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 Send Summay Emails from Routines Small scale None
CX Foundation Support Dependent List of Value Fields to be Mass Updated in List View Small scale None
CX Framework Add Orchestration panel for a custom object using Extension Generator None Application Composer adjustments to expose
CX Framework Display custom content in a drawer None Application Composer adjustments to expose
Customer Center Contact Panel for Households in Redwood Sales Small scale None
Customer Data Management Configure the purge criteria for the Activities Small scale None
Enterprise Contracts Support Multiple Charges, Tiers and Ad hoc Customer Pricing in Sales Agreements Small scale None
Enterprise Contracts Support Prepayment Transaction Type in Project Contracts Small scale None
Redwood User Experience Generate Account Description Using Generative AI None Setup Required
Redwood User Experience Manage Generative AI Features using Setup UI None Setup Required
Redwood User Experience View and Adjust Forecast by Product None Setup Required
Redwood User Experience Additional Sales Forecasting Configurability Small scale None
Redwood User Experience Adjust Column Widths to Fit in Screen in Redwood List Pages Small scale None
Redwood User Experience Advanced Time Period Global Filter for Sales Dashboard Report None
Redwood User Experience Enhancement to Writing Assistant with Email and Notes Small scale None
Redwood User Experience Line Chart Visualization Type Report None
Redwood User Experience Migrate activities configuration using custom set migration Small scale None
Redwood User Experience New Interactions, Quotes and Forecast Report Types in Express Reporting Report None
Redwood User Experience Sales Dashboard In-app Personalization Report None
Sales Analytics Account Rollups Reporting in OTBI Small scale None
Sales for Outlook Compose Emails using Generative AI None Application Composer adjustments to expose
Sales for Outlook Generate Account Summary using Generative AI None Application Composer adjustments to expose
Sales for Outlook Reply to Emails using Generative AI None Application Composer adjustments to expose
Search Filter Objects on Product Group Hierarchy in Adaptive Search None Setup Required
Search Synchronize Lookup Type Fields in Subscription Object with Adaptive Search None Setup Required