Overview:
Multichannel Activity records are not counted in the Multichannel Cycle Plan (MCCP) that use Multichannel_Activity_vod as a channel even though relevant Multichannel Activity records are created for corresponding Accounts.
Root Cause:
The process of MCCP calculation is shown below where MC_Cycle_Channel_vod__r.Channel_Object_vod__c = Multichannel_Activity_vod__c. The Multichannel Activity Records are not counted if the relevant Multichannel Activity records do not meet the following conditions.
IF MC_Cycle_Channel_vod__r.Channel_Object_vod__c = Multichannel_Activity_vod__c,
SELECT Count(*)
FROM Multichannel_Activity_vod__c
WHERE <InsertMCACriteriaHere>
AND Account_vod__c = MC_Cycle_Plan_Channel_vod__r.Target_vod__c
AND Territory_vod__c = MC_Cycle_Plan_Channel_vod__r.MC_Cycle_Plan_Target_vod__r.MC_Cycle_Plan_vod__r.Territory_vod__c
AND Start_DateTime_vod__c => MC_Cycle_Plan_Channel_vod__r.MC_Cycle_Plan_Target_vod__r.MC_Cycle_Plan_vod__r.Start_Date_vod__c
AND Start_DateTime_vod__c =< MC_Cycle_Plan_Channel_vod__r.MC_Cycle_Plan_Target_vod__r.MC_Cycle_Plan_vod__r.End_Date_vod__c
Solution:
Be sure the created Multichannel Activity records meet the above criteria. The Territory_vod__c field of Multichannel Activity needs to be populated and matches the value of Territory_vod__c field of the coresponding Multichannel Cycle Plan.
Related Documentation:
N/A
Thank you