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
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).
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).