Salesforce: Add Multiple Recipients to Email and Multiple Attendees for Meetings (Shared Activities)

To add multiple recipients to email and multiple attendees for meetings:

1. Ensure that the Salesforce organization has been upgraded to at least Salesforce Summer 2012 (Version 25).

2. In Salesforce, enable the Shared Activities feature.

3. In Riva, enable the relevant options in the Salesforce connection.

In Riva, Enable the Relevant Options in the Salesforce Connection

Implementation for Riva Cloud

• Contact the Riva Success Team.

Implementation for Riva On-Premise 2.4.37 or higher

To enable, in the Salesforce connection, the options for multiple recipients for emails and multiple attendees for meetings:

1. Start the Riva Manager application.

2. Edit the Salesforce connection.

3. Select the Options tab, and select three check boxes, as illustrated below:
   
   

   • Tasks and Emails: Allow multiple contacts to be related: Allows Riva to sync emails and relate multiple email addressees to CRM contacts/leads.

   • Events: synchronize event attendees to event relations: Allows Riva to sync Salesforce meetings to Exchange and include an attendee list — Riva does not send out an Exchange meeting invitation. Selecting the option also allows Riva to sync Exchange meetings to Salesforce and include meeting attendees to the Salesforce invitee list for that meeting item.

4. Save the connection.

5. In the Riva Service Monitor application, restart the service.

Applies to

• Riva Cloud for Salesforce.
• Riva On-Premise 2.4.37 or higher for Salesforce.