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

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:

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

Online

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

Online

The Clone Account Plan action was added to the Account Plan page layout in the KAM Lightning Business app.

N/A

21R2.1 Feature Enablement and Availability

New functionality introduced in the Veeva CRM 21R2.1 release is available on the following platforms:

Feature Configuration Required iPad iPhone Online (Classic) Online (Lightning) Windows
Attaching Salesforce Files on Mobile Devices Yes
Account Plan Deep Cloning Yes

Using Monitored Text to Review Approved Notes Violations

Yes

Enhanced Event Material Availability No
Host Screen Sharing on the iPad Yes

Virtual Event Host Screen Sharing

No

Previewing Display Elements No

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 Modern Version

Text

Veeva_Common_vod

WinCRMVersion_vod

Windows CRM Version

This is the version for Windows 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