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sfdx-isv / territory-management-toolkit

The Territory Management Toolkit (TM-Tools) is a Salesforce CLI Plugin that provides tools for simplifying the migration of a Salesforce org from Territory Management (TM1) to Enterprise Territory Management (TM2).
BSD 3-Clause "New" or "Revised" License
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AccountShares with RowCause "Manual" are not migrated #11

Open nealmundy opened 4 years ago

nealmundy commented 4 years ago

In the current version of the tool, only AccountShare records with a RowCause of "TerritoryManual" are migrated.

This does not cater for the scenario where a user clicks on the "Sharing" button on the Account page, and then shares the Account with Territories and Subordinates.

In this scenario, the AccountShare record which subsequently gets generated has a RowCause of "Manual". Its corresponding Group record has a Type of "TerritoryAndSubordinates".

If "Manual" RowCauses are not migrated by the tool, then these assignments will be lost (or will have to be manually migrated).

VivekMChawla commented 4 years ago

@nealmundy - I've marked this as a feature request.

nealmundy commented 4 years ago

Thanks @VivekMChawla