When migrating to a new territory structure, it is important to consider that only one territory model can be active at any given time. Here's why:
Territory Model Activation: In Salesforce, only one territory model can be active simultaneously. This means that when transitioning to a new structure, the existing active model must be deactivated, and the new model activated in its place.
Planning and Transition: Knowing that only one model can be active at a time is crucial for planning the transition. This ensures that Northern Trail Outfitters can prepare and test the new model without disrupting the current active territories until the migration is complete.
Salesforce Best Practices: Salesforce recommends testing territory models before activation and planning activations carefully, particularly in a fiscal transition to avoid access issues and ensure a smooth switch.
Reference:
In summary, the consultant should consider that only one territory model can be active at any given time (Option A) to ensure a smooth migration to the new structure.