Riva CRM Integration - Documentation and Knowledge Base

Create an Oracle Sales Cloud Connection: Riva Cloud

Article ID: 903
Last updated: 26 Aug, 2020
A new Riva connection to this CRM is no longer configurable in the Riva Cloud UI. For a new Riva connection, contact the Riva Success Team.

An existing Riva connection with this CRM is still available for editing on the Dashboard.

To create an Oracle Sales Cloud connection:

  1. Check with your Oracle administrator to ensure that the user has been enabled for web services.

  2. Obtain the following information from your CRM administrator:

    • A connection user name and password.
    • The base website link to log in to the CRM website console, for example https://isv7-crm-crm-ext.oracle.com/.
       
  3. Log in to https://www.rivacloud.com.

  4. On the Get Started page, select Configure your CRM.

  5. Scroll down to Technology Preview and Beta Connectors, and select the Oracle Sales Cloud logo.

  6. Provide your user name, password, and address.

  7. Select Save.

    Riva Cloud attempts to connect to the CRM with the credentials and connection information that you provided.

  8. Do one of the following:

    • If the connection setup is successful, select OK. The CRM connection is added to your Riva Cloud account.
    • If you experience an issue, contact the Riva Success Team.

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Article ID: 903
Last updated: 26 Aug, 2020
Revision: 6
Views: 6426
Comments: 0
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