--- sourceDocument: zurich Combined Product Files sourceDocumentLink: https://www.servicenow.com/docs/r/zurich/delta-yokohama-zurich Release : - zurich ft:locale : - en-US ft:publication_title : - zurich Combined Product Files ft:clusterId : - delta3zy bundleId : - delta3zy --- # Combined Lead-to-Cash Process Management release notes for upgrades from Yokohama to Zurich # Combined Lead-to-Cash Process Management release notes for upgrades from Yokohama 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 Lead-to-Cash Process Management Release Notes for Upgrades from Yokohama to Zurich This consolidated release notes document guides ServiceNow customers upgrading Lead-to-Cash Process Management from the Yokohama release family to Zurich. It highlights new features, changes, activation details, and other critical information to facilitate a smooth upgrade and effective use of the product. Show full answer Show less ## New Features in Zurich * **Business Object Setup:** Define and organize sales entities and their relationships into business object groups (e.g., opportunity, quote, order) to visually represent the sales process hierarchy. * **Sales Process Records:** Sales managers and contract administrators can create sales process records for individual accounts, enabling tailored management of sales cycles. * **Sales Dashboard:** A centralized interface allows visualization and management of the sales process via a node map that displays hierarchical relationships between sales entities. Features include: * Toggle between active monitoring (hard links) and database relationships (soft links) to control scope. * Checklists to capture required sales activities. * Access to detailed information on line items, tasks, emails, and other related entities. * File and attachment management directly within sales process records. * **Dashboard Customization:** Customize the number of hierarchy levels shown and the details displayed on node map tiles through system properties and decision tables. Predefined filters help consolidate and view task statuses such as in-progress items. * **Business Process Tasks:** Ability to create and link business process tasks with sales process records, visible under the Tasks tab, improving task tracking and management. ## Changes * **Coral Theme:** Zurich introduces Coral as the default theme for new portals, web, and mobile experiences using Next Experience or Core UI. This theme offers a modern, brand-neutral look with an optional dark mode to reduce eye strain and enhance readability. ## Activation and Availability Lead-to-Cash Process Management must be requested and installed via the **ServiceNow Store**. Customers can visit the store to view available apps, submit requests, and access cumulative release notes. ## Additional Information * **Browser and Accessibility:** No new browser requirements were introduced. The Coral theme's dark mode improves accessibility by reducing eye strain. * **Localization and Highlight Notes:** No updates or special considerations noted for either release. ## Key Outcomes * Enhanced ability to define, visualize, and monitor complex sales and order-to-cash processes in a unified, customizable dashboard. * Improved operational efficiency by tracking milestones, identifying potential delays early, and supporting on-time deliveries. * Streamlined user experience with a modern, accessible interface and centralized task management. 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. {#dfrn3-leadtocashprocessmanagement-summary__entry__2} | 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. {#dfrn3-leadtocashprocessmanagement-summary__entry__8} | Release | Release notes | |-|-| | Yokohama | No updates for this release. | | Zurich | [Set up business objects](https://www.servicenow.com/docs/access?context=create-business-object-group-define-entity-relationship&family=zurich&ft:locale=en-US) : 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](https://www.servicenow.com/docs/access?context=create-sales-process-record&family=zurich&ft:locale=en-US) : Enable sales managers and contract administrators to create sales process records for individual accounts. [Monitor sales process using sales dashboard](https://www.servicenow.com/docs/access?context=navigating-sales-process-dashboard&family=zurich&ft:locale=en-US) : 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](https://www.servicenow.com/docs/access?context=customizing-sales-process-dashboard&family=zurich&ft:locale=en-US) : * 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](https://www.servicenow.com/docs/access?context=create-business-process-tasks&family=zurich&ft:locale=en-US) : 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. {#dfrn3-leadtocashprocessmanagement-summary__entry__14} | Release | Release notes | |-|-| | Yokohama | No updates for this release. | | Zurich | Coral theme : Coral is now the default theme for new portal, web, and mobile experiences with Next Experience or Core UI enabled. This theme provides a fresh look and feel, featuring brand-neutral illustrations to enhance your user experience. A dark theme option is available for web and mobile experiences. | [ ] ## Removed Between your current release family and Zurich, some Lead-to-Cash Process Management features or functionality were removed. {#dfrn3-leadtocashprocessmanagement-summary__entry__20} | 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. {#dfrn3-leadtocashprocessmanagement-summary__entry__26} | 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. {#dfrn3-leadtocashprocessmanagement-summary__entry__32} | Release | Release notes | |-|-| | Yokohama | No updates for this release. | | Zurich | Activation information : Install Lead-to-Cash Process 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: Lead-to-Cash Process 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 Lead-to-Cash Process Management we have noted them here. {#dfrn3-leadtocashprocessmanagement-summary__entry__38} | 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. {#dfrn3-leadtocashprocessmanagement-summary__entry__44} | 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. {#dfrn3-leadtocashprocessmanagement-summary__entry__50} | Release | Release notes | |-|-| | Yokohama | No updates for this release. | | Zurich | Accessibility information : Dark theme : The new Coral theme includes a dark theme option for web and mobile experiences. This option is commonly used to alleviate eye strain and improve readability. | [ ] ## Localization information If there are specific localization considerations for Lead-to-Cash Process Management we have noted them here. {#dfrn3-leadtocashprocessmanagement-summary__entry__56} | 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. {#dfrn3-leadtocashprocessmanagement-summary__entry__62} | 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](https://www.servicenow.com/docs/access?context=explore-lead-cash-process-management&family=zurich&ft:locale=en-US) for more information. | [ ]