Riva Cloud Admin Guide

Our comprehensive guide to getting you started with Riva deployed in the Cloud.

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Release Version 2022.1

New! Bi-directional sync for FSC interactions, Improved Riva Cloud User Experience, and more.

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Getting Started

What is Riva Cloud?

Riva Cloud is a cloud-based service to sync data between your CRM and email system.

How Riva Syncs Your Data

Watch the following videos and review the summaries of the different types of CRM and email data you can sync with Riva.

Security Information

Riva’s information privacy and data retention policy.

Corporate mode or Company mode

Whether you are looking to connect individual policies or manage a large number of users with one sync policy, Riva provides options for your account configuration needs.

Configure Your CRM

In Corporate mode and sometimes in Company mode, prepare your CRM to interact with Riva. — For either mode and any supported CRM, create a connection from Riva to your CRM.

Configure Your Email

In Corporate mode and sometimes in Company mode, prepare your email system to interact with Riva. — For either mode and any supported email system, create a connection from Riva to your email system.

Configure Your Sync Policy

Select the procedure that applies to your email system.

Managing Accounts

Log in to your Riva Cloud account

Change the Riva Cloud login password

Log out of Riva Cloud

Reset your password

Manage Your Account

View the account summary. Change the Admin user password. Increase or decrease the number of licensed users. And more.

Secure Passwords for Riva Cloud

For a secure Riva Cloud password, the following is required: 8 or more characters, At least one lower case letter [a-z], At least one upper case letter [A-Z], At least one number [0-9], and At least one symbol…

Sync Metrics in Riva Cloud, Including Doughnut Charts

In Riva Cloud, the Metrics page displays two groups of values related to the sync.

Create an Identity Provider Application on Azure for Riva

An Identity Provider application on Azure can be used to configure SAML authentication for logging in to Riva Cloud. To create an Identity Provider application on Azure, for Riva: Navigate to Azure Active Directory, and then…

Manage Your Connections

Manage CRM or email connections: change a password, test a connection, and more.

Sign In to Riva Cloud with Google

To Sign In with Google If You Used a Google Account and Credentials for Your Free Trial If you used a Google account and credentials to register for your free Riva Cloud trial, you can use the same Google account to sign in to Riva Cloud…

Manage Your Sync Policy

Enable, disable, or edit a sync policy. View the sync logs. Request a sync cycle. And more.

Sign In to Riva Cloud with Salesforce

To sign in to Riva Cloud with Salesforce: Enable the feature. Use the feature. Enable the Feature To enable signing in to Riva Cloud with Salesforce: On all your devices, log out of all your Salesforce sessions and…

Manage Users

Add or remove a user. Enable or disable a user’s sync. Change a user’s password. And more.

Troubleshooting: Resolving Data Sync Issues

Use our guides to resolve some of the most common errors you may receive when syncing data to your CRM…

Manage Your CRM for Riva

Advanced options and settings to enhance the Riva sync of your CRM. Troubleshooting of and solutions for possible sync errors.

Manage Your Email System for Riva

Advanced options and settings to enhance the Riva sync of your email system. Troubleshooting of and solutions for possible sync errors.

Riva Cloud FAQs

Getting Started

What Riva Cloud Syncs

How Riva Cloud Works

Supported Systems

Security and IT

Riva Cloud Editions

Free 15 Day Trial

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