PSA: Error Message "No Resource record found for your Salesforce User" for TimecardsOct 28, 2020Knowledge
Content Standard GuideTitlePSA: Error Message "No Resource record found for your Salesforce User" for TimecardsURL NamePSA-Error-Message-No-Resource-record-found-for-your-Salesforce-User-for-TimecardsInformationProduct AreaHelp Product AreaTimecardsRelease VersionHelp Release VersionSymptomsHelp SymptomsUsers are having trouble attempting to create TimecardsWhen users click on Timecards, receive the following error message "No Resource record found for your Salesforce User"EnvironmentHelp EnvironmentProfessional Services Automation All VersionsResolutionHelp ResolutionCheck the Contact records of the affected users and verify correct setup: Go to the Contacts tabClick Go!Locate the Contact record for the Resource receiving the error messageIf no Contact record is found create one Ensure that Is Resource and Is Resource Active fields are populatedPopulate the Salesforce User field with the User Id for the Resource If Contact record exists Check the Salesforce User field on the contact If the Salesforce User field is null, populate the field with the Contact's Salesforce User IdClick Save If sharing model is Private, ensure that the Resource record is shared with the Resource To share the record with the Resource's User: Click Sharing on the recordClick AddLocate the User in the list of users and Add to the "Share With" boxSet Access Level to "Read Only" or "Read/Write"Set Reason to "Manual Sharing"Save If sharing the record above does not resolve the error, change the Owner of the PSA Resource record to the PSA Resource CauseHelp CauseThe affected User's Contact record had a Salesforce User field that was not populated with their Salesforce User Id. As a result, the issues occurred: Users were unable to enter the Timecard UI and create TimecardsEach affected user faced the error message "No Resource record found for your Salesforce User" Additional NotesHelp Additional Notes
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