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Error: "List view failed to load, please refresh your page" When Trying to Log Activities

Overview

Users may have issues logging activities, tasks, or adding records to Playbooks and see the following error message popping in the CRM:
List view failed to load, please refresh your page

Solution

This issue may happen when the account used to log activities has lost the connection to the CRM.

  1. The affected user should try disconnecting from the CRM and reconnecting again.
    Note: Also, the user should try restarting their computer.

  2. If this does not work, a manager or admin needs to:
    1. Check which account is configured as the Access User (from the Playbooks Manager app > Settings > CRM > Salesforce Access User).
    2. Log in to Playbooks (extension or the manager app) using the Access User credentials and reconnect to CRM - this should resolve the issue for all affected users.

  3. If the error message is still being displayed, please check the Playbooks status page to see if there are any ongoing incidents/ outages which may cause this issue.
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  1. Priyanka Bhotika

  2. Posted
  3. Updated

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