I am currently trying to configure a Zapier with a function where it tries to find a record of a Salesforce Object “Campaign” otherwise create a campaign. I am running into the error:
Could not create record of the "Campaign" object: entity type cannot be inserted: Campaign
I am currently a System Administrator in Salesforce, so I don’t think it’s a permission thing. Is there any solution to this problem?
Hi
Help us have more info by posting these screenshots:
You probably need to do this type of Zap step logic:
Also, make sure to remove the Extra Fields.
Okay, thanks so much for your feedback, I will try this out.
Hey Troy, as I was applying your suggestion I ran into another problem. When I go to the path where if the campaign record doesn’t exist and I try to create a campaign, the Salesforce Object Campaign doesn’t appear for me.
By this I mean when I search in the option Salesforce Object when creating a new Campaign Record, the ID for Campaign is not appearing for me. The ID does appear when I am searching for it.
Hi
When I go to the path where if the campaign record doesn’t exist and I try to create a campaign, the Salesforce Object Campaign doesn’t appear for me.
By this I mean when I search in the option Salesforce Object when creating a new Campaign Record, the ID for Campaign is not appearing for me. The ID does appear when I am searching for it.
You shouldn’t need to specify the ID for the campaign in the Create Record that’s creating the campaign. The Create Record action would create the campaign and automatically generate the ID for it. And if you have other actions in that path that need to reference the Campaign ID, you’d want to pull that from the Create Record step after it runs—not from the Find Campaign Record action.
Or is the issue more that there isn’t an ID for the campaign object itself? It should be possible to select the Campaign object directly from the list of options available in the Salesforce Object field from the list of available options:
Hope that helps but if I’ve misunderstood things can you share some further details and/or a screenshot of where exactly in the Zap that the ID is missing from?
Looking forward to hearing from you!
Thank you for clarifying Sam, the problem was that I didn’t Marketing permission in Salesforce which allows me to create campaigns which is why the ID for Campaign wasn’t showing up. Right now I have another error.
Could not create record of the "Campaign" object: insufficient access rights on cross-reference id
This post has been edited by a moderator to remove personally identifiable information (PII). Please remember that this is a public forum and avoid sharing sensitive details.
Thanks for getting back to me,
I see that you reached out to our Support team about this new error as well, and they shared some potential causes and steps to help resolve it. I’ll share those here in case it’s helpful for others in the Community who might run into the same issue:
Here are some steps you can take to resolve this issue:
- Check Permissions: Verify the permissions of the Salesforce user account connected to Zapier. This user account might need additional access rights to create or modify the "Campaign" object in Salesforce.
- Custom Profile: If the user account has a custom profile in Salesforce, update the permissions of this profile to include access to the necessary Salesforce object.
- Standard Profile: If the user account is using a standard profile in Salesforce, create a custom permission set that includes the necessary access rights and assign it to the user.
For more detailed information on how to do this, you can refer to this [Salesforce Help Article].
In Salesforce, there can be instances where even a System Administrator profile may not have access to certain records due to sharing rules, ownership, and other security settings at the record level. This error - 'Insufficient access rights on cross-reference id' - is often related to such record-level access.
A cross-reference ID error usually involves relationships between two objects. It may be that the Zap is trying to relate two records that the user doesn't have the right to link. For instance, if you're trying to link a Contact (that the user has access to) to an Account (that the user doesn't have access to), it would throw this error.
I'd recommend checking the specific records being used in the Zap and ensuring that the user has the necessary access to all related records, not just the "Campaign" object. It might be that the issue isn't with the "Campaign" object itself, but with another record that it's being linked to.
They also suggested reaching out to Salesforce support directly, as they should be able to confirm exactly why that “Insufficient access rights on cross-reference id” error is being returned.
Want to make sure this gets sorted, so please do keep us updated on how you get on with them.
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