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.
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.
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…
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.