Salesforce: Enable Syncing of Contact Photos

  • Updated

Salesforce and Exchange / Notes support the attachment of small contact photo files in contact records. Typically this is done to facilitate integration with social media platforms.

Riva Cloud and Riva On-Premise (version details) can be configured to sync contact photos between CRM and email.

Implementation for Riva Cloud

Implementation for Riva On-Premise

To enable contact photo sync:

  1. Enable Riva to sync .jpeg or .jpg files (which are the graphic formats used for contact photos):

    1. Start the Riva Manager application.

    2. Navigate to the Advanced Options page.

    3. Near the top, under Attachment Options, select Configure List Extensions. In the File Extension List ( to include ) window that appears, ensure that .jpeg and .jpg are entered.

  2. Apply the following advanced options to either the sync policy or the CRM connection:

    • Sync.Crm.ContactPicture.Enabled = True (Enables contact photo sync from Salesforce to the email system.)

    • Sync.ExToCrm.ContactPicture.Enabled = True (Enables contact photo sync from the email system to Salesforce.)

    • Crm.Salesforce.ContactPictureName = [Name of photo file.] (Name of the photo file to sync from Salesforce to the email system. The file extension is required. Example: ContactPicture.jpg .The same file name must be used for every contact photo.)

    • Sync.Crm.RemoveAttachment = [Name of photo file.] (Ensures that a contact photo deleted in the email system is deleted in Salesforce. Name of the photo file requires the file extension and must be used for every contact photo to sync. Example: ContactPicture.jpg.)

    • Crm.Salesforce.Attachments.RetrieveAsSubQuery.Contact = True (Ensures that the process queries for the existence of a contact photo file.)

    • Sync.Crm.UseRelatedObjectLastModified.Contact = True (Ensures that the process queries for the last modified date of a contact.)
      Note: If a contact photo is updated or changed in Salesforce, make a minor edit to the contact's profile in Salesforce. The update to the last modified date will enable Riva to capture the new photo update.

    • Sync.Crm.PollBySnapshot.Contact = True (Ensures that the snapshot polling detects when the contact falls out of scope of a filter.)

    • Sync.Crm.PollBySnapshot.AdvancePollTimeByItemModDates.Contact = False (When a junction object's modified date is used to determine an item's modified date and poll by snapshot is enabled, this advanced option prevents unwanted deletions from occurring during a delete poll.)

    • Sync.Crm.ItemChangeHashChecking.CrmToExchange.Enabled = False (Ensures that items, particularly the attachment sync, are not blocked.)

Notes:

  • This feature has been tested with only Salesforce and Exchange / IBM Notes.
  • The same file name must be used for each contact photo saved to the host system.
  • If the contact photo is not attached to either contact record (CRM or email), Riva skips the contact photo update.
  • Riva logging does not report conditions when the contact attachment does not exist.
  • If a contact photo is updated or changed in Salesforce, make a minor edit to the contact's profile in Salesforce. If you have set the Sync.Crm.UseRelatedObjectLastModified.Contact advanced option to True, the update to the last modified date will enable Riva to capture the new photo update.

Applies to

  • Riva Cloud for Salesforce and Exchange or HCL Notes.
  • Riva On-Premise 2.4.38.22260 or higher for Salesforce and Exchange or HCL Notes.

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