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Salesforce Error 'Unable to find the default record type' with Outlook and Gmail Integration

Data pubblicazione: Feb 12, 2025
Descrizione

This issue occurs while logging an email from the Gmail/Outlook integration because it is not possible to find the default record type. Users might see the following error message on the side panel:

"An error occurred while trying to update the record. Unable to find the default record type. The transaction was since rolled back since another operation in the same transaction failed. Confirm to retry."


Risoluzione

To resolve the issue, please perform the following:

1. Go to Setup.
2. In the Quick Find search for Profile and select Profiles under Users.
3. Click on the affected user's Profile Name.
4. In the 'Find Settings' search box, type Task and Select Tasks under Object Settings.
5. Click on Edit.
6. Select a Page layout from the Page Layout Assignment drop-down under the Master Record Type.
7. Select Assigned Record Types for the Master Record Type.
8. Select Save.

Numero articolo Knowledge

000380809

 
Caricamento
Salesforce Help | Article