Salesforce: Enable Sync to Outlook Contact Link Feature

Riva Cloud and Riva On-Premise for Salesforce support syncing the Outlook Contact Link value to the primary contact value for corresponding Salesforce appointments and tasks.

In effect, Riva Cloud and Riva On-Premise can sync the value between Salesforce appointments and tasks...

... and Outlook appointments and tasks:

Outlook Contact Link Feature

By default, the Contact Link feature is not enabled in Outlook.

To enable this feature:

• For Outlook 2019 and Outlook 2016: Follow the instructions from Microsoft at https://answers.microsoft.com/en-us/msoffice/forum/all/how-can-i-have-the-contact-link-showing-on-tasks/89a94d3e-32d3-4cf7-bd0b-190425f741c2.
  • Note: Although that article does not mention Outlook 2019, its contents do apply to Outlook 2019, as confirmed at https://answers.microsoft.com/en-us/msoffice/forum/all/how-can-i-have-the-contact-link-showing-on-tasks/b0ae96a6-9a98-42f3-a4f6-7abf06ada16e.
• For Outlook 2013: Follow the instructions from Microsoft at http://answers.microsoft.com/en-us/office/forum/office_2013_release-outlook/outlook-2013-show-contacts-below-the-notes-field/43f973a7-157c-4fd1-a405-d10c218d9e7e.
• For Outlook 2010: On the File menu, select Options, select Contacts, and select the Show contacts linked to the current item check box.
• For Outlook 2007: Select Tools > Options > Contact Options, and select the Show contact linking on all forms check box.
• For Outlook 2003, the feature is not available.

Enable Multiple Related Contacts

Implementation for Riva Cloud

• Contact the Riva Success Team.

Implementation for Riva On-Premise 2.4.37 or higher

This is available in Riva On-Premise 2.4.37.19902 or higher.

1. Start the Riva Manager application.

2. Riva 2.4.52 or earlier: On the main menu, if you see Setup, select Setup.

3. In the right pane, double-click the Salesforce connection object to edit it.

4. In the CRM Connection Edit window that appears, select the Options tab.

5. Select the Events: Allow multiple contacts to be related check box.

   

Implementation for Riva On-Premise 2.4.35 and earlier

Options available in Riva 2.4.35 have been deprecated in Riva 2.4.37 and higher, because Riva 2.4.37 and higher supports Salesforce shared activities and event relations, which Riva 2.4.35 did not.

Disable syncing the primary contact as appointment attendee:

By default, the Salesforce connection is configured to include the primary contact as an attendee for Salesforce appointments/meetings synced to Exchange.

To disable this option, edit the Salesforce connection, and clear the Include primary contact as attendee check box.
 

To enable sync from the Salesforce primary contact to the Outlook contact link:

• Apply the following advanced option to the Salesforce connection (recommended) or to the Riva sync policy:

  Crm.Salesforce.SetPrimaryContactOrLeadAsContactLink = True
   

To enable sync from the Outlook contact link feature to the Salesforce primary contact field:

• Apply the following advanced option to the Riva sync policy:

  Sync.Ex.ResolveContactLinks.Appointment = True

Applies to

• Riva Cloud for Salesforce and Exchange.
• Riva On-Premise 2.4.29 or higher for Salesforce and Exchange.