{"revision":"c10276e953456835cdbb1f3a60d58ae1980be353","document":{"id":8659,"path":"delta-yokohama-australia/australia-yokohama-salesterritorymanagement-release-notes.md","title":"Combined Sales Territory Management​ release notes for upgrades from Yokohama to Australia","bundle":null,"doc_type":null,"release":"australia","body":"\n# Combined Sales Territory Management​ release notes for upgrades from Yokohama to Australia\n\nConsolidated page of all release notes for Sales Territory Management​ from Yokohama to Australia.\n\n## How to use this page\n\nTo 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 Australia.\n\n**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.\"\n\n## Important information for upgrading Sales Territory Management​ to Australia\n\nBefore you upgrade to Australia, review these pre- and post-upgrade tasks and complete the tasks as needed.\n\n<table class=\"custom-rows\"><thead><tr><th class=\"filter\">\n\nRelease\n\n</th><th>\n\nRelease notes\n\n</th></tr></thead><tbody><tr><td>\n\nYokohama\n\n</td><td>\n\nNo updates for this release.\n\n</td></tr><tr><td>\n\nZurich\n\n</td><td>\n\nNo updates for this release.\n\n</td></tr><tr><td>\n\nAustralia\n\n</td><td>\n\nNo updates for this release.\n\n</td></tr></tbody>\n</table>## New features\n\nBetween your current release family and Australia, new features were introduced for Sales Territory Management​.\n\n<table class=\"custom-rows\"><thead><tr><th class=\"filter\">\n\nRelease\n\n</th><th>\n\nRelease notes\n\n</th></tr></thead><tbody><tr><td>\n\nYokohama\n\n</td><td>\n\nNo updates for this release.\n\n</td></tr><tr><td>\n\nZurich\n\n</td><td>\n\n-   **[Territory level](https://www.servicenow.com/docs/access?context=configure-territory-levels&family=zurich&ft:locale=en-US)**\n\nConfigure 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.\n\n-   **[Territory model](https://www.servicenow.com/docs/access?context=configure-territory-model&family=zurich&ft:locale=en-US)**\n\nConfigure 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.\n\n-   **[Territory](https://www.servicenow.com/docs/access?context=configure-territories&family=zurich&ft:locale=en-US)**\n\nCreate 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.\n\n-   **[Resources](https://www.servicenow.com/docs/access?context=configure-resources&family=zurich&ft:locale=en-US)**\n\nTerritory members are added with their designated responsibilities. These responsibilities determine the level of access each user has to CRM entities within the territory hierarchy.\n\n-   **[Properties](https://www.servicenow.com/docs/access?context=configure-properties&family=zurich&ft:locale=en-US)**\n\nTo 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.\n\n-   **[Run Assignments](https://www.servicenow.com/docs/access?context=run-assignments&family=zurich&ft:locale=en-US)**\n\nExecute 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.\n\n\n</td></tr><tr><td>\n\nAustralia\n\n</td><td>\n\n-   **[Sales Territory Management​ users](https://www.servicenow.com/docs/access?context=components-installed-sales-territory-management&family=australia&ft:locale=en-US)**\n\nActivate the Sales Territory Management plugin to install the Sales Territory Member role for sales execution within assigned territories, with defined ownership, accountability, and territory‑based CRM record assignment.\n\n\n</td></tr></tbody>\n</table>## Changes\n\nBetween your current release family and Australia, some changes were made to existing Sales Territory Management​ features.\n\n<table class=\"custom-rows\"><thead><tr><th class=\"filter\">\n\nRelease\n\n</th><th>\n\nRelease notes\n\n</th></tr></thead><tbody><tr><td>\n\nYokohama\n\n</td><td>\n\nNo updates for this release.\n\n</td></tr><tr><td>\n\nZurich\n\n</td><td>\n\nNo updates for this release.\n\n</td></tr><tr><td>\n\nAustralia\n\n</td><td>\n\nNo updates for this release.\n\n</td></tr></tbody>\n</table>## Removed\n\nBetween your current release family and Australia, some Sales Territory Management​ features or functionality were removed.\n\n<table class=\"custom-rows\"><thead><tr><th class=\"filter\">\n\nRelease\n\n</th><th>\n\nRelease notes\n\n</th></tr></thead><tbody><tr><td>\n\nYokohama\n\n</td><td>\n\nNo updates for this release.\n\n</td></tr><tr><td>\n\nZurich\n\n</td><td>\n\nNo updates for this release.\n\n</td></tr><tr><td>\n\nAustralia\n\n</td><td>\n\nNo updates for this release.\n\n</td></tr></tbody>\n</table>## Deprecations\n\nBetween your current release family and Australia, some Sales Territory Management​ features or functionality were deprecated.\n\n<table class=\"custom-rows\"><thead><tr><th class=\"filter\">\n\nRelease\n\n</th><th>\n\nRelease notes\n\n</th></tr></thead><tbody><tr><td>\n\nYokohama\n\n</td><td>\n\nNo updates for this release.\n\n</td></tr><tr><td>\n\nZurich\n\n</td><td>\n\nNo updates for this release.\n\n</td></tr><tr><td>\n\nAustralia\n\n</td><td>\n\nNo updates for this release.\n\n</td></tr></tbody>\n</table>## Activation information\n\nReview information on how to activate Sales Territory Management​.\n\n<table class=\"custom-rows\"><thead><tr><th class=\"filter\">\n\nRelease\n\n</th><th>\n\nRelease notes\n\n</th></tr></thead><tbody><tr><td>\n\nYokohama\n\n</td><td>\n\nNo updates for this release.\n\n</td></tr><tr><td>\n\nZurich\n\n</td><td>\n\n-   **Activation information**\n\nInstall 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).\n\n\n**Important:** Sales Territory Management​ is available in the ServiceNow Store. For details, see the \"Activation information\" section of these release notes.\n\n</td></tr><tr><td>\n\nAustralia\n\n</td><td>\n\n-   **Activation information**\n\nInstall Sales Territory Management​ by requesting it from the ServiceNow Store. Visit the [ServiceNow Store](https://store.servicenow.com/sn_appstore_store.do#!/store/home) 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=australia&ft:locale=en-US).\n\n\n**Important:** Sales Territory Management​ is available in the ServiceNow Store. For details, see the \"Activation information\" section of these release notes.\n\n</td></tr></tbody>\n</table>## Additional requirements\n\nIf any additional requirements were introduced or changed for Sales Territory Management​ we have noted them here.\n\n<table class=\"custom-rows\"><thead><tr><th class=\"filter\">\n\nRelease\n\n</th><th>\n\nRelease notes\n\n</th></tr></thead><tbody><tr><td>\n\nYokohama\n\n</td><td>\n\nNo updates for this release.\n\n</td></tr><tr><td>\n\nZurich\n\n</td><td>\n\nNo updates for this release.\n\n</td></tr><tr><td>\n\nAustralia\n\n</td><td>\n\nNo updates for this release.\n\n</td></tr></tbody>\n</table>## Browser requirements\n\nIf any specific browser requirements were introduced or changed for Sales Territory Management​ we have noted them here.\n\n<table class=\"custom-rows\"><thead><tr><th class=\"filter\">\n\nRelease\n\n</th><th>\n\nRelease notes\n\n</th></tr></thead><tbody><tr><td>\n\nYokohama\n\n</td><td>\n\nNo updates for this release.\n\n</td></tr><tr><td>\n\nZurich\n\n</td><td>\n\nNo updates for this release.\n\n</td></tr><tr><td>\n\nAustralia\n\n</td><td>\n\nNo updates for this release.\n\n</td></tr></tbody>\n</table>## Accessibility information\n\nReview details on accessibility information for Sales Territory Management​, such as specific requirements or compliance levels.\n\n<table class=\"custom-rows\"><thead><tr><th class=\"filter\">\n\nRelease\n\n</th><th>\n\nRelease notes\n\n</th></tr></thead><tbody><tr><td>\n\nYokohama\n\n</td><td>\n\nNo updates for this release.\n\n</td></tr><tr><td>\n\nZurich\n\n</td><td>\n\nNo updates for this release.\n\n</td></tr><tr><td>\n\nAustralia\n\n</td><td>\n\nNo updates for this release.\n\n</td></tr></tbody>\n</table>## Localization information\n\nIf there are specific localization considerations for Sales Territory Management​ we have noted them here.\n\n<table class=\"custom-rows\"><thead><tr><th class=\"filter\">\n\nRelease\n\n</th><th>\n\nRelease notes\n\n</th></tr></thead><tbody><tr><td>\n\nYokohama\n\n</td><td>\n\nNo updates for this release.\n\n</td></tr><tr><td>\n\nZurich\n\n</td><td>\n\nNo updates for this release.\n\n</td></tr><tr><td>\n\nAustralia\n\n</td><td>\n\nNo updates for this release.\n\n</td></tr></tbody>\n</table>## Highlight information\n\nIf there are specific highlight considerations for Sales Territory Management​ we have noted them here.\n\n<table class=\"custom-rows\"><thead><tr><th class=\"filter\">\n\nRelease\n\n</th><th>\n\nRelease notes\n\n</th></tr></thead><tbody><tr><td>\n\nYokohama\n\n</td><td>\n\nNo updates for this release.\n\n</td></tr><tr><td>\n\nZurich\n\n</td><td>\n\n-   Allocate sales regions efficiently to align with business complexity and distribute the sales teams for optimal performance.\n-   Verify the fair distribution of sales among sales representatives to reduce internal conflict, enhance accountability, and consistent performance across the sales organization.\n-   Verify that only authorized users access specific records, maintaining security and compliance.\n-   Manage large sales teams efficiently with a structured, rule-based method that verifies clarity, consistency, and scalability.\n\n See [Sales Territory Management​](https://www.servicenow.com/docs/access?context=explore-sales-territory-management&family=zurich&ft:locale=en-US) for more information.\n\n</td></tr><tr><td>\n\nAustralia\n\n</td><td>\n\nSales Territory Member role gets access to view the sales territory associated on the CRM entities like Lead, Opportunity, Account, or Consumer.\n\n See [Sales Territory Management​](https://www.servicenow.com/docs/access?context=explore-sales-territory-management&family=australia&ft:locale=en-US) for more information.\n\n</td></tr></tbody>\n</table>**Parent Topic:**[Products combined by family](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/delta-yokohama-australia/rn-combined-intro.md)\n\n"}}