Feature Summary

Column Definitions:

Features Delivered Enabled

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
(Features 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.

Action is Needed BEFORE Use by End Users
(Features 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)

Accounts and Contacts View Explanations for predictions of Sales machine learning models No None Setup Required
CX Framework Administrator can add activities subview for a Custom Object using Extension Generator No None Application Composer adjustments to expose
CX Framework Create "Remove" action for 1M related object using Extension Generator No None Application Composer adjustments to expose
CX Framework Show category field in attachment No None Application Composer adjustments to expose
CX Framework Smart actions for child object No None Application Composer adjustments to expose
Enterprise Contracts Manage Contract Requests No None Opt In plus Setup
Enterprise Contracts Display Dates in Contracts According to Time Zone Setup Yes Small scale None
Interviews Natively Author Sales Call Guide Interviews No None Opt In plus Setup
Redwood User Experience Administration Interface to Manage Prompts Used for Generative AI Features No None Setup Required
Redwood User Experience Compose Emails using Generative AI No None Service Request Required
Redwood User Experience Extend Sales Forecasting Configurability No None Setup Required
Redwood User Experience Generate Appointment Agenda from Email using Generative AI No None Service Request Required
Redwood User Experience Generate Opportunity Win Story Using Generative AI No None Application Composer adjustments to expose
Redwood User Experience Reply To Emails Using Generative AI No None Service Request Required
Redwood User Experience Use Generative AI to Manage Notes in CX Sales No None Service Request Required
Redwood User Experience Adaptive Search-Based Visualizations: Entity/Object-Based Configurations Yes Report None
Redwood User Experience Administration Configuration for Day Zero Criteria Yes Small scale None
Redwood User Experience Create multiple visualizations from OTBI analysis and drill down to a Redwood table view Yes Report None
Redwood User Experience Product Global Filter on the Sales Dashboard Yes Report None
Redwood User Experience Provide Sales Forecast by Opportunity Revenue OTBI Reporting Yes Small scale None
Redwood User Experience View Boolean Fields as Checkmarks in Redwood List Page Yes Small scale None
Sales for Outlook Capture internal emails on a Sales Contact No None Application Composer adjustments to expose
Search Filter Objects Based on Product Hierarchy No None Setup Required
Search Share Saved Searches with Other Users Yes Small scale None