--- 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 Sales Territory Management​ release notes for upgrades from Yokohama to Brazil # Combined Sales Territory 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) 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 Brazil This consolidated release notes document provides ServiceNow customers with a clear and comprehensive summary of all updates, new features, and changes to Sales Territory Management across release families from Yokohama through Brazil. It is designed to assist customers in preparing for upgrades by detailing important pre- and post-upgrade tasks, activation steps, and feature evolutions within Sales Territory Management. Show full answer Show less ## Key Features Introduced Between Releases * **Territory Level Configuration (Zurich release):** Enables categorization of territories such as regional, district, area, and global, enhancing territory management, reporting accuracy, and alignment with business complexity. * **Territory Model (Zurich release):** Allows configuration of a structured organizational hierarchy of territories, serving as the foundation for assigning territories to CRM entities (accounts, consumers, leads, opportunities). This supports consistent territory assignments, streamlined sales operations, and accurate forecasting and reporting. * **Territory Creation and Management (Zurich release):** Facilitates creation of territories mapped to the territory model and levels, with conditions for automated CRM data assignments and onboarding of members with defined roles for access control. * **Resource Management (Zurich release):** Assigns responsibilities to territory members that determine their access levels to CRM entities within the territory hierarchy. * **Properties (Zurich release):** Requires input of the sysid of an active sales territory model to put the model into use for CRM entity assignments. * **Run Assignments (Zurich release):** Automates sales territory assignment by evaluating CRM entities against predefined territory conditions and cascaded territory conditions. * **Sales Territory Management Plugin Activation (Australia release):** Introduces the Sales Territory Member role to enable sales execution within assigned territories, establishing ownership, accountability, and territory-based CRM record assignment. ## Changes, Removals, and Deprecations There were no updates, removals, or deprecations to existing Sales Territory Management features between Yokohama and Brazil releases, indicating stability and continuity of functionality. ## Activation Information Sales Territory Management must be installed by requesting it from the ServiceNow Store. This applies since Zurich and continues through Australia and Brazil releases. Customers should visit the ServiceNow Store to access the app and submit installation requests as needed. ## Additional Notes * **Browser Requirements, Accessibility, Localization:** No changes or new requirements were introduced across releases from Yokohama to Brazil. * **Highlights:** The Zurich release emphasized efficient allocation of sales regions aligned with business complexity, fair distribution of sales responsibilities to reduce conflict and enhance accountability, security controls restricting access to authorized users, and scalable management of large sales teams using rule-based territory assignments. ## Practical Implications for ServiceNow Customers Upgrading to Brazil from Yokohama allows customers to leverage a mature and structured Sales Territory Management framework introduced primarily in the Zurich and Australia releases. This framework supports improved sales territory hierarchy configuration, automation of territory assignments, and secure role-based access for sales team members. Customers should ensure activation of the Sales Territory Management plugin via the ServiceNow Store and complete any pre- and post-upgrade tasks to fully utilize these capabilities. The enhancements enable better alignment of sales strategies with organizational complexity, streamlined sales operations, and improved reporting and forecasting accuracy. Consolidated page of all release notes for Sales Territory Management​ from Yokohama to Brazil. ## 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 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 Sales Territory Management​ to Brazil Before you upgrade to Brazil, 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. | | Brazil | No updates for this release. | [ ] ## New features Between your current release family and Brazil, new features were introduced for Sales Territory Management​. {#dfrn3-salesterritorymanagement-summary__entry__12} | 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. | | Brazil | No updates for this release. | [ ] ## Changes Between your current release family and Brazil, some changes were made to existing Sales Territory Management​ features. {#dfrn3-salesterritorymanagement-summary__entry__22} | 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. | [ ] ## Removed Between your current release family and Brazil, some Sales Territory Management​ features or functionality were removed. {#dfrn3-salesterritorymanagement-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 Sales Territory Management​ features or functionality were deprecated. {#dfrn3-salesterritorymanagement-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 Sales Territory Management​. {#dfrn3-salesterritorymanagement-summary__entry__52} | 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. | | Brazil | No updates for this release. | [ ] ## Additional requirements If any additional requirements were introduced or changed for Sales Territory Management​ we have noted them here. {#dfrn3-salesterritorymanagement-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 Sales Territory Management​ we have noted them here. {#dfrn3-salesterritorymanagement-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 Sales Territory Management​, such as specific requirements or compliance levels. {#dfrn3-salesterritorymanagement-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 Sales Territory Management​ we have noted them here. {#dfrn3-salesterritorymanagement-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 Sales Territory Management​ we have noted them here. {#dfrn3-salesterritorymanagement-summary__entry__102} | 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. | | Brazil | No updates for this release. | [ ]