Archiving a territory model deactivates it, but the model remains in your territory
model list. From this list, you can reference the model’s associated assignment rules and
the resulting account-to-territory assignments generated by the rules. You can archive a
model only if it’s in the Active state. After archiving a model, you can’t return it to the
Active state or the Planning state.
Required Editions
Available in: Salesforce Classic for some features and Lightning Experience for
all features
Available in: Performance and Developer Editions and in
Enterprise and Unlimited Editions with Sales
User
Permissions Needed
To archive a territory model:
Manage Territories AND View Setup and Configuration
Warning When you archive a territory model, Salesforce deletes your
territory forecasts, forecast types, quotas, and adjustments. After you activate
another territory model, you must re-create territory forecast types for it. Before
you archive a territory model, consider these options.
Run the opportunity territory assignment filter, and then take screenshots
of the forecasts page.
Create a snapshot. The snapshot is
not deleted as part of the archiving process.
Export your forecasting records, including forecasting items, facts, quotas,
and adjustments.
When you archive a territory model, Salesforce also deletes data related to
sharing and group associations by territory. To retain this data, export the related
records before you archive the territory model.
While it’s not required, we
recommend that you update the territories on opportunity splits and opportunity
product splits after you archive the model and activate a new one. Perform this
update with the filter-based opportunity territory assignment
tool, or reassign territories manually or by using Data
Loader.
If you’ve enabled deferred group membership calculation, we recommend suspending it to avoid issues with group
membership cleanup during territory model archival. You can re-enable deferred group
membership calculation after archival is completed.
From Setup, enter Territory Models in the
Quick Find box, then select Territory
Models.
Open your active territory model.
Click Archive, and then click Archive
Territory Model to confirm.
The model state changes to Archiving while
Salesforce processes your request. When processing is complete, the model state
changes to Archived, and you receive a confirmation via
email. This process can take some time, depending on the size and complexity of
your organization.
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