Account Assignment

Account Assignment-82
After activating a model, you can’t reset it to Planning state. And after you archive a territory, you can’t reactivate it, so make sure you plan carefully!The model state changes to Activating while Salesforce processes Maria’s request.

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For example, Ursa Major’s Express Logistics and Transport account is based in Oregon but is considered part of the Northern California territory for reporting purposes.

Maria sees a message stating that activation can take some time, depending on the size and complexity of the model.

When the process is complete, we notify Maria by email.

For example, Maria wants to add Lance Park to the Northern California territory, his favorite. If you’re following along in your Trailhead Playground, you won’t see Lance listed as a user, but in your own org you’d see your company’s Salesforce users.

When you’re satisfied with the structure of your territory model and its territory account assignments, you’re ready to activate it.


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