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I completed a batch upload today to apply Engagement Plans to a number of Account records. Upon doing so I realized the dates were not correct based on the dependent task settings within the engagement plan template (ex: first task should be 20 days from today, and next task should be 30 days out - but after upload the first task may be right but then the second/dependent task is over 100 days later). My hunch was that the batch upload confused the dependencies, so after cleaning out the other data I completed the upload again with a batch size of 1. That resolved the issue but this feels like a bug that may need resolution?

3 answers
  1. Jul 18, 2025, 4:56 PM

    Any update here? This is a very annoying bug!

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