Riva CRM Integration - Documentation and Knowledge Base

Create the Riva Connection to Salesforce for SSO

Article ID: 555
Last updated: 15 Mar, 2016
WARNING: The Riva for Salesforce Single Sign-On connection strategy described in this article is not supported for new Riva On-Premise installations.

New Riva On-Premise installations include a new strategy to provide impersonation access into Salesforce: the Standard Impersonation Model. For instructions on implementing the Standard Impersonation Model, see Prepare Salesforce for Riva and Create and test a Salesforce connection.

For current Riva On-Premise installations that use Salesforce Single Sign-On, administrators are encouraged to upgrade their Riva for Salesforce connection setup to the Standard Impersonation Model. For assistance, contact the Riva Success Team.

The procedures in the following article have been deprecated. The information is being retained for clients who have not yet converted to the new Standard Impersonation Model.

Riva requires a connection to Salesforce that uses the credentials of a Salesforce.com system administrator account.  This connection will be able to impersonate into the target user Salesforce accounts.

This article discusses:

This procedure is used to create the Riva connection.  This connection will be enabled for Single Sign-On (SSO) in a later procedure.

System Requirements

Before following the procedures in this article, ensure that you have already done the following:

Create the Riva connection to Salesforce

  1. Launch the Riva Manager application.

  2. Select the Setup tab.

  3. In the left pane, select CRM : Salesforce.com to start the create connection wizard.

  4. On the Welcome page, select Next.

  5. Provide the Salesforce user name and password for the Riva connection account.

    Sandbox support - Riva can support SSO for Sandbox accounts.  If desired, select the applicable Sandbox type, and provide the applicable User Name Suffix.

    Use Proxy - Riva supports applying a different http/s proxy configuration for the CRM connection.

  6. Select Next.

  7. On the ConnectBar Security Options page, ensure that the Use Existing Browser Session check box is checked, and select Next.

  8. Notice the Salesforce modules that Riva will be able to sync to, and select Finish.

Test the Riva connection

These steps can be used at any time to test that the Riva connection can connect to the target Salesforce.com organization using the credentials of the "Riva connection account".

To test the Riva connection:

  1. Launch the Riva Manager application, and select the Setup tab.

  2. In the right pane, double-select the Riva connection to Salesforce.

  3. In the CRM Connection Edit window that appears, select the Connection Test tab.

  4. Leave the Account field blank.  Select Test Connection >>. In the message box that appears, select OK.

  5. In the bottom right corner, select Cancel to close the CRM Connection Edit window.

Article ID: 555
Last updated: 15 Mar, 2016
Revision: 3
Views: 4626
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