Combined Partner Relationship Management release notes for upgrades from Yokohama to Zurich

zurich Combined Product Files

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zurich

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en-US

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zurich Combined Product Files

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delta3zy

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delta3zy

Combined Partner Relationship Management release notes for upgrades from Yokohama to Zurich

Release version: Zurich

Updated August 11, 2026

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Summary of Combined Partner Relationship Management Release Notes for Upgrades from Yokohama to Zurich

This consolidated release notes document provides ServiceNow customers with essential information for upgrading Partner Relationship Management (PRM) from the Yokohama release to the Zurich release. It highlights new features, changes, activation instructions, and other relevant upgrade details to help you prepare and execute a smooth transition to Zurich.

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New Features in Zurich

Data Model Enhancements: Users with the snprm.enterprisepartneradmin role can now map fields between channel partner records and company records, enhancing data consistency.
Partner Workspace:
- Users with the snprm.enterprisepartneradmin or snprm.enterprisepartnerrelmanager roles can manage and view partner details through the Partner Workspace.
- Users with the snprm.enterprisepartnerrelmanager role gain the ability to manage cases, orders, sold products, and install bases via the Partner Overview tab within the CSM Configurable Workspace.
Segment Management: The segment table (snsegsegment) enables creation and tracking of partner segments based on performance, supporting tailored incentives and partner grouping.
Deal Registration Management:
- Channel partners can be granted exclusive rights to work on specific deal registrations or customers for a set time.
- The configurable deal registration form helps track registration details and convert them into sales opportunities.
- The deal registration playbook on the Partner portal allows channel partners to create and monitor deal registrations through their lifecycle.
Quote and Order Management Plugins:
- Installing the Quote Management for Channel Partners plugin enables creation and tracking of quotes related to channel partners, supporting B2B and B2C sales.
- Installing the Order Management for Channel Partners plugin facilitates the complete order lifecycle for indirect sales and enables partners to track orders efficiently.

Changes, Removals, and Deprecations

There are no reported changes, removals, or deprecations in the Partner Relationship Management features between Yokohama and Zurich releases.

Activation and Installation

To install Partner Relationship Management in both Yokohama and Zurich releases, customers must request the application from the ServiceNow Store. The ServiceNow Store provides all available apps and instructions for submitting installation requests. For cumulative release notes and version history, customers should refer to the ServiceNow Store version history documentation.

Additional Information

Browser, Accessibility, Localization: No new updates or requirements have been introduced for browser compatibility, accessibility compliance, or localization between these releases.
Highlights: The Zurich release encourages use of the CSM Configurable Workspace to empower enterprise administrators with comprehensive views of partner-related details.

Practical Implications for ServiceNow Customers

Upgrading to Zurich enhances your Partner Relationship Management capabilities by providing improved data mapping, streamlined partner management workspaces, and robust tools for segmenting partners and managing deals, quotes, and orders. These features support better partner engagement, performance tracking, and sales process efficiency. Activation requires a simple installation request via the ServiceNow Store, with no additional complexity or deprecated functionality to manage.

Consolidated page of all release notes for Partner Relationship Management from Yokohama to Zurich.

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 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 Partner Relationship 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 Partner Relationship Management.


Release	Release notes
Yokohama	No updates for this release.
Zurich	Data model for PRM 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 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 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 CSM Configurable Workspace. [Placeholder link text to key configure-segment-management] 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] 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. [Placeholder link text to key install-quote-management-for-channel-partners] 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] 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.

Changes

Between your current release family and Zurich, some changes were made to existing Partner Relationship 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 Partner Relationship 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 Partner Relationship 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 Partner Relationship Management.


Release	Release notes
Yokohama	Install Partner Relationship 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.
Zurich	Install Partner Relationship 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 Partner Relationship 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 Partner Relationship 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 Partner Relationship 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 Partner Relationship 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 Partner Relationship Management we have noted them here.


Release	Release notes
Yokohama	No updates for this release.
Zurich	Use the CSM Configurable Workspace to enable your enterprise administrators to view all the details that are related to their partners. See Partner Relationship Management for more information.