Feature Summary

Impact to Existing Processes Definitions
  • Larger scale: These features have a higher potential impact on users due to their complex designs. Focus your acceptance testing on these features.
  • Small scale: 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.
  • None: These features are not delivered enabled. These features will need steps to use. You can choose if and when to enable them.

Download feature summary table.

Module Feature Delivered Enabled Impact to Existing Processes Action to Enable
CRM Common Components Configure Routines From Address No None Setup Required
CRM Common Components Confirmation message after action is executed. No None Application Composer adjustments to expose
CRM Common Components Synchronize Changes in Fixed Choice List Values to Adaptive Search No None Setup Required
CRM Common Components Access Orchestration Attachments from the Orchestration Panel Yes Small scale None
CRM Common Components Enhance Sales Restricted User job role to provide Access to Redwood Sales Yes Small scale None
CRM Common Components Export Capability For Account Hierarchy Summary Information Yes Small scale None
CRM Common Components Extensibility support for Activities Panel Yes Larger scale None
CRM Common Components Show Actual Values Instead of Number of Values for Choice Lists in Redwood Sales List Page Yes Small scale None
CRM Common Components Support Manual Field Update Step in Orchestration Yes Small scale None
CRM Common Components Support Multiple Oracle CPQ Processes Yes Larger scale None
CRM Common Components Support Multiple Values in Advanced Filtering and Allow Freezing Columns on Redwood List Page Yes Small scale None
CRM Common Components Switch Routine Owner Yes Small scale None
CRM Common Components Take Action on Skipped Steps to Complete Objectives. Yes Small scale None
CRM Common Components Validation When Deleting Records Using Import Management Yes Small scale None
CX Foundation Support for additional smart actions for Activities & Interactions No None Setup Required
CX Framework For Custom object Notes show Updated By as Name instead of ID No None Application Composer adjustments to expose
CX Framework Reorder panel and show or hide sub-view based on a field condition No None Application Composer adjustments to expose
CX Framework Using extension generator create smart actions while creating default pages for a custom object No None Application Composer adjustments to expose
CX Framework Call a smart action when a parameter is passed in detail page url. Yes Small scale None
CX Framework Edit a Record via Drawer Pane on Redwood List Page Yes Small scale None
CX Sales Mobile Act on REST and Object Function-based custom Smart Actions on Mobile No None Application Composer adjustments to expose
CX Sales Mobile Inform sellers when appointment creation or update will notify contacts via Outlook. No None Application Composer adjustments to expose
Customer Center Configure Redwood Sales Accounts for Users to Select and Remove Multiple Industry Values Yes Small scale None
Customer Center Enable Customers to View and Create CPQ Quotes From a Redwood Sales Account Yes Small scale None
Customer Center Extend the Hierarchy Context Switcher to Include New Summary Views for Sellers in Account Hierarchy Sub-view Yes Small scale None
Customer Center View Persona Specific Default Account UIs Yes Small scale None
Customer Data Management View Leads for Duplicate Accounts and Account Hierarchy Yes Small scale None
Enterprise Contracts Manage Signed Contract Documents No None Opt In plus Setup
Enterprise Contracts One of your ideas has been delivered from your suggestion.Sign Contracts with Adobe Acrobat Sign No None Setup Required
Enterprise Contracts Manage Contract Validations Yes Small scale None
Enterprise Contracts One of your ideas has been delivered from your suggestion.Support Date and Number Data Types in Party Descriptive Flexfield Yes Small scale None
Next Gen Sales User Experience Enable Product Group Membership in Product Workbench No None Setup Required
Next Gen Sales User Experience Enhancement to filters on non-feed sub-views. Yes Small scale None
Sales Analytics Interactions User Adoption Reporting in Application Usage Insights Yes Small scale None
Sales for Microsoft 365 Enable Microsoft Teams Collaboration in the Redwood User Experience No None Setup Required
Sales for Microsoft 365 Track Microsoft Azure Application Client Secret Expiration Date No None Setup Required
Sales for Microsoft 365 Keep users authenticated for Microsoft Standard Sync process with automatic refresh of the authentication tokens Yes Small scale None
Sales for Outlook Compose Emails in outlook using Templates Yes Larger scale None