How-to videos, guides, product release notices

How-to Videos

About Riva
– What does Riva do?
– Capture email conversations in Salesforce

Riva Administrator Training

– Setting up your Riva Sync policy: Choose your mode
– Setting up your Riva Sync policy: General tab
– Setting up your Riva Sync policy: Schedule tab
– Setting up your Riva Sync policy: Configuration tab
– Setting up your Riva Sync policy: Email smart convert
– Setting up your Riva Sync policy: Email assign-to tab
– Setting up your Riva Sync policy: Email sent items
– Sync log viewer
– Sync log viewer and common issues
– User manager: Corporate mode
– User manager: Company mode
Riva End-user Training

Riva

– Riva Sync for calendar and tasks
– Riva Sync for contacts and leads
– Riva Sync for email, opportunities, and support tickets
– Benefit from synchronizing your CRM appointments and tasks

How-to Guides

Riva Administrator Guides

– Riva management guide for administrators
– Riva Enterprise management guide for administrators
– Track Outlook calendar events and tasks in Salesforce
– Track email threads as conversations in Salesforce (Conversation Capture)
– Track Outlook contacts and leads to Salesforce
– Track emails to Salesforce
– Gain a Customer 360 view of Salesforce in Outlook (Riva Insight)
– Create, update, and review Salesforce contacts, accounts, opportunities, or cases using Outlook


Product Release Notices

Calendar Year 2020

Calendar Year 2019

Calendar Year 2018

Headquarters (HQ)

Riva International, Inc.
103, 10301 - 109 Street
Edmonton, AB, T5J 1N4 Canada
Phone: 780.423.4200 Fax: 780.423.4711

USA

Riva CRM Integration
440 North Wolfe Road
Sunnyvale, CA 94085 USA
Phone: 408.675.5015 Fax: 780.423.4711

Europe

Riva CRM Integration
Kreitstrasse 5 86926 Greifenberg/Munich
Germany
Phone: +49.8192.99733.25

APAC

Riva CRM Integration
101 Miller Street
North Sydney, NSW 2060
Australia
Phone: +61 2 8015 5186
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