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).
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Migrating+Transforming AccountShare records with RowCause of `TerritoryRule` #14
~15% of our customer orgs contain AccountShare records with RowCause of TerritoryRule (please refer to the attached spreadsheet for the supporting data).
TerritoryRule AccountShares are generated by "Account Territory Sharing Rules", which is functionality that is being deprecated in TM2.
This Quip document proposes the following as workarounds: "model this as additional territories, or add members of the public group to existing territories".
If there is any way in which we can make the transitioning of these types of AccountShares easier for the 15% of customer orgs that will be affected?
Per email from Neal Mundy:
~15% of our customer orgs contain AccountShare records with RowCause of
TerritoryRule(please refer to the attached spreadsheet for the supporting data).TerritoryRuleAccountShares are generated by "Account Territory Sharing Rules", which is functionality that is being deprecated in TM2.This Quip document proposes the following as workarounds: "model this as additional territories, or add members of the public group to existing territories".
If there is any way in which we can make the transitioning of these types of AccountShares easier for the 15% of customer orgs that will be affected?