Error updating record: Account: bad field names on insert/update call: AccountId

This article explains how to troubleshoot and resolve the following errors that can appear in the Revenue.io Intelligent Dialer:

Who Is This Article For?

This article is intended for:

• End Users of Revenue.io Intelligent Dialer who are encountering this error
• Salesforce Administrators who need to fix this configuration issue

Understanding the Error

This error typically occurs in Salesforce organizations that have Person Accounts enabled. Person Accounts effectively merge Contact and Account records in Salesforce, which changes how certain fields are handled.

Specifically, when Person Accounts are enabled, the "Name" field on the Account object is treated differently, which can cause conflicts with the Revenue.io dialer's default field mappings.

Root Cause

The error appears because Revenue.io is attempting to update a field that is invalid in a Person Account context. When Person Accounts are enabled in Salesforce, the standard relationship between Contacts and Accounts changes, causing this field mapping conflict.

Resolution Steps

To resolve this issue, you'll need to adjust the field mappings in the Revenue.io Admin Console. Follow these steps:

1. Navigate to the Revenue.io Admin Console at https://app.revenue.io/
2. In the left navigation menu, click Integrations
3. Click Salesforce
4. Click Fields
5. Expand the section for Contact fields
6. Find the "Account Name" field and click the three dots under Actions
7. Click Edit
8. For each Profile listed, uncheck all of these options:
   • View
   • Always Visible
9. Click Save

Visual Guide

Below is a visual reference of where to find these settings:

1. Navigate to Fields section:

   

2. Expand Contact fields and locate Account Name:

   

3. Edit field settings and uncheck these options:

   

Preventing This Error

If you're setting up Revenue.io in a Salesforce organization with Person Accounts enabled, it's recommended to proactively configure these field mappings before users begin using the dialer extensively.

Related Information

• For more information about Person Accounts in Salesforce, refer to Salesforce documentation on Person Accounts.
• Please check our guide on How to Use Custom Fields.

Still Need Help?

If you've followed these steps and are still experiencing the error, please contact Revenue.io Support with the following information:

• Screenshots of the error
• Confirmation that Person Accounts are enabled in your Salesforce instance
• Details of any custom field mappings you may have configured