How do I resolve an Item Not Loaded error when mapping a Salesforce contact field to a profile variable?

This applies to customers who have Salesforce installed in the App Center and experienced an Item Not Loaded error when mapping a Salesforce contact field to a profile variable. This error can occur if you do not have the correct Salesforce permissions associated with your account.

You can obtain the correct permissions in one of two ways. You can either enable the Modify Metadata permission for your Salesforce account or uninstall and then reinstall Salesforce in the App Center with an account with more Salesforce permissions.

Detailed Steps

Modify permissions in Salesforce

You can modify permission sets in both Salesforce Classic and Salesforce Lightning.

Prerequisite
You must have the Assign Permission Sets permission to edit permission for other users.

Salesforce Classic

1. Login to your Salesforce account.
2. In the top-right of the page, click your name and then click Setup.

3. On the left of the page under Administer, click Manage Users > Users and find the user you want to edit.
4. Access the user’s profile by clicking the user’s name in the Full Name column or their username in the Username column.
5. Under Permission Set Assignments and click any permission set label.
6. In Permission Set Overview, scroll to System, then click System Permissions.
7. Click Edit beside System Permissions.
8. Find Modify Metadata and click the checkbox in the Enabled column to enable the permission.

Note: The Modify Metadata permission can also be called the Modify Metadata (Beta if enabled without Modify All Data).

9. Click Save.

Salesforce Lightning

1. Login to your Salesforce account.
2. In the top-right of the page, click Setup > Setup.

3. On the left of the page under Administration, click Users > Users and find the user you want to edit.
4. Access the user’s profile by clicking the user’s name in the Full Name column or their username in the Username column.
5. Under Permission Set Assignments and click any permission set label.
6. In Permission Set Overview, scroll to System, then click System Permissions.
7. Click Edit beside System Permissions.
8. Find Modify Metadata and click the checkbox in the Enabled column to enable the permission.

Note: The Modify Metadata permission can also be called the Modify Metadata (Beta if enabled without Modify All Data).

9. Click Save.

Uninstall and then reinstall with another account

1. In the global navigation menu, click App Center > Installed Apps.
2. Click Uninstall beside the Salesforce integration.

Result: The Uninstall Salesforce dialog appears.

3. Select Keep data mappings to keep a record of your data mappings and reinstall the same instance in the future.
4. Click Uninstall.

Result: A notification message appears indicating the integration was successfully uninstalled.

5. Navigate to App Center > App Directory.
6. Install Salesforce by clicking Install in the App Directory under Salesforce.
7. In the Install App dialog, click Install.
8. When prompted, provide the Salesforce login credentials of the account you want to switch to.

Note: You can use the same Salesforce login credentials for up to 5 communities. If you try to use the same Salesforce login credentials in a sixth community, the integration between Salesforce and the first community will break.

9. When prompted, click Allow Access.

Result: The Salesforce integration begins installing. When it is complete, the application displays a notification message that says Salesforce was installed successfully and redirects you to the Installed Apps page in the App Center. Salesforce now appears on the Installed Apps page.