--- sourceDocument: zurich Combined Product Files sourceDocumentLink: https://www.servicenow.com/docs/r/zurich/delta-xanadu-zurich Release : - zurich ft:locale : - en-US ft:publication_title : - zurich Combined Product Files ft:clusterId : - delta3zx bundleId : - delta3zx --- # Combined Sales Territory Management​ release notes for upgrades from Xanadu to Zurich # Combined Sales Territory Management​ release notes for upgrades from Xanadu to Zurich {#ariaid-title1} Release version: Zurich Updated October 8, 2026 ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 4 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 from Xanadu to Zurich This consolidated guide provides ServiceNow customers with essential information for upgrading Sales Territory Management from the Xanadu release family through to Zurich. It includes new features, important upgrade tasks, activation instructions, and highlights to help you prepare and optimize the use of Sales Territory Management in your CRM environment. Show full answer Show less ## New Features in Zurich * **Territory Level:** Define territory categories such as regional, district, area, and global. This enables more precise territory management, improved reporting accuracy, and alignment of sales strategies with business complexity. * **Territory Model:** Configure a structured organizational hierarchy of territories. This model supports consistent assignment of territories to CRM entities like accounts, consumers, leads, and opportunities, facilitating streamlined sales operations and accurate forecasting. * **Territory Creation:** Create and map territories to the territory model and levels to maintain hierarchy. You can set conditions for automated CRM entity assignments and onboard members with defined roles to control access. * **Resources:** Assign territory members with responsibilities that determine their access levels within the territory hierarchy, ensuring secure and role-appropriate interactions with CRM data. * **Properties and Assignments:** Use the sysid of an active territory model to apply the sales territory structure to CRM entities. Run automated assignments that evaluate CRM entities against territory-specific and cascaded conditions to optimize mapping. ## Upgrade and Activation Guidance * Review and complete pre- and post-upgrade tasks to ensure a smooth transition to Zurich. * Sales Territory Management is available for installation via the ServiceNow Store. Customers should request the app there and can access version history and cumulative release notes for additional context. ## Changes, Removals, and Deprecations No updates, removals, or deprecations were introduced in the Sales Territory Management features between Xanadu, Yokohama, and Zurich releases. ## Additional Considerations * No changes in browser requirements, accessibility, localization, or additional technical prerequisites were noted for this release. * Security and compliance are reinforced by role-based access control within territories, ensuring only authorized users access specific CRM records. * The structured, rule-based territory model supports scalability and clarity for managing large sales teams efficiently. ## Key Outcomes * Efficient allocation of sales regions aligned with business complexity. * Fair and transparent distribution of sales responsibilities to minimize internal conflicts and enhance accountability. * Improved security by restricting access to CRM data based on territory roles and responsibilities. * Optimized sales operations with consistent territory assignments and streamlined forecasting. Consolidated page of all release notes for Sales Territory Management​ from Xanadu 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 Xanadu 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. {#dfrn3-salesterritorymanagement-summary__entry__2} | Release | Release notes | |-|-| | Xanadu | No updates for this release. | | 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​. {#dfrn3-salesterritorymanagement-summary__entry__10} | Release | Release notes | |-|-| | Xanadu | No updates for this release. | | Yokohama | No updates for this release. | | 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. | [ ] ## Changes Between your current release family and Zurich, some changes were made to existing Sales Territory Management​ features. {#dfrn3-salesterritorymanagement-summary__entry__18} | Release | Release notes | |-|-| | Xanadu | No updates for this release. | | 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. {#dfrn3-salesterritorymanagement-summary__entry__26} | Release | Release notes | |-|-| | Xanadu | No updates for this release. | | 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. {#dfrn3-salesterritorymanagement-summary__entry__34} | Release | Release notes | |-|-| | Xanadu | No updates for this release. | | Yokohama | No updates for this release. | | Zurich | No updates for this release. | [ ] ## Activation information Review information on how to activate Sales Territory Management​. {#dfrn3-salesterritorymanagement-summary__entry__42} | Release | Release notes | |-|-| | Xanadu | No updates for this release. | | Yokohama | No updates for this release. | | 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. | [ ] ## 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 | |-|-| | Xanadu | No updates for this release. | | 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. {#dfrn3-salesterritorymanagement-summary__entry__58} | Release | Release notes | |-|-| | Xanadu | No updates for this release. | | 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. {#dfrn3-salesterritorymanagement-summary__entry__66} | Release | Release notes | |-|-| | Xanadu | No updates for this release. | | 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. {#dfrn3-salesterritorymanagement-summary__entry__74} | Release | Release notes | |-|-| | Xanadu | No updates for this release. | | 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. {#dfrn3-salesterritorymanagement-summary__entry__82} | Release | Release notes | |-|-| | Xanadu | No updates for this release. | | 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​](https://www.servicenow.com/docs/access?context=explore-sales-territory-management&family=zurich&ft:locale=en-US) for more information. | [ ]