--- sourceDocument: brazil Combined Product Files sourceDocumentLink: https://www.servicenow.com/docs/r/delta-zurich-brazil Release : - brazil ft:locale : - en-US ft:publication_title : - brazil Combined Product Files ft:clusterId : - delta3bz bundleId : - delta3bz --- # Combined Sales Territory Management​ release notes for upgrades from Zurich to Brazil # Combined Sales Territory Management​ release notes for upgrades from Zurich 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 Zurich to Brazil This consolidated summary covers all Sales Territory Management release notes relevant to ServiceNow customers upgrading from the Zurich release through to Brazil. It highlights new features, changes, and important upgrade considerations across these releases to help you prepare and execute your upgrade smoothly. Show full answer Show less ## Key Features * **Territory Level Configuration (Zurich)**: Enables categorization of sales territories into hierarchical levels such as regional, district, area, and global. This enhances territory management, reporting accuracy, and alignment of sales strategies with organizational complexity. * **Territory Model (Zurich)**: Allows defining a structured organizational hierarchy for territories that serves as the foundation for assigning territories to CRM entities like accounts, consumers, leads, and opportunities. This supports consistent territory assignments, streamlined sales operations, and accurate forecasting and reporting. * **Territory Creation and Management (Zurich)**: Supports creating territories mapped to the territory model and levels, with conditions for automated territory assignments. It includes onboarding members with roles that control access and responsibilities within territories. * **Resources and Access Control (Zurich)**: Territory members are assigned specific responsibilities that determine their access levels to CRM entities, ensuring secure and role-based access within the sales territories. * **Sales Territory Assignment Execution (Zurich)**: Automates the mapping of CRM entities to appropriate territories by evaluating each territory's conditions along with cascaded conditions, optimizing sales coverage and assignment accuracy. * **Sales Territory Management Plugin Activation (Australia)**: Activating this plugin installs the Sales Territory Member role, enabling sales execution within assigned territories with defined ownership, accountability, and territory-based CRM record assignments. ## Upgrade and Activation Information * There are no new updates, changes, removals, or deprecations in the Brazil release for Sales Territory Management. * To activate Sales Territory Management, request the application from the ServiceNow Store. This applies across Zurich, Australia, and Brazil releases. ## Additional Considerations * No changes or new requirements regarding browser compatibility, localization, or accessibility were introduced between Zurich and Brazil. * Key highlights from Zurich and Australia releases emphasize efficient allocation of sales regions, fair distribution of sales responsibilities, secure access control, and scalable management of large sales teams. ## What This Enables ServiceNow Customers to Do By leveraging Sales Territory Management, customers can efficiently organize and manage their sales territories with a clear hierarchical model, automate CRM entity assignments to appropriate territories, and enforce role-based access for secure and accountable sales operations. This structured approach enhances forecasting accuracy, reduces internal conflict, and supports scalable sales team management aligned with business complexity. Consolidated page of all release notes for Sales Territory Management​ from Zurich 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 Zurich 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 | |-|-| | 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__10} | 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. | | 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__18} | Release | Release notes | |-|-| | 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__26} | Release | Release notes | |-|-| | 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__34} | Release | Release notes | |-|-| | 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__42} | 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. | | 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__50} | Release | Release notes | |-|-| | 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__58} | Release | Release notes | |-|-| | 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__66} | Release | Release notes | |-|-| | 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__74} | Release | Release notes | |-|-| | 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__82} | 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. | | Brazil | No updates for this release. | [ ]