Combined Lead-to-Cash Process Management release notes for upgrades from Yokohama to Zurich

  • Release version: Zurich
  • Updated August 11, 2026
  • 4 minutes to read
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    Summary of Combined Lead-to-Cash Process Management Release Notes for Upgrades from Yokohama to Zurich

    This document consolidates the release notes for Lead-to-Cash Process Management upgrades from Yokohama to Zurich, providing ServiceNow customers with a comprehensive view of new features, changes, and activation guidelines. The summary helps customers prepare for the upgrade and understand enhancements introduced in the Zurich release.

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    New Features

    • Business Object Setup: Define and organize sales entities into business object groups (e.g., opportunity, quote, order) to create a visual hierarchy of the sales process.
    • Sales Process Records: Sales managers and contract administrators can create sales process records for individual accounts to better track sales activities.
    • Sales Dashboard Monitoring: A unified dashboard allows visualization and management of the sales process using a node map that shows hierarchical relationships between sales entities. Key capabilities include:
      • Switching between actively monitored links (hard links) and database relationships (soft links) to control monitoring scope.
      • Using checklists to capture process steps and activities.
      • Viewing detailed information on associated sales entities, including line items, tasks, emails, activities, and characteristics.
      • Managing related files and attachments directly within sales process records.
    • Dashboard Customization: Configure the number of levels shown in the node hierarchy through system properties and customize node map tile details using decision tables. Predefined filters can be created to streamline task views, such as filtering in-progress tasks.
    • Business Process Tasks: Create and associate business process tasks with sales or business process records, with linked tasks accessible via the sales process record’s Tasks tab.

    Activation and Installation

    Lead-to-Cash Process Management for Zurich can be installed by requesting it from the ServiceNow Store. There are no additional changes to requirements or browser compatibility noted for this release.

    Important Notes

    • There were no changes, removals, or deprecations of features between Yokohama and Zurich for Lead-to-Cash Process Management.
    • No updates were recorded for Yokohama or Zurich outside the new feature set described.
    • Accessibility, localization, and highlight information remain unchanged.

    Key Outcomes

    With the Zurich release, customers can define and monitor sales entities linked to business processes such as order-to-cash using a unified visual node map. This enables better integration of custom processes and ERP-managed entities into a consolidated sales view, enhancing revenue recognition and operational efficiency. Tracking key milestones and addressing potential delays early helps ensure timely order fulfillment.

    Consolidated page of all release notes for Lead-to-Cash Process Management from Yokohama to Zurich.

    How to use this page

    To help you prepare for your upgrade, we have combined the cross-family Lead-to-Cash Process Management release notes onto one page. Read this summary of the new features, changes, and updated information for your product from Yokohama to Zurich.

    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 Lead-to-Cash Process Management to Zurich

    Before you upgrade to Zurich, review these pre- and post-upgrade tasks and complete the tasks as needed.

    Release Release notes

    Yokohama

    		 No updates for this release.

    Zurich

    		 No updates for this release.

    New features

    Between your current release family and Zurich, new features were introduced for Lead-to-Cash Process Management.

    Release Release notes

    Yokohama

    		 No updates for this release.

    Zurich
    Set up business objects
    Create a visual overview of the sales process hierarchy by defining and setting up business object groups of sales entities and their relationship with other entities. For example, an opportunity-to-cash business object group could include business entities such as an opportunity, opportunity line, opportunity task, quote, order, and so on.
    Create sales process records
    Enable sales managers and contract administrators to create sales process records for individual accounts.
    Monitor sales process using sales dashboard
    Enable sales managers and contract administrators to view and manage the sales process from a single interface. The dashboard provides the following capabilities:
    • Visualize the sales process in a node map, showing relationships between different sales entities in a hierarchical format.
    • Toggle between hard links (actively monitored) and soft links (database relationships) to manage the monitoring scope.
    • Use checklists to capture the steps and activities required for a sales process.
    • View details for each of the associated sales entities, such as line items, tasks, emails, activities, and line characteristics.
    • View, upload, and download files and attachments related to the sales process record or child entities.
    Customize the sales dashboard
    • Customize the number of levels displayed in the nodal hierarchy by configuring the sn_l2c_cockpit.node_default_levels system property.
    • Customize the details you want to display on the node map tiles using decision tables.
    • Create predefined filters to consolidate and view hard-linked records-related tasks. For example, you could create a new filter option to filter in-progress tasks.
    Create business process tasks
    Sales managers and contract administrators can create business process tasks and associate them with sales process records or business process records. The linked business process task can be viewed on the Tasks tab of the sales process record.

    Changes

    Between your current release family and Zurich, some changes were made to existing Lead-to-Cash Process Management features.

    Release Release notes

    Yokohama

    		 No updates for this release.

    Zurich

    		 No updates for this release.

    Removed

    Between your current release family and Zurich, some Lead-to-Cash Process Management features or functionality were removed.

    Release Release notes

    Yokohama

    		 No updates for this release.

    Zurich

    		 No updates for this release.

    Deprecations

    Between your current release family and Zurich, some Lead-to-Cash Process Management features or functionality were deprecated.

    Release Release notes

    Yokohama

    		 No updates for this release.

    Zurich

    		 No updates for this release.

    Activation information

    Review information on how to activate Lead-to-Cash Process Management.

    Release Release notes

    Yokohama

    		 No updates for this release.

    Zurich

    Install Lead-to-Cash Process Management by requesting it from the ServiceNow Store.

    Additional requirements

    If any additional requirements were introduced or changed for Lead-to-Cash Process Management we have noted them here.

    Release Release notes

    Yokohama

    		 No updates for this release.

    Zurich

    		 No updates for this release.

    Browser requirements

    If any specific browser requirements were introduced or changed for Lead-to-Cash Process Management we have noted them here.

    Release Release notes

    Yokohama

    		 No updates for this release.

    Zurich

    		 No updates for this release.

    Accessibility information

    Review details on accessibility information for Lead-to-Cash Process Management, such as specific requirements or compliance levels.

    Release Release notes

    Yokohama

    		 No updates for this release.

    Zurich

    Localization information

    If there are specific localization considerations for Lead-to-Cash Process Management we have noted them here.

    Release Release notes

    Yokohama

    		 No updates for this release.

    Zurich

    		 No updates for this release.

    Highlight information

    If there are specific highlight considerations for Lead-to-Cash Process Management we have noted them here.

    Release Release notes

    Yokohama

    		 No updates for this release.

    Zurich
    • Define and monitor sales entities tied to specific business processes such as order-to-cash. You can add custom processes and related entities managed in disparate ERP systems using a unified view in a node map.
    • Optimize revenue recognition and drive operational efficiency throughout the order-to-cash process by tracking key milestones, identifying potential delays early, and ensuring on-time delivery.

    See Lead-to-Cash Process Management for more information.