Attendee List in Riva Insight: Configuration

To enable the Attendee List:

1. Configure the Riva Cloud or Riva On-Premise CRM connection.
2. Configure Riva Insight.
3. Optional: Configure Salesforce.

Note: For troubleshooting purposes, disabling the Attendee List requires only one action in Riva Insight.

Step 1: Configure the CRM Connection to Support the Attendee List

Note: The Attendee List is currently supported only for Salesforce.

Implementation for Riva Cloud:

• Contact the Riva Success Team.

Implementation for Riva On-Premise 3.0.61 or higher:

• Apply the following advanced option to the CRM connection:

  Sync.Sdk.MeetingAttendees.IsSupported = true

Step 2: Configure Riva Insight to Support the Attendee List

Implementation for Riva Insight Cloud:

• Contact the Riva Success Team.

Implementation for Riva Insight On-Premise (Requires Riva On-Premise 3.0.61 or higher):

• Your company's Riva Insight systems administrator is required for this.

  1. Open an xml editor or an ASCII code-based text editor like Notepad.

  2. Edit this file in the Riva Insight install folder: \insight\App_Data\Config\OnPremise\InsightConfiguration.xml

  3. Enter this line of code:

     <add key="Insight.DisplayAddons.Appointment" value="MeetingAttendees" />

  4. Save the file.

Optional: Step 3: Configure Salesforce to support the Attendee List

See what the Attendee List can look like on a Salesforce event.

For the Attendee List to appear on a Salesforce Event, a Salesforce administrator is required for some configuration.

• Add Attendees to the Event Page layouts or the Quick Action Layouts.
  For more information (from Salesforce.com), see
  • Event Fields in Lightning Experience.
  • Customize Task and Event page layouts.

Optional: Disabling the Attendee List in Riva Insight

Your company's Riva Insight systems administrator is required for this.

1. Open an xml editor or an ASCII code-based text editor like Notepad.

2. Edit this file in the Riva Insight install folder: \insight\App_Data\Config\OnPremise\InsightConfiguration.xml

3. Remove MeetingAttendees from this line of code:

   <add key="Insight.DisplayAddons.Appointment" value="MeetingAttendees" />

4. Save the file.