Feature Summary

Features Delivered Disabled: Customer Action Required for Use

This table provides a summary of the features that require customer action before they can be used by end users. These features are delivered in a disabled state, and you can choose if and when to enable them.

Examples of such features include:

  • New or expanded BI subject areas that need to be incorporated into reports
  • Integration required to utilize new web services
  • Features that must be assigned to user roles before they can be accessed

These features are non-disruptive since they remain inactive until you take action. You can selectively enable them, allowing you to set your own testing and rollout schedule.

CRM Common Components

Feature Action Required
Configure Routines From Address Setup Required
Confirmation message after action is executed. Application Composer adjustments to expose
Synchronize Changes in Fixed Choice List Values to Adaptive Search Setup Required

CX Foundation

Feature Action Required
Support for additional smart actions for Activities & Interactions Setup Required

CX Framework

Feature Action Required
Reorder panel and show or hide sub-view based on a field condition Application Composer adjustments to expose
For Custom object Notes show Updated By as Name instead of ID Application Composer adjustments to expose
Using extension generator create smart actions while creating default pages for a custom object Application Composer adjustments to expose

Features Delivered Enabled: Ready for Use by End Users

This table provides a summary of the features included in the document that are ready to be used by end users.

The impact of these features can be categorized as follows:

  • Larger Scale UI or Process-Based: These features have a higher potential impact on users due to their complex designs. Focus your acceptance testing on these features.
  • Small Scale UI or Process-Based: These features have minimal impact on users and typically involve minor changes to fields, validations, or programs.
  • Report: These features have minimal impact on users and include new or modified, Oracle-delivered, ready-to-run reports.

CRM Common Components

Feature Impact
Switch Routine Owner Small scale
Export Capability For Account Hierarchy Summary Information Small scale
Extensibility support for Activities Panel Larger scale
Show Actual Values Instead of Number of Values for Choice Lists in Redwood Sales List Page Small scale
Support Multiple Values in Advanced Filtering and Allow Freezing Columns on Redwood List Page Small scale
Validation When Deleting Records Using Import Management Small scale
Enhance Sales Restricted User job role to provide Access to Redwood Sales Small scale
Support Multiple Oracle CPQ Processes Larger scale
Support Manual Field Update Step in Orchestration Small scale
Access Orchestration Attachments from the Orchestration Panel Small scale
Take Action on Skipped Steps to Complete Objectives. Small scale

Customer Center

Feature Impact
Configure Redwood Sales Accounts for Users to Select and Remove Multiple Industry Values Small scale
Enable Customers to View and Create CPQ Quotes From a Redwood Sales Account Small scale
Extend the Hierarchy Context Switcher to Include New Summary Views for Sellers in Account Hierarchy Sub-view Small scale
View Persona Specific Default Account UIs Small scale

CX Framework

Feature Impact
Call a smart action when a parameter is passed in detail page url. Small scale
Edit a Record via Drawer Pane on Redwood List Page Small scale

Customer Hub

Feature Impact
Hide Duplicate Accounts from List and Picker Small scale