--- sourceDocument: brazil Combined Product Files sourceDocumentLink: https://www.servicenow.com/docs/r/delta-yokohama-brazil Release : - brazil ft:locale : - en-US ft:publication_title : - brazil Combined Product Files ft:clusterId : - delta3by bundleId : - delta3by --- # Combined Partner Relationship Management release notes for upgrades from Yokohama to Brazil # Combined Partner Relationship Management release notes for upgrades from Yokohama to Brazil {#ariaid-title1} Release version: Brazil Updated October 8, 2026 ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 7 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 Partner Relationship Management release notes for upgrades from Yokohama to Brazil This consolidated release notes document guides ServiceNow customers through the Partner Relationship Management (PRM) upgrades from Yokohama to Brazil. It summarizes new features, changes, activation instructions, and key details across multiple releases, helping customers prepare for and smoothly execute their upgrade process. Show full answer Show less ## Key Features * **Yokohama:** Centralized data model for managing channel partners and enterprises, self-service partner portal for submitting service requests, managing profiles, and end-to-end case management workflow for service cases. * **Zurich:** Introduction of Quote Management and Order Management plugins for channel partners to track quotes and orders. Segment management to group partners by performance, configurable deal registration forms, and deal registration playbook on the partner portal. Enhanced Partner Workspace for managing partner details and cases. * **Australia:** Advanced Approval Framework for deal registrations with configurable rules and automated approvals. Deal registration task management with auto-creation and email notifications. Quote and Opportunity Management plugins supporting self-service quote creation and opportunity tracking via the partner portal. * **Brazil:** AI-assisted deal registration agent to streamline deal intake, validation, and record creation. Enhanced partner criteria filtering to ensure partners access only relevant accounts and consumers when creating deals. Improved case submission and tracking through the Partner Portal to boost resolution speed and collaboration. ## Changes * New Partner portal landing page with updated navigation for inquiries and member registration (Zurich). * Partner criteria filtering rules added in Brazil release to reduce errors in deal creation. * No removals or deprecations reported between Yokohama and Brazil releases. ## Activation and Installation Partner Relationship Management is available through the ServiceNow Store. Customers must request installation via the Store and activate the PRM plugin to enable the application. This applies consistently from Yokohama through Brazil releases with updated cumulative release notes available on the ServiceNow Store. ## Additional Considerations * No updates to browser requirements, accessibility, localization, or additional prerequisites were noted between Yokohama and Brazil. * Role-based access and partner engagement tracking features have been enhanced over time to improve collaboration and visibility for enterprises and channel partners. ## What This Enables for ServiceNow Customers Upgrading to Brazil equips ServiceNow customers with advanced tools for managing partner relationships, including AI-driven deal registration, improved self-service portals, streamlined approval workflows, and comprehensive partner lifecycle management. These enhancements help reduce manual effort, improve data accuracy, accelerate deal registration and case resolution, and provide enterprises with clearer insights into partner performance and engagement. Consolidated page of all release notes for Partner Relationship Management from Yokohama to Brazil. ## How to use this page To help you prepare for your upgrade, we have combined the cross-family Partner Relationship Management release notes onto one page. Read this summary of the new features, changes, and updated information for your product from Yokohama to Brazil. 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 Partner Relationship Management to Brazil Before you upgrade to Brazil, review these pre- and post-upgrade tasks and complete the tasks as needed. {#dfrn3-partnerrelationshipmanagement-summary__entry__2} | Release | Release notes | |-|-| | Yokohama | No updates for this release. | | Zurich | No updates for this release. | | Australia | No updates for this release. | | Brazil | No updates for this release. | [ ] ## New features Between your current release family and Brazil, new features were introduced for Partner Relationship Management. {#dfrn3-partnerrelationshipmanagement-summary__entry__12} | Release | Release notes | |-|-| | Yokohama | [Configure Partner Relationship Management](https://www.servicenow.com/docs/access?context=configure-partner-relationship-management&family=yokohama&ft:locale=en-US) : Support channel partners, enterprises, and their hierarchies with a centralized data model that specifies the roles and responsibilities of channel partners and enterprises. [Using Partner Relationship Management](https://www.servicenow.com/docs/access?context=using-partner-relationship-management&family=yokohama&ft:locale=en-US) : Enable channel partners to submit service requests, access catalog items, and manage their profiles on the self-service partner portal. [Using Partner Relationship Management](https://www.servicenow.com/docs/access?context=using-partner-relationship-management&family=yokohama&ft:locale=en-US) : Enable channel partners to create, track, and resolve service cases efficiently with the end-to-end case management workflow on the partner portal. | | Zurich | [\[Placeholder link text to key install-quote-management-for-channel-partners\]](https://www.servicenow.com/docs/access?context=install-quote-management-for-channel-partners&family=zurich&ft:locale=en-US) : Install the Quote Management for Channel Partners (com.snc.partner_relationship_management_qm) plugin to enable channel partners, B2B and B2C sales representatives, and managers to create, read, update, and track quotes associated with channel partners. [\[Placeholder link text to key install-order-management-for-channel-partners\]](https://www.servicenow.com/docs/access?context=install-order-management-for-channel-partners&family=zurich&ft:locale=en-US) : Install the Order Management for Channel Partners plugin (com.snc.partner_relationship_management_orm) to facilitate the entire order life cycle, especially indirect sales and enable channel partners to track orders with channel partners. [\[Placeholder link text to key configure-segment-management\]](https://www.servicenow.com/docs/access?context=configure-segment-management&family=zurich&ft:locale=en-US) : Use the segment \[sn_seg_segment\] table to create records, track partner progress toward the next tier, and group partners effectively based on performance into multiple segments for tailored support, incentives, and visibility. [\[Placeholder link text to key deal-registration-management\]](https://www.servicenow.com/docs/access?context=deal-registration-management&family=zurich&ft:locale=en-US) : Provide channel partners with exclusive rights to work on a particular deal registration or customer for a period of time.Use the configurable deal registration form to track deal registrations, information related to it, and successfully convert deal registrations to opportunities. Use the deal registration playbook on the Partner portal to provide channel partners the flexibility to create new deal registrations and track their end to end life cycle. [Data model for PRM](https://www.servicenow.com/docs/access?context=data-model-for-partner-relationship-management&family=zurich&ft:locale=en-US) : Enable a user with the sn_prm.enterprise_partner_admin role to map the fields on the channel partner record to their corresponding fields on the company record. [Partner Workspace](https://www.servicenow.com/docs/access?context=partner-workspace&family=zurich&ft:locale=en-US) : Manage and view the partner details via the Partner workspace if you have the sn_prm.enterprise_partner_admin role or the sn_prm.enterprise_partner_rel_manager role. [Partner Workspace](https://www.servicenow.com/docs/access?context=partner-workspace&family=zurich&ft:locale=en-US) : Enable a user with the sn_prm.enterprise_partner_rel_manager role to manage cases, orders, sold products, and install bases by using the Partner Overview tab in the CRM Workspace. | | Australia | [Deal registration Advanced Approval Framework](https://www.servicenow.com/docs/access?context=self-service-quote&family=australia&ft:locale=en-US) : Submit deal registrations for approval, configure rules by deal attributes, and auto-approve low-risk deals. Lock records during review, recall and resubmit if needed, track audit trails, and automatically notify approvers. [Deal registration task management](https://www.servicenow.com/docs/access?context=self-service-quote&family=australia&ft:locale=en-US) : Create and manage structured deal registration tasks, configure auto-creation rules via Flow Designer, centralize visibility in Channel Partner workspace. Notify assigned users via email, and control data growth with retention policies. [Install Quote Management for Channel Partners](https://www.servicenow.com/docs/access?context=install-quote-management-for-channel-partners&family=australia&ft:locale=en-US) : Install the Quote Management for Channel Partners plugin (com.snc.partner_relationship_management_qm) to enable channel partners to track quotes with channel partners. [Quote creation via Self-Service for Channel Partners](https://www.servicenow.com/docs/access?context=self-service-quote&family=australia&ft:locale=en-US) : Channel partners can create, manage, and track quotes end-to-end in the Partner portal using the new Quote Self-Service application (`com.sn_quote_self_service`). Built on the existing Quote Management application, the guided quote creation playbook delivers a self-service quoting experience without requiring access to internal workspaces. [Install Opportunity Management for Channel Partners](https://www.servicenow.com/docs/access?context=install-opportunity-management-for-channel-partners&family=australia&ft:locale=en-US) : Install the Opportunity Management for Channel Partners plugin (com.snc.partner_relationship_management_oppty) to enable channel partners to track opportunities with channel partners. | | Brazil | [Register a deal with AI](https://www.servicenow.com/docs/access?context=register-deal-using-agentic-ai&family=brazil&ft:locale=en-US)Deal Registration AI agent : Accelerate deal registration with an AI agent that assists users with deal intake, validation, and record creation. This helps reduce manual effort by guiding users through the deal registration process and supporting more accurate deal submissions. The agent captures deal details, validates records, summarizes information for review, and creates the deal. If validation fails or additional information is needed, the agent suggests corrective actions. [Channel Partner components on workspace](https://www.servicenow.com/docs/access?context=channel-partner-components&family=brazil&ft:locale=en-US)Partner criteria for deals : Added filtering rules to control partner access to accounts and consumers when creating deals. These rules help verify partners select only relevant records, reducing errors and supporting cleaner transaction creation. | [ ] ## Changes Between your current release family and Brazil, some changes were made to existing Partner Relationship Management features. {#dfrn3-partnerrelationshipmanagement-summary__entry__22} | Release | Release notes | |-|-| | Yokohama | No updates for this release. | | Zurich | [\[Placeholder link text to key register-a-deal-partner-portal\]](https://www.servicenow.com/docs/access?context=register-a-deal-partner-portal&family=zurich&ft:locale=en-US) : Create and update deal registrations on the Partner portal to enable enterprise agents to convert them into an opportunity. [Partner portal experience](https://www.servicenow.com/docs/access?context=using-partner-relationship-management&family=zurich&ft:locale=en-US) : The new Partner portal landing page provides a new look and navigation to raise inquiries or register members. | | Australia | No updates for this release. | | Brazil | No updates for this release. | [ ] ## Removed Between your current release family and Brazil, some Partner Relationship Management features or functionality were removed. {#dfrn3-partnerrelationshipmanagement-summary__entry__32} | Release | Release notes | |-|-| | Yokohama | No updates for this release. | | Zurich | No updates for this release. | | Australia | No updates for this release. | | Brazil | No updates for this release. | [ ] ## Deprecations Between your current release family and Brazil, some Partner Relationship Management features or functionality were deprecated. {#dfrn3-partnerrelationshipmanagement-summary__entry__42} | Release | Release notes | |-|-| | Yokohama | No updates for this release. | | Zurich | No updates for this release. | | Australia | No updates for this release. | | Brazil | No updates for this release. | [ ] ## Activation information Review information on how to activate Partner Relationship Management. {#dfrn3-partnerrelationshipmanagement-summary__entry__52} | Release | Release notes | |-|-| | Yokohama | Activation information : Install Partner Relationship 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=yokohama&ft:locale=en-US). Important: Partner Relationship Management is available in the ServiceNow Store. For details, see the "Activation information" section of these release notes. | | Zurich | Activation information : Install Partner Relationship 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: Partner Relationship Management is available in the ServiceNow Store. For details, see the "Activation information" section of these release notes. | | Australia | No updates for this release. | | Brazil | Activation information : Install Partner Relationship 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=brazil&ft:locale=en-US). Partner Relationship Management is available with activation of the Partner Relationship Management plugin. For details, see [Install PRM](https://www.servicenow.com/docs/access?context=install-partner-relationship-management&family=brazil&ft:locale=en-US). | [ ] ## Additional requirements If any additional requirements were introduced or changed for Partner Relationship Management we have noted them here. {#dfrn3-partnerrelationshipmanagement-summary__entry__62} | Release | Release notes | |-|-| | Yokohama | No updates for this release. | | Zurich | No updates for this release. | | Australia | No updates for this release. | | Brazil | No updates for this release. | [ ] ## Browser requirements If any specific browser requirements were introduced or changed for Partner Relationship Management we have noted them here. {#dfrn3-partnerrelationshipmanagement-summary__entry__72} | Release | Release notes | |-|-| | Yokohama | No updates for this release. | | Zurich | No updates for this release. | | Australia | No updates for this release. | | Brazil | No updates for this release. | [ ] ## Accessibility information Review details on accessibility information for Partner Relationship Management, such as specific requirements or compliance levels. {#dfrn3-partnerrelationshipmanagement-summary__entry__82} | Release | Release notes | |-|-| | Yokohama | No updates for this release. | | Zurich | No updates for this release. | | Australia | No updates for this release. | | Brazil | No updates for this release. | [ ] ## Localization information If there are specific localization considerations for Partner Relationship Management we have noted them here. {#dfrn3-partnerrelationshipmanagement-summary__entry__92} | Release | Release notes | |-|-| | Yokohama | No updates for this release. | | Zurich | No updates for this release. | | Australia | No updates for this release. | | Brazil | No updates for this release. | [ ] ## Highlight information If there are specific highlight considerations for Partner Relationship Management we have noted them here. {#dfrn3-partnerrelationshipmanagement-summary__entry__102} | Release | Release notes | |-|-| | Yokohama | * Enable enterprises to gain real-time visibility into partner's performance and engage with the channel partner ecosystem. * Enable channel partners to use the self-service Partner portal to register members, raise inquiries, and foster communication between the enterprise and partners. See [\[Placeholder link text to key bundle-omgmt.exploring-partner-relationship-management\]](https://www.servicenow.com/docs/access?context=exploring-partner-relationship-management&family=yokohama&ft:locale=en-US) for more information. | | Zurich | Use the CRM Workspace to enable your enterprise administrators to view all the details that are related to their partners. See [Partner Relationship Management](https://www.servicenow.com/docs/access?context=partner-relationship-management&family=zurich&ft:locale=en-US) for more information. | | Australia | No updates for this release. | | Brazil | * Submit and track cases through the Partner Portal to reduce resolution time and improve collaboration between partners and enterprises. * Manage partner life cycle activities and collaboration through a single platform. * Register and track partner-sourced deals in a unified system to help avoid conflicts and provide proper recognition. * Provide partners with role-based access to case management, knowledge articles, and program visibility to reduce manual escalations and enable faster independent problem resolution. * View partner engagement, performance, and participation through partner overview for enterprise roles. See [Partner Relationship Management](https://www.servicenow.com/docs/access?context=partner-relationship-management&family=brazil&ft:locale=en-US) for more information. | [ ]