Audience: Riva Cloud Corporate admin.
Specifically, from the Dashboard, you can
Riva Cloud Corporate users may complain that data has not been syncing between their CRM and email accounts. If you check several user sync logs, you may spot a connection error.
With Riva Cloud Corporate subscriptions, a connection error affects all enabled users in the User Manager.
There are two common connection errors:
If you check your Riva Cloud Corporate sync logs and you see a connection error, you can test the connection.
To confirm that Riva Cloud Corporate is able to use the existing password or token configured in the connection:
Riva Cloud Corporate depends on a successful connection to the user's email account and CRM account. Riva Cloud Corporate cannot detect a password or token change in a target CRM or email system.
If the password or token for the Riva Cloud Corporate connection account is changed in the CRM or email system, Riva Cloud Corporate cannot connect until the connection password or token is changed in Riva.
The process is different for Salesforce, Office 365, and Google.
To re-validate a Salesforce connection in Riva Cloud Corporate:
To re-validate an Office 365 email connection in Riva Cloud Corporate:
To re-validate the G Suite connection in Riva Cloud Corporate:
To change a non-Salesforce, non-Office 365, and non-Google connection password in Riva Cloud Corporate:
To delete a connection:
If a sync policy has already used a connection to sync, you cannot delete that connection.
If you think you need to delete your CRM or email connection to address CRM or email system changes, contact the Riva Success Team.