Adding a Campaign Member to Salesforce sometimes fails

I have a form that creates/updates the following Salesforce records:

1. Contact
2. Campaign
3. Campaign Member

The idea is that I want to end up with a contact who is a member of a campaign. I have multiple submissions that have succeeded in this process. However, I received a failure notification where creating the Campaign Member failed due to permission issues. I have not changed the Salesforce user in this form so I don't understand why it would sometimes have permission issues.

Here is the error information:

Update Contact is successful

Record ID: 003Rg00000Vm16RIAR

Find existing Account is done

Record ID: 001Rg00000Xj5aFIAR

Update Contact is successful

Record ID: 003Rg00000ROgjOIAT

Create Relationship is successful

Record ID: a0GRg00000HbJ3VMAV

Update Campaign is successful

Record ID: 701Rg00000Rzw1GIAR

Create or update Campaign Member is failed

{

Error Message: Unable to create/update fields: CampaignId, ContactId. Please check the security settings of this field and verify that it is read/write for your profile or permission set.

Error Code: INVALID_FIELD_FOR_INSERT_UPDATE

Fields:

CampaignId

ContactId

}

Hi Grace,

I'm an AI assistant. I'll do my best to help you until someone from the support team is available.

Regarding the issue you encountered with creating or updating the Campaign Member in Salesforce, the error message indicates a permission problem with the CampaignId and ContactId fields. The error code INVALID_FIELD_FOR_INSERT_UPDATE suggests that the Salesforce user profile or permission set associated with your form does not have read/write access to these fields.

Even though you haven't changed the Salesforce user in your form, permission issues can sometimes arise due to changes in Salesforce security settings, profile permissions, or permission sets that control access to these fields.

To resolve this, please check the security settings in Salesforce for the user profile or permission set used by your integration. Ensure that the CampaignId and ContactId fields are set to be editable (read/write) for that user.

If you need to verify the Campaign ID, you can find it by logging into Salesforce, navigating to the Campaigns tab, selecting the campaign, and copying the ID from the URL.

Give it a try and let us know how it goes.

I am the sole Salesforce admin and I did not change any security or permissions settings there. I checked the CampaignId and ContactId fields and they reference valid Salesforce records.

Hi Grace,

Since you are the sole Salesforce admin and have confirmed that no security or permission settings have been changed, and the CampaignId and ContactId fields reference valid records, the intermittent permission issue might be related to other factors such as temporary Salesforce API limitations, caching issues, or session-related inconsistencies.

Here are a few suggestions to consider:

• Verify if there are any Salesforce system-wide updates or maintenance activities that could affect API permissions temporarily.
• Check if the Salesforce user token or session used by your integration might be expiring or requiring re-authentication.
• Review any automation, triggers, or validation rules in Salesforce that might interfere with the creation or update of Campaign Member records under certain conditions.

If these do not resolve the issue, you might want to monitor the exact times when failures occur and cross-reference with Salesforce logs or audit trails for any clues.

Let us know if you need further guidance on these steps.

Hi Grace,

Thanks for confirming that you’re the Salesforce admin and that no permission changes have been made. Since the error only happens intermittently, it may not be caused by static field permissions but rather by temporary conditions during the Campaign Member creation process.

One possibility is that the Salesforce integration token or session may be expiring or encountering issues, so re-authenticating the integration in Jotform could help. Another angle to review is whether any validation rules, triggers, or automation related to Campaign Members are preventing record creation under certain circumstances, such as duplicate checks or required fields. It is also worth considering that Salesforce sometimes has transient API or system events that can cause permission-related errors even when nothing has changed in the user setup. You might want to check this guide from Salesforce to know more about this.

For additional guidance, Salesforce has helpful articles on Campaign Member permissions and errors like this, and you may also want to reach out directly to the Salesforce Support team so they can review your org’s logs and confirm whether this error is tied to permission sets, the Marketing User flag, or a temporary API condition.

Let us know if you need any other help.