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Virtual Conact Center Salesforce Integration Error: "unable to obtain exclusive access to this record"
8x8 Support

Virtual Conact Center Salesforce Integration Error: "unable to obtain exclusive access to this record"

Symptom

While using VCC Salesforce integration, the VCC user gets a pop-up error:

"Your CRM vendor has returned am error: "unable to obtain exclusive access to this record"."

Applies To

  • Virtual Contact Center
  • Salesforce Integration

Resolution

Please have your Salesforce administrator enable or confirm user permissions within Salesforce for lead or another entity.

It is also recommended that Windows 7 users get upgraded to Windows 10.

8x8 Engineering has not identified an issue with the VCC Salesforce integration.

Cause

This may be related to Salesforce users not having permissions within Salesforce for lead or any other entity. 

Please also review the Salesforce forum article for other possible causes: "unable to obtain exclusive access to this record"