Audience: Project Team Lead, End-User Evaluation Team, and Riva Administrators.
We recommend using test user accounts with minimal data to confirm that the Riva server syncs data correctly. Doing so (during the Riva server installation appointment) has a minimal impact on the CRM system, and these accounts can be used to test all of the sync features provided by Riva without affecting production users and their data.
This article explains how to prepare email user mailboxes and CRM user accounts for testing and evaluating Riva On-Premise or Riva Cloud sync policies.
For typical Riva deployments, we recommend creating or using one or two “test target users” with matching accounts in the email system and the CRM. We do not recommend using production user accounts for the initial sync testing; but we can use production user accounts if creating test accounts is not feasible. We suggest either:
Riva works on the concept that the Riva connection user for CRM and the email system impersonates into the CRM user accounts and email mailboxes for those users that are assigned to the sync policy. Riva attempts to match the primary SMTP Reply-to email address of the mailbox to the primary email address of the corresponding CRM user.
To properly prepare the "Test" users:
One of the first sync tests consists in confirming that the first time sync of CRM data to the user's mailbox account completes as expected. At a minimum, we recommend assigning the following to each CRM test user, depending on the types of data you want Riva to sync:
Once the first time sync is complete, email sync testing is normally part of the test plan. We recommend 5 sample external emails from real email domains and 2 sample emails domains from a @gmail.com or a @hotmail.com email account.
To optimize the time that your testing staff spends evaluating Riva, we recommend that they review some articles that explain how Riva syncs data between the CRM user account and a corresponding email mailbox. Reviewing these articles before the Riva server installation will equip you to answer questions related to setting sync policy options and understand how to configure the sync policy to meet your business data sync requirements.
Recommended articles to review:
Article ID: 1305
Last updated: 04 Oct, 2016