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.
-
Preview account assignments before activating the model.
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Open the record for the territory model you want to activate and click View
Hierarchy.
-
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.
