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Error: Cannot Load Call. You do not have access to the associated Account/Stakeholder - When Accessing a Call from CRM My Schedule

  • Updated

Overview:

When using the offline application, an error message is displayed when the user attempts to access a Call from My Schedule:

Cannot Load Call. You do not have access to the associated Account/Stakeholder.

Root Cause:

The user does not have access to the Account record on the offline device. This can be due to the following:

  • The Call VMobile Object Configuration (VMOC) is syncing records where the Parent Accounts are not synced.
  • The user does not have access to the Call Parent Account.
  • There is no value in the Account_vod__c field of the Call.

Solution:

Check the following items:

  1. Verify all the mentioned root causes and apply the necessary solutions to them.
  2. Verify if the Call's VMOC is set to sync only records where the user has access to the attendee accounts.
  3. Verify if the user has access to the Parent Account of the Call. Due to sharing models, there may be cases where the user receives access to a Call record even though the user does not have access to the Account that it is related to.
  4. Verify if the field Account_vod__c is populated with a valid Account Id.

Related Documentation:

CRM Help Documentation: Scheduling Calls

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