Riva CRM Integration - Documentation and Knowledge Base

Default Field Mappings for Exchange <> Salesforce

Article ID: 347
Last updated: 13 Jul, 2020

Riva Cloud and Riva On-Premise use the following field mappings between Exchange and Salesforce:


Exchange Field

Salesforce Field

Contact Direct Field Mappings
FirstName FirstName
LastName LastName
Title Salutation
JobTitle Title
PrimaryTelephoneNumber (Unidirectional CRM to Exchange) Phone (Unidirectional CRM to Exchange)
BusinessTelephoneNumber Phone
HomeTelephoneNumber HomePhone
MobileTelephoneNumber MobilePhone
BusinessFaxNumber Fax
OtherNumber OtherPhone
AssistantTelephoneNumber AssistantPhone
AssistantName AssistantName
Birthday Birthdate
Department Department
EmailAddress Email
BusinessAddressStreet MailingStreet
BusinessAddressCity MailingCity
BusinessAddressPostalCode MailingPostalCode
BusinessAddressState MailingState
BusinessAddressCountry MailingCountry
HomeAddressStreet OtherStreet
HomeAddressCity OtherCity
HomeAddressPostalCode OtherPostalCode
HomeAddressState OtherState
HomeAddressCountry OtherCountry
Notes Description

Lead Direct Field Mappings
FirstName FirstName
LastName LastName
Title Salutation
JobTitle Title
CompanyName Company
PrimaryTelephoneNumber Phone
BusinessTelephoneNumber Phone
MobileTelephoneNumber MobilePhone
BusinessFaxNumber Fax Business
BusinessHomePage Website
EmailAddress Email
BusinessAddressStreet Street
BusinessAddressCity City
BusinessAddressPostalCode PostalCode
BusinessAddressState State
BusinessAddressCountry Country
Notes Description

Event Direct Field Mappings
Subject Subject
Body Description
Location Location
BusyStatus ShowAs
ActivityDateTime Appointment/Meeting StartDate
AllDayEvent IsAllDayEvent
StartUTC ActivityDate
Duration DurationInMinutes
Sensitivity IsPrivate
Recipients Distribution

Task (Calendar) Direct Field Mappings
Subject Subject
Body Description
Importance Priority
Status Status
DueDate ActivityDate

Opportunity Direct Field Mappings
Subject Subject

Case Direct Field Mappings
Subject Subject

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Article ID: 347
Last updated: 13 Jul, 2020
Revision: 5
Views: 10446
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