What's New in 21R2.1

The CRM 21R2.1 minor 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 21R2.1 Feature Enablement and Availability information in this release note.

New Fields and New Objects are also included.

Features

General

Attaching Salesforce Files on Mobile Devices

For Lightning-enabled users on mobile devices, files are automatically uploaded as Salesforce Files if they are attached to records via Attachments related lists or embedded (zvod) attachment fields.

Account Management

Account Plan Deep Cloning

Account Plan Deep Cloning allows Key Account Managers (KAMs) to clone account plans for reuse. The team working on the account plan continually measures the success of the plan, and, based on success rates, can reuse account plans for other Key Accounts to achieve similar results.

Approved Notes

Using Monitored Text to Review Approved Notes Violations

Monitored Text enables compliance users to use native Salesforce functionality, for example, list views, column sorting, and filtering, quickly locate, view, and resolve the Approved Notes violations they are responsible for. Additionally, if the same user-input text contains multiple violations, all violations are grouped together as Monitored Text records, streamlining the review process while still maintaining compliance.

Engage Meeting

Host Screen Sharing on the iPad

Hosts can share a variety of content in addition to CLM presentations in an Engage meeting. This enables greater interactivity during Engage meetings as hosts can share their entire screen, including assets or applications outside of CRM.

This feature is only available when CRM is installed via the app store. Customers using a manual installation must migrate to the app store version to use this feature.

Events Management

Enhanced Event Material Availability

To improve accuracy and increase compliance when organizing events, users have the latest content available when selecting event materials. This includes newly created or recently updated records that may not display as available by default.

Virtual Event Host Screen Sharing on the iPad

Hosts can share a variety of content in addition to CLM presentations in a virtual event. This enables greater interactivity during virtual events as hosts can share their entire screen, including assets or applications outside of CRM.

This feature is only available when CRM is installed via the app store. Customers using a manual installation must migrate to the app store version to use this feature.

MyInsights Studio

Previewing Display Elements

Users can preview display elements in MyInsights Studio to confirm the content displays as expected without having to deploy the content.

New Videos

The following videos were added as part of this release:

• Controlled Substance Sampling
• Order Management Approvals
• Planning Calls with the Stakeholder Navigator

User Visible and Behavior Changes

Most new functionality requires some configuration, however users are able to use the following functionality immediately. Select the thumbnail to view a larger image.

Approved Email

Platform	Description	New	Previous
iPad	When composing an Approved Email, users can now use the Sort By picklist to sort the list of Approved Documents based on the following options: Newest – Default selection Oldest Alphabetical Reverse alphabetical		N/A
Browser (Classic)	When composing an Approved Email, users can now use the Last Modified column to sort the list of Approved Documents based on when the document was last modified in Vault		N/A

Events Management

Platform	Description	New	Previous
iPad	Event Attendees now only validate based on Online Validation Rules when an internet connection is available.	N/A	N/A

KAM Business App (updated September 2, 2021)

Platform	Description	New	Previous
Browser (Lightning)	The Clone Account Plan action was added to the Account Plan page layout in the KAM Lightning Business app.		N/A

New Objects

Object	Object Name	Description
Monitored_Text__vod	Monitored Text	Used to store details about flagged text detected during an Approved Notes monitoring job.

New Fields

The list below contains all fields added in Veeva CRM 21R2.1. 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
Account_Plan_vod	Clones_vod	Clones	References the original record that was used to create the current one.	Lookup
EM_Attendee_vod	Attendance_Type_vod	Attendance Type	Used by Events Management to indicate attendee attendance type.	Picklist
EM_Attendee_vod	Engagement_Score_On24_vod	Engagement Score On24	Field used to store On24 engagement score.	Number
EM_Attendee_vod	External_Id_On24_vod	External ID On24	Field used to store On24 unique identifier.	Text
EM_Attendee_vod	Registration_Timestamp_On24_vod	Registration Timestamp On24	Field used to store On24 registration date and time.	Date/Time
EM_Event_Speaker_vod	Attendance_Type_vod	Attendance Type	Used by Events Management to indicate attendee attendance type.	Picklist
EM_Event_vod	Content_Length_vod	Content Length	Used by Events Management to assign a Content Length to records.	Picklist
EM_Event_vod	Event_Format_vod	Event Format	Used by Events Management to assign an Event Format to records.	Picklist
EM_Event_vod	External_Id_On24_vod	External ID On24	Field used to store On24 unique identifier.	Text
EM_Event_vod	Audience_URL_On24_vod	Audience URL On24	Field used to store the On24 audience url.	URL
EM_Event_vod	Location_Type_vod	Location Type	Used by Events Management to assign a Location Type to records.	Picklist
EM_Event_vod	Product_vod	Product	Used by Events Management to assign a Product to an Event record.	Lookup
EM_Event_vod	Program_Type_vod	Program Type	Used by Events Management to assign a Program Type to records.	Picklist
EM_Event_vod	Presenter_URL_On24_vod	Presenter URL On24	Field used to store the On24 presenter url.	URL
EM_Event_vod	Preview_URL_On24_vod	Preview URL On24	Field used to store the On24 preview url.	URL
EM_Event_vod	Reporting_URL_On24_vod	Reporting URL On24	Field used to store the On24 reporting url.	URL
Remote_Meeting_Attendee_vod	Account_vod	Account	Reference to the Account that the attendee is associated with, if any.	Lookup
Remote_Meeting_Attendee_vod	Meeting_Type_On24_vod	Meeting Type On24	Field used to store the On24 meeting type.	Picklist
Veeva_Common_vod	Analytics_Server_vod	Analytics Url		Text
Veeva_Common_vod	Salesforce_API_Version_vod	Vod Api	Contains the API version of Salesforce. Used in Auth Server.	Text
Veeva_Common_vod	VMobile_Version_vod	MVERSION	Version for the CRM Tablet (VMobile).	Text
Veeva_Common_vod	WM_Version_vod	WinModernVersion	Veeva Windows Tablet Version	Text
Veeva_Common_vod	WinCRMVersion_vod	Windows CRM Version	This is the version for Windows Tablet CRM.	Text
Veeva_Common_vod	iOS_Minimum_Version_vod	iMin iOS Version	The minimum version for the iOS operating system.	Text
Veeva_Common_vod	iRep_Application_Id_vod	iRep App ID	The ID of the iPad application.	Text
Veeva_Common_vod	iRep_Minimum_Version_vod	iRep Min Version	The minimum version for the iPad application.	Text
Veeva_Common_vod	iRep_Version_vod	IPAD Version	Version of Veeva DRM on iPad.	Text
Veeva_Settings_vod	REQUIRE_CALL_CHANNEL_vod	Require Call Channel	Requires Users to make a selection from the Veeva standard Call Channel picker on all Calls.	Checkbox