Territory model states and previewing account assignments
Key Takeaway
To preview where a new territory model's assignment rules place accounts, keep the model in Planning state, run its assignment rules, and check each territory's "View Accounts" list before you activate.
Enterprise Territory Management groups territories into territory models. Each model has a state (Planning, Active, or Archived) that controls what the model can do and who can see it. Previewing account assignments means running assignment rules on a model that is still in Planning state. You can then check which accounts land in which territories before activation makes the model live.
Territory model states
Every territory model has a state that shows whether the model is being planned, is in active use, or is archived. The state also controls what the model can do and who can see it.
| State | How a model reaches it | What it means |
|---|---|---|
| Planning | Default state for every new model | You build and preview the hierarchy and account assignments before you deploy the model. Nothing in the model drives live access yet. |
| Active | You activate it, and all processing completes | The model is in active use. Territory forecasts are based on it. |
| Archived | You archive it, and processing completes | A read-only record of the hierarchy and rule assignments as they were configured while the model was active. |
When a model is Active, users can view all model details, including assigned accounts and users. Users assigned to territories can access and modify the accounts and leads assigned to them in that model.
Only one model can be Active at a time. You can keep several models in Planning or Archived state, for extra modeling or for reference.