What's New in 20R2

The CRM 20R2 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 20R2 Feature Enablement and Availability information in this release note.

New Fields and New Objects are also included.

Features

CLM

Retrying Vault CLM Sync Failures

If there are errors when syncing CLM content from Vault to CRM, the errors are logged and any presentations impacted by those errors are skipped. The sync successfully processes the remaining presentations. This improves the efficiency of each sync and prevents errors from failing the entire sync. After fixing the errors, admins can retry syncing the failed presentations using the Retry Failed button in the CLM Admin Console.

Watch the Retrying Vault CLM Sync Failures video to learn how to use this functionality.

Engage Meeting

Rating an Engage Meeting Experience

Engage Meeting attendees can now rate their meeting experience. Collecting post-meeting information from meeting attendees is a common practice granting customers insights into the quality of the remote experience, and how those interactions can be improved in the future. Receiving this information as soon as possible increases response rates, accuracy, and the amount of details provided.

Watch the Rating an Engage Meeting Experience video to learn how to use this functionality.

Events Management

Selecting Attendees in Hierarchies on Windows

Event owners on Windows can drill down into account hierarchies when adding attendees to their event.

 

Bulk-Adding Event Attendees on Windows

Events Management users on Windows can add event attendees in bulk, allowing efficient input of information.

Multichannel

Approved Email

Reviewing Approved Emails Before Sending

Approved Emails can be marked as requiring additional review before being sent to recipients by adding the {{requiresReview}} token to the appropriate content. This provides an additional level of compliance checking by enabling the final contents of an email to be reviewed and approved before it is sent to recipients.

Additionally, this feature can be used in other forms of Approved Email, for example, Approved Email receipts for signature transactions, to hold sent emails until certain business conditions are met.

Consent Capture

Capturing Consent Using Confirmation Emails

After capturing consent with a confirmation email for an account, an Opt-In Pending consent record is created. However, the account’s current consent status is based on the last confirmed consent record. The account’s confirmed consent record is the unexpired opt-in or opt-out record.

User Visible and Behavior Changes

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

Approved Email

  • iPad, Online, Windows: When an end user sends an Approved Email, the Subject_vod and User_Input_Text_vod fields on the Sent_Email_vod object now automatically stamp and can be either manually reviewed or used in Creating Monitoring Rules.

CLM

  • Online: If there are errors when syncing CLM content from Vault to CRM, the errors are logged, presentations impacted by those errors are skipped, and the sync processes the remaining presentations. The Retry Failed button displays on the CLM Administration Console allowing users to sync presentations that failed.
  • iPad: The zoom gesture cannot be disabled for Vault-generated HTML content containing internal navigation links. (added 8/17/2020)

Engage Meeting

Events Management

  • Windows: When the attendee hub is enabled, event organizers can navigate account hierarchies to select attendees.

Network Integration

  • iPad, iPhone, Online, Windows: If Network merges two addresses on the same account and the losing address is the primary address, the winner of the merge becomes the primary address. This change only applies to integrations that do not map the primary address to Network.

20R2 Feature Enablement and Availability

New functionality introduced in the Veeva CRM 20R2 Release is available on the following platforms:

Feature Configuration Required iPad iPhone Online Windows
Capturing Consent Using Confirmation Emails No
Rating an Engage Meeting Experience Yes
Retrying Vault CLM Sync Failures No
Reviewing Approved Emails Before Sending Yes

New Objects

No objects were added in Veeva CRM 20R2.

New Fields

The list below contains all fields added in Veeva CRM 20R2. 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 Description Type
EM_Attendee_vod Cvent_Attendee_ID_vod Cvent Attendee ID Stores the Cvent Attendee ID Text
EM_Attendee_vod Last_Sync_vod Last Sync Stores the date/time of the last successful sync with Cvent Date/Time
EM_Event_Speaker_vod Cvent_Attendee_ID_vod Cvent Attendee ID Stores the Cvent Attendee ID Text
EM_Event_Speaker_vod Last_Sync_vod Last Sync Stores the date/time of the last successful sync with Cvent Date/Time
EM_Event_vod Cvent_Event_ID_vod Cvent Event ID Stores the Cvent Event ID Text
EM_Event_vod Cvent_Event_Status_vod Cvent Event Status Stores the Cvent Event Status Text

Validation Impacting Defect Fixes

Platform Key Summary Component
iPad CRM-189552 When a call sample was deleted due to a sync error, related sample order transactions were not deleted. Call Sampling
iPad CRM-199882 An error occurred when trying to capture a remote signature. Engage Client App
iPad CRM-200067 When adding BRCs to an existing call, the Ship To Address field was not available until after the user added values in the Product, Item, and Quantity fields. Call Sampling
iPad CRM-202750 When either the --nsl or --nslns section signal was present on a page layout, the Lic. # field label did not display when a user reviewed Signature Request details on their device. Engage Meeting
iPad CRM-202282 Selecting Cancel caused the Product Information modal to close abruptly instead of sliding down. Call Sampling

iPad

CRM-202997

Selecting Done twice very quickly on the Mass Sampling screen caused duplicate samples on calls.

Call Sampling

iPad CRM-204387 QR Codes encoded with group separator characters were not scanning correctly. Call Sampling
Online CRM-194905 In an org with a My Domain URL with capital letters, an error occurred after confirming receipt of a sample transaction. Sample Management

Browser (Classic)

CRM-201385
CRM-204988

When a product name or lot # contained a special character, the Sample and Lot # fields were not populated on the New Sample Transaction screen.

Sample Management

Online CRM-203967 After an attendee signed and accepted a remote signature, the Signature Capture Failed message displayed. Engage