Applies to Riva 2.4.55 or higher.
What is Conversation Capture? See Advanced email syncing to Salesforce.
This article is about configuration steps in Salesforce. See also Conversation Capture configuration in Riva.
To set up Conversation Capture in Salesforce:
If you already have a custom profile, the Riva Conversation Capture Managed Package can be installed for that custom profile instead of creating a new profile.
The goal is to edit the layouts to add the conversation object to one or more of the modules that are supported for Conversation Capture.
This step is required, because the users' setup and/or layout view cannot be overridden with a default Riva layout.
For every supported module that you want to use Conversation Capture for, follow these steps:
For every supported module that you want to use Conversation Capture with, follow these steps: