Combined Partner Relationship Management release notes for upgrades from Xanadu to Australia
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Combined Partner Relationship Management release notes for upgrades from Xanadu to Australia
Consolidated page of all release notes for Partner Relationship Management from Xanadu to Australia.
How to use this page
To help you prepare for your upgrade, we have combined the cross-family Partner Relationship Management release notes onto one page. Read this summary of the new features, changes, and updated information for your product from Xanadu 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 Partner Relationship 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>
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 Partner Relationship Management.
<table class=“custom-rows”><thead><tr><th class=“filter”>
Release
</th><th>
Release notes
</th></tr></thead><tbody><tr><td>
Xanadu
</td><td>
No updates for this release.
</td></tr><tr><td>
Yokohama
</td><td>
Support channel partners, enterprises, and their hierarchies with a centralized data model that specifies the roles and responsibilities of channel partners and enterprises.
Enable channel partners to submit service requests, access catalog items, and manage their profiles on the self-service partner portal.
Enable channel partners to create, track, and resolve service cases efficiently with the end-to-end case management workflow on the partner portal.
</td></tr><tr><td>
Zurich
</td><td>
Install the Quote Management for Channel Partners (com.snc.partner_relationship_management_qm) plugin to enable channel partners, B2B and B2C sales representatives, and managers to create, read, update, and track quotes associated with channel partners.
Install the Order Management for Channel Partners plugin (com.snc.partner_relationship_management_orm) to facilitate the entire order life cycle, especially indirect sales and enable channel partners to track orders with channel partners.
Use the segment [sn_seg_segment] table to create records, track partner progress toward the next tier, and group partners effectively based on performance into multiple segments for tailored support, incentives, and visibility.
Provide channel partners with exclusive rights to work on a particular deal registration or customer for a period of time.
Use the configurable deal registration form to track deal registrations, information related to it, and successfully convert deal registrations to opportunities.
Use the deal registration playbook on the Partner portal to provide channel partners the flexibility to create new deal registrations and track their end to end life cycle.
Enable a user with the sn_prm.enterprise_partner_admin role to map the fields on the channel partner record to their corresponding fields on the company record.
Manage and view the partner details via the Partner workspace if you have the sn_prm.enterprise_partner_admin role or the sn_prm.enterprise_partner_rel_manager role.
Enable a user with the sn_prm.enterprise_partner_rel_manager role to manage cases, orders, sold products, and install bases by using the Partner Overview tab in the CRM Workspace.
</td></tr><tr><td>
Australia
</td><td>
Submit deal registrations for approval, configure rules by deal attributes, and auto-approve low-risk deals. Lock records during review, recall and resubmit if needed, track audit trails, and automatically notify approvers.
Create and manage structured deal registration tasks, configure auto-creation rules via Flow Designer, centralize visibility in Channel Partner workspace. Notify assigned users via email, and control data growth with retention policies.
Install the Quote Management for Channel Partners plugin (com.snc.partner_relationship_management_qm) to enable channel partners to track quotes with channel partners.
Channel partners can create, manage, and track quotes end-to-end in the Partner portal using the new Quote Self-Service application (com.sn_quote_self_service). Built on the existing Quote Management application, the guided quote creation playbook delivers a self-service quoting experience without requiring access to internal workspaces.
Install the Opportunity Management for Channel Partners plugin (com.snc.partner_relationship_management_oppty) to enable channel partners to track opportunities with channel partners.
</td></tr></tbody> </table>## Changes
Between your current release family and Australia, some changes were made to existing Partner Relationship Management features.
<table class=“custom-rows”><thead><tr><th class=“filter”>
Release
</th><th>
Release notes
</th></tr></thead><tbody><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>
Create and update deal registrations on the Partner portal to enable enterprise agents to convert them into an opportunity.
The new Partner portal landing page provides a new look and navigation to raise inquiries or register members.
</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 Partner Relationship 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>
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 Partner Relationship 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>
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 Partner Relationship Management.
<table class=“custom-rows”><thead><tr><th class=“filter”>
Release
</th><th>
Release notes
</th></tr></thead><tbody><tr><td>
Xanadu
</td><td>
No updates for this release.
</td></tr><tr><td>
Yokohama
</td><td>
-
Activation information
Install Partner Relationship 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.
Important: Partner Relationship Management is available in the ServiceNow Store. For details, see the “Activation information” section of these release notes.
</td></tr><tr><td>
Zurich
</td><td>
-
Activation information
Install Partner Relationship 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.
Important: Partner Relationship Management is available in the ServiceNow Store. For details, see the “Activation information” section of these release notes.
</td></tr><tr><td>
Australia
</td><td>
No updates for this release.
</td></tr></tbody> </table>## Additional requirements
If any additional requirements were introduced or changed for Partner Relationship 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>
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 Partner Relationship 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>
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 Partner Relationship 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>
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 Partner Relationship 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>
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 Partner Relationship 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>
Xanadu
</td><td>
No updates for this release.
</td></tr><tr><td>
Yokohama
</td><td>
-
Enable enterprises to gain real-time visibility into partner’s performance and engage with the channel partner ecosystem.
-
Enable channel partners to use the self-service Partner portal to register members, raise inquiries, and foster communication between the enterprise and partners.
See [Placeholder link text to key bundle-omgmt.exploring-partner-relationship-management] for more information.
</td></tr><tr><td>
Zurich
</td><td>
Use the CRM Workspace to enable your enterprise administrators to view all the details that are related to their partners.
See Partner Relationship Management for more information.
</td></tr><tr><td>
Australia
</td><td>
No updates for this release.
</td></tr></tbody> </table>Parent Topic:Products combined by family
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