What's New in 21R3.0

The CRM 21R3.0 major 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 21R3.0 Feature Enablement and Availability information in this release note.

New Fields and New Objects are also included.

Announcements

Lightning Ready

In 21R3, all Veeva customer orgs which are not already upgraded will be upgraded to be Lightning-ready. This does not automatically enable Lightning for users but converts Veeva functionality to be Lightning compatible. See Schedule of Lightning Upgrades for more information.

Changes to Platform Naming

To prepare for additional platform availability, platform names in CRM Help are updated as follows:

Previous Platform Name New Platform Name

Windows

Windows Tablet

Online (Classic)

Browser (Classic)

Online (Lightning)

Browser (Lightning)

Engage Host App

CRM Desktop (Windows)

Auto-Publishing CLM Content from Vault

We updated the name Single-Doc Publishing to Auto-Publishing for CLM content to more accurately reflect the functionality, which automatically publishes CLM content from Vault to CRM.

Features

The 21R3.0 release includes features from the following minor releases:

General

Digital Rep Lightning Business App (Previously Primary Care Sales App, available December 16, 2021)

The Digital Rep Lightning Business App (previously the Primary Care Sales App) enables field users to quickly view and manage their daily activities, as well as view performance metrics and company notifications. The Digital Rep App provides quick and easy access to the following information to help users stay aware of and focused on their core objectives:

  • Daily calls, account activity, time-off-territory, and upcoming events to plan daily activities
  • Actionable insights, notifications, reports, and cycle plans to understand past interactions and improve future performance

Approved Email

Approved Email Tokens in Email Fragments and Template Fragments

To enhance both flexibility and reusability of Approved Email content, content creators can add several Approved Email tokens to email fragments and template fragments.

See the 21R3.0 Functionality Guide for a complete list of newly available tokens.

Call Reporting

Auto-Populating the Call Channel

Admins can configure the value in the Veeva standard Call_Channel_vod field to auto-populate based on customers’ own call channel fields. This enables customers to ensure downstream systems are not affected by the switch to a standard Call_Channel_vod field and minimize disruptions to user workflows.

CLM

Supporting queryRecord for CLM Content on CRM Desktop (Available December 16, 2021)

Content creators can use the queryRecord JavaScript function in CLM content on the CRM Desktop (Windows) platform to access and display online CRM data directly in a CLM presentation. To load and view content using the queryRecord function, users must have an active internet connection. For performance reasons, there are some restrictions when using the function on the CRM Desktop (Windows) platform. See the Multichannel CRM JavaScript Library for more information.

Overriding the Default CRM Rendition Setting for Auto-Publishing (Previously Single-Doc Publishing)

Content creators can override the default rendition setting for a document type and file type by populating the CRM Rendition Override (crm_rendition_override__v) field when creating a document in Vault. After the content creator saves the document, Vault generates a distribution package based on the selected rendition setting, instead of the default. See CRM Rendition Overrides in Vault Help for more information about the CRM Rendition Override field.

Consent Capture

Capturing Consent Using Confirmation Emails for All Channels

To capture consent when users are unable to meet HCPs face-to-face, users can send confirmation emails to confirm opt-in consent for any channel, including custom channels.

Additional Step for Consent Confirmation Emails

To prevent the recipient’s systems from unintentionally confirming opt-in consent for an HCP, admins can configure an additional confirmation step for HCPs before they confirm their consent. Customers define the content displayed for the additional step.

Engage Connect

Engage Connect in Veeva CRM (Available December 16, 2021)

Engage Connect is a licensed mobile application used by end users to enable virtual connections and communication with HCPs, including the following functionality:

  • Connect end users with HCPs
  • One or two way messaging via email or chat
  • Share approved content
  • Request samples and materials
  • View upcoming Engage Meetings
  • Join Engage Meetings

Engage Meeting

Capturing Remote Signatures for Sampling with QR Codes (Available December 16, 2021)

QR code signature capture enables CRM users and HCPs to maintain physical distance and eliminates the need to share devices during face-to-face visits. CRM users generate a QR code from the call report. HCPs scan the QR code to display a signature capture screen, then provide a signature from their own device.

Events Management

Using Event Type-Specific Disclaimers

To increase compliance and enhance flexibility, admins can define Event Type-specific disclaimer text. When attendees sign into an event, defined restrictions, actions, and data reporting must be communicated to attendees for compliance reasons. Depending on local regulations, certain event types may have different compliance requirements.

Medical

Key Medical Insights now on iPhone

Key Medical Insights is now available on iPhone. Key Medical Insights are important in the current market and are therefore valuable to Medical Affairs personnel. This information can be captured and organized using the Medical_Insight_vod object.

Key Medical Insights for Lightning (Available December 16, 2021)

Key Medical Insights is now enabled as a Lightning native component for users with Lightning Ready orgs. A Key Medical Insight contains information gained by Medical users from publications, conferences, or talking with peers, for example.

Mobile Device Setup

Managing Tab Visibility and Display Order

To customize Veeva CRM for users’ workflows and streamline navigation, admins can reorder or remove visibility to tabs on the navigation bar. This functionality includes the option to display My Cycle Plan, Suggestions, and My Tasks on the navigation bar, so users can quickly navigate to those tabs without returning to the home page.

MyInsights

Managing MyInsights Visibility for Accounts

Admins can control whether or not MyInsights content displays for a specific account. This ensures content only displays when the necessary data is available.

MyInsights Studio

The following features will be available on December 16, 2021:

Supporting the Date/Time Field Type

MyInsights Studio supports the Date/Time field type, allowing users to add data with Date/Time values and perform calculations with Date/Time expressions.

Using the Now Data Element

Users can use the Now data element to get the current date and time, which can then be incorporated into other data and display element as a Date/Time value.

Improved Trend Chart Display Element

Users can select the 'I have multiple series of data' check box to define and display multiple trends from the same data source on the same trend chart.

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.

CLM

Platform Description Before After

Browser (Classic), Browser (Lightning)

To prevent truncation when syncing content from Vault and to allow content creators to include descriptions specifically used by CRM when users search the media library, the following CLM_Presentation_vod fields are updated:

The Keywords_vod field is now a LongTextArea field with a maximum of 10000 characters

The Description_vod field is now a LongTextArea field with a maximum of 1500 characters

The Description_vod field now has a primary mapping to the crm_searchable_description__v Vault field and a secondary mapping to the title__v Vault field in CRM Vault integrations

n/a

n/a

Events Management (Added November 23, 2021)

Platform Description Before After

Engage Web Client

Virtual event speakers joining the event from a Mac or Windows desktop device can now join virtual events using the Engage Web Client on any supported browser.

Windows users can select a link from the bottom of the Join page to join via the Web Client, rather than download the Engage Speaker app.

Mac users automatically join as a speaker through the Web Client.

n/a

User Interface Enhancements

Platform Description Before After

iPad, iPhone

If an item in the More Actions menu is longer than one line, it is truncated at the end of the line.

Key Medical Insights

Platform Description Before After

iPad

When a Key Medical Insight is created from an Event, and multiple KMI record types are configured, the record type selector displays.

n/a

Online (Lightning)

The MEDICAL_INSIGHTS_COLUMNS Veeva Setting, used to adjust column displays on the Key Medical Insights tab, is not supported in Lightning. Columns can be defined and configured using Salesforce List Views.

n/a

n/a

Medical Inquiries

Platform Description Before After

iPad, iPhone

When Multiple Product Inquiries are configured:

  • In view and edit mode, the selected medical inquiry displays first, then related inquiries sorted by record name in ascending order
  • In view mode, related inquiry record names, displayed under separate section headers, are clickable and navigate users to the related inquiry record

Veeva Engage Apps

The Veeva Engage apps used by HCPs to join Engage Meetings is visually and stylistically updated as part of the release of Engage Connect.

Before

After

n/a

n/a

21R3.0 Feature Enablement and Availability

New functionality introduced in the Veeva CRM 21R3.0 release is available on the following platforms:

CRM
Feature Configuration Required CRM Desktop (Windows) iPad iPhone Browser (Classic) Browser (Lightning) Windows Tablet Android

Digital Rep Lightning Business App

Yes

Approved Email Tokens in Email Fragments and Template Fragments

No

Auto-Populating the Call Channel

Yes

Supporting queryRecord for CLM Content on CRM Desktop

No

Overriding the Default CRM Rendition Setting for Auto-Publishing

No

Capturing Consent Using Confirmation Emails for All Channels

Yes

Additional Step for Consent Confirmation Emails

Yes

Engage Connect in Veeva CRM

Yes

Capturing Remote Signatures for Sampling with QR Codes

Yes

Using Event Type-Specific Disclaimers

Yes

Key Medical Insights now on iPhone

Yes

Key Medical Insights for Lightning

No

Managing Tab Visibility and Display Order

Yes

Managing MyInsights Visibility for Accounts

Yes

 

MyInsights Studio
Feature Configuration Required

Supporting the Date/Time Field Type

No
Using the Now Data Element No

Improved Trend Chart Display Element

No

New Objects

No new objects were added in Veeva CRM 21R3.0.

New Fields

The list below contains all fields added in Veeva CRM 21R3.0. 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

Call2_vod

Call_Channel_Formula_vod

Call Channel Formula

Used to automatically populate the Call_Channel_vod field.

Formula

Clm_Presentation_vod

Description_vod

Description

Contains the description of the CLM Presentation.

Text

Clm_Presentation_vod

Keywords_vod

Keywords

Comma separated keywords of the CLM Presentation.

Text

Consent_Header_vod

Allow_Confirmation_by_Email_vod

Allow Confirmation by Email

Enables the user to select Email as the consent confirmation method.

Check box

HTML_Report_vod

Visibility_Criteria_vod

Visibility Criteria

Criteria for record-level visibility control

Text

Multichannel_Message_vod

Consent_Confirm_HTML_vod

Consent Confirmation HTML

HTML content of the page displayed when the HCPs select the email confirmation link.

Text

Social_Binding_Activity_vod

Status_vod

Status

The approval status of the social binding activity.

Picklist

Veeva_Settings_vod

TAB_NAV_DISPLAY_vod

TAB_NAV_DISPLAY

References a Veeva Message that controls the offline tab visibility and display order.

Text

Validation Impacting Defect Fixes

Platform

Key

Summary

Component

Browser (Lightning)

CRM-224791

When users edited a saved Medical Inquiry and changed the delivery method from In Person to Email, the in-person street address continued to display on the Medical Inquiry detail page.

Medical Inquiries

Browser (Lightning)

CRM-224800

When users edited a saved Medical Inquiry and changed the delivery method from Email to In Person, the email address continued to display on the Medical Inquiry detail page.

Medical Inquiries

Browser (Lightning)

CRM-227471

When users created a new Medical Inquiry record and selected Phone as the delivery method, the Phone picklist did not display any account phone numbers from custom fields. 

Medical Inquiries

iPad

CRM-229279

When Lebanon users with an en_US language locale added samples to the call report via mass sampling, the sample lot expiration date warning incorrectly displayed for unexpired sample lots.

Call Sampling

Windows Tablet

CRM-229565

When users captured a signature for sampling with GPS coordinate capture enabled, the Signature_Location_Longitude_vod field did not always populate.

Call Reporting

Windows Tablet

CRM-230913

When users saved a call report with samples online, then deleted the samples using a Windows Tablet device and submitted the call report, the Is_Sampled_Call_vod check box stayed selected online.

Sample Management

Browser (Classic)

CRM-231929

When users created a call report and then attempted to capture a signature for BRC sampling using approved links, an error displayed incorrectly. 

Call Sampling

iPad

CRM-233475

When users captured a signature for a high value promotional item, then attempted to submit the call report, an error displayed incorrectly. 

Call Sampling

Browser (Lightning)

CRM-233918

When users corrected an error on a Medical Inquiry record, the error message continued to display. 

Medical Inquiries

Browser (Lightning)

CRM-234142

When a user selected the Submit button multiple times on a Medical Inquiry, duplicate records were created.

Medical Inquiries

Browser (Classic)

CRM-235983

When users requested a signature for BRC sampling remotely and they did not have access to the Country_vod field on the Account object, the link did not generate.

Call Reporting