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 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 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. |
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Feature |
Report |
UI or |
UI or |
Customer Action: |
Customer Action: |
Customer Action: |
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 | ![]() |
No | None | Setup Required | ||
Enterprise Contracts | ![]() |
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 |