--- sourceDocument: australia Combined Product Files sourceDocumentLink: https://www.servicenow.com/docs/r/australia/delta-yokohama-australia Release : - australia ft:locale : - en-US ft:publication_title : - australia Combined Product Files ft:clusterId : - delta3ay bundleId : - delta3ay --- # Combined Sales Territory Management​ release notes for upgrades from Yokohama to Australia # Combined Sales Territory Management​ release notes for upgrades from Yokohama to Australia {#ariaid-title1} Release version: Australia Updated October 8, 2026 ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 5 minutes to read Summarize ![AI sparkle icon](https://servicenow.com/docs/portal-asset/ai-sparkle-icon) Summarized using AI This content was generated using new OpenAI-powered functionality. Results are provided on an as is basis and are not guaranteed to be accurate or complete. ## Summary of Combined Sales Territory Management​ Release Notes for Upgrades from Yokohama to Australia This consolidated release notes document assists ServiceNow customers in preparing for upgrades to the Australia release of Sales Territory Management, covering changes from Yokohama through Zurich. It provides a comprehensive view of new features, activation instructions, and important considerations relevant to upgrading Sales Territory Management in your ServiceNow environment. Show full answer Show less ## Key Features Introduced * **Territory Level Configuration:** Enables categorization of sales territories (regional, district, area, global) to enhance territory management, reporting accuracy, and alignment of sales strategies with organizational complexity. * **Territory Model:** Establishes a structured hierarchy of territories that serves as a foundation for assigning territories to CRM entities such as accounts, consumers, leads, and opportunities, ensuring consistent assignment and streamlined sales operations. * **Territory Creation and Management:** Allows creation of territories mapped to the territory model and levels, supports automated assignment conditions, and manages member onboarding with defined roles for controlled access. * **Resource Management:** Assigns responsibilities to territory members that govern their level of access to CRM records within the territory hierarchy. * **Properties Configuration:** Requires entering the sysid of an active sales territory model to enable territory assignments on CRM entities by default. * **Run Assignments:** Automates territory assignment for CRM entities by evaluating each against defined conditions and cascaded territory rules. * **Sales Territory Management Plugin Activation:** Activating the plugin installs the Sales Territory Member role to facilitate sales execution with defined ownership, accountability, and territory-based CRM record assignments. ## Activation and Installation Sales Territory Management is available exclusively via the ServiceNow Store. To install or upgrade, customers must request the application through the ServiceNow Store portal. This ensures access to the latest version and cumulative release notes history. ## Changes, Removals, and Deprecations No updates, removals, or deprecations were introduced between Yokohama and Australia releases for Sales Territory Management features. Customers upgrading will not encounter discontinued functionality or deprecated features. ## Additional Considerations * **Pre- and Post-Upgrade Tasks:** Customers should review provided guidance to ensure a smooth upgrade process, although no specific tasks were noted as new or changed for this release. * **Browser, Accessibility, and Localization:** No new requirements or changes were introduced in these areas for the Australia release. * **Security and Access Control:** The structured territory model and member roles help maintain record access restrictions, supporting compliance and internal security policies. ## Practical Benefits for ServiceNow Customers * Efficiently allocate and manage sales territories aligned with organizational complexity. * Ensure fair distribution of sales responsibilities to improve accountability and reduce internal conflicts. * Maintain secure and consistent access to CRM records based on territory membership and roles. * Streamline sales operations with rule-based territory assignment and clear organizational hierarchy. * Leverage the Sales Territory Member role to empower sales teams with appropriate access for their assigned territories. Consolidated page of all release notes for Sales Territory Management​ from Yokohama to Australia. ## How to use this page To help you prepare for your upgrade, we have combined the cross-family Sales Territory Management​ release notes onto one page. Read this summary of the new features, changes, and updated information for your product from Yokohama to Australia. Tip: If there were no updates for a release notes section in a certain family release, we included a short note for your reference. For example, if a product did not have any updates in Tokyo, the row says "No updates for this release." ## Important information for upgrading Sales Territory Management​ to Australia Before you upgrade to Australia, review these pre- and post-upgrade tasks and complete the tasks as needed. {#dfrn3-salesterritorymanagement-summary__entry__2} | Release | Release notes | |-|-| | Yokohama | No updates for this release. | | Zurich | No updates for this release. | | Australia | No updates for this release. | [ ] ## New features Between your current release family and Australia, new features were introduced for Sales Territory Management​. {#dfrn3-salesterritorymanagement-summary__entry__10} | Release | Release notes | |-|-| | Yokohama | No updates for this release. | | Zurich | [Territory level](https://www.servicenow.com/docs/access?context=configure-territory-levels&family=zurich&ft:locale=en-US) : Configure territory levels to categorize territories such as regional, district, area, and global for better territory management, reporting accuracy, and alignment of sales strategies with business complexity. [Territory model](https://www.servicenow.com/docs/access?context=configure-territory-model&family=zurich&ft:locale=en-US) : Configure the Territory Model to maintain a structured organizational hierarchy of territories. This model serves as the foundation for assigning territories to key customer relationship management (CRM) entities such as accounts, consumers, leads, and opportunities. By defining territory levels and relationships within the model, organizations can verify consistent territory assignment, streamline sales operations, and support accurate forecasting and reporting. [Territory](https://www.servicenow.com/docs/access?context=configure-territories&family=zurich&ft:locale=en-US) : Create territories to optimize the assignment of CRM data. Map these territories to the territory model and levels to maintain the hierarchy. Provide conditions for automated assignments, and onboard members with defined roles within a territory for restricted access. [Resources](https://www.servicenow.com/docs/access?context=configure-resources&family=zurich&ft:locale=en-US) : Territory members are added with their designated responsibilities. These responsibilities determine the level of access each user has to CRM entities within the territory hierarchy. [Properties](https://www.servicenow.com/docs/access?context=configure-properties&family=zurich&ft:locale=en-US) : To put a sales territory model into use at the CRM entities, enter the sys_id of an active sales territory model. By default, this model and its territories are utilized for sales territory assignments. [Run Assignments](https://www.servicenow.com/docs/access?context=run-assignments&family=zurich&ft:locale=en-US) : Execute the sales territory assignment to map the CRM entities to the most appropriate territory. Each territory is evaluated against predefined territory conditions related to the CRM entity. Each territory is evaluated against its own conditions and any cascaded territory conditions associated with the CRM entity. | | Australia | [Sales Territory Management​ users](https://www.servicenow.com/docs/access?context=components-installed-sales-territory-management&family=australia&ft:locale=en-US) : Activate the Sales Territory Management plugin to install the Sales Territory Member role for sales execution within assigned territories, with defined ownership, accountability, and territory‑based CRM record assignment. | [ ] ## Changes Between your current release family and Australia, some changes were made to existing Sales Territory Management​ features. {#dfrn3-salesterritorymanagement-summary__entry__18} | Release | Release notes | |-|-| | Yokohama | No updates for this release. | | Zurich | No updates for this release. | | Australia | No updates for this release. | [ ] ## Removed Between your current release family and Australia, some Sales Territory Management​ features or functionality were removed. {#dfrn3-salesterritorymanagement-summary__entry__26} | Release | Release notes | |-|-| | Yokohama | No updates for this release. | | Zurich | No updates for this release. | | Australia | No updates for this release. | [ ] ## Deprecations Between your current release family and Australia, some Sales Territory Management​ features or functionality were deprecated. {#dfrn3-salesterritorymanagement-summary__entry__34} | Release | Release notes | |-|-| | Yokohama | No updates for this release. | | Zurich | No updates for this release. | | Australia | No updates for this release. | [ ] ## Activation information Review information on how to activate Sales Territory Management​. {#dfrn3-salesterritorymanagement-summary__entry__42} | Release | Release notes | |-|-| | Yokohama | No updates for this release. | | Zurich | Activation information : Install Sales Territory Management by requesting it from the ServiceNow Store. Visit the [ServiceNow Store](https://store.servicenow.com/sn_appstore_store.do#!/store/home) website to view all the available apps and for information about submitting requests to the store. For cumulative release notes information for all released apps, see the [ServiceNow Store version history release notes](https://www.servicenow.com/docs/access?context=sn-store-release-notes&family=zurich&ft:locale=en-US). Important: Sales Territory Management is available in the ServiceNow Store. For details, see the "Activation information" section of these release notes. | | Australia | Activation information : Install Sales Territory Management by requesting it from the ServiceNow Store. Visit the [ServiceNow Store](https://store.servicenow.com/sn_appstore_store.do#!/store/home) to view all the available apps, and for information about submitting requests to the store. For cumulative release notes information for all released apps, see the [ServiceNow Store version history release notes](https://www.servicenow.com/docs/access?context=sn-store-release-notes&family=australia&ft:locale=en-US). Important: Sales Territory Management is available in the ServiceNow Store. For details, see the "Activation information" section of these release notes. | [ ] ## Additional requirements If any additional requirements were introduced or changed for Sales Territory Management​ we have noted them here. {#dfrn3-salesterritorymanagement-summary__entry__50} | Release | Release notes | |-|-| | Yokohama | No updates for this release. | | Zurich | No updates for this release. | | Australia | No updates for this release. | [ ] ## Browser requirements If any specific browser requirements were introduced or changed for Sales Territory Management​ we have noted them here. {#dfrn3-salesterritorymanagement-summary__entry__58} | Release | Release notes | |-|-| | Yokohama | No updates for this release. | | Zurich | No updates for this release. | | Australia | No updates for this release. | [ ] ## Accessibility information Review details on accessibility information for Sales Territory Management​, such as specific requirements or compliance levels. {#dfrn3-salesterritorymanagement-summary__entry__66} | Release | Release notes | |-|-| | Yokohama | No updates for this release. | | Zurich | No updates for this release. | | Australia | No updates for this release. | [ ] ## Localization information If there are specific localization considerations for Sales Territory Management​ we have noted them here. {#dfrn3-salesterritorymanagement-summary__entry__74} | Release | Release notes | |-|-| | Yokohama | No updates for this release. | | Zurich | No updates for this release. | | Australia | No updates for this release. | [ ] ## Highlight information If there are specific highlight considerations for Sales Territory Management​ we have noted them here. {#dfrn3-salesterritorymanagement-summary__entry__82} | Release | Release notes | |-|-| | Yokohama | No updates for this release. | | Zurich | * Allocate sales regions efficiently to align with business complexity and distribute the sales teams for optimal performance. * Verify the fair distribution of sales among sales representatives to reduce internal conflict, enhance accountability, and consistent performance across the sales organization. * Verify that only authorized users access specific records, maintaining security and compliance. * Manage large sales teams efficiently with a structured, rule-based method that verifies clarity, consistency, and scalability. See [Sales Territory Management​](https://www.servicenow.com/docs/access?context=explore-sales-territory-management&family=zurich&ft:locale=en-US) for more information. | | Australia | Sales Territory Member role gets access to view the sales territory associated on the CRM entities like Lead, Opportunity, Account, or Consumer. See [Sales Territory Management​](https://www.servicenow.com/docs/access?context=explore-sales-territory-management&family=australia&ft:locale=en-US) for more information. | [ ]