First-time deployments of Riva On-Premise and trial subscriptions for Riva Cloud include a 15-day license period. Most sync policy features are enabled for the trial period. This article discusses the basics about how to use a structured test plan to make best use of the trial period to confirm how Riva syncs email and CRM data for users:
At the bottom of this article, we have included a link to a sample test plan you can download and use for your evaluation.
Riva is a highly extensible and customizable solution. Only the default options used by 80% of customers are exposed as sync policy option settings in the Riva Manager application. The general purpose of informal testing is to provide the test team members the opportunity to learn how Riva On-Premise server or Riva Cloud syncs data between the customer's CRM and email services based on default sync policy option settings.
Watch and Learn.
What does Riva do?
Riva Sync for Contacts and Leads.
Riva Sync for Calendar and Tasks
Riva Sync for Email, Opportunities and Support Cases
View more content and help videos here:
Review the Sync Policy Documentation. We recommend that, after watching those video series, test team members conduct a thorough review of the Riva sync policy documentation:
Generally speaking, tests confirm that Riva can do the following when it syncs (assuming bi-directional sync and that the required options have been set):
Riva testing and evaluation generally falls into two models:
Initially, we expect customers to do some informal "discovery" type testing to learn what Riva can do.
Start with basic sync testing. The general purpose of informal testing is to provide the test team members the opportunity to learn how Riva On-Premise server or Riva Cloud syncs data between their CRM and email services based on default sync policy option settings. Test team members can then formulate a plan for basic testing that is designed to
Desired Output. Informal testing should lead to
Contact the Riva Success Team. Before proceeding with a structured test, contact the Riva Success Team to schedule a meeting to discuss the next steps.
During informal sync testing, customers can identify additional specific sync requirements that will depend on adding custom options to a Riva sync policy or policies and/or Riva - CRM connections, adding customizations to the Riva server, or adding custom filters. Structured testing uses specific data sync tests that will confirm that Riva syncs data in the desired manner after options, customizations, and filters have been added.
A Riva test plan includes a set of data sync objectives and a set of module-based sync tests to confirm data sync.
Test plans usually evolve into a dynamic document that changes throughout the test and retest stages. A Riva test plan can include the following:
Each unique test should identify the following:
Best Practices Tips: Here are best practices to ensure successful sync tests:
For each unique sync test, do as follows:
After the structured testing is complete and the test team has analyzed what items need to be addressed: