Riva CRM Integration - Documentation and Knowledge Base

Create the Single-User Salesforce connection(s)

Article ID: 560
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.

For single-user sync profiles (non-SSO), Riva server requires a dedicated connection to Salesforce for each target user.

This article will cover:

System Requirements

Prior to starting this procedure, ensure the following requirements are met:

Create the Riva connection to Salesforce

  1. Open the Riva application.

  2. Select Setup in the main menu bar.

  3. Under "Connecting Wizards", select CRM : Salesforce.com to start the create connection wizard.

  4. At the "Welcome" window, click Next >.

  5. In the "Connection Details" window, provide the Salesforce user name and password for the target Salesforce user 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. Click Next .

  7. At the "ConnectBar Security Options" window, ensure that Use Existing Browser Session is selected and click Next >.

  8. At the "Salesforce.com CRM Wizard complete" window, click Finish.

    Notice the Salesforce modules that Riva will be able to sync to.

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 target Salesforce user.

  1. In the Riva application, select Setup in the main menu bar.

  2. Double-click the Riva connection to Salesforce.

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

  4. Leave the Account field blank.  Click the test Connection >> link.

    At the "Test Succeeded" window, click OK.

  5. Click Cancel >> to close the "CRM Connection Edit" window.

Since this is a single-user connection which is not enabled for Single Sign-on, adding a Salesforce user name to the "account" field and clicking Test Connection >> will always fail.

Article ID: 560
Last updated: 15 Mar, 2016
Revision: 2
Views: 4752
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