About the 19R3 Release

This topic provides information about the Veeva CRM 19R3 release, including important dates, webinar information, and release announcements.

All dates listed are subject to change.

Dates to Remember

  • November 20 – Release Notes available
  • December 6 – Sandbox release
  • December 17 – Second Sandbox release
  • January 7 – Final Sandbox release
  • January 10 – Major release to all Orgs
  • February 7 – Lightning Support Available

Preview Webinars

NA Webinars

Product Date Time Link

CRM and Events

5 December 2019 10 a.m. PST Recording

Align

12 December 2019 10 a.m. PST Recording

EU Webinars

Product Date Time Link

CRM and Events

11 December 2019

11 a.m. CET

Recording

Align

17 December 2019

11 a.m. CET

Recording

APAC Webinar

Product Date Time Link

CRM and Events

12 December 2019

12 p.m. SGT

Recording

Announcements

Lightning Early Adopter Program

The sandbox early adopter program closes on December 6, 2019. See Getting Started with Veeva CRM and Lightning for more information.

Infrastructure Changes

Due to an infrastructure change, users cannot downgrade their Veeva CRM app to 19R2 after upgrading to 19R3. To downgrade, users must reinstall the Veeva CRM app.

Veeva CRM Mobile Platform and Software Deprecation

Salesforce requires all customers to migrate to their new Territory Management 2.0 model by June 2021. Because of incompatibility with this new model, the following platforms and software versions are no longer supported once Territory Management 2.0 is enabled:

  • Veeva CRM Tablet Edition
  • Veeva CRM on Windows 8
  • Veeva CRM on Windows 10 builds prior to 16299 (Fall Creators Update, version 1709)
  • All Veeva CRM versions prior to the 19R3 release

Support for Territory Management 2.0

Veeva CRM now supports Salesforce’s Territory Management 2.0 (TM2.0). This change requires action from all Veeva CRM customers. Salesforce requires all customers to migrate to their new Territory Management 2.0 model by June 2021.

See Territory Management 2.0 for more information about migrating to Territory Management 2.0.

Deprecating the Network Subscription Process

In the 20R3 release, the Network Subscription Process in the Process Scheduler will be deprecated and replaced by the Network Bridge, a feature within Veeva Network.

CLM Content Rendering on iOS - UIWebView Support Ending in 20R2

Beginning with the 20R2 release, planned for August 2020, Veeva CRM will exclusively support the WKWebView rendering engine for CLM content. Support for the legacy UIWebView rendering engine will be removed from Veeva CRM at this time. As a result, all CLM content will render using WKWebView with the release of 20R2.

Apple introduced WKWebView to fix security flaws in UIWebView and to improve performance. However, as a side effect, there may be slight impacts to content rendering that may require content updates. Veeva recommends customers and their content partners test all CLM content prior to the 20R2 release.

To review your CLM content, use the WKWebView Evaluation App. No configuration is required. Based on feedback from customers who have already completed this process, the vast majority of content renders flawlessly in WKWebView. However, there are rare instances when content updates are required.

Apple may officially remove UIWebView before the Veeva CRM 20R2 release. In this case, all CLM content will automatically use WKWebView.

What's New in 19R3

The CRM 19R3 release includes several new features as well as User Visible and Behavior Changes.

Our release notes offer brief, high-level descriptions of enhancements and new features. Configuration is available by selecting the feature name. You can also find a quick overview of 19R3 Feature Enablement and Availability information in this release note.

New Fields and New Objects are also included.

Documentation

Feedback

Each topic in the CRM Online Help displays a Feedback button in the bottom right corner of the page.

Select the Feedback button, enter your email address and feedback, then select Submit. The documentation team receives an email containing the link to the page from which you selected the Feedback button. The email also contains the email address entered for future follow-up.

Advanced Searching in the Online Help

The CRM Online Help site supports advanced search settings to enable users to quickly locate a relevant topic.

Advanced searching consists of two components:

  • Filtering – Select the Filter icon to limit the list of search results to only display topics belonging to the selected category. Only one filter may be selected at a time.
  • Exact Search – Select the Exact Search check box to limit the list of search results to only display topics containing the exact term. For example, if the search term is --cat and exact search is enabled, the search results only display topics with words containing exactly --cat. If exact search is not enabled, the search results also include all topics with words that contain cat (category, catalog, etc).

For example, Alice, an administrator at VerteoBiopharma wants to learn more about the --cat section signal. She is unsure which topic to read but knows the section signal is a part of Call Reporting. She enables an exact search for --cat and limits the search results to only display Call Reporting topics. The search returns two results, allowing the administrator to quickly locate the correct topic.

Features

General

OAuth 2.0 Authentication for Veeva CRM

Veeva CRM supports OAuth 2.0 integration for authentication, allowing users to use their company credentials to sign into Veeva CRM. Users do not have to remember Veeva-specific credentials.

 

CRM on the App Store

The Veeva CRM iOS application is available for installation or MDM control on the App Store. This enables easier management of the Veeva CRM application and creates a simple, consistent process for managing and deploying the latest versions of Veeva CRM. Existing orgs can Migrate to the App Store Version.

 

Videos Added in this Release

Videos were added to the following topics in 19R3: 

Accounts

Dynamic Attributes for Accounts

Dynamic attributes allow business admins to swiftly create new fields that display on the Account profile page without modifying the Account object and allow field users to capture information the business needs quickly.

Veeva Oncology Link Integration

Veeva CRM customers who subscribe to Veeva Oncology Link data can now provide their users with a quick and easy way to open Veeva Oncology Link profiles. Users can select a link on an account’s detail page to display the KOL’s Veeva Oncology Link profile page.

Call Reporting

Using Action Items on the Call Report

Action items provide a flexible way to manage tasks for Account Plans and offer a less-formal alternative to Call Objectives or Salesforce Tasks when defining to-do lists for team members. Key Account Managers (KAM) and Account Plan team members can now access a list of available Action Items on the Call Report to complete during a call.

Selecting the Call Location

For auditing purposes, when a signature is captured, the Call Location is stamped on the Call Record when the Call is saved.

CLM

Filtering Using Presentation Attributes

Users with a larger media library can filter using presentation attributes to reduce the number of presentations that display. These filters can be used in conjunction with existing labels and directories. Filters can also be applied to search results to narrow the result list to find the correct presentation.

Searching in CLM

Users with a large number of CLM presentations can easily locate a specific presentation by searching in their media library. Search results are sorted by relevance based on the search terms.

Engage Meeting

Allowing an Attendee to Share a Screen

Administrators can enable Engage Meetings hosts on the iPad to stop screen sharing. Once the host has stopped sharing their screen, other attendees in the meeting can share their screen, enabling a more collaborative meeting experience.

Improved Engage Meeting Hosting on the iPad

Hosting Engage Meetings on the iPad platform is redesigned to optimize the hosting experience. Hosts have access to the content sharing status, meeting controls, attendee video tiles, and notifications without having to navigate away from the displayed content in CLM.

Chat and Private Chat on the Web Client

Engage Meeting attendees using the Web Client on the following browsers can now use the Chat and Private Chat functionalities:

  • Chrome
  • Firefox
  • Edge
  • Safari
  • Internet Explorer – Version 11 or later

Raised Hand on the Web Client

Engage Meeting attendees using the Web Client can now use the Raise Hand button.

Events Management

Exact Speaker Search

Exact Speaker Search requires users to know the exact name of an EM_Speaker_vod record in order for it to display as a search result. This provides compliance in markets where access to speaker records needs to be restricted by limiting the number of records displayed on the speaker selection page.

Improved iPad Digital Sign-In Sheet

The sign in process for Events Management is enhanced to provide a better user experience for attendees and reduce the amount of administrative tasks. The enhanced process includes:

  • Simplified Welcome Screen
  • Type Ahead Search
  • Responsive Design
  • Streamlined Registration
  • Sign In Audit Summary

Overriding Event Rules

Overriding an Event Rule requires event organizers to acknowledge custom warnings or enter a justification for actions made on an event, enabling a more detailed and accurate audit trail.

Sending Approved Emails to Out of Territory Accounts

Event organizers can send Approved Emails to Event Speakers and Event Attendees outside of their territory. This enables users to still send follow-up information to these accounts.

Webinar Q&A for the Web Client

Engage Webinar has been deprecated and is replaced by Virtual Events.

Webinar attendees using the web client can now ask questions to and read answers from the speaker.

MCCP

Over Reached and Under Reached Thresholds Calculation Update

The Over Reached and Under Reached Thresholds for Cycles calculation has been updated. The updated calculation applies the under/over threshold variance against the expected level of progress based on the elapsed time in the MC Cycle instead of using the total number of days in the MC Cycle.

Setting Goals at the Detail Group Level

MCCP goals can now be set at the detail group level. Detail group level goals give admins the flexibility to manage specific products or topics under a group to detail a targeted account. This is useful for detail groups containing large numbers of detail products or detail topics.

Medical

Setting the Default MyInsights KOL Profile

Medical CRM now supports KOL HTML Summary Profile on the iPhone platform.

MyInsights

Setting the Default MyInsights Account Profile

The Account Profile Override record type is now available on the iPhone platform.

Requesting Location via MyInsights

MyInsights developers can create visualizations so users can view the location of their devices and compare it to the location of their accounts. This allows users to plan their activities more effectively.

Network

License Mapping in Network

The Network State License Mappings include both the Network_Sample_Eligible_vod and the Network_RXA_Eligiblity_vod fields on the Address_vod object to indicate an account’s ability to prescribe products and receive samples. Since sample eligibility and prescriptive authority can be different, depending on local laws, these two fields enable compliance in these markets

Samples

Enhancements to State Distributor License

Three new features have been added to the State Distributor License capability:

  • Filter Ship To Addresses based on valid State Distributor License status or exemption
  • Allow users to quickly see the status of a State Distributor License when recording a call
  • Enable selection of the correct State Distributor License address when sampling

Sync

Autosync for Windows

Autosync is now available on the Windows platform. Autosync ensures data created by CRM users is quickly synced from offline devices to the online server so critical information is immediately available to drive decisions made through reporting and analytics. Autosync improves the CRM experience for field users, Sales Ops, and IT teams, and reduces the risk of data loss to your organization in case the mobile device is stolen or the user leaves the organization without returning the device.

User Visible and Behavior Changes

Most new features require some configuration, however users are able to view the following changes immediately:

General

  • iPad and iPhone: Related lists on offline devices now display all synced records. If a column in a related list is a lookup field and the referenced data for a record is not synced to the device, the value for the record displays as Not Available.
  • Online: All loading spinners now use the Lightning spinner style.

Account Management

  • iPad: Smart Linking that is enabled for SWOT and Goal records on existing MyInsights reports is now functional on the iPad platform.

Call Sampling

  • Online, iPad, iPhone: When used to validate the sample status, the location field is locked after the signature is captured. The location field on a call report is now editable after a signature is captured if it contains only BRC products or if sampling in a state that does not require a state distributor license. Otherwise, call location is locked for auditing purposes.

CLM

  • iPad and Windows: Users can now transition between slides via the next and previous slide navigation buttons without disabling the laser pointer or highlighter pen. When the laser pointer or highlighter pen are active, swipe and all other actions remain disabled.
  • iPad and Windows: Users can now deselect previously selected labels and directories in the filter modal. Additionally, users can expand or collapse directories using the arrow icons.
  • iPad and Windows: Searching in the media library now displays relevant results based on the search terms. See Searching in CLM for more information on searching the media library.

Engage Meeting

  • iPad: To prevent confusion with the Media icon in the Call Header, the Schedule Engage Meeting button () is now only available in the More Actions menu
  • iPad: Hosting Engage Meetings on the iPad platform is redesigned to optimize the hosting experience. See Improving Engage Meeting Hosting on the iPad for more information.

Events Management

  • Online, iPad: The Walk_In_Reference_Id_vod field on the EM_Attendee_vod object now sets to null when a walk-in attendee is reconciled

MCCP

  • iPad, Windows: After the attainment calculation update, the green threshold background was removed from the Channel Status and Product Status sections of the Status tab on the My Plan screen

Surveys

  • iPad, iPhone: Internal Surveys now display alphabetically based on Survey Name on the Survey Targets screen
  • iPad: The device status bar, which provides information about the time, wifi strength, and battery level, now displays when a user is taking a survey
  • Online: The New Survey Target button on the Survey Target related list no longer displays on the Child Account screen when the user does not have visibility to both the parent and child account

19R3 Feature Enablement and Availability

New functionality introduced in the Veeva CRM 19R3 Release is available on the following platforms:

Feature Configuration
Required
iPad iPhone Online Windows
Action Items on Call Report Yes

Allowing an Attendee to Share a Screen

Yes

Chat and Private Chat on the Web Client

No

Autosync

No

Dynamic Attributes for Accounts

Yes

Selecting the Call Location Yes
Exact Speaker Search Yes

Filtering Using Presentation Attributes

Yes

Improved Engage Meeting Hosting on the iPad

No

Improved iPad Digital Sign-In Sheet

No

Improving Search in CLM 

Yes

License Mapping in Network

Yes

OAuth 2.0 Authentication for Veeva CRM Yes

Overriding Event Rules

Yes

Over Reached and Under Reached Thresholds for Cycles No

Raised Hand on the Web Client

No

Requesting Location via MyInsights

No

Sending Approved Emails to Out of Territory Accounts

Yes

Setting Goals at the Detail Group Level Yes
State Distributor License Yes
Veeva Oncology Link Integration Yes

New Objects

The list below contains all new objects added in Veeva CRM 19R3.

Object

Label

Description

Dynamic_Attribute_Configuration_vod Dynamic Attribute Configuration This object holds dynamic attribute definitions. Based on the configuration specified in each record, Dynamic Attributes will display to the field-user.
Dynamic_Attribute_vod Dynamic Attribute This object holds Dynamic Attributes once a value has been assigned for an attribute associated with an Account.
EM_Event_Override_vod Event Override Used for event-specific exceptions. Used by Veeva Event Management.

New Fields

The list below contains all fields added in Veeva CRM 19R3. 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 fields.

Object

Field Name

Field Label

Field Description

Field Type

Note

Account

VL_Link_vod Veeva Link Displays 'Profile' as a hyperlink to the Veeva Link Profile of the Account using the value of VL URL, or displays 'No Profile' in case VL URL is blank. Formula  
Account VL_URL_vod Veeva Link URL Contains the URL for the Veeva Link Profile of the Account. Text  
Action_Item_vod Call2_vod Call References the Call record where the Action Item was completed. Lookup

 

Address_vod__c Network_RXA_Eligible_vod Network RXA Eligible Contains the sample eligibility status of the HCP associated with this address, as reflected in Veeva OpenData. The field is mapped to rxa_eligible__v from Network. Picklist  
Call2_vod Location_Text_vod Location This field stores the text value of zvod_Business_Account_vod__c. This field should not be displayed on the Page Layout. Text

 

Call2_vod State_Distributor_Address_Id_vod State Distributor Address Id The Id of the State Distributor Address that was used when the Call was created. Text

 

Call2_vod State_Distributor_Address_Line_1_vod State Distributor Address Line 1 Address line 1 of the State Distributor Address Text

 

Call2_vod State_Distributor_Address_Line_2_vod State Distributor Address Line 2 Address line 2 of the State Distributor Address Text

 

Call2_vod State_Distributor_City_vod State Distributor City City of the State Distributor Address Text

 

Call2_vod State_Distributor_State_vod State Distributor State State of the State Distributor Address Text  
Call2_vod State_Distributor_Zip_4_vod State Distributor Zip 4 Zip4 Code of the State Distributor Address Text  
Call2_vod State_Distributor_Zip_vod State Distributor Zip Zip code of the State Distributor Address Text  

Call2_vod

zvod_Action_Items_vod

zvod_Action_Items_vod

Marker field that enables the display of Action Items on Call Report.

Check box

 

Call2_vod zvod_Address_State_DISTR_STATUS_vod zvod_Address.State_DISTR_STATUS_vod__c Marker field used to place State Distributor License Status indicator on layout. Check box  

Call2_vod

zvod_State_Distributor_Address_vod

State Distributor Address

This field represents the special VoD Control that will display the State Distributor address field for an Individual call when State Distributor license is required in the State of Call Address.

Check box

 

EM_Event_Rule_vod Exact_Search_Setting_vod Exact Search Setting Field used to enable exact speaker search for the Event Type. Picklist  

EM_Speaker_vod

Alternate_Name_vod

Alternate Name

Field used when performing exact match speaker searches.

Text

 

MC_Cycle_Plan_Product_vod Product_Name_vod Product Product label from the Cycle Product Formula  

MC_Cycle_Plan_Summary_vod

Summary_For_vod

Summary For

Channel Label or Product Name that is being summarized.

Formula

 

Sample_Transaction_Audit_vod

Location_Text_vod

Location

This field stores the value of selected Location on associated Call.

Text

 

Sample_Transaction_Audit_vod State_Distributor_Address_Line_1_vod State Distributor Address Line 1 This field is the audit representation of the State Distributor Line 1 field on the Sample Transaction object. Text  

Sample_Transaction_Audit_vod

State_Distributor_Address_Line_2_vod

State Distributor Address Line 2

This field is the audit representation of the State Distributor Line 2 field on the Sample Transaction object.

Text

 

Sample_Transaction_Audit_vod State_Distributor_City_vod State Distributor City This field is the audit representation of the State Distributor City field on the Sample Transaction object. Text  

Sample_Transaction_Audit_vod

State_Distributor_State_vod

State Distributor State

This field is the audit representation of the State Distributor State field on the Sample Transaction object.

Text

 

Sample_Transaction_Audit_vod State_Distributor_Zip_4_vod State Distributor Zip 4 This field is the audit representation of the State Distributor Zip 4 field on the Sample Transaction object. Text  

Sample_Transaction_Audit_vod

State_Distributor_Zip_vod

State Distributor Zip

This field is the audit representation of the State Distributor Zip field on the Sample Transaction object.

Text

 

Sample_Transaction_vod Location_Text_vod Location This field stores the value of selected Location on associated Call. Text  

Sample_Transaction_vod

State_Distributor_Address_Line_1_vod

State Distributor Address Line 1

This field stores the value of selected State Distributor Address line 1 on associated Call.

Text

 

Sample_Transaction_vod State_Distributor_Address_Line_2_vod State Distributor Address Line 2 This field stores the value of selected State Distributor Address line 2 on associated Call. Text  

Sample_Transaction_vod

State_Distributor_City_vod

State Distributor City

This field stores the value of selected State Distributor City on associated Call.

Text

 

Sample_Transaction_vod State_Distributor_State_vod State Distributor State This field stores the value of selected State Distributor State on associated Call. Text  

Sample_Transaction_vod

State_Distributor_Zip_4_vod

State Distributor Zip 4

This field stores the value of selected State Distributor Zip 4 on associated Call.

Text

 

Sample_Transaction_vod State_Distributor_Zip_vod State Distributor Zip This field stores the value of selected State Distributor Zip on associated Call. Text  

Sent_Email_vod__c

Entity_Reference_Id_vod

Entity Reference ID

Stores the ID of the Account associated with the Sent Email

Text

 

Suggestion_vod Category_vod Category Used to indicate the reason of the Suggestion for reporting purposes. Picklist  

Validation Impacting Defect Fixes

Platform Key Summary Component
iPhone CRM-179070 The SIGNATURE_NEXT_STEPS_vod Veeva Message could not be modified. Call Sampling
iPad CRM-181250 If a user created a call, immediately changed the call’s duration or datetime, and reopened the call, any Call Samples added during creation remained in the database but no longer displayed. Users could also add duplicate samples on these calls. Call Sampling
iPad CRM-181514 Records from online were incorrectly merged when there were pending changes on mobile. Sync
iPad CRM-181535 When a user placed the Veeva CRM app in the background after saving or submitting calls, an error occurred, and the call did not display locally. Real Time Sync
iPad CRM-181823 When a user synced after creating an address for an existing account, the account’s License Status and License Expiration field values were cleared on the account’s existing addresses with the same state. Sync
iPad CRM-182039 In some cases, when a user created a call, added and deleted a sample, and then submitted the call, a sync error occurred. Call Reporting, Call Sampling
Online

CRM-182106

CRM-183581

When a user added samples to a call and saved or submitted the call, the Call Type was changed to Detail Only. Call Sampling
Online CRM-182837 In some cases, users could modify the Signature_vod page on unlocked records, even when the page was marked as read-only on the page layout. Call Reporting
iPad CRM-183121 An error occurred causing a Veeva Message to display as truncated. Call Sampling
iPad CRM-183725 In rare cases, users could duplicate a call attendee, potentially allowing them to submit a call containing samples without obtaining a signature. Sync