This article applies to Riva On-Premise 2.4.55 or higher.
For Riva 2.4.54 or earlier, see Create, test, and edit a Salesforce connection with Riva 2.4.54 or earlier.
The default Riva connection to Salesforce is designed to use standard impersonation.
To create, test, and edit a Salesforce connection:
You can perform the following procedure at any time.
To test that Riva can connect to the target Salesforce organization when using the credentials of the target Salesforce user:
To configure the common connection options:
There are extra contact filtering options in addition to Salesforce Team Selling filters. If Salesforce Team Selling is enabled, the applicable Team Selling filter must be assigned; otherwise, select the desired filter and one or more applicable license matching filters.
Important Note: To use a filter option, the sync policy Filter by option for that module must be set to Must be owner. See Contact sync filters and Setting email sync filters for opportunities and cases. When configured properly, Riva syncs items based on team membership including items owned by users who are members of that team.
On the Pre-Defined Filters page, select one or more filter options that match the data sync requirements:
When Riva is configured to use standard impersonation, all items that Riva creates or modifies in Salesforce are displayed as being created and saved by the Salesforce user that Riva connects with (step 2 above). Riva supports the use of custom Salesforce fields to enable granular audit reporting that can identify the owners of items that Riva created or modified. For more information, see Using custom audit fields with standard impersonation.