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
Enterprise Contracts Classify contract Key Terms No None Opt In
Enterprise Contracts Extract Key Terms from contract documents using Generative AI No None Opt In plus Setup
Enterprise Contracts One of your ideas has been delivered from your suggestion.View contract owners in contract search results Yes Small scale None
Redwood User Experience Deploy sales AI Agents using RAG tools No None Setup Required
Redwood User Experience Edit opportunity revenue lines using Inline editing No None Visual Builder
Redwood User Experience Use Generative AI to summarize custom objects No None Setup Required
Redwood User Experience View Web Activities, including detailed information on page visits and email clicks Yes Small scale None
Sales for Outlook Create opportunity (or lead) from the add-in based on email or meeting context No None Application Composer adjustments to expose
Sales for Outlook Summarize email conversations using Generative AI 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