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Benefits of This Release
Note: The latest update to these release notes since Sept. 7, 2016, is found under Salesforce.
Improved Performance
Riva 2.4.41 includes several performance improvements, for example:
- Reduced CPU usage.
- Reduced disk usage.
- Optimized Salesforce queries.
- Earlier exclusion of unchanged items from the sync cycle.
Improved High Availability and Disaster Recovery
In version 2.4.41, Riva has improved its High Availability, High Performance, and Disaster Recovery features. To discuss your organizational High Availability, High Performance, and Disaster Recovery requirements, contact Riva Professional Services.
Increased Scalability
For large enterprise deployments, 64-bit Riva services are available upon contacting the Client Engagement Team.
Ability to Manage Multiple Sync Services from a Single Console
With remote management, a single Riva CRM Service Monitor console is all you need to remotely manage multiple sync services.
Compatibility with Sugar 7.7
- "Unable to serialize result" errors do not occur in Riva 2.4.41.
Even More Finely Tuned Sync for Some Platforms
Salesforce
- Master categories in email system based on Salesforce user profiles
Riva 2.4.41.33120 or higher can assign master categories to email users based on the user profiles in Salesforce. The master categories are updated every 24 hours. To deploy this functionality, contact the Client Engagement Team by logging a support request. Fees apply.
- New event syncing option
Riva 2.4.41.33125 or higher can be configured to sync an Exchange meeting to a Salesforce event only if every attendee matches a contact in Salesforce.
If any attendee has no matching contact in Salesforce,
Riva does not sync the event to Salesforce, and
the event is returned to the user's mailbox with a "Contact match not found" category along with the email address of the unmatched attendee.
To deploy this functionality, contact the Client Engagement Team by logging a support request. Fees apply.
Note: To be clear, this is how the new functionality differs from similar functionalities. Apart from the new functionality, Riva can be configured
not to sync meetings to Salesforce;
to sync all meetings to Salesforce and ignore attendees that do not match Salesforce contacts; or
to sync all meetings to Salesforce and create contacts in Salesforce for attendees that have no matching contacts. At this point, a created contact is related to the matching account, but if there is no matching account, the contact is related to the collector account.
Microsoft Dynamics CRM
- Appointments organized by non-CRM users who become CRM users:
You can use an advanced custom option so that when Riva finds an appointment whose organizer is not a CRM user, Riva sets the syncing user (for example, Rivasync@domain.com) as the organizer; and when the organizer becomes a CRM user, Riva sets this new CRM user as the organizer of that appointment. For more information, see Handle appointments organized by non-users who become users.
NetSuite
- Appointments organized by non-CRM users who become CRM users:
You can use an advanced custom option so that when Riva finds an appointment whose organizer is not a CRM user, Riva sets the syncing user (for example, Rivasync@domain.com) as the organizer; and when the organizer becomes a CRM user, Riva sets this new CRM user as the organizer of that appointment. For more information, see Handle appointments organized by non-users who become users.
Oracle CRM On Demand
- Appointments organized by non-CRM users who become CRM users:
You can use an advanced custom option so that when Riva finds an appointment whose organizer is not a CRM user, Riva sets the syncing user (for example, Rivasync@domain.com) as the organizer; and when the organizer becomes a CRM user, Riva sets this new CRM user as the organizer of that appointment. For more information, see Handle appointments organized by non-users who become users.
SAP Cloud for Customer
Enhancements to Riva sync policies
Enhancement applicable to any sync policy:
- User re-initialization options can now be applied to emails.
In the Re-initialize Users window, the Modules drop-down list now includes the selectable item Emails.
See step 5 of How to re-initialize users.
Enhancement for Riva sync policies for Exchange:
