Question:
When recording a Call from the Call_Objective_vod related list on an Account_Plan_vod record, Call_Objective_vod records marked as Recurring are appearing twice. Why are the Call_Objective_vod records duplicated?
Answer:
Recurring Call_Objective_vod records require read FLS to Call_Objective_vod.Parent_Objective_vod for all end users.
Selecting a Recurring Call_Objective_vod record creates a child Call_Objective_vod record in the background that indicates when the Call objective is completed. If end-users do not have visibility to the Call_Objective_vod.Parent_Objective_vod field, then duplicate Call_Objective_vod records display.
Example: If a Recurring Call Objective is completed four times, there are five Call_Objective_vod records. One record is for the parent details of the objective and four records occur for each time the objective is completed. In iRep, only the Parent Objective displays if this is properly configured.
Related Documentation:
CRM Help Documentation: Call Objective Types