--- 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 Sales Territory Management​ release notes for upgrades from Yokohama to Zurich # Combined Sales Territory 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 Sales Territory Management​ Release Notes for Upgrades from Yokohama to Zurich This consolidated release notes document is designed to help ServiceNow customers upgrade Sales Territory Management from the Yokohama release to the Zurich release. It summarizes new features, changes, activation instructions, and other relevant details to support a smooth upgrade process and effective use of the Sales Territory Management application. Show full answer Show less ## New Features in Zurich * **Territory Level:** Enables categorization of territories into hierarchical levels such as regional, district, area, and global. This improves territory management, reporting accuracy, and alignment of sales strategies with business complexity. * **Territory Model:** Allows configuration of a structured organizational hierarchy of territories. This model forms the basis for assigning territories to CRM entities including accounts, consumers, leads, and opportunities. It ensures consistent territory assignments, streamlines sales operations, and supports accurate forecasting and reporting. * **Territory Creation:** Provides the ability to define territories mapped to the territory model and levels, set conditions for automated CRM data assignments, and onboard members with defined roles for controlled access. * **Resources:** Territory members are assigned specific responsibilities, which control their access levels to CRM entities within the territory hierarchy, enhancing security and operational clarity. * **Properties:** Supports activation of a sales territory model by entering its sysid, which defaults to managing sales territory assignments across CRM entities. * **Run Assignments:** Executes the automated mapping of CRM entities to appropriate territories based on predefined territory conditions, including cascaded conditions, ensuring accurate and efficient territory assignments. ## Changes, Removals, and Deprecations There are no changes, feature removals, or deprecations in Sales Territory Management between Yokohama and Zurich releases. ## Activation Information Sales Territory Management must be installed via the ServiceNow Store. Customers should request installation through the Store, where additional app information and submission instructions are available. This step is essential to enable the application in the Zurich environment. ## Additional and Technical Considerations There are no new or changed additional requirements, browser requirements, accessibility information, or localization considerations for Sales Territory Management between Yokohama and Zurich releases. ## Key Benefits for ServiceNow Customers * Efficient allocation and management of sales territories aligned with business complexity. * Improved distribution and accountability of sales teams to optimize performance and minimize internal conflicts. * Enhanced security by restricting access to CRM records based on user roles within territories. * Scalable and consistent management of large sales teams through structured, rule-based territory models. 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. {#dfrn3-salesterritorymanagement-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 Sales Territory Management​. {#dfrn3-salesterritorymanagement-summary__entry__8} | Release | Release notes | |-|-| | 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__14} | 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. {#dfrn3-salesterritorymanagement-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 Sales Territory Management​ features or functionality were deprecated. {#dfrn3-salesterritorymanagement-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 Sales Territory Management​. {#dfrn3-salesterritorymanagement-summary__entry__32} | Release | Release notes | |-|-| | 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__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 Sales Territory Management​ we have noted them here. {#dfrn3-salesterritorymanagement-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 Sales Territory Management​, such as specific requirements or compliance levels. {#dfrn3-salesterritorymanagement-summary__entry__50} | 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. {#dfrn3-salesterritorymanagement-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 Sales Territory Management​ we have noted them here. {#dfrn3-salesterritorymanagement-summary__entry__62} | 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​](https://www.servicenow.com/docs/access?context=explore-sales-territory-management&family=zurich&ft:locale=en-US) for more information. | [ ]