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 an asynchronous messaging platform providing a communication and networking channel between users and HCPs. With Engage Connect, users and HCPs can connect, chat, exchange approved content, request samples, and coordinate meetings all within a single platform, providing greater engagement with HCPs.
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 iPad 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.
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:
- Sharing PowerPoint Presentations in Engage Meeting
- Displaying HCP Information on the Signature Page
- Creating Key Medical Insights
- Event Speaker Rules
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:
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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 |
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n/a |
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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 | ||||||||
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Feature | Configuration Required | CRM Desktop (Windows) | iPad | iPhone | Browser (Classic) | Browser (Lightning) | Windows Tablet | Android |
Yes |
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Approved Email Tokens in Email Fragments and Template Fragments |
No | |||||||
Yes |
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No |
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Overriding the Default CRM Rendition Setting for Auto-Publishing |
No |
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Capturing Consent Using Confirmation Emails for All Channels |
Yes |
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Yes |
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Yes |
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Yes |
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Yes |
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Yes |
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No |
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Yes |
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Yes |
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MyInsights Studio | |
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Feature | Configuration Required |
No | |
Using the Now Data Element | No |
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 |