Combined Sales Territory Management​ release notes for upgrades from Washington DC to Australia

Consolidated page of all release notes for Sales Territory Management​ from Washington DC to Australia.

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 Washington DC to Australia.

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 Australia

Before you upgrade to Australia, review these pre- and post-upgrade tasks and complete the tasks as needed.

<table class=“custom-rows”><thead><tr><th class=“filter”>

Release

</th><th>

Release notes

</th></tr></thead><tbody><tr><td>

Washington DC

</td><td>

No updates for this release.

</td></tr><tr><td>

Xanadu

</td><td>

No updates for this release.

</td></tr><tr><td>

Yokohama

</td><td>

No updates for this release.

</td></tr><tr><td>

Zurich

</td><td>

No updates for this release.

</td></tr><tr><td>

Australia

</td><td>

No updates for this release.

</td></tr></tbody> </table>## New features

Between your current release family and Australia, new features were introduced for Sales Territory Management​.

<table class=“custom-rows”><thead><tr><th class=“filter”>

Release

</th><th>

Release notes

</th></tr></thead><tbody><tr><td>

Washington DC

</td><td>

No updates for this release.

</td></tr><tr><td>

Xanadu

</td><td>

No updates for this release.

</td></tr><tr><td>

Yokohama

</td><td>

No updates for this release.

</td></tr><tr><td>

Zurich

</td><td>

• Territory level

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

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

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

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

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

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.

</td></tr><tr><td>

Australia

</td><td>

• Sales Territory Management​ users

Activate 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.

</td></tr></tbody> </table>## Changes

Between your current release family and Australia, some changes were made to existing Sales Territory Management​ features.

<table class=“custom-rows”><thead><tr><th class=“filter”>

Release

</th><th>

Release notes

</th></tr></thead><tbody><tr><td>

Washington DC

</td><td>

No updates for this release.

</td></tr><tr><td>

Xanadu

</td><td>

No updates for this release.

</td></tr><tr><td>

Yokohama

</td><td>

No updates for this release.

</td></tr><tr><td>

Zurich

</td><td>

No updates for this release.

</td></tr><tr><td>

Australia

</td><td>

No updates for this release.

</td></tr></tbody> </table>## Removed

Between your current release family and Australia, some Sales Territory Management​ features or functionality were removed.

<table class=“custom-rows”><thead><tr><th class=“filter”>

Release

</th><th>

Release notes

</th></tr></thead><tbody><tr><td>

Washington DC

</td><td>

No updates for this release.

</td></tr><tr><td>

Xanadu

</td><td>

No updates for this release.

</td></tr><tr><td>

Yokohama

</td><td>

No updates for this release.

</td></tr><tr><td>

Zurich

</td><td>

No updates for this release.

</td></tr><tr><td>

Australia

</td><td>

No updates for this release.

</td></tr></tbody> </table>## Deprecations

Between your current release family and Australia, some Sales Territory Management​ features or functionality were deprecated.

<table class=“custom-rows”><thead><tr><th class=“filter”>

Release

</th><th>

Release notes

</th></tr></thead><tbody><tr><td>

Washington DC

</td><td>

No updates for this release.

</td></tr><tr><td>

Xanadu

</td><td>

No updates for this release.

</td></tr><tr><td>

Yokohama

</td><td>

No updates for this release.

</td></tr><tr><td>

Zurich

</td><td>

No updates for this release.

</td></tr><tr><td>

Australia

</td><td>

No updates for this release.

</td></tr></tbody> </table>## Activation information

Review information on how to activate Sales Territory Management​.

<table class=“custom-rows”><thead><tr><th class=“filter”>

Release

</th><th>

Release notes

</th></tr></thead><tbody><tr><td>

Washington DC

</td><td>

No updates for this release.

</td></tr><tr><td>

Xanadu

</td><td>

No updates for this release.

</td></tr><tr><td>

Yokohama

</td><td>

No updates for this release.

</td></tr><tr><td>

Zurich

</td><td>

Install Sales Territory Management​ by requesting it from the ServiceNow Store. Visit the ServiceNow Store 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.

</td></tr><tr><td>

Australia

</td><td>

Install Sales Territory Management​ by requesting it from the ServiceNow Store. Visit the ServiceNow Store 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.

</td></tr></tbody> </table>## Additional requirements

If any additional requirements were introduced or changed for Sales Territory Management​ we have noted them here.

<table class=“custom-rows”><thead><tr><th class=“filter”>

Release

</th><th>

Release notes

</th></tr></thead><tbody><tr><td>

Washington DC

</td><td>

No updates for this release.

</td></tr><tr><td>

Xanadu

</td><td>

No updates for this release.

</td></tr><tr><td>

Yokohama

</td><td>

No updates for this release.

</td></tr><tr><td>

Zurich

</td><td>

No updates for this release.

</td></tr><tr><td>

Australia

</td><td>

No updates for this release.

</td></tr></tbody> </table>## Browser requirements

If any specific browser requirements were introduced or changed for Sales Territory Management​ we have noted them here.

<table class=“custom-rows”><thead><tr><th class=“filter”>

Release

</th><th>

Release notes

</th></tr></thead><tbody><tr><td>

Washington DC

</td><td>

No updates for this release.

</td></tr><tr><td>

Xanadu

</td><td>

No updates for this release.

</td></tr><tr><td>

Yokohama

</td><td>

No updates for this release.

</td></tr><tr><td>

Zurich

</td><td>

No updates for this release.

</td></tr><tr><td>

Australia

</td><td>

No updates for this release.

</td></tr></tbody> </table>## Accessibility information

Review details on accessibility information for Sales Territory Management​, such as specific requirements or compliance levels.

<table class=“custom-rows”><thead><tr><th class=“filter”>

Release

</th><th>

Release notes

</th></tr></thead><tbody><tr><td>

Washington DC

</td><td>

No updates for this release.

</td></tr><tr><td>

Xanadu

</td><td>

No updates for this release.

</td></tr><tr><td>

Yokohama

</td><td>

No updates for this release.

</td></tr><tr><td>

Zurich

</td><td>

No updates for this release.

</td></tr><tr><td>

Australia

</td><td>

No updates for this release.

</td></tr></tbody> </table>## Localization information

If there are specific localization considerations for Sales Territory Management​ we have noted them here.

<table class=“custom-rows”><thead><tr><th class=“filter”>

Release

</th><th>

Release notes

</th></tr></thead><tbody><tr><td>

Washington DC

</td><td>

No updates for this release.

</td></tr><tr><td>

Xanadu

</td><td>

No updates for this release.

</td></tr><tr><td>

Yokohama

</td><td>

No updates for this release.

</td></tr><tr><td>

Zurich

</td><td>

No updates for this release.

</td></tr><tr><td>

Australia

</td><td>

No updates for this release.

</td></tr></tbody> </table>## Highlight information

If there are specific highlight considerations for Sales Territory Management​ we have noted them here.

<table class=“custom-rows”><thead><tr><th class=“filter”>

Release

</th><th>

Release notes

</th></tr></thead><tbody><tr><td>

Washington DC

</td><td>

No updates for this release.

</td></tr><tr><td>

Xanadu

</td><td>

No updates for this release.

</td></tr><tr><td>

Yokohama

</td><td>

No updates for this release.

</td></tr><tr><td>

Zurich

</td><td>

• 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​ for more information.

</td></tr><tr><td>

Australia

</td><td>

Sales Territory Member role gets access to view the sales territory associated on the CRM entities like Lead, Opportunity, Account, or Consumer.

See Sales Territory Management​ for more information.

</td></tr></tbody> </table>Parent Topic:Products combined by family