Combined Customer self-service for Sales and Order 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 Customer self-service for Sales and Order Management release notes for upgrades from Yokohama to Zurich

    This consolidated release notes document assists ServiceNow customers in preparing for upgrades of the Customer self-service for Sales and Order Management product from Yokohama to Zurich. It summarizes key new features, important upgrade instructions, and activation requirements relevant to this upgrade. The release focuses on enhancing the sales and order management experience primarily through a new Sales Cart plugin and an improved Request for Quote (RFQ) process.

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    Key Features

    • New Order Checkout Experience and Sales Cart Plugin: The Zurich release introduces a new snsalescart plugin that delivers a persistent shopping cart for B2B customers, preserving products and configurations across sessions and devices. This enables customers to resume shopping without losing progress and supports downloading cart summaries in PDF for collaboration and offline order placement.
    • Customer-Initiated RFQs: Customers can now request quotes directly from the Business Portal without manual outreach. They can specify budgets, track RFQ status in real time, and convert RFQs into quotes and orders seamlessly. All RFQs can be managed within the CSM/FSM Configurable Workspace, eliminating offline tracking.
    • Flexible Checkout Options: Customers can select or modify billing and shipping addresses during checkout, enhancing order flexibility and accuracy.

    Important Upgrade Information

    Before upgrading to Zurich, administrators must perform the post-upgrade order migration to ensure customers retain products added to their carts. Failure to complete this step can cause loss of cart contents, negatively impacting the customer experience.

    Activation and Installation

    To enable the new features in Zurich, customers need to install the following applications via the ServiceNow Store:

    • Customer Request for Quote plugin (sncustrfq)
    • Sales Cart plugin (snsalescart)

    Additional Notes

    • There are no changes, removals, or deprecations from Yokohama to Zurich for this product.
    • There are no new browser, accessibility, or localization requirements introduced in Zurich.

    Key Outcomes

    • Enable B2B customers to independently request quotes and accelerate sales cycles.
    • Provide a seamless, persistent shopping cart experience that supports collaboration and easier order placement.
    • Improve overall customer autonomy and satisfaction by streamlining quote-to-order and checkout processes.

    Consolidated page of all release notes for Customer self-service for Sales and Order Management from Yokohama to Zurich.

    How to use this page

    To help you prepare for your upgrade, we have combined the cross-family Customer self-service for Sales and Order 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 Customer self-service for Sales and Order 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

    The new order checkout experience and improved cart capabilities are delivered through a new Sales Cart plugin (sn_sales_cart). As an admin, you must perform the Post-upgrade order migration to continue providing a seamless experience for your customers. Failing to perform the upgrade steps can result in your customers losing products added to their carts.

    New features

    Between your current release family and Zurich, new features were introduced for Customer self-service for Sales and Order Management.

    Release Release notes

    Yokohama

    		 No updates for this release.

    Zurich
    Customer-initiated RFQs
    Request quotes for products and services without relying on manual outreach. The RFQ feature in the Business Portal streamlines the quoting process by enabling customers to:
    • Submit quote requests from within their portal experience
    • Specify the overall budget and cumulative target price for each top-level product
    • Track RFQ status and quotes in real time
    • Accelerate sales response time with seamless quote-to-order conversion
    Generate quotes from RFQs
    View all RFQs submitted through the Business Portal in the CSM/FSM Configurable Workspace, eliminating the need for managing and tracking them offline. Convert RFQs into quotes with a single action, accelerating the quote-to-order process, improving turnaround times, and enabling scalable quote management.
    Create orders from the Business Portal
    Deploying the Sales Cart plugin provides the following advantages to your B2B customers when they order products using the Business Portal:
    • Preserve products and configurations added to the cart across sessions and devices so customers can review or update their selections without placing an order. They don't have to start their shopping process all over again if they get interrupted, leave the site, or decide to come back later.
    • Enable better collaboration and decision making by downloading a cart summary in PDF format and reviewing products to be purchased and terms and conditions with business stakeholders.
    • Sign the acknowledgment section and share the cart summary PDF with the seller to place an offline order.
    • Provide the flexibility to select or modify billing and shipping addresses during the checkout process.

    Changes

    Between your current release family and Zurich, some changes were made to existing Customer self-service for Sales and Order 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 Customer self-service for Sales and Order 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 Customer self-service for Sales and Order 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 Customer self-service for Sales and Order Management.

    Release Release notes

    Yokohama

    		 No updates for this release.

    Zurich
    Install the following applications by requesting them from the ServiceNow Store:
    • Customer Request for Quote plugin (sn_cust_rfq)
    • Sales Cart plugin (sn_sales_cart)

    Additional requirements

    If any additional requirements were introduced or changed for Customer self-service for Sales and Order 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 Customer self-service for Sales and Order 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 Customer self-service for Sales and Order 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 Customer self-service for Sales and Order 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 Customer self-service for Sales and Order Management we have noted them here.

    Release Release notes

    Yokohama

    		 No updates for this release.

    Zurich
    • Enable B2B customers to request for quotes (RFQ) from the Business Portal, improving customer autonomy and reducing sales cycle time.
    • Provide a persistent shopping cart experience to your B2B customers.
    • Enable your customers to download and share their cart summary with other stakeholders.
    • Provide seamless order checkout and an easy order creation process to your customers.

    See Self-Service for Sales and Order Management for more information.