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Error: {n} Call Objective/s failed to create - When Taking Action from Suggestion in CRM iRep

  • Updated

Overview:

When taking action from the Suggestion on iRep, an error occurs:  Error: {n} Call Objective/s failed to create.

Root Cause:

The error occurs because the value of the Call Objective CLM ID on the Suggestion does not match the value of Presentation ID on the CLM Presentation.

Solution:

When the error occurs, check the following:

  • The user has Create permission for the Call Objective object
  • When Record Type Name on the Suggestion is Call_Objective_vod, check if the Call Objective Record Type is Suggestion_vod or CLM
  • When the Call Objective CLM ID on the Suggestion is populated, check if it matches the Presentation ID on CLM Presentation object
To correct this error, set a value to Call Objective CLM ID on the Suggestion which matches the value of the Presentation ID on the CLM Presentation.

Related Documentation:

CRM Help Documentation: Suggestions

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