Combined Sales Territory 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 Sales Territory Management​ Release Notes for Upgrades from Yokohama to Zurich

    This consolidated release notes page provides ServiceNow customers with essential information on upgrading Sales Territory Management​ from the Yokohama release to Zurich. It highlights new features introduced in Zurich, important upgrade tasks, and activation details. The document also clarifies that no changes, removals, or deprecations occurred between these releases.

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    New Features in Zurich

    • Territory Level Configuration: Enables categorization of sales territories into hierarchical levels such as regional, district, area, and global. This enhances territory management, reporting accuracy, and aligns sales strategies with business complexity.
    • Territory Model: Allows configuration of a structured organizational hierarchy for territories. This hierarchy underpins the assignment of territories to key CRM entities, including accounts, consumers, leads, and opportunities, ensuring consistent territory assignments and streamlined sales operations.
    • Territory Creation and Management: Supports creation of territories mapped to the territory model and levels. Automated assignment conditions can be defined, and members with specific roles can be onboarded to territories for controlled access.
    • Resource Management: Territory members are assigned responsibilities determining their access level to CRM entities within the territory hierarchy, reinforcing security and compliance.
    • Properties Configuration: Sets the active sales territory model via sysid for use in sales territory assignments across CRM entities.
    • Run Assignments: Automates the mapping of CRM entities to appropriate territories by evaluating predefined territory conditions, including cascaded conditions, to optimize sales coverage and forecasting.

    Upgrade and Activation Guidance

    • Pre- and Post-Upgrade Tasks: Customers should review and complete any necessary upgrade tasks before moving to Zurich to ensure a smooth transition.
    • Activation: To install Sales Territory Management​, request it via the ServiceNow Store. Customers can find available apps and submit requests through the store website.

    Additional Information

    • No changes, removals, or deprecations were noted between Yokohama and Zurich for Sales Territory Management​.
    • There are no new browser, accessibility, localization, or additional requirements introduced in Zurich for this product.

    Business Impact and Benefits

    With Zurich, ServiceNow customers can efficiently allocate sales regions reflecting business complexity, ensure fair sales distribution to minimize internal conflicts, and improve accountability and consistent performance across sales teams. The structured, rule-based model supports secure access control and scalable management of large sales organizations, ultimately enhancing forecasting accuracy and operational clarity.

    Consolidated page of all release notes for Sales Territory Management​ from Yokohama to Zurich.

    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 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 Sales Territory 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 Sales Territory Management​.

    Release Release notes

    Yokohama

    		 No updates for this release.

    Zurich
    Territory level
    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
    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
    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
    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
    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
    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.

    Changes

    Between your current release family and Zurich, some changes were made to existing Sales Territory 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 Sales Territory 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 Sales Territory 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 Sales Territory Management​.

    Release Release notes

    Yokohama

    		 No updates for this release.

    Zurich

    Install Sales Territory Management​ by requesting it from the ServiceNow Store. Visit the ServiceNow Store 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.

    Additional requirements

    If any additional requirements were introduced or changed for Sales Territory 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 Sales Territory 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 Sales Territory Management​, such as specific requirements or compliance levels.

    Release Release notes

    Yokohama

    		 No updates for this release.

    Zurich

    		 No updates for this release.

    Localization information

    If there are specific localization considerations for Sales Territory 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 Sales Territory Management​ we have noted them here.

    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​ for more information.