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
Accounts and Contacts	Business Plan - create plan, add goals and strategies and create initiatives	Yes	Larger scale	None
CRM Common Components	A Dynamic Link standard for deep links and navigation to sales objects	Yes	Small scale	None
CRM Common Components	Change message template tone and correct grammar	Yes	Small scale	None
CRM Common Components	Improve error identification for a routine batch	Yes	Small scale	None
CRM Common Components	Navigate to external links from CX Sales Navigation bar	Yes	Small scale	None
CX Foundation	Access global actions from search bar in sales dashboard	Yes	Small scale	None
CX Foundation	Add up to nine slots in Redwood Header and specify limit to truncate long values	Yes	Small scale	None
CX Framework	An administrator can configure the drawer size	No	None	Visual Builder
CX Framework	When a Global action is called an event is raised	No	None	Visual Builder
CX Sales Mobile	Ability to enforce biometrics authentication for CX Sales Mobile	No	None	Application Composer adjustments to expose
Search	Support resource and territory based record sets for custom objects in adaptive search	No	None	Setup Required
Subscription Management	Redwood User Interface for Subscription Management - Subscription & Coverage Products	No	None	Setup Required
Subscription Management	Sales Credit Audit	No	None	Setup Required
Subscription Management	Create On-account Credit Memo for Bill Lines not Invoiced from Receivables	Yes	Small scale	None
Subscription Management	Import of Usage Event Batches, Usage Events and Usage Charges in Event Dashboard	Yes	Small scale	None
Subscription Management	Reverse Rated Usage Events not Interfaced to Receivables	Yes	Small scale	None
Subscription Management	Specify Day of the Month for Billing Alignment	Yes	Small scale	None
Subscription Management	Support Advanced Rating Models for Evergreen Subscriptions	Yes	Small scale	None