If you are a Salesforce customer who also relies on Microsoft business applications like Outlook and Exchange to fulfill your enterprise requirements – you might find yourself in a bit of a pickle.

With Lightning Sync’s deprecation and Salesforce for Outlook’s end of life beginning July 2021, Salesforce has begun to recommend Einstein Activity Capture as an alternative.

If this suggestion doesn’t meet your business objectives for security, scalability, or support, Salesforce recommends working with a third-party partner, like Riva.

True Salesforce/Microsoft Interoperability

Riva’s platform creates a seamless conduit that intelligently connects Salesforce and Outlook and/or Exchange. With the Riva Relationship Engine working in the background, the applications that rely on your customer data are synchronized to support your teams and customers.

CRM ↔ Address Book

Bi-directional sync of:
  • Contacts / Persons
  • Accounts
  • Leads
  • Contact Notes
  • Custom Fields

CRM ↔ Calendar

Bi-directional sync of:
  • Appointments
  • Meetings
  • Recurring Events
  • Custom Categories
  • Resource Calendars

CRM ↔ Email

Sync Email and Attachments to:
  • CRM Contacts
  • Accounts
  • Opportunities
  • Cases
  • Contracts
  • Custom Objects

CRM ↔ Tasks

Keep Tasks in Sync, Front and Center, Across:
  • SalesForce
  • Calendars
  • Inboxes

CRM > Folders/HTML Email

Uni-directional sync of:
  • Opportunities
  • Cases
  • Contracts
  • Custom Objects to Mail Folders

Now is the time to explore how Riva’s rules-based pass-through architecture connects to Microsoft Outlook and Exchange, puts your customer data into context, and makes Salesforce more powerful.

How we Make Lightning Scheduler More Powerful

Riva helps to deliver inbound appointments across applications at scale.

Riva and Salesforce

Riva integrates Salesforce with Outlook, Exchange, Gmail, and Notes in complex enterprise environments and regulated industries.

Want to learn more about how it works?

Our advisors are here to help. Schedule a discovery call now by using this form.