Riva CRM Integration - Documentation and Knowledge Base

Salesforce 'Created By' Field

Article ID: 1593
Last updated: 20 Oct, 2020

Applies to Riva Cloud and Riva On-Premise 2.4.44 or higher.

Salesforce records have a Created By field. That built-in (non-custom) audit field is used to record which syncing user created a record. By default, when Standard impersonation is used to sync to Salesforce, it is the Riva connection user that is recorded in the built-in Created By field.

In some cases, it may be preferable to record the actual syncing user's name in the Created By field. A Salesforce permission can be assigned to the connection user, so that Riva can record the actual user's name in Salesforce when Standard impersonation is used.

Note: There is also a built-in Salesforce Modified By field, but it cannot be configured to record the actual user's name when Standard impersonation is used to modify a record. You can remedy this Salesforce limitation by using custom Salesforce audit fields.

Before proceeding, log in to Salesforce as an administrator and ensure that "Create Audit Fields" permissions are enabled.

To enable "Create Audit Fields" permissions:

  1. From Setup, enter User in the Quick Find box, and select User Interface.
  2. Select the check box for Enable "Set Audit Fields upon Record Creation" and "Update Records with Inactive Owners" User Permissions.
  3. Click Save.

To record the actual syncing user's name in the Salesforce built-in Created By field:

  1. In Salesforce, assign the required permission to the Riva connection user.
  2. In the Riva Manager application, select the required check box.
     

Step 1: In Salesforce, Assign the Required Permission to the Riva Connection User

  1. Log in to Salesforce as an administrator.

  2. In the left pane, select Manage Users, and choose Permission Sets.

  3. In the right pane, select New. Enter any Label and API Name that you want, and save the new permission set.

    Result: The right pane displays the new permission set.

  4. Scroll down. Under System, select System Permissions, and select the Set Audit Fields upon Record Creation check box.

  5. Near the top of the permission set, select Manage Assignments.

  6. Select the Riva connection user, and select Assign.

Step 2: In the Riva Manager Application, Select the Required Check Box

  1. Start the Riva Manager application. If your version of Riva displays a horizontal menu bar, select Setup.

  2. In the right pane, double-click the Salesforce connection to edit it.

  3. On the left, select Impersonation.

  4. In the right pane, under Impersonation Audit Fields, select the check box titled Set built-in Created By field to syncing user.

  5. Save the connection.

    Result: Beginning with the next sync, when the sync creates a record in Salesforce, the built-in Salesforce Created By field is set to the name of the syncing user.

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Article ID: 1593
Last updated: 20 Oct, 2020
Revision: 12
Views: 5233
Comments: 0
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