Hello - I've been trying to setup ETM and came across an issue that's been stumping me. I've manually aligned accounts certain territories, run the account filter, then the opportunity filter (on all opps, all time). I run some audit reports and I find there are whole territories that don't have their opportunities aligned. The accounts are aligned, but the opportunities under those accounts are not. I've opened a support ticket for this, but was wondering if there was a solution staring me in the face. I've run a query on opportunities where the account is in the list of accounts returned from a ObjectTerritory2Association query - it returns a list of 1000 opportunities without a territory id value.
8.3.0
Thanks for following up Joey. Unfortunately, it wasn't the same issue for me. From what I could tell the filter code completed successfully with no error email like you mentioned.
After working with Support, we were able to pinpoint the issue only occurred when I bulk processed everything from the setup page - that is, new opportunities were placed into the right territory. We never pinpointed what the issue was there, instead we agreed I should just run a manual data load to align opportunities to the right territory. Whenever we go through some territory re-alignment I may need to dig into the apex a bit more.
