--- sourceDocument: australia Combined Product Files sourceDocumentLink: https://www.servicenow.com/docs/r/australia/delta-zurich-australia Release : - australia ft:locale : - en-US ft:publication_title : - australia Combined Product Files ft:clusterId : - delta3az bundleId : - delta3az --- # Combined Sales Territory Management​ release notes for upgrades from Zurich to Australia # Combined Sales Territory Management​ release notes for upgrades from Zurich to Australia {#ariaid-title1} Release version: Australia Updated October 8, 2026 ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 4 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 Zurich to Australia This consolidated release notes document provides ServiceNow customers with a comprehensive view of updates, new features, and important considerations for upgrading Sales Territory Management from the Zurich release to the Australia release. It includes pre- and post-upgrade tasks, feature introductions, activation instructions, and key highlights to support smooth transition and enhanced sales territory operations. Show full answer Show less ## Key Features Introduced * **Territory Level Configuration (Zurich):** Enables categorizing sales territories into levels such as regional, district, area, and global, improving territory management, reporting accuracy, and strategic alignment. * **Territory Model (Zurich):** Establishes a structured hierarchical model of sales territories that integrates with CRM entities like accounts, leads, and opportunities to ensure consistent territory assignments and streamlined sales processes. * **Territory Creation and Management (Zurich):** Allows creation of territories mapped to the territory model and levels, supports automated CRM data assignments based on defined conditions, and facilitates role-based onboarding of territory members for controlled access. * **Resource and Role Management (Zurich):** Assigns territory members with specific responsibilities controlling their access levels to CRM entities within the territory hierarchy. * **Assignment Execution (Zurich):** Provides automated mapping of CRM entities to appropriate sales territories by evaluating territory-specific and cascaded conditions. * **Sales Territory Management Plugin Activation (Australia):** Introduces the Sales Territory Member role, enabling users to execute sales within assigned territories with defined ownership, accountability, and territory-based CRM record access. ## Changes, Removals, and Deprecations No changes, removals, or deprecations were introduced between the Zurich and Australia releases for Sales Territory Management, ensuring stability in existing functionality. ## Activation and Installation Sales Territory Management must be installed by requesting it from the ServiceNow Store. This process is consistent across both Zurich and Australia releases. Customers should visit the ServiceNow Store to view available apps, submit installation requests, and review cumulative release histories. ## Additional Considerations * **Browser, Accessibility, and Localization:** No updates or new requirements were introduced in these areas between Zurich and Australia releases. * **Highlight Information:** Zurich introduced capabilities to efficiently allocate sales regions aligned with business complexity, ensure fair sales distribution to minimize internal conflict, maintain secure access control, and manage large sales teams with scalable, rule-based methods. * **Australia Enhancements:** The Sales Territory Member role now grants access to view associated sales territories on CRM entities such as Leads, Opportunities, Accounts, and Consumers, improving transparency and accountability. ## What ServiceNow Customers Can Expect Upgrading to the Australia release for Sales Territory Management enables customers to leverage a robust, hierarchical territory model that supports automated, accurate CRM data assignments with role-based access controls. The introduction of the Sales Territory Member role enhances sales execution within defined territories, promoting accountability and optimized sales team performance. The upgrade process is streamlined with clear activation instructions and no disruptive changes in functionality, ensuring continuity and improved sales territory governance. Consolidated page of all release notes for Sales Territory Management​ from Zurich 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 Zurich 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 | |-|-| | 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__8} | Release | Release notes | |-|-| | 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__14} | Release | Release notes | |-|-| | 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__20} | Release | Release notes | |-|-| | 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__26} | Release | Release notes | |-|-| | 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__32} | Release | Release notes | |-|-| | 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__38} | Release | Release notes | |-|-| | 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__44} | Release | Release notes | |-|-| | 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__50} | Release | Release notes | |-|-| | 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__56} | Release | Release notes | |-|-| | 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__62} | Release | Release notes | |-|-| | 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. | [ ]