Edit a Riva Cloud Connection for Salesforce to Use OAuth

Article ID: 907
Last updated: 11 Jul, 2018

You can create Riva Cloud connections to Salesforce that rely on OAuth security tokens. Existing customers can convert. What are the advantages?

  • The user only has to approve OAuth once. From that point on, the approved OAuth security token is used to connect.
  • The Riva Cloud connection always works, regardless of how many times a user's Salesforce login password changes. Users can change their Salesforce password without having to remember to log in to Salesforce and change the connection password.
  • At any time, the user can revoke the security token to prevent Riva Cloud from gaining access.
  • The "Trusted Network" setup in Salesforce is no longer required.

Contents:

How to Change a User Name for a Riva Cloud for Salesforce Connection That Uses "Re-Validate OAuth Token"

WARNING: Before starting these steps, disable the synchronization policy.

  1. Disable the sync policy.

  2. Make sure that you are not logged in to Salesforce as any user.

  3. On the Riva Cloud Dashboard, next to the Salesforce connection, select Edit.

  4. In the browser location field, append "-oauth" (without the quotation marks) to the current URL and press Enter.

    Riva Cloud. Adding -oauth to the end of the current Riva Cloud URL.

  5. Confirm that the User name and Salesforce Organization Id are correct.

  6. Select Re-Validate Expired OAuth Token.

  7. In the Salesforce login window that appears, authenticate into Salesforce. Use the user name and password for the connection, and select Log In.

  8. Ensure that you are logged in as the correct user.  If you are logged in correctly, select Allow; otherwise, select Deny.

  9. When you see Connection has been configured successfully, select OK.

WARNING!! Before enabling the synchronization policy, always verify the Salesforce user name that is displayed.

Test and Configure the New Connection

When the Dashboard page re-appears, you still need to test and configure the new connection.

  1. Disable the sync policy.

  2. Make sure that you are not logged in to Salesforce as any user.

  3. On the Riva Cloud Dashboard, next to the Salesforce connection, select Edit.

  4. Near the bottom of the window, select Test Connection.

  5. Optionally select one or both of the following check boxes:

    • Email: Relate attachment to email record, instead of parent record:

      • If you clear the check box, Riva will sync email as tasks into the Activity History lists for matched contacts. By default, email attachments will also be added to the Documents List of the matched Contact.
      • If you select the check box, attachments will be linked to the email task record instead.
    • Event: Include primary Contact or Lead as appointment attendee: If a user creates a Salesforce event and adds a related primary contact, select this option to have Riva sync that event to Exchange as an appointment with an attendee list, and the primary related contact will be listed as an attendee.

  6. Select Save to save any changes.

Verify the remote access token and revoke access (if required)

This section shall be updated in the near future.

At any time, the Salesforce user can verify and revoke the OAuth security token if necessary.

  1. Log in to Salesforce as the connection user.

  2. Near the top right corner, select Setup.

  3. In the left column, choose My Personal Information > Personal Information.

  4. Hover the Remote Access link, and a pop-up window will display the OAuth remote access token.

  5. Select Revoke to revoke the OAuth token.

    The Riva Cloud connection is immediately broken, and all data sync will fail.

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Article ID: 907
Last updated: 11 Jul, 2018
Revision: 7
Views: 5868
Comments: 0
Also read
item Salesforce: INVALID_LOGIN Error "Invalid username, password, security token; or user locked out"

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folder Riva Cloud - CRM Sync -> Already Started -> Manage Your CRM for Riva -> Salesforce -> Salesforce Procedures

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