Why do I see a "Record type unavailable" error when trying to create a new Campaign

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When trying to create a new Campaign record, you might see an error message that says "Record type unavailable".  Typically, the reason for this is that you may not have completed the full Soapbox Mailer installation process yet (found in our Getting Started With Soapbox Mailer guide), and your Campaign object doesn't have a default Campaign record type set.

Here's a few troubleshooting tips.

1) Ensure that you have a default Campaign record type set

Go to Setup > Administer > Manage Users > Profiles > (select a profile) > Object Settings > Campaigns > Edit.  On the right side of the screen, select a default record type, and click the Save button.

2) Ensure that you've created the Soapbox Mailer Campaign and Campaign Member record types

Follow the instructions in section 2 of the Getting Started With Soapbox Mailer guide to ensure you have the proper Campaign and Campaign Member record types created.  After completing this, you may want to go back to #1 above and set "Default" as your new default Campaign and Campaign Member record types.

Happy emailing!

 

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