For Salesforce users, Riva can sync Office 365 or Exchange conversations in two ways:
What are the main differences when syncing conversations to Salesforce?
||Riva 2.4.55 or higher.
||Riva 2.4.53 or higher.
||For every follow-up email in a conversation, only the most recent portion of the email body and its attachments are synced, not the entire body.
||Every follow-up email in a conversation is synced in its entirety (entire body and all attachments) to the CRM item(s).
|An Office 365 or Exchange conversation can be related to an opportunity, case, contract (not contact), or account.
||The Office 365 or Exchange conversation’s emails and their attachments can be related to any module configured for syncing with Riva.
||Configuration is required in Salesforce.
||No configuration is required in Salesforce.
|An Office 365 or Exchange conversation is synced to Salesforce as a conversation object available in the Conversations module.
||No conversation object is created in Salesforce.
|A Salesforce conversation object contains all of an Office 365 or Exchange conversation's emails and their attachments. It is the conversation object that is related to one or more CRM items.
||An Office 365 or Exchange conversation’s emails and their attachments are automatically tracked individually and directly against the same CRM item(s).
|Attachments are available on the conversation object, not on the individual emails.
||Attachments are available on the individual emails.