayed.

9. Below All Object Settings, ensure that Read, Create, Edit, Delete, View All, and Modify All are assigned to modules that Riva will sync.

10. If necessary, edit the permissions of the aforementioned objects.

11. Save, and exit the page.