Riva CRM Integration - Documentation and Knowledge Base

Salesforce Connection Option to Include Primary Contact as Attendee

Article ID: 656
Last updated: 03 Feb, 2020

When a user creates an event in Salesforce and indicates both a primary contact and various invitees, Riva Cloud and Riva On-Premise include the primary contact as an invitee when syncing that event to the user's Outlook calendar. In some circumstances, this may not be desirable.

Riva Cloud and Riva On-Premise can be configured to ignore the primary contacts for Salesforce events and sync only the attendees.

Implementation for Riva Cloud

Implementation for Riva On-Premise

A connection option in the Salesforce connection is used to manage how the primary contact is synced.

How the Events: Include primary contact (Event.Who) as appointment attendee option works:

  • If the check box is selected, Riva syncs primary contacts of Salesforce events to Exchange meetings as attendees.

  • If the check box is cleared, Riva ignores primary contacts of Salesforce events and syncs only the attendees to Exchange meetings as attendees.

Note: (Riva On-Premise 2.4.36 or higher.) The Events: Include primary contact... check box is configurable only if the second check box above it, Events: synchronize event attendees to event relations, is cleared.

Applies to

  • Riva Cloud for Salesforce.
  • Riva On-Premise 2.4.28 or higher for Salesforce. In version 2.4.28 and a few versions after that, the Events: Include primary contact (Event.Who) as appointment attendee option was called Include primary contact as attendee.

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Article ID: 656
Last updated: 03 Feb, 2020
Revision: 5
Views: 6024
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