Veeva CRM and Lightning

    Browser (Lightning)

Lightning is Salesforce’s updated user experience with a focus on usability and efficiency. As Salesforce introduces new enhancements only available in the Lightning Experience, Veeva CRM customers can transition their online users from the existing Classic Experience to the Lightning Experience to take advantage of these enhancements.

Veeva deployed the Veeva CRM 'Lightning Ready' Upgrade to all orgs before 22R1. See Schedule of Lightning Upgrades for more information. The following S-controls are used to indicate where custom Veeva-defined UI elements display in fixed reports and remain in orgs after the upgrade:

  • An_RF_Acc_List_vod
  • An_TC_Sales_Trends_vod
  • An_RF_Reach_Details_vod
  • An_TSA_Sales_Details_By_Territory_vod
  • An_Territory_Payer_Top_Accts_vod
  • An_TC_Sales_Details_vod
  • An_JD_Dtl_Sum_vod

The upgrade process only updated the Lightning compatibility of out-of-the-box CRM components provided by Veeva Product. Customizations and other apps in the org, such as Global Account Search and AppExchange apps, were not affected by this upgrade process and must be updated separately.

Considerations for Lightning

Supported Browsers

See the Supported Browsers for Lightning Experience Salesforce documentation for a full list of supported browsers.

For troubleshooting browser issues, see the following Salesforce documentation:

To ensure Visualforce pages display correctly, users must disable the Prevent Cross-Site Tracking setting in the Mobile Safari settings.

The embedded browser on the iPad is a mobile browser using WKWebView and displays Salesforce Classic. CRM online launches in the Lightning Experience when using Safari on iPadOS since it is a desktop browser. Users with devices on iPadOS and MacOS must disable the Prevent Cross-Site Tracking setting in the Safari settings. See Go Online for more information.

Technical Requirements for Lightning

For the fastest and most stable experience of Veeva CRM in Lightning, users must ensure their devices meet the following requirements:

  • An Octane 2.0 score of 30,000 or greater. Minimum 20,000 or greater.
  • Network latency of 150 ms or less. Maximum 200 ms or less.
  • Download speed of 3 Mbps or greater. Minimum 1 Mbps or greater.
  • At least 8 GB of RAM, with 3 GB available for Salesforce browser tabs. Minimum 5 GB RAM, with 2 GB available for Salesforce browser tabs.

See Salesforce documentation about the Technical Requirements for Lightning Experience for more information.

Limitations

There are known functional limitations of Veeva CRM in the Lightning Experience:

  • Salesforce Global Search does not search the Accounts object if the standard Salesforce Accounts tab is hidden
  • Changing the value of a VOD field in the Kanban view because this method of changing values currently bypasses our business logic
  • Changing the value of a VOD field via the Path because this method of changing values currently bypasses our business logic
  • Migrating Attachments to Files
  • Files related list
  • The Lightning Service Console is not supported

If a Veeva out-of-the-box Visualforce page is not working as expected, users should ensure the Available for Lightning Experience, Lightning Communities, and the mobile app setting on the Visualforce page detail is not selected. Additionally, after deploying the upgrade, users can upload Attachments and Files in View mode only for unsubmitted calls. See Using Salesforce Files in Veeva CRM with Lightning for more information.

The default org-wide Home page for Veeva CRM in the Lightning Experience is defined by Veeva. Customers can customize or reassign the Home page for different profiles. See the Salesforce documentation for more information about activating home pages and reassigning the Home page. Additionally, customers should recreate or upgrade existing Salesforce Classic apps to make them available in Lightning.

When populating lookup fields in the Lightning Experience, the standard + option to create records displays in the drop-down list of suggested options. Using this option bypasses Veeva-defined logic and the records created do not inherit necessary field values. See Configurable Lookup Filters and Layouts for more information about lookups with Veeva-defined logic.

Lightning Specific Functionality

The following functionalities are only available on Browser (Lightning):

Accounts

Approved Email

Approved Notes

Events Management

Medical

Medical Inquiries

MyInsights

Network

Territory Feedback

Overriding Standard Lightning Components

To allow users edit and change record types for Account and Address records:

  1. Navigate to Setup > Object Manager > Account > Buttons, Link, and Actions.

  2. Select Edit from the dropdown for the Standard page Edit button.

  3. Select the Edit_Account_DCR_vod Visualforce page for the Salesforce Classic Override.

  4. Select the c:EditAccountLgtnVod Lightning component for the Lightning Experience Override.

  5. Select Save.

  6. Navigate to Setup > Object Manager > Address > Buttons, Link, and Actions.

  7. Select Edit from the dropdown for the Standard page Edit button.

  8. Select the Edit_Address_DCR_vod Visualforce page for the Salesforce Classic Override.

  9. Select the c:EditAddressLgtnVod Lightning component for the Lightning Experience Override.

  10. Select Save.