Audience: Riva Cloud Company admins and the Riva Cloud Company users who manage their own connections.
Specifically, from the Dashboard, you can
Riva Cloud Company 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.
There are two common connection errors:
If you check your Riva Cloud Company sync logs and you see a connection error, you can test the connection.
To confirm that Riva Cloud Company is able to use the existing password or token configured in the connection:
Riva Cloud Company depends on a successful connection to the user's email account and CRM account. Riva Cloud Company cannot detect a password or token change in a target CRM or email system.
If the password or token for the Riva Cloud Company connection account is changed in the CRM or email system, Riva Cloud Company 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 Company:
To re-validate an Office 365 email connection in Riva Cloud Company:
To re-validate the G Suite connection in Riva Cloud Company:
To change a non-Salesforce, non-Office 365, and non-Google connection password in Riva Cloud Company:
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.