Riva CRM Integration - Documentation and Knowledge Base

Prepare HCL Notes for Riva

Article ID: 1330
Last updated: 18 Dec, 2019

Applies to: Riva Cloud and Riva On-Premise.

Audience: Messaging Team.

For Riva to synchronize HCL Notes with your CRM, see the following offer, information, and set of procedures:

White Glove Session: Is this the first time you implement Riva?

If you are looking to deploy or evaluate the Riva integration for HCL Notes, we currently offer a “white glove” professional on-boarding service, free of charge. Within three hours of discovery, installation, configuration, licensing, testing, and introductory admin training, we will have you up and running with Riva. Contact the Riva Success Team.

Background Information about HCL Notes and Riva

Before preparing HCL Notes for Riva, review the following documentation:

Prepare HCL Notes for Riva

To prepare for the integration of HCL Notes with Riva:

  1. Prepare for a Riva HCL Notes connection.

  2. Prepare the Riva connection user account to HCL Notes.

  3. Assign per-user permissions to the Connector Service User.

  4. Prepare the Riva Connector for HCL Notes:

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Article ID: 1330
Last updated: 18 Dec, 2019
Revision: 14
Views: 7329
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