territory-management-toolkit

Territory Management Toolkit - A Plugin for the Salesforce CLI

A plugin for the Salesforce CLI that makes it easy to migrate from Territory Management (TM1) to Enterprise Territory Management (TM2) by creating a structured, multi-step environment to automate the extraction, transformation, and deployment/load of metadata and data from TM1 to TM2.

Installation

Installing the TM-Tools Plugin is easy if you have already installed the Salesforce CLI.

Open a terminal window (command prompt) and enter the following:

$ sfdx plugins:install territory-management-toolkit

Important Notes:

  1. The sfdx plugins:install command pulls the plugin source code directly from the territory-management-toolkit package, hosted by NPM
  2. The TM-Tools Plugin has not been digitially signed (yet), so you will need to acknowledge the warning to continue the installation

Migrating from Territory Management (TM1) to Enterprise Territory Management (TM2)

Before following the steps in this section, it’s recommended that you create a special directory on your local machine for this migration project.

Navigate to the directory where you’d like to create your migration project and enter the following:

mkdir MIGRATION_TEST

Pre-Transition Steps (do these BEFORE contacting Salesforce to disable TM1 and enable TM2)

Make sure to follow steps 1-4 BEFORE you contact Salesforce to disable Territory Management (TM1) and enable Enterprise Territory Management (TM2).

Step 1: Analyze

sfdx tmtools:tm1:analyze -d MIGRATION_TEST

Step 2: Extract

sfdx tmtools:tm1:extract -s MIGRATION_TEST

Step 3: Transform

sfdx tmtools:tm1:transform -s MIGRATION_TEST

Step 4: Clean

sfdx tmtools:tm1:clean -s MIGRATION_TEST

Post-Transition Steps (do these AFTER contacting Salesforce to disable TM1 and enable TM2)

Make sure to follow steps 5-7 AFTER you contact Salesforce to disable Territory Management (TM1) and enable Enterprise Territory Management (TM2).

Step 5: Deploy

sfdx tmtools:tm2:deploy -s MIGRATION_TEST

Step 6: Load

sfdx tmtools:tm2:load -s MIGRATION_TEST

Once this step is completed, you will need to activate your imported Territory2 Model.

Activate the Imported Territory2 Model

Open Setup in the Territory Management Test org and do the following.

  1. Type terr in the Setup menu’s quick find box
  2. Click on the Territory Models setup item
  3. Click on the Imported Territory link to open the Territory Model Detail page
  4. Click the Activate button
  5. You’ll be presented with an Activate Territory Hierarchy confirmation pop-up. Click the Activate button to start the process
  6. Wait for the model to activate
    • Depending on the size of your Territory implementation, it may take a significant amount of time for your Territory Model to activate
    • Check the current status by refreshing the page in your browser
    • Once the activation is complete, the state will say Active
    • The org administrator should also get an email indicating that activation of this Territory Model is complete

Step 7: Deploy Sharing Rules

Please note that the tmtools:tm2:deploysharing command will not allow execution unless you have activated the Territory2 Model as directed in the previous step.

sfdx tmtools:tm2:deploysharing -s MIGRATION_TEST
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