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            Activate a Territory Model

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            Activate a Territory Model

            When you’re satisfied with the structure of your territory model and its territory account assignments, you’re ready to activate it with Sales Territories. Remember that you can also maintain models in Planning and Archived states for further modeling and reference.

            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 activate a territory model:

            View Setup and Configuration

            AND

            Manage Territories

            One model can be in the Active state at one time. You can activate a model if it’s in the Planning state. After activating a model, you can’t reset it to Planning, but you can set it to Archived. If you use territory forecasts, ensure that opportunity revenue rolls up based on the newly activated territory hierarchy. To do so, consider running the opportunity territory assignment filter or assigning territories to opportunities manually or via the API.

            1. Preview account assignments before activating the model.
            2. Open the record for the territory model you want to activate and click View Hierarchy.
            3. Click Activate.
              The model state changes to Activating while Salesforce processes your request. Activation can take some time, depending on the size and complexity of your model. When the process is done, we send you an email to let you know.

            See Also

             
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