Salesforce Error: Unable to Save Record

Salesforce Error: Unable to Save Record

Update: 11/2/2017

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.

salesforce-error-session-tenfold

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.

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