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ArticlesPSA: Error Message "No Resource record found for your Salesforce User" for Timecards

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PSA: Error Message "No Resource record found for your Salesforce User" for Timecards

  • Oct 28, 2020
  • Knowledge

Title
PSA: Error Message "No Resource record found for your Salesforce User" for Timecards
URL Name
PSA-Error-Message-No-Resource-record-found-for-your-Salesforce-User-for-Timecards

Product Area
Timecards
Release Version
Symptoms
  • Users are having trouble attempting to create Timecards
  • When users click on Timecards, receive the following error message "No Resource record found for your Salesforce User"
Environment
  • Professional Services Automation 
  • All Versions
Resolution
  • Check the Contact records of the affected users and verify correct setup:
  1. Go to the Contacts tab
  2. Click Go!
  3. Locate the Contact record for the Resource receiving the error message
  4. If no Contact record is found create one
    1. ​Ensure that Is Resource and Is Resource Active fields are populated
    2. Populate the Salesforce User field with the User Id for the Resource
  5. If Contact record exists
    1. Check the Salesforce User field on the contact 
      1. If the Salesforce User field is null, populate the field with the Contact's Salesforce User Id
      2. Click Save
    2. ​If sharing model is Private, ensure that the Resource record is shared with the Resource
      1. To share the record with the Resource's User:
        1. ​Click Sharing on the record
        2. Click Add
        3. Locate the User in the list of users and Add to the "Share With" box
        4. Set Access Level to "Read Only" or "Read/Write"
        5. Set Reason to "Manual Sharing"
        6. Save
      2. If sharing the record above does not resolve the error, change the Owner of the PSA Resource record to the PSA Resource
Cause
  • The 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 Timecards
    • Each affected user faced the error message "No Resource record found for your Salesforce User"
Additional Notes
Professional Services Cloud
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Knowledge:PSA: Error Message "No Resource record found for your Salesforce User" for Timecards