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
8 stars 0 forks source link

Migrate GroupMember Records #13

Open nealmundy opened 5 years ago

nealmundy commented 5 years ago

It is possible to create Public Groups whose members include Territories or Territories+Subordinates.

When an org is transitioned onto TM2, the enableRemoveTMGroupMembership permission will remove Group records that relate to Territories and Territories+Subordinates.

When that happens, any GroupMember records that reference those Group records will also disappear.

Customers will therefore need to migrate any GroupMember records that reference a Territory or Territory+Subordinates. If they do not, then any Users who are assigned to the Territories within a Public Group would lose visibility to the data that is shared with it.

Unfortunately it is not possible to build a SOQL query that gives us an idea of how many of our customers have actually created Public Groups that contain Territories / Territories+Subordinates as members. It is therefore difficult to say how commonplace this is.