Question

Access Denied to create file in salesforce

  • 28 September 2023
  • 3 replies
  • 62 views

I am linking a form from ConvertCalculator to Salesforce using Zapier. In the form, users are asked to upload files, which I need to have attached to the object the Zap creates (A Case object in salesforce). 

 

When I test this step, I am able to set up the zap correctly, but found this error. Can someone advise on why this may be? I presume it might be the salesforce side - is there a way to grant this access that anyone else has found?

 

Thanks in advance!


This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

3 replies

Userlevel 7
Badge +14

Hi @BrendanHiggins 

Good question.

Have you reviewed the available help articles for using Salesforce in Zaps?

https://zapier.com/apps/salesforce/help

Hi Troy, 

 

Thanks for sharing - I have and there was no specific instruction I could find to troubleshoot this issue.

Userlevel 7
Badge +14

@BrendanHiggins

Salesforce has many settings and permissions that may need to be adjusted to address the error.

If you have a Salesforce Admin, then try working with them to adjust and test.