Select Default Record Type in Riva Salesforce Connection

  • Updated

If a customer's Salesforce instance is configured to use multiple record types for contacts, calendar and task items, and email, the Riva Cloud or Riva On-Premise connection for Salesforce can be modified to redefine record types to match the customer's desired default mappings.

Contents:

Default Record-Type Mapping

By default, Riva Cloud and Riva On-Premise are configured to map item types to Salesforce default record types for standard Salesforce instances:

  • Contacts are mapped to the Salesforce default contact record type.
  • Calendar events/meetings are mapped to the Salesforce default calendar record type.
  • Tasks and emails are mapped to the Salesforce default task record type.

Some customers have customized their Salesforce organization instance to include multiple record types. For example, they have defined multiple record types for contact records.

Riva provides the ability to see all of the available record types defined in a Salesforce instance and select one as the Default Record Type to use when syncing an Object Type, such as a contact.

Redefine Default Record Types

Implementation for Riva Cloud

Implementation for Riva On-Premise 2.4.47 or higher

To redefine default record types:

  1. Start the Riva Manager application.

  2. This step applies only to Riva 2.4.52 or earlier: On the menu bar, if you can see Setup, select Setup.

  3. In the right pane, double-click the Salesforce connection.

  4. In the CRM Connection Edit window that appears, select the Object Definition tab.

    To-change-the-Default-Record-Type (1).png

    (The lower portion of the window may look different in your version of Riva. The screenshot is taken from Riva 2.4.57.)

  5. Near the top, on the Object Type drop-down list, select the object type (for example, a contact) that you want to define a default record type for.

  6. Immediately below, on the Default Record Type drop-down list, select the default record type.

  7. In the bottom right corner of the window (not displayed on the screenshot), select Save to save the connection.

  8. In the Riva Service Monitor application, restart the sync service for the changes to take effect.

Implementation for Riva On-Premise 2.4.4.36 through 2.4.46

To redefine default record types:

  1. Start the Riva Manager application.

  2. On the menu bar, select Setup.

  3. In the right pane, double-click the Salesforce connection.

  4. In the CRM Connection Edit window that appears, select the Object Definition tab.

  5. Near the top, on the Object Type drop-down list, select the object type (for example, a contact) that you want to define a default record type for.

  6. Below the large text box that lists attributes, select the Default Record Type from the drop-down list.

    obj-def-defaultrecordtype-1 (1).png

  7. In the bottom right corner of the window (not displayed on the screenshot), select Save to save the connection.

  8. In the CRM Service Monitor application, restart the sync service for the changes to take effect.
     

Applies to

  • Riva Cloud for Salesforce.
  • Riva On-Premise 2.4.36 or higher for Salesforce.

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