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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Migration of Territory-based Sharing Rules for all Objects #18
Currently, the tool only migrates Territory-based Sharing Rules for the Account, Contact and Opportunity objects.
It is common for customers to build-out sharing rules that share with branches of the Territory hierarchy. This typically happens in multi-country orgs where they want to share data with the whole country. When this happens, sharing rules will often be created on all objects that are in use, which includes Veeva out-of-the-box objects as well as pure custom objects.
Without this enhancement, customers would have to resort to manually migrating their Sharing Rules, either by rebuilding them after TM2 has been enabled, or by rebuilding them prior to TM2 enablement but basing them on the Role Hierarchy instead.
Currently, the tool only migrates Territory-based Sharing Rules for the Account, Contact and Opportunity objects.
It is common for customers to build-out sharing rules that share with branches of the Territory hierarchy. This typically happens in multi-country orgs where they want to share data with the whole country. When this happens, sharing rules will often be created on all objects that are in use, which includes Veeva out-of-the-box objects as well as pure custom objects.
Without this enhancement, customers would have to resort to manually migrating their Sharing Rules, either by rebuilding them after TM2 has been enabled, or by rebuilding them prior to TM2 enablement but basing them on the Role Hierarchy instead.