Update 23D

Revision History

This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table:

Overview

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Sales Automation Core Common

CRM Common Components

Use Object Functions in Routines

You can now create custom smart actions for use in Routines. With this feature you can perform custom processes in routines, such as API or object function calls.

Include Related Record Information as Nested Data for Sales Machine Learning

Sales Machine Learning models now supports related record information as nested data. Nested data allows you to represent a collection of values. For example, you can now build models for predicting outcomes for an opportunity and include opportunity products as one of the features.

Nested data support allows you to bring in features based on related records such as opportunity revenue lines, account contacts, opportunity competitors, lead contacts etc. You can also include data from custom child objects as nested data for your models. 

Security

Get Near Real-Time Access to Custom Object Data

This feature enables sales users to get access in near real-time (NRT) for custom object records, where access is secured as part of team member, team hierarchy, territory, or territory hierarchy. Before this feature enhancement, sales users needed to wait until the next scheduled access group assignment job to run, or they had to run the job on demand, to get the access.

NOTE: This enhancement applies to customers who are using the Access Groups security framework to define their data security.

CX Foundation

Ability to Log Interactions from an Activity Record

Enables the users to log interactions for appointments and tasks in Redwood Sales. Users can capture the meeting minutes / meeting details for an appointment that occurs in offline channels outside the application such as in-person meetings, or non-integrated web conference calls, and directly store them in the application linking the interaction with the appointment or task.

Application Composer

Generate Custom Object pages for Redwood UI using fragments

Generate Custom Object pages for Redwood UI using fragments

Dispatcher Service to Override the Destination of Dynamic Choice List Links

You can override the destination of a dynamic choice list field using the dispatcher service. The override can be global or conditional based on the logged-in user's role.

The override can be configured to take effect anywhere the DCL field is displayed or only on certain application pages. In addition, this service will also allow you to override the destination when you drill down from a list page to a details page.

Customer Center

23D Redwood Sales Upgrade Steps for Contact Foldout

As an improvement to the consistency and layout of the Contacts landing page (the Foldout), the 23D release will be changing which object is displaying in the panel and subview for Campaigns.

Sales Automation Foundation Common

CX Sales Mobile

Find Items more Easily with Filtered Account and Contact Dynamic Choice Lists

In CX Sales Mobile, Dynamic Choice List fields that are added to Accounts or Contacts objects now honor simple and non-conditional advanced filter criteria. In addition, these kinds filter criteria are honored for Dynamic Choice Lists that reference Account and Contact as a related object.

Capture Emails sent from CX Sales Mobile Using Microsoft Exchange Integration

Enable automatic capture of emails initiated from the CX Sales mobile app and any responses from the email recipients by using Microsoft Exchange integration. Salespeople can view the email sent from the app and all responses to the email as a conversation thread in the activity stream of related sales records.

Sales Force Automation

Enterprise Contracts

Configure Contract Approval Notifications

You can configure contract approval notifications to set the content and layout according to your business needs. You can modify the Oracle Business Intelligence (BI) Publisher report using RTF templates for layout changes, and the BI data model for content changes. Here's the list of some of the components that can be configured in the default report:

• Logo: Modify the brand logo in the header.

• Title: Configure the workflow notification title.  

• Body: Add or remove existing attributes or add new tables. This includes standard attributes from any table, Descriptive Flexfields and Application Composer attributes.

• Footer Links: Hide the approve or reject links.

• Style: Change the formatting including font size, color, table borders and so on.

Attach Documents When Emailing Contract

When you use the Email action to send a contract, you can use the Attachments section to attach other documents and send them along with the contract. You can add attachments by either dragging files to this window or by browsing for the files you'd like to attach. Sending everything together in a single email helps the recipient get the full context they need to review the contract plus its associated documents, and respond to your email.

Display Approval History from Contract Search

You can check the approval progress of contracts in Pending approval status directly from the contract search results. A link from the status column opens the Review Approvers page where you can see the approval hierarchy for the contract. This feature is available on the contracts landing page, Search Contracts by Text, or from the Manage Contracts task. You can enter search criteria to focus on the right contracts and see where they're stuck and help move them forward.

Sales for Microsoft 365

Enable Email Notifications to Users whose Sync Stopped due to Oracle Sales or Microsoft Tokens Expiry

Sales administrators can now enable email notifications to Microsoft 365 for Oracle Sales Redwood UX integration users whose sync stopped due to their Oracle Sales or Microsoft Tokens expiry. The email will notify the user to sign in to the Microsoft 365 Outlook add-in so that sync can resume on its next scheduled run.

Customer Data Management

Provide Context-Driven Object Sub-Views by Including Opportunities from Other Accounts in the Hierarchy Branch

Currently, salespeople can see the list of opportunities that are linked to a single account. With this new feature, users will also be able to overlay and view opportunities for descendant accounts, as well as opportunities from accounts that have been marked as duplicates.

Standard Import Management for the Linkage of Sales Accounts to Financials Accounts

A customer can now manage the linkage of a sales account to one or more financials accounts through bulk import using the standard import framework.

Uptake Back-Office/Front-Office Linkset Resolution for Subscription Objects Being Rendered Into the Redwood Account

This feature improves the logic that finds and renders customer subscription products into the sales account. Today, showing subscription products on the sales account relies on a single organization party account with dual usages in CRM and ERP. The change now means that subscription products can surface from preconfigured links that exist between the sales account and any financial accounts.

View All Opportunities from Duplicate Accounts While Within the Main Account

This feature will let you to see the collective set of opportunities for accounts that are linked together as duplicates while viewing the main account.

Sales for Outlook

Provide a Summary of Calls to Log, Allowing Users to Enter Meeting Notes and Outcome

Remind the users to follow up on the day's meetings with a summary of the calls to log in the Insights page. Users can capture notes for the meeting outcome, or create follow-up activities. Users have the option to dismiss if no follow up activity is needed. In addition, users get proactive notification when a meeting starts. Clicking on the notification opens a page allowing the user to take notes on the currently running meeting.

Redwood User Experience

Enhance Sales Manager Forecast Adjustments

Enhancements to the Redwood Sales Forecasting user experience allows you to swiftly apply your judgement to improve forecast accuracy in a modern and intuitive user interface. For example, sales managers can now identify and adjust a forecast item (an opportunity amount or forecast category) to align with their managerial judgment. The relevant adjustment metrics are reflected accordingly and are immediately visible to the sales manager and their management chain.