This article applies to Riva 2.4.46 or earlier. — For Riva 2.4.47 or higher, see step 4 of using custom Salesforce audit fields with standard impersonation.
To refresh the Salesforce connection for it to support the custom audit field mappings:
- In Riva 2.4.46 or earlier, in the Riva Manager application, on the menu bar, select Setup.
- In the right pane, double-click the Salesforce connection object.
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On the Object Definition page, select Refresh. Select each module you added custom fields to in Salesforce, and confirm that Riva picked up those new custom fields.
Example for contacts:
Example for tasks:
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Select the Impersonation tab. In the Impersonation Audit Fields section, select the appropriate custom field for each audit purpose.
- Save the Salesforce connection.
- Sync data of each type from the email system to Salesforce.
- In Salesforce, confirm that each synced item reflects the correct Created By, Created On Behalf Of, Modified By, or Modified On Behalf Of value.