---
schema_version: "1"
id: cfc3c4f26baab067f98a33f778aa97d2206c1d832fe753ce20d7cc171a376d6a
title: Archive a Territory Model
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/tm2_archive_territory_model.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.tm2_archive_territory_model.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 5d9c310f07c2ffaefb5cceebbd4d93720a2e76f160805eafff8869d2ef7d31fc
description: 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.
products:
  - Sales Cloud
release: "264"
---
# 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

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Salesforce Classic for some features and Lightning Experience for all features</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Performance</strong> and <strong>Developer</strong> Editions and in <strong>Enterprise</strong> and <strong>Unlimited</strong> Editions with Sales</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
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        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d14130e73">User
              Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d14130e73 ">To archive a territory model:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d14130e73 ">
              <p style="margin-bottom:0;">Manage Territories AND View Setup and Configuration</p>
            </td>

          </tr>
        </tbody>
      </table>

![Warning](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_core-264-0-0-production-enus/3c339c40-ca6c-49ba-9c6e-684be7a55f80/images/icon_warning.png)

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](https://help.salesforce.com/articleView?id=data_defining_analytic_snap.htm&language=en_US). 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](https://help.salesforce.com/s/articleView?id=sales.tm2_enable_ota.htm&type=5&language=en_US), or reassign territories manually or by using Data Loader.

If you’ve enabled deferred [group membership calculation](https://help.salesforce.com/articleView?id=security_sharing_group_membership_calculations.htm&language=en_US), 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

- [How Do Permissions for Territories Affect Feature and Data Access?](https://help.salesforce.com/s/articleView?id=sales.tm2_how_access_permissions_work.htm&release=264.0.0&type=5 "Anticipate how permissions for Sales Territories affect administration and provide access to records and data.")