Device and Software Requirements for Windows

The Veeva CRM Desktop app for Windows runs on Windows 11 and Windows 10 Build 16299 (Fall Creators Update, version 1709) or later with a 64-bit OS.

The Veeva CRM Desktop app for Windows requires a keyboard and mouse.

The following are the minimum specifications to ensure the best experience when using the Veeva CRM Desktop app for Windows:

  • Processor – Any modern x86-based 64-bit processor with a minimum of 4 cores
  • Memory – 16 GB RAM is recommended. Minimum 8 GB RAM.
  • Hard disk space – 256 GB SSD is recommended. Minimum 256 GB.
  • Screen resolution – Minimum 1920 x 1080
  • Graphics – At minimum, an Intel HD Graphics 4000 is required. When using integrated graphics hardware, graphics are driven by the central processor since the graphics unit is built on the same package as the core processor.

Users must have administrative access to their device or have both .Net 4.6.2 and WebView2 installed in order to receive updates to the application.

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 Technical Requirements for Lightning Experience for more information.

Configuring VMOCs for CRM Desktop (Windows)

To allow CLM content to sync to the Veeva CRM Desktop app for Windows:

  1. Navigate to the TABLET record type for the VMobile_Object_Configuration_vod object.
  2. Select Edit for the Device_vod field in the Picklists Available for Editing section.
  3. Add the CRM_Engage_vod value to the Selected Values list.

    The label for the CRM_Engage_vod value is CRM_Desktop_Windows_vod.

  4. Select Save.
  5. Navigate to the VMobile Object Configurations tab.
  6. Activate VMOCs for the following objects with the Device_vod field set to CRM_Engage_vod:
  7. Do not edit the VMOCs besides activating them, unless otherwise indicated.

    • Call2_vod – Select Metadata Only check box
    • Call2_Key_Message_vod – Select Metadata Only check box
    • Call2_Detail_vod – Select Metadata Only check box
    • CLM_Presentation_Slide_vod
    • CLM_Presentation_vod

      When using the Start_Date_vod field on the CLM_Presentation_vod object, the WHERE clause for this VMOC should filter CLM Presentations with a Start_Date_vod less than or equal to TODAY.

    • Directory_vod – only necessary when using directories
    • Key_Message_vod
    • Multichannel_Consent_vod – Select Metadata Only check box
    • Multichannel_Activity_vod – Select Metadata Only check box
    • Multichannel_Activity_Line_vod – Select Metadata Only check box
    • Multichannel_Settings_vod

      Populate the WHERE clause with the following:

      WHERE SetupOwnerId in (@@VOD_SF_PROFILEID@@, @@VOD_MY_ORGID@@)

    • Message_vod

      Populate the WHERE clause with the following:

      WHERE Category_vod__c IN ('RemoteMeeting', 'iPad', 'CONTENT', 'CLM', 'Common') AND Language_vod__c IN (@@VOD_USER_LANG_CD@@,'en_US')

      Ensure there is only one active VMOC if the SYNC_CONFIGURATION_MODE_VOD Veeva Setting is set to 0.

    • Veeva_Settings_vod
    • User

Users can install the app and sign in to sync the content in their media library. For a list of supported functionality in the Veeva CRM Desktop app, see Supported Functionality on CRM Desktop (Windows).