Feature Summary

Impact to Existing Processes Definitions
  • Large 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.
  • Potential Setup: Features showing Potential Setup in Actions to Enable indicate that there is prerequisite or optional configuration to consider. This may change the feature's impact to your business processes.

Download feature summary table.

Module Feature Impact to Existing Processes Action to Enable
Accounts and Contacts Customers Can Use Household as a Way to Represent Customers in Redwood Sales None Setup Required
Accounts and Contacts View Explanations for predictions of Sales machine learning models None Setup Required
CX Framework Administrator can add activities subview for a Custom Object using Extension Generator None Application Composer adjustments to expose
CX Framework Create "Remove" action for 1M related object using Extension Generator None Application Composer adjustments to expose
CX Framework Show category field in attachment None Application Composer adjustments to expose
CX Framework Smart actions for child object None Application Composer adjustments to expose
Enterprise Contracts Manage Contract Requests None Opt In plus Setup
Enterprise Contracts Display Dates in Contracts According to Time Zone Setup Small scale None
Interviews Natively Author Sales Call Guide Interviews None Opt In plus Setup
Redwood User Experience Administration Interface to Manage Prompts Used for Generative AI Features None Setup Required
Redwood User Experience Compose Emails using Generative AI None Service Request Required
Redwood User Experience Extend Sales Forecasting Configurability None Setup Required
Redwood User Experience Generate Appointment Agenda from Email using Generative AI None Service Request Required
Redwood User Experience Generate Opportunity Win Story Using Generative AI None Application Composer adjustments to expose
Redwood User Experience Reply To Emails Using Generative AI None Service Request Required
Redwood User Experience Use Generative AI to Manage Notes in CX Sales None Service Request Required
Redwood User Experience Adaptive Search-Based Visualizations: Entity/Object-Based Configurations Report None
Redwood User Experience Administration Configuration for Day Zero Criteria Small scale None
Redwood User Experience Create multiple visualizations from OTBI analysis and drill down to a Redwood table view Report None
Redwood User Experience Product Global Filter on the Sales Dashboard Report None
Redwood User Experience Provide Sales Forecast by Opportunity Revenue OTBI Reporting Small scale None
Redwood User Experience View Boolean Fields as Checkmarks in Redwood List Page Small scale None
Sales for Outlook Capture internal emails on a Sales Contact None Application Composer adjustments to expose
Search Filter Objects Based on Product Hierarchy None Setup Required
Search Share Saved Searches with Other Users Small scale None