Define the Default RecordType When Creating Salesforce Entries

Riva Cloud and Riva On-Premise support Salesforce's ability to define Record Types, which can be used to display different page layouts and pick list values based on record types.

A single module (for example, contacts, accounts, or opportunities) can have multiple record types. For more information on how to create, use, and manage record types, see Salesforce help.

Setting the Salesforce Record Type in Riva

Recent versions of Riva include the ability to define which Salesforce Record Types to use for various CRM modules.

Implementation for Riva Cloud

• Contact the Riva Success Team.

Implementation for Riva On-Premise 2.4.36 or Higher

You can set the Record Type on the Object Definition page of the CRM Connection Edit window.

For instructions, see How to redefine default record types.

To set the Salesforce Record Type at other levels, see the following section.

Implementation for Riva On-Premise Riva 2.4.31 or Higher

• General statement.
• Example.
• Available advanced options.
• Procedures.

General statement:

To indicate which Salesforce custom record type(s) to use when Riva creates new Salesforce items:

• Apply one or more advanced options at the level you want: application or service level, CRM connection level, sync policy level, or user level.
   

Example:

Salesforce has the following record type:

To indicate that Contacts_Opportunity will be the default record type for contacts that Riva creates in Salesforce:

• Apply the following advanced option to the Salesforce connection:

  Salesforce.Contact.DefaultRecordTypeName = "Contacts_Opportunity"
   

Available advanced options:

The following are available for defining default record types:

• Salesforce.Contact.DefaultRecordTypeId = "[Record Type Id]"
• Salesforce.Lead.DefaultRecordTypeId = "[Record Type Id]"
• Salesforce.Appointment.DefaultRecordTypeId = "[Record Type Id]"
• Salesforce.Task.DefaultRecordTypeId = "[Record Type Id]"
• Salesforce.Email.DefaultRecordTypeId = "[Record Type Id]"
• Salesforce.Opportunity.DefaultRecordTypeId = "[Record Type Id]"
• Salesforce.Case.DefaultRecordTypeId = "[Record Type Id]"
  
  -or-
   
• Salesforce.Contact.DefaultRecordTypeName = "Record Type Name"
• Salesforce.Lead.DefaultRecordTypeName = "Record Type Name"
• Salesforce.Appointment.DefaultRecordTypeName = "Record Type Name"
• Salesforce.Task.DefaultRecordTypeName = "Record Type Name"
• Salesforce.Email.DefaultRecordTypeName = "Record Type Name"
• Salesforce.Opportunity.DefaultRecordTypeName = "Record Type Name"
• Salesforce.Case.DefaultRecordTypeName = "Record Type Name"
   

Procedures:

Apply one or more advanced options to

• the Omni.Riva.CrmAgentEx.exe.config file;
• a CRM connection;
• a sync policy;
• an individual user.
   

Applies to

• Riva Cloud.
• Riva On-Premise 2.4.31 or higher.