Taking a look at the specific error message from Salesforce listed within the ‘Unable to Push to Salesforce’ popup is a great place to start because you can see the actual message that was passed from your Salesforce. Below is an example:
In addition to reviewing the specific error message provided, below are some items that may cause a push to fail:
- Missing Account - You will need to first push the organization profile as an Account to Salesforce. Once the Account record has been created in Salesforce, you can push the Contact.
- Duplicate Contact - It’s possible that the contact you are trying to push is similar to another contact record in your Salesforce. You can verify this in your Salesforce, and if you decide to create the contact you can do so manually by clicking on the “Add to Salesforce” link in the error popup.
- Missing permissions - User permissions specify what tasks users can perform and what features users can access. Learn how to check your Salesforce permissions here. We would suggest reaching out to your Salesforce Admin to get the appropriate user permissions.
- Missing required fields - Your Salesforce admin may have required fields that need to be filled out in order to push a record. Share the received message with your admin so they can take a closer look into the requirements. As a workaround, you can manually create the records and manually type in the missing fields.
In the event that the above items do not resolve the issue at hand, we recommend reaching out to your Salesforce admin with a screenshot of the error message. For additional support from Crunchbase, feel free to message firstname.lastname@example.org.
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