Videos – Salesforce

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1. Set-up and configuration
1.1 Review Riva system requirements		More
2. Working with Riva for Salesforce and Exchange
2.1 Sync Salesforce contacts (with categories)	04:31	View	Download
2.2 Automatically sync Salesforce contacts (without categories)	05:39	View	Download
2.3 Sync Salesforce appointments and tasks (with categories)	07:20	View	Download
2.4 Automatically sync Salesforce appointments and tasks (without categories)	07:43	View	Download
2.5 Archive emails against Salesforce contacts	02:21	View	Download
2.6 Riva AssignTo Folders – Assign emails to existing opportunities, cases or quotes	05:25	View	Download
2.7 Riva SmartConvert Folders – Convert emails into opportunities and use the Riva ConnectBar	06:43	View	Download
3. Riva Live – Cloud-based Salesforce integration
3.1 Configure your Exchange and Salesforce connections	04:51	View	Download
3.2 Configure your sync policy for Riva Live and Salesforce	09:41	View	Download
4. Next steps
4.1 See Riva for Salesforce on AppExchange		More
4.2 Download Riva for Salesforce		More
4.3 Riva comparison with Outlook plug-ins		More
4.4 Documentation		More
4.4 Pricing		More
4.5 Contact information		More