Salesforce Error: Unable to Save Record
Overview: This article provides a quick explanation of a known Salesforce error that can occur when attempting to edit or save a record and best practices to prevent it.
“The record you were editing was modified by ____ during your edit session.”
This is a somewhat common error that can occur in Salesforce that is designed to prevent multiple contacts from applying conflicting edits that could overwrite data in record.
This error occurs when a user clicks “Save” on the Tenfold Floating UI to log a call to a CRM record that is already open in a browser tab and then tries to edit this record without refreshing the page.
The following can help prevent this error from occurring:
- If you have a tab open to edit a Lead, Contact, Account, or Case record, click SAVE on this page before you click save in the Floating UI.
- If you have a tab open with a Lead, Contact, Account or Case record and you save your call notes to this record using Tenfold, refresh the record before making any other changes.