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Question

Can't create a Salesforce Campaign (insufficient access rights on cross-reference id)


yasoja

Hello,

I can create Contact objects, CampaignMembers etc.  But Campaigns never work.  I’ve filled out all the required fields Name, Type, RecordType, Status etc.

I verified via SOQL I have the correct RecordType by testing with an existing campaign like:

Select Id, Name, Type, RecordType.Name from Campaign where Id='701EX0000009ar0YAA'

The Salesforce User I’m using is a SysAdmin.  I can create campaigns as that User directly in Salesforce.  I can add CampaignMembers to existing Campaigns via Zaps as well.

Keep seeing this rather generic error:

Any help much appreciated.

 

PS: I looked at a similar previous post but none of the suggestions apply to my scenario (not attempting any assignments, portal/experience cloud users not involved etc):

 

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12 replies

Troy Tessalone
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Hi @yasoja 

Good question.

We would need to see screenshots with how your Zap step is configured to have enough context.


yasoja
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  • 5 replies
  • August 7, 2023

After more testing I realized that if I create a brand new Zap that just creates a Campaign record that works fine.

What does not work is when in the middle of Zap steps I’m searching for a Campaign record which is not found.  When that happens I’ve clicked the checkbox that says:

Create Salesforce Record if it doesn’t exist yet?

Then filled in all the necessary information - then I seem to invariably get that “Could not create record of the “Campaign” object: insufficient access rights on cross-reference ID” error.

It’s difficult to work around this by adding a brand new step just for record-creation - because Path actions (with 2 branches) are only allowed as the last step of the Zap which is where I already have a Path to create vs. update the CampaignMember record.

Looks like a Zapier bug, given the same user and field-data works to create an object one way but does not work another way.


Troy Tessalone
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@yasoja 

We would need to see screenshots with how your Zap step is configured to have enough context.


yasoja
  • Author
  • Beginner
  • 5 replies
  • August 7, 2023

Here’s a screenshot Troy.

 


Troy Tessalone
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@yasoja 

If you have a Zapier paid plan, you can submit feedback via a ticket to Zapier Support to be logged: https://zapier.com/app/get-help


Troy Tessalone
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@yasoja 

No screenshot was attached.


yasoja
  • Author
  • Beginner
  • 5 replies
  • August 7, 2023

 


Troy Tessalone
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@yasoja 

Are there any other fields being set in the Salesforce Zap action?

 

Also, make sure you aren’t encountering the field character limit.

 


yasoja
  • Author
  • Beginner
  • 5 replies
  • August 7, 2023

Yes fields RecordType, Start Date, End Date, Description, Status, Active and Owner are being set.  Nothing over the field limits.  The test data is above with Name=“Torah Study 08-11-2023” is only 23 characters for example well under the 80 character limit.  Dates are gathered from Eventbrite and set - same format as for other Zaps (such as the create-campaign one) which work.


Troy Tessalone
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@yasoja 

Without screenshots to see how the Zap step is fully configured we are limited in our ability to evaluate and advise.


yasoja
  • Author
  • Beginner
  • 5 replies
  • August 7, 2023

@Troy Tessalone here’s the full Zap step?  If you need a drill-in on any part of the zap step let me know.


Troy Tessalone
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@yasoja 

Yeah those look like expected values for all the fields.


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