Feature Summary

Column Definitions:

Report = New or modified, Oracle-delivered, ready to run reports.

UI or Process-Based: Small Scale = These UI or process-based features are typically comprised of minor field, validation, or program changes. Therefore, the potential impact to users is minimal.

UI or Process-Based: Larger Scale* = These UI or process-based features have more complex designs. Therefore, the potential impact to users is higher.

Opt In Only = These features are made available for use via Opt In. No additional setup steps are required.

Opt In, Plus Additional Steps Required = To use these features you must first Opt In, then perform additional setup steps.

Steps Required (No Opt In) = Setup steps must be performed before these features can be used. For example, new or expanded BI subject areas need to first be incorporated into reports. Integration is required to utilize new web services.

Ready for Use by End Users
(Feature Delivered Enabled)

Reports plus Small Scale UI or Process-Based new features will have minimal user impact after an update. Therefore, customer acceptance testing should focus on the Larger Scale UI or Process-Based* new features.

Customer Must Take Action before Use by End Users
(Feature Delivered Disabled)

Not disruptive as action is required to make these features ready to use. As you selectively choose to leverage, you set your test and roll out timing.

Feature

Report

UI or
Process-Based:
Small Scale

UI or
Process-Based:
Larger Scale*

Customer Action:
Opt In Only

Customer Action:
Opt In, Plus Additional Steps Required

Customer Action:
Steps Required (No Opt In)

CRM Common Components Attachment fields on Activities such as File Name and Creation Date Now Available in Adaptive Search No None Setup Required
CRM Common Components Product Recommendations for Opportunity No None Setup Required
CRM Common Components Support Chinese, Japanese and Korean Language Search in Adaptive Search No None Setup Required
CRM Common Components Allow Fixing all Errors at Once while Activation or Testing Action Yes Small scale None
CRM Common Components Enter Time in Routine Actions Yes Small scale None
CRM Common Components Enter a Message Template Footer Yes Small scale None
CRM Common Components Support Sub Aggregations based on Multiple Fields on Adaptive Search REST Yes Small scale None
CX Foundation Associate a Call from an Unknown Number to a Record No None Setup Required
CX Foundation Sub-view for Activity, Notes & Interaction Items in Associated Objects No None Application Composer adjustments to expose
CX Foundation Ability to Share Interaction Outcomes with Other Stakeholders Yes Larger scale None
CX Framework Configure Actions based on Parent Context in Sub View No None Application Composer adjustments to expose
CX Framework For a Custom Object, Admin can add related objects using extension generator No None Application Composer adjustments to expose
CX Framework Support ADF REST as Data Provider for Redwood List Page Yes Larger scale None
Customer Center Ability to Drill into Rollup Field to Inspect the Components and Values that are Being Used in the Rollup Calculation Yes Small scale None
Customer Center Engagement Level for Accounts in the Interaction Summary of Account Hierarchy Subview Yes Small scale None
Customer Data Management Sellers Can View and Inspect Orders From the Redwood Customer Sales Account No None Visual Builder
Customer Data Management Review Potential Duplicates when Creating Accounts or Contacts Yes Small scale None
Enterprise Contracts Apply Expiry and Reminder Settings in Contract Envelopes from DocuSign Account No None Setup Required
Enterprise Contracts One of your ideas has been delivered from your suggestion.Sign Contracts with Adobe Acrobat Sign No None Setup Required
Enterprise Contracts One of your ideas has been delivered from your suggestion.Create Supplier Contacts from Contract Yes Small scale None
Leads and Opportunities Add Products Quickly from Opportunity Foldout View Yes Small scale None
Redwood User Experience Allow Senior Manager Sales Forecasting Metrics Drill Through Yes Small scale None
Redwood User Experience Orchestration Subview Yes Larger scale None
Redwood User Experience Setup Sales Forecasting for your Business Needs Yes Small scale None
Trading Community Architecture New Rollup Metrics Yes Small scale None
Trading Community Architecture Rollup to Calculate the Number of Notes Associated with an Object Yes Small scale None