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
CRM Common Components	CX Sales LinkedIn Sales Navigator Integration	None	Setup Required
CRM Common Components	Include Rollup Attributes in Schedule Routines	Small scale	None
CRM Common Components	Language Support for Message Templates and Footers	Small scale	None
CRM Common Components	Select Routine Schedule Day and Time	Small scale	None
CRM Common Components	Use Generative AI to Generate Goals and Strategies in Business Plans	Small scale	None
CX Foundation	Choose Default Saved Search for CX Picker and View Saved Searches When Using Custom Query in CX Picker	None	Setup Required
CX Foundation	View Audit History of Object Records in Redwood	None	Setup Required
CX Foundation	Control Create Actions on Redwood List Pages via Smart Actions	Small scale	None
CX Framework	Writing Assistant for Long Text fields	None	Visual Builder
Enterprise Contracts	Generate Reports on Contract Requests and Key Terms Using OTBI	None	BI Subject Areas
Enterprise Contracts	Option To Not Copy Documents During Contract Amendment	None	Setup Required
Enterprise Contracts	Redwood: View Procurement Contracts as a Supplier	None	Opt In plus Setup
Enterprise Contracts	Mass Update Contract Internal Contact	Small scale	None
Enterprise Contracts	Use Contract Request and Key Terms Extraction Objects in Business Intelligence Cloud Connector	Small scale	None
Redwood User Experience	Convert a Lead to an Existing Opportunity	None	Setup Required
Redwood User Experience	Descriptive Analytics on the Sales Dashboard	None	Opt In plus Setup
Redwood User Experience	Extend Opportunity Information in Sales Forecasting	None	Setup Required
Redwood User Experience	Identify Opportunity Trends in Sales Forecasting	None	Setup Required
Redwood User Experience	Sales Analyzer Agent to generate visualizations on the sales dashboard	None	Setup Required
Redwood User Experience	Send Mass emails from Oracle Sales	None	Application Composer adjustments to expose
Redwood User Experience	Summarize Forecast for Sales Managers	None	Setup Required
Redwood User Experience	Adaptive Search based Aggregated Tabular views	Report	None
Redwood User Experience	Advanced Filters in Express Reports	Report	None
Redwood User Experience	Campaign View with Extensibility Support using Fragments	Larger scale	None
Redwood User Experience	Copy a lead to create a new one	Larger scale	None
Redwood User Experience	Create List Views based on Adaptive Search in Visualization Configuration Tool	Report	None
Redwood User Experience	Create and Manage Additional Name Records for Sales Accounts in Redwood	Small scale	None
Redwood User Experience	Enable Prompted Filters for Adaptive Search based Visualizations	Report	None
Redwood User Experience	Realtime Options to Change Visualizations	Report	None
Redwood User Experience	Redwood Enhanced Drill-Down & OTBI Analysis Navigation	Report	None
Redwood User Experience	Schedule Microsoft Teams Web Conference from Sales	Small scale	None
Redwood User Experience	Single Chronology view for Activities	Larger scale	None
Redwood User Experience	Sorting, Data Label, and Grand Total for All Visualization Types	Report	None
Redwood User Experience	Use GenAI Writing tools for logging Interactions & emails	Larger scale	None
Sales Analytics	Opportunity Rollups Reporting in OTBI	Report	None
Sales for Outlook	Enrich Sales Contacts based on Email Signatures	None	Application Composer adjustments to expose
Sales for Outlook	Generate Sales Follow-up Activities from Email Conversations using Generative AI	None	Application Composer adjustments to expose
Sales for Outlook	Enhanced UX Supporting Generative AI Functions	Small scale	None
Search	Find Results Using Partial Terms or Separators in Phone Number and PUID Fields in Adaptive Search	None	Setup Required
Search	Sync Rollup Field Values in Adaptive Search with New Update Rollups Scheduled Job	None	Setup Required
Search	Deprecating Adaptive Search Aggregates	Small scale	None