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Archive a Territory Model

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
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.

  1. From Setup, enter Territory Models in the Quick Find box, then select Territory Models.
  2. Open your active territory model.
  3. 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.

See Also