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            Territory Model State

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            Territory Model State

            Territory model state indicates whether a territory is in the planning stage, in active use, or archived. You can have only one active territory model at a time. But you can create and maintain multiple models in planning or archived state to use for extra modeling or reference. Some states reflect a territory model’s lifecycle and others indicate errors in processing when states are changed.

            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

            The Manage Territories permission:

            • Provides users access to territories in planning and archived state and to the list of accounts and leads assigned to territories in planning and archived state.
            • Doesn’t provide access to the accounts and leads assigned to territories in planning and archived state. Only the name and ID fields appear in the list. To run territory planning reports, users must get access to accounts and leads via a method other than the permission.
            Lifecycle State Definition
            Planning The default state for every new territory model you create. The Planning state lets you preview a model’s territory hierarchy before deploying it.
            Active

            The state of a territory model after you activate it and all processing is complete. Only one model in your Salesforce organization can be active at a time.

            A model in Active state lets users view model details, including hierarchies, territories, and all assigned accounts and users. Users assigned to territories within an active model can access and modify accounts and leads that they’re assigned to within that model. And territory forecasts are based on your active territory model.
            Archived

            The state of a territory model after you archive it and all processing is complete. An archived model lets admins view hierarchy and rule assignments as they were configured when the model was active. Only the active model can be archived, and archived models can’t be reactivated.

            When you archive a territory model or delete a territory on an active model, the Territory field is reset to a blank value on opportunity records with those territories assigned.

            And when you archive a territory model, Salesforce deletes your territory forecasts, forecast types, quotas, and adjustments. Before you archive a territory model, consider running the opportunity territory assignment filter and then taking screenshots of the forecasts page. You can also create a snapshot.
            Error State Definition
            Activation Failed An error occurred during activation. Check your email for more information from Salesforce.
            Archiving Failed An error occurred during activation. Check your email for more information from Salesforce.
             
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