Territory model states
Key Takeaway
Territory model states move forward only: Planning, then Active, then Archived. An active model can't be reset to Planning, and you can archive a model only from Active.
A territory model is a complete territory management system for your company. Its state shows where the model is in its life: Planning while it is being designed, Active while it is in use, and Archived after it is retired but kept for reference. States let you build and preview a new territory structure while only one model at a time controls user access to accounts and leads and drives territory forecasts.
The three lifecycle states
A territory model has three lifecycle states: Planning, Active, and Archived.
Planning is the default state for every new territory model. In Planning, you can preview the territory hierarchy and its account, lead, and user assignments before you activate the model. Salesforce recommends previewing account assignments before activation.
Active means the model is in real use. Users can view its hierarchies, territories, and assigned accounts and users. Users assigned to its territories can access and modify the accounts and leads they are assigned to within that model. Territory forecasts are based on the active model.
Archived means the model is deactivated but stays in the territory model list. Admins can still view its hierarchy, assignment rules, and account-to-territory assignments as they were configured when the model was active.
Only one territory model in the org can be Active at a time. You can keep multiple models in Planning or Archived state for extra modeling or reference. Your Salesforce edition sets how many models you can create and modify at a time.