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            Clone Territory Models

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            Clone Territory Models

            Test territory characteristics using copies of territory models in Planning, Active, or Archived states. Cloned models include the original’s territories, assignment rules, users, manually assigned accounts, but not leads. When cloning is complete, new models are in 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 clone a territory model:

            View Setup and Configuration

            AND

            Manage Territories

            If you’re cloning a territory model with assignment rules, make sure that any picklist values referenced in the assignment rules are valid. Deleted or replaced picklist values referenced by assignment rules can cause the cloning process to fail.

            Keep in mind that cloned models don’t include leads.

            1. Open the territory model you want to clone.
            2. Click Clone.
            3. Define the label and description fields.
            4. Click Save.
              The model state changes to Cloning while Salesforce processes your request. Cloning can take some time, depending on the size and complexity of your model.

              During the process, triggers defined against the Territory2Model, Territory2, or UserTerritory2Association objects do not fire.

              When the process is complete, we send you an email to let you know.
              Note
              Note If you define your custom External ID field as unique, you can’t clone territory models.

            See Also

             
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