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:
To record the actual syncing user's name in the Salesforce built-in Created By field:
Article ID: 1593
Last updated: 20 Oct, 2020
Also listed in
Riva On-Premise - CRM Sync -> Get Started with Riva On-Premise -> Deploy Riva On-Premise -> Step 1 - Prepare -> Prepare Your CRM for Riva -> Salesforce
Riva On-Premise - CRM Sync -> Get Started with Riva On-Premise -> Deploy Riva On-Premise -> Step 2 - Install -> Create CRM Connections -> Salesforce