Table of Contents

• Title and Copyright Information
• Revision History
• Overview
• Feature Summary
• Sales Automation Core Common
  • CRM Common Components
    • Select Routine Schedule Day and Time
    • Language Support for Message Templates and Footers
    • Include Rollup Attributes in Schedule Routines
    • CX Sales LinkedIn Sales Navigator Integration
    • Use Generative AI to Generate Goals and Strategies in Business Plans
  • Search
    • Sync Rollup Field Values in Adaptive Search with New Update Rollups Scheduled Job
    • Find Results Using Partial Terms or Separators in Phone Number and PUID Fields in Adaptive Search
    • Deprecating Adaptive Search Aggregates
  • CX Framework
    • Writing Assistant for Long Text fields
  • CX Foundation
    • Control Create Actions on Redwood List Pages via Smart Actions
    • Choose Default Saved Search for CX Picker and View Saved Searches When Using Custom Query in CX Picker
    • View Audit History of Object Records in Redwood
• Sales Automation Foundation Common
  • Sales Analytics
    • Opportunity Rollups Reporting in OTBI
• Sales Force Automation
  • Redwood User Experience
    • Identify Opportunity Trends in Sales Forecasting
    • Adaptive Search based Aggregated Tabular views
    • Redwood Enhanced Drill-Down & OTBI Analysis Navigation
    • Realtime Options to Change Visualizations
    • Summarize Forecast for Sales Managers
    • Sorting, Data Label, and Grand Total for All Visualization Types
    • Enable Prompted Filters for Adaptive Search based Visualizations
    • Advanced Filters in Express Reports
    • Convert a Lead to an Existing Opportunity
    • Copy a lead to create a new one
    • Single Chronology view for Activities
    • Use GenAI Writing tools for logging Interactions & emails
    • Schedule Microsoft Teams Web Conference from Sales
    • Descriptive Analytics on the Sales Dashboard
    • Create List Views based on Adaptive Search in Visualization Configuration Tool
    • Campaign View with Extensibility Support using Fragments
    • Send Mass emails from Oracle Sales
    • Extend Opportunity Information in Sales Forecasting
    • Sales Analyzer Agent to generate visualizations on the sales dashboard
  • Enterprise Contracts
    • Generate Reports on Contract Requests and Key Terms Using OTBI
    • Option To Not Copy Documents During Contract Amendment
    • Use Contract Request and Key Terms Extraction Objects in Business Intelligence Cloud Connector
    • Mass Update Contract Internal Contact
    • Redwood: View Procurement Contracts as a Supplier
  • Sales for Outlook
    • Enhanced UX Supporting Generative AI Functions
    • Enrich Sales Contacts based on Email Signatures
    • Generate Sales Follow-up Activities from Email Conversations using Generative AI