Introduction to Veeva CRM 17R2

Many new features can be enabled with Veeva CRM 17R2. This document provides a brief explanation of each new feature and updates to existing features.

Veeva CRM 17R2 brings major improvements across the full suite of applications, providing enhancements to optimize user experience and maximize productivity.

Detailed instructions for settings required to fully enable all new features in Veeva CRM 17R2 are available later in this document.

User Visible and Behavior Changes

Most new features are delivered disabled by default; however users are able to view the following features immediately:

  • Accounts
  • The Account Hierarchy button is now on the Scheduler Page.
  • For iPad users, if the list of actions on the Account Details page is greater than 12, the list becomes scrollable.
  • The All Locations virtual view is no longer automatically available on iPad. Additionally, Online no longer automatically creates an actual All Locations view record. If users want the All Locations view, it needs to be manually created.
  • When the DEFAULT_ACCOUNT_PROFILE_vod Veeva Setting is set to 1, users who have permissions to create a new Order, Inventory Monitoring, or Contract from the Account page can also create these activities from the Timeline Account Profile via the More Actions button.
  • Account Plan
  • On the Account Plan page, the Add button label was changed to the Veeva Message, New.
  • Call Objectives
  • When changes are made on a Call, any valid Call Objectives remain selected instead of being removed on the Browser (Classic) platform. Invalid Call Objectives are removed.
  • On Windows Tablet, only Call Objectives with an Account association display on the Home page.
  • Call Report Sampling
  • Controlled Substances now require a Call Sample signature in addition to the Sample Opt In signature for Call Reports with Sample Opt In configured.
  • After completing an Acknowledgement of Content, the record is now synced if the Disable_iRep_Autosend_vod Veeva Setting is disabled.
  • Call Reporting
  • If the zvod_Add_Expense_Receipts_vod field is configured on the Call Report, the Camera icon in the top right toolbar now gives users the option of uploading an image as a receipt or as a standard attachment.
  • CLM
  • To increase speed when moving from one presentation to another using the CLM Slide Navigation bar, presentations now display only once in the Presentation Selection list instead of displaying each sub-presentation instance.
  • Engage
  • The --rem section signal can now be used on Person Account Call page layouts with the zvod_Attendees_vod section signal and on business Call page layouts without the zvod_Unique_Group_Activities_vod section signal configured. The only types of Calls that cannot be a remote meeting are those created from an event.
  • The Invite button was removed for attendees to ensure only the host can send invitations from within the call page.
  • The Leave Meeting button was removed for the host to prevent a participant from taking over hosting privileges.
  • Events Management
  • The Expense Entry screen only allows entering a unique person once in the line splitting section. For example, if Account Sarah Jones is selected for splitting as an attendee, Sarah Jones’s check box on the Account lookup is pre-selected, preventing her from being selected twice.
  • iPad users can view the Status and Owner of a Medical Event from the Event List view. Users must have FLS read permission on the Status_vod field on the Medical_Event_vod object for the field to display in the list.
  • Lookup fields to the Venue object from the Event or Expense Header object have two search boxes – one for search keywords and one for location. Entered terms execute a “contains” search on the Venue name, Venue formatted address, and any configured fields in the search layout. To disable this feature, remove FLS to the Formatted_Address_vod field.
  • When creating an Event on iPad, Events Management supports default Status_vod values defined on the record type of the created event. If the default value is “none”, the system falls back to the default Status_vod value set on the picklist definition, which is the previous behavior. If the Status_vod default value on the Event Record Type is different from the default value on the Status_vod picklist definition, there is a change in system behavior.
  • On the Browser (Classic) platform, if using the Extended Object Support for the Page Layout Engine and the Delete button is not on the user’s page layout for the Attendee object, the “Remove Attendee” button is grayed out on the Attendee Search and Add page. Previously, this button was active.
  • When viewing a related list on an Event and internet connection is lost, a message displays: “Please reconnect to the internet” within the related list. Previously, the system displayed a blank list with no message.
  • Medical Inquiries
  • Attachments now display on Medical Inquiries on the Browser (Classic) platform when the Attachments related list is enabled.
  • Order Management
  • Bundle pack names now display on the Order Lines when Enhanced Bundle Packs is enabled.
  • If enabled, bundle packs are now available in Mass Entry [Online].
  • The primary shipping address is now pre-selected when creating a split delivery.
  • Scheduling and Planning
  • When Windows Tablet users schedule a Call, an Account Hierarchy icon displays on Accounts that have Child Accounts. Users can select the icon to view the list of Child Accounts.
  • The last selected view is no longer synchronized between My Schedule and My Accounts.
  • Users can use Filters, Bookmarks, Account Hierarchy, Sort By, and Configure Display functionality when planning Calls on both the Weekly and Monthly Scheduler pages. When the user modifies these controls for the Weekly Scheduler page, they are also modified on the Monthly Scheduler, and vice versa. For more information, see Creating Calls.
  • User can filter on attributes from the Child_Account_vod and ChildAccount_TSF_vod objects, along with the originally supported Account, Address_vod, and TSF_vod objects on the My Schedule page.
  • iPad users can display attributes from the Account, Child_Account_vod, ChildAccount_TSF_vod, and Address_vod objects using the Configure Display feature in My Schedule. Users may now see information in addition to the Child Account Identifier on Child Account lists and views. For example, Address data.
  • iPad users can adjust the number of columns, or days, displaying on the Scheduler page. Users can select one of the following options from a drop-down list:
  • 5 Dates (M-F)
  • 7 Dates (Su-Sa)
  • 10 Dates (M-F)
  • 14 Dates (Su-Sa)

What's New in Veeva CRM 17R2

The following changes are available to all licensed users of a given product. Instructions to configure these options are discussed in each topic and in the Veeva CRM product documentation.

Deprecation of PDA and Blackberry Veeva Messages in 17R3

In 17R3, all Veeva Messages with the category of PDA or Blackberry that are no longer being used will be removed.

Please review any custom code to ensure you are no longer using the deprecated Veeva Messages before 17R3 is released.

Salesforce Disabling TLS 1.0

Salesforce requires an upgrade to TLS 1.1 or higher by July 22, 2017 to align with industry best practices for security and data integrity. On that date, Salesforce will begin disabling TLS 1.0. The following actions are required to prevent any disruption to your production / sandbox instances.

  1. Ensure TLS 1.1 or TLS 1.2 encryption protocol is enabled within your browser security settings.
  2. Discontinue use of browser which do not support TLS 1.1 and above to access salesforce.
  3. Ensure SSO servers have TLS 1.1 or TLS 1.2 enabled.
  4. Review the salesforce documentation for additional required actions.

Developer Release Notes

For updates and edits to information on the Developer Portal, see the Developer Release Notes on the Developer Portal.

Visualforce Pages with Clickjack Protection

If Clickjack protection is enabled, do not embed Veeva Visualforce pages in a regular page layout if a button or tab is provided to navigate to that Visualforce page. Visualforce pages are not designed to be embedded and may prevent loading the parent page when Clickjack Protection is enabled.

Enhanced Offline Sync

Mobile (or offline) devices are now more resilient to scenarios where network loss may occur. There is no functional or behavior change to the end user as a result of this enhancement.

After the 17R2 upgrade the improved sync process will run for the first time. This initial sync may take longer than usual but will return to normal after this first sync.

Core CRM

Scheduling and Planning

Events Managements

Multichannel

My Insights

Network Integration

Parity

Accounts

Filter by Account Type in My Accounts and My Schedule

Windows Tablet users can now filter accounts by Business and Person Accounts. See Account Type Filter for more details.

Enhanced Account Creation

Windows Tablet and iPad users can now view Account Fields (required and optional) when creating a new Account using the Parent Account Wizard or the New Account Wizard. See Enhanced Account Creation for more details.

Filtering Multichannel Activity Alerts

Windows users can now filter which Multichannel Alerts display on the CRM Home Page. This allows users to view information relevant to specific product and activity types. For more information, see Home Page.

CLM

CLM Search

Windows Tablet users can now search the CLM media library to quickly find presentations. See Searching in CLM for more information.

Call Scheduling

Display Account Hierarchy for Parent Accounts on the Schedule Calls Sidebar

So that Windows Tablet users can efficiently find an Account when adding a Call in My Schedule, Account Hierarchies are now available in the Schedule Calls sidebar. See Account Hierarchy for more information.

Events Management

Mass Update for Attendees

Windows Tablet users can now perform mass updates on Attendees of an event. This allows for better management of Events with a large number of Attendees. See Mass Update for Attendees for more information.

Sample Management

Sample Inventories

Windows Tablet users can now create Sample Inventories from the My Samples page using the New Inventory link. This provides the ability for a user to create a physical inventory count of all the Sample Lots currently marked as Active. See Sample Inventories for more information.

New Objects

The list below contains all new objects added in Veeva CRM Version 17R2.

Object

Label

Master Object

Description
Remote_Meeting_Attendee_vod__c Remote Meeting Attendee   Maintains the data of the attendees who joined the remote meeting.

New Fields

The list below contains all fields added in Veeva CRM Version 17R2. The fields are organized by object. Visibility to all fields is disabled by default to all users except administrators. See the Veeva Data Model information for a full listing of Veeva objects.

Object

Field Name

Field Label

Description

Field Type

Account_Plan_vod__c

Health_vod__c

Health

Indicated the overall health of the account plan

Picklist

Analytics_Product_Group_vod__c

Country_vod__c

Country

Country is used for data loading

Lookup

Analytics_Product_Group_vod__c

External_ID_vod__c

External Id

External Id is used for data loading only

Text

Call2_vod__c

Disbursement_Order_Created_vod__c

Disbursement Created

System field used to indicate that Sample Disbursement and/or Sample Order Transaction records were created for associated Call Sample records.

 

Checkbox

Call2_vod__c

Sample_Limit_Transaction_Created_vod__c

Sample Limit Transaction Created

System field used to indicate that Sample Limit Transaction records have been created for required Call Sample records

Checkbox

Call2_vod__c

zvod_Add_Expense_Receipt_vod__c

Add Expense Receipt

This field is used to add expense receipts

 

Checkbox

Call_Cycle_Entry_vod__c

Child_Account_vod__c

Child Account

Lookup to the target Child Account

Lookup

Call2_vod__c

Expense_Receipt_Status_vod__c

Expense Receipt Status

Store Expense Receipts after posting to SAP Concur. Success or Fail based on the attempt to post to SAP Concur. If it is not posted yet, it is Null.

Text

Child_Account_vod__c

Is_Person_Account_vod__c

Is Person Account?

This field is a formula field that looks at the Account.isPersonAccount for the Account ‘stored’ in the Child Account field on the Child Account record.

 

Concur_Settings_vod__c

Contact_Attendee_Type_Code_vod__c

Contact Attendee Type Code

Stores the Default Attendee Type Code when the Attendee is a Contact

 

Text

Concur_Settings_vod__c

Account_Attendee_Type_Code_vod__c

Account Attendee Type Code

Stores the Default Attendee Type Code when the Attendee is an Account.

 

Text

Concur_Settings_vod__c

Event_Team_Member_Attendee_Type_Code_vod__c

Event Team Member Attendee Type Code

Stores the Default Attendee Type Code when the Attendee is a Write In Team Member

 

Text

Concur_Settings_vod__c

Write_In_Event_Attendee_Type_Code_vod__c

Write In Event Attendee Type Code

Stores the Default Attendee Type Code when the Attendee is a Write In Attendee

 

Text

Concur_Settings_vod__c

Event_Speaker_Attendee_Type_Code_vod__c

Event Speaker Attendee Type Code

Stores the Default Attendee Type Code when the Attendee is a Write In Speaker

 

Text

Concur_Settings_vod__c

User_Attendee_Type_Code_vod__c

User Attendee Type Code

Stores the Default Attendee Type Code when the Attendee is a User.

 

Text

Concur_Settings_vod__c

Expense_Header_Expense_Type_Code_vod__c

Expense Header Expense Type Code

Stores the default Expense Type Code to be used when creating an expense entry in SAP Concur. Based on Expense Key value.

 

Text

Concur_Settings_vod__c

Concur_Data_Center_Region_vod__c

SAP Concur Data Center Region

Stores the data center region of the associated SAP Concur instance. This assures the proper regional APIs are used

 

Text

Consent_Header_vod__c

Request_Receipt_vod__c

Request Receipt

When placed on Consent Header page layout, user can request receipt.

Checkbox

EM_Event_Team_Member_vod__c

First_Name_vod__c

First Name

Team Member’s first name

Text

EM_Event_Team_Member_vod__c

Last_Name_vod__c

Last Name

Team Member’s last name

Text

EM_Event_Team_Member_vod__c

Team_Member_Type_vod__c

Team Member Type

Used to control the UI when entering team members. Values cannot be added or removed.

Picklist

EM_Event_vod__c

Failed_Expense_vod__c

Failed Expense

System field used for integration checks

Checkbox

Expense_Attribution_vod__c

Concur_Response_Attendee_Timestamp_vod__c

SAP Concur Response Attendee Timestamp

Stores the time a response was received from SAP Concur

Date/Time

Expense_Attribution_vod__c

Concur_Response_Time_Association_vod__c

SAP Concur Response Associating Timestamp

Stores the time a response was received from SAP Concur

Date/Time

Expense_Attribution_vod__c

Concur_System_Attendee_ID_vod__c

SAP Concur System Attendee ID

Stores the ID returned from SAP Concur when an attendee is successfully created

Text

Expense_Attribution_vod__c

Concur_System_ID_vod__c

SAP Concur System ID

Stores the ID returned from SAP Concur when an expense entry association is successfully created

Text

Expense_Header_vod__c

Concur_Status_vod__c

SAP Concur Submission Status

Status of sending an expense to SAP Concur

Picklist

Expense_Header_vod__c

Concur_Report_vod__c

SAP Concur Report

Name of the SAP Concur report the expense was submitted to

Text

Expense_Header_vod__c

Transaction_Date_vod__c

Transaction Date

Date of the transaction. Transaction date is required if sending expenses to SAP Concur. If left blank, the event’s date will be used

Date

Expense_Header_vod__c

Concur_Report_ID_vod__c

SAP Concur Report ID

Stores the SAP Concur Report ID used when an expense entry is successful created

Text

Expense_Header_vod__c

Concur_System_ID_vod__c

SAP Concur System ID

Stores the ID returned from SAP Concur when an expense entry is successfully created

Text

Expense_Header_vod__c

Concur_System_Receipt_ID_vod__c

SAP Concur System Receipt ID

Stores the ID returned from SAP Concur when a receipt is successfully created

Text

Expense_Header_vod__c

Concur_Response_Timestamp_Entry_vod__c

SAP Concur Response Entry Timestamp

Stores the time a response was received from SAP Concur

Date/Time

Expense_Header_vod__c

Concur_Response_Receipt_Timestamp_vod__c

SAP Concur Response Receipt Timestamp

Stores the time a response was received from SAP Concur

Date/Time

Expense_Line_vod__c

Concur_System_ID_vod__c

SAP Concur System ID

Stores the ID returned from SAP Concur when an expense itemization is successfully created

Text

Expense_Line_vod__c

Concur_Response_Timestamp_vod__c

SAP Concur Response Timestamp

Stores the time a response was received from SAP Concur

Date/Time

HTML_Report_vod__c

Object_RecordType_Id_vod__c

Object Record Type Id

The stamped value of the object record type id.

Text

HTML_Report_vod__c

Object_RecordType_vod__c

Object Record Type

Used to display the object record type. When record is saved, it stored the object record type developer name.

Text

HTML_Report_vod__c

Sharing_Group_vod__c

Sharing Group

Used for Sharing Rules

Text

MC_Cycle_Plan_Channel_vod__c

Last_Activity_Date_vod__c

Channel Last Activity Date

Date of the most recent activity that was counted towards the Channel Activity Actual

Date

MC_Cycle_Plan_Channel_vod__c

Last_Activity_Datetime_vod__c

Channel Last Activity Datetime

Date/time of the most recent activity that was counted towards the Channel Activity Actual

Date/Time

MC_Cycle_Plan_Channel_vod__c

Team_Last_Activity_Date_vod__c

Team Channel Last Activity Date

Date of the most recent activity that was counted towards the Team Channel Activity Actual

Date

MC_Cycle_Plan_Channel_vod__c

Team_Last_Activity_Datetime_vod__c

Team Channel Last Activity Datetime

Date/time of the most recent activity that was counted towards the Team Channel Activity Actual

Date/Time

MC_Cycle_Plan_Channel_vod__c

zvod_Last_Activity_Date_vod__c

Channel Last Activity Date

Marker field to display the date of the most recent activity that was counted towards the Channel Activity Actual

Date

MC_Cycle_Plan_Channel_vod__c

zvod_Team_Last_Activity_Date_vod__c

Team Channel Last Activity Date

Marker field to display the date of the most recent activity that was counted towards the Team Channel Activity Detail

Date

MC_Cycle_Plan_Product_vod__c

Last_Activity_Date_vod__c

Channel Last Activity Date

Date of the most recent activity that was counted towards the Channel Activity Detail

Date

MC_Cycle_Plan_Product_vod__c

Last_Activity_Datetime_vod__c

Channel Last Activity Datetime

Date/time of the most recent activity that was counted towards the Channel Activity Detail

Date/Time

MC_Cycle_Plan_Product_vod__c

Team_Last_Activity_Date_vod__c

Team Channel Last Activity Date

Date of the most recent activity that was counted towards the Team Channel Activity Actual

Date

MC_Cycle_Plan_Product_vod__c

Team_Last_Activity_Datetime_vod__c

Team Channel Last Activity Datetime

Date/time of the most recent activity that was counted towards the Team Channel Activity Actual

Date/Time

MC_Cycle_Plan_Product_vod__c

zvod_Last_Activity_Date_vod__c

Channel Last Activity Date

Marker field to display the date of the most recent activity that was counted towards the Channel Activity Actual

Date

MC_Cycle_Plan_Product_vod__c

zvod_Team_Last_Activity_Date_vod__c

Team Channel Last Activity Date

Marker field to display the date of the most recent activity that was counted towards the Team Channel Activity Actual

Date

MC_Cycle_Product_vod__c

Applicable_Product_Metrics_vod__c

Applicable Product Metrics

Comma delimited list of pull through Product Metric fields that are applicable for this Cycle Product. Populated by the MCCP MCE process.

Long Text Area

Medical_Event_vod__c

Failed_Expense_vod__c

Failed Expense

System field used for integration checks

Checkbox

Medical_Insight_vod__c

Account_Plan_vod__c

Account Plan

Lookup to the Account Plan record from which the Medical Insight was created.

Lookup

Multichannel_Consent_vod__c

Receipt_Email_vod__c

Receipt Email

The email address to which the receipt was sent.

Email

Multichannel_Consent_vod__c

Receipt_Sent_Email_Transaction_Id_vod__c

Receipt Sent Email Transaction Id

Stores the Mobile Id of the Sent_Email record created for sending the receipt email.

Text

Multichannel_Consent_vod__c

Receipt_Sent_Email_vod__c

Receipt Sent Email

Lookup to the Sent Email record that was sent for receipt of the Multichannel_Consent_vod record.

Lookup

Multichannel_Route_vod__c

Country_vod__c

Country

The country for which the Multichannel Routing record is applicable.

Lookup

Multichannel_Settings_vod__c

REMOTE_MEETING_DEFAULT_RECORD_TYPE_vod__c

Remote Meeting Default Call RecordType

Stores the default call record type name to be used when directly creating a remote meeting (such as through My Schedule) rather making an existing call a remote meeting.

 

Order_Line_vod__c

Bundle_Pack_Name_vod__c

Bundle Pack Name

Stores and shows the bundle pack name the product was added from. Can only be a product of type Product Group marked as a bundle pack in the Product Catalog.

Lookup

Order_Line_vod__c

Quantity_From_Pack_vod__c

Quantity From Pack

Stores and show the pack quantities of a product that was added from one or multiple bundle packs

Number

Order_Line_vod__c

Quantity_Override_vod__c

Quantity Override

Stores and shows the quantities manually entered by the user on top of quantities auto-added by bundle packs (represents Quantiy_vod__c – Quantity_From_Pack_vod__c)

Number

Product_Information_vod__c

External_Id_vod__c

External ID

External ID that can be used for data loading

Text

Remote_Meeting_vod__c

Assigned_Host_vod__c

Assigned Host

Lookup to the User who will be assigned as the host of the remote meeting

Lookup

Remote_Meeting_vod__c

Description_vod__c

Description

Description of the remote meeting

Text Area

Remote_Meeting_vod__c

Attendance_Report_Process_Status_vod__c

Attendance Report Process Status

Indicates the status of retrieving the attendance report

Picklist

Remote_Meeting_vod__c

Latest_Meeting_Start_Datetime_vod__c

Latest Meeting Start Datetime

Indicates the latest datetime that the meeting was started

Date/Time

Sample_Limit_Transaction_vod__c

Merged_vod__c

Merged

During an Account merge, indicates that the Sample Limit Transaction record was originally created for the losing Account.

Checkbox

Sample_Limit_vod__c

Merge_Conflict_Id_vod__c

Merge Conflict Id

During an Account Merge, indicates the SFCC Id of the conflicting Sample Limit record if, during an Account Merge, a Sample Limit record of the losing Account cannot be transferred to the winning Account due to overlap in date range.

 

Sample_Limit_vod__c

Merged_vod__c

Merged

During an Account Merge, indicates that the Sample Limit record was originally created for the losing Account

Checkbox

Sample_Limit_vod__c

Original_Account_Id_vod__c

Original Account Id

When a Sample Limit record is transferred during an Account Merge, maintains the SFDC Id of the original Account the Sample Limit record was created for.

Text

Sent_Email_vod__c

Receipt_Entity_Type_vod__c

Receipt Entity Type

Indicates the type of transaction the receipt was requested from

Picklist

Survey_Target_vod__c

Target_Name_vod__c

Target Name

 

Formula

Survey_Target_vod__c

Detail_Group_vod__c

Detail Group

Reference to the Detail Group to which the Coaching Survey was associated.

Lookup

Survey_Target_vod__c

EM_Attendee_vod__c

Attendee

Used to identify the Attendee for the survey

Lookup

Survey_Target_vod__c

EM_Event_Speaker_vod__c

Event Speaker

Used to identify the Event Speaker for the survey

Lookup

Survey_Target_vod__c

EM_Event_vod__c

Event

Used to identify the Event for the survey

Lookup

Survey_Target_vod__c

zvod_Questions_vod__c

Zvod_Questions_vod

Marker field for displaying the questions section on the survey execution page

Checkbox

Veeva_Settings_vod__c

MEDICAL_INSIGHTS_COLUMNS_vod__c

Medical Insights Columns

This setting holds a comma list of Medical Insights field API names. These fields will show as columns in the home page Medical Insights on offline platforms.

Text

Veeva_Settings_vod__c

OM_ENABLE_ENHANCED_BUNDLE_PACKS_vod__c

OM Enabled Enhanced Bundle Packs

If enabled, bundle packs can be added as new order lines and each order lines are created in the background for each product/bundle pack combination so that external systems can identify how many quantities, and from which pack(s) the product was purchased.

Number

Veeva_Settings_vod__c

SCHEDULER_CONFIGURE_DISPLAY_vod__c

SCHEDULER_CONFIGURE_DISPLAY

Setting to allow the ability to display specific fields from the supported objects on My Schedule (via the “Configure Display” feature). This setting should hold a semicolon-delimited list of API Field Names from the Account, Child Account, and/or Address Objects.

Text

Object

Field Name

Field Label

Description

Field Type

Account_Plan_vod__c

Health_vod__c

Health

Indicated the overall health of the account plan

Picklist

Validation Impacting Defect Fixes

Platform

Key

Summary

Component
All CRM - 112989 The License_vod__c field was not being stamped on manually created Calls online even though the Parent_Address_vod record indicated a valid license number and License_valid_to_sample_vod. Call Reporting
Online CRM - 114373 When a user created a Call with samples using virtual lot numbers, the Lot # field populated with the product name instead of with NO_Lot_vod. Call Sampling
Online CRM - 115648 When a Sample Inventory Item line contained a value over 1000, the value displayed with a decimal instead of a comma. Sample Management
Online CRM - 116445 The DEA_Status_vod value was not displaying the correct status for Accounts with multiple addresses. Call Sampling
iPad CRM - 116724 Extremely long product names did not fully display on the Sample Signature page. Call Sampling
iPad CRM - 116833 Manufacturer and Distributor information related to a product did not fully display on the Acknowledgement of Content Signature page. Call Sampling
Windows Tablet CRM - 119361 An error occurred when trying to create a Call. Call Reporting
iPad CRM - 119830 In some configurations, the Call Sample Signature page disclaimer pop out icon displayed no matter how long the disclaimer text was. The text in the pop out did not display the correct text. Call Sampling
Windows Tablet CRM - 120797 An error occurred with the initial sync being repeated after logging out. Sync