What's New in 22R1.0

The CRM 22R1.0 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 22R1.0 Feature Enablement and Availability information in this release note.

New Fields and New Objects are also included.

Announcements

Salesforce Guest Profiles

With the 22R1.0 production release, Salesforce Guest profiles are no longer updated during releases.

Updated Device and Software Requirements for CRM Desktop (Windows)

Starting in 22R1 (April ‘22), CRM Desktop (Windows) has updated minimum specifications to ensure the best experience when using Veeva CRM. See CRM Desktop (Windows) for more information.

End of Support for iOS 13

Starting in 22R1 (April ‘22), Veeva CRM requires iPadOS/iOS devices to be running iOS 14 or greater. Users with devices running iOS 13 or earlier will not be able to upgrade the app to the 22R1 version. A notification will display indicating they are on an unsupported iOS version. See CRM for iOS for more information about supported hardware and software for iOS devices.

New Date for the 22R3.0 Major Release

The 22R3.0 major release is rescheduled to December 8, 2022 (previously December 15, 2022). To provide a three-week sandbox period, the 22R3.0 sandbox release is rescheduled to November 17, 2022. Additionally, the 22R2.3 minor release is canceled to support rescheduling the 22R3.0 major release. For a full list of the release dates for 2022, see About CRM Releases.

Features

The 22R1.0 release includes features from the following minor releases:

• What's New in 21R3.2
• What's New in 21R3.3

Features were not added in the 21R3.1 minor release.

Account Management

Global Account Search

Global Account Search is a tool to search for and add accounts currently outside a user’s territory, making it easier to interact with these accounts. Global Account Search also helps reduce the creation of unnecessary accounts, as users can first check if an account already exists outside of their territory before creating a new account.

Redirecting the New Account Button to Global Account Search

Admins can configure Global Account Search to override the New Account button in My Accounts, forcing the user to search for an account outside of their territory before they can create a new account. This reduces the chance that users accidentally create duplicate accounts.

Account Plan

Displaying and Adding Out of Territory Accounts in Stakeholder Navigator

Related out-of-territory accounts display along with users’ accounts in the stakeholder navigator. This enables users to more accurately manage their accounts, and plan account interactions by providing a full view of their accounts’ professional networks.

Approved Notes

Using Product-Specific Monitoring Rules

To reduce false-positive violations, compliance users can designate monitoring rules to only run against a defined combination of products, detail groups, and detail topics based on My Setup assignments. This also enables greater control over which rules run for a user's calls, as some monitored phrases may be appropriate for some users and not others.

Product-Specific Monitoring Rules link monitoring rules to any user assigned that product via My Setup. When a rule is linked to the user, the rule runs on all of the user's calls, not only the calls discussing the associated product.

Authentication

Signing In with MFA and Custom Domain

Customers can enforce multi-factor authentication and enable a wide range of single sign-on (SSO) solutions without using MDM, including OAuth 2.0 and SAML. iPad and iPhone users can also sign in to Veeva CRM using a custom domain. This ensures a familiar and consistent signin experience for users across platforms.

Call Reporting

Restricting Call Channels

Admins can now restrict call channel options for Browser (Classic) users. To ensure users are only presented with compliant call channel options, admins can deactivate the Email, Chat or Text, and Other call channels so they are not available for selection on the call report.

Additional configuration is required to restrict call channels for Browser (Classic) users. See Restricting Call Channels for more information.

Call Sampling

Removing ASSMCA License Validation

Due to changes in Puerto Rico’s controlled substance sampling requirements, ASSMCA license numbers do not need to be populated for controlled substance sampling in Veeva CRM. ASSMCA and Ship-to ASSMCA fields no longer display on signature pages, and the fields are no longer validated. Additionally, admins can deactivate the validation rule for ASSMCA validation on Address records, simplifying account creation and address record maintenance.

CLM

Displaying Website Content in the Media Library

Veeva CRM supports displaying website content in the media library. Content creators can create websites with approved content which users can share with HCPs during calls and Engage meetings, while ensuring the content is compliant.

Concur Sync

Authentication Support for SAP Concur

SAP Concur will change how authentication works for integrations with partner software, including Veeva CRM. Any customers with CRM environments connected to SAP Concur need to reconnect and authenticate from within Concur’s App Center. This change will be available in the 22R1 (April '22) release. If connections are not updated by June 30th, 2022 customers may see errors in their integration. See SAP Concur Overview for more information.

Engage

Sending Meeting Requests with Approved Email (Available April 14, 2022)

To enable recipients to provide availability and channel preferences, users can send Approved Emails containing a link to the Engage Scheduling Site. This site is a dedicated website that recipients can use to request a meeting with CRM users based on their preferred time and call channel. This also allows users to avoid scheduling and rescheduling meetings without first knowing the recipients’ preferences.

Sending Web Links for Website Content

To allow users to share approved website content to HCPs through non-email channels, users can share website links to HCPs using social messaging apps. Admins can add tracking tokens to website links to track visitor engagement with specific websites and identify where and when the link was sent. Sharing web links allows users to increase communication with HCPs and increase HCP engagement with website content.

Engage Meeting

Engage Meeting License Management

The Engage group management process enables admins to control user assignment to Engage Groups via the User object, enabling assignment to be controlled via data-loading and user management integrations.

Adding Dial-in Numbers to Engage Meeting Invitations

To make it easier for attendees to join the audio of an Engage meeting via dial-in, Engage hosts can add dial-in numbers to invitations sent to attendees. This can be their preferred or required method of joining the meeting’s audio.

Events Management

Lightning for Events Management (Sandbox Beta)

Lightning-enabled orgs have access to a dedicated experience on the Browser (Lightning) platform, enabling the use of Salesforce’s enhanced Lightning UI with the capabilities of Events Management.

Once configured, the Lightning UI applies to the following Events Management functionality:

• Creating and Editing an Event – See Functionality Differences for updated functionality
• The Next Steps Section – See Functionality Differences for updated functionality
• Adding Event Team Members
• Adding Event Budgets to an Event
• Adding Speakers to an Event – See Functionality Differences for updated functionality
• Adding Event Materials to an Event
• Entering Expense Estimates into an Event
• Event Sessions
• Adding Attendees to an Event
• Searching for Out of Territory Attendees – See Functionality Differences for updated functionality
• Adding Walk-in Attendees – See Functionality Differences for updated functionality
• Reconciling Walk-in Attendees – See Functionality Differences for updated functionality
• Entering Expense Headers and Lines
• Using the Files, Attachments, and Notes related list in EM_Event_vod records
• Managing Related Lists in Lightning for Events Management
• Selecting Attendees in Hierarchies
• Adding Local Time and Time Zone to an Event
• Hosting a Virtual Event using Engage
• Generating Virtual Participant URLs in Child Events
• Alternative Hosts for Virtual Events
• Associating an Account with an Event
• Using Event Templates in Child Events
• SAP Concur Integration with Events Management
• Event Business Rules
• Event Tasks
• Using Notes in Lightning Experience
• Child Accounts in Events Management
• Searching for Child Account Attendees Outside a User’s Territory
• Viewing Expense Headers and Expense Lines in Lightning for Events Management
• Creating and Editing Expense Headers and Expense Lines – Includes creating split expenses

When defined on EM_Event_Layout_vod records, the following buttons display on events in Lightning for Events Management, enabling the following functionality:

• Send Email
• Record a Call
• View Signatures
• Preview Event QR Code
• Manage Contracts
• Link Contracts

These features are functionally equivalent to other platforms.

Unsupported Features on Lightning for Events Management

The following Events Management features are not currently available when using Lightning for Events Management, though support is planned in future releases:

• View Vault Event Content

Speaker Tab

To enable event organizers to easily decide which speaker to choose for an event, the Speaker tab displays a list of all speakers. The Speaker tab displays the availability and eligibility of speakers, as well as common profile attributes such as affiliation, credentials, and specialty.

Platforms

Veeva CRM Desktop for Windows

Veeva CRM Desktop for Windows is a dedicated and independent app enabling users to access their media libraries whenever they need. The CRM Engage app automatically upgrades to the Veeva CRM Desktop app with the 22R1 production release.

To support these changes the following materials are available:

• 22R1 CRM Desktop (Windows) Updates
• New Screenshots
• Overview Video

Veeva CRM Desktop for Mac (Added 4/14/2022)

The Veeva CRM Desktop app is a dedicated and independent app enabling users to access their media libraries whenever they need. Users can launch CLM content from the app and share the content with HCPs during calls.

Standard Metrics

Requiring the Standard Metrics Call Channel

To provide customers with improved data and insights, better benchmarking ability, and access to downstream innovations, users must enter a standard call channel on every call report beginning in 22R1 (April ‘22). Admins can choose one of two existing methods for populating the call channel: manual selection or auto-populating the call channel based on other fields. Manual selection is enabled by default. For more information, see Standard Metrics Call Channel.

Call channel is required on every call report. Admins must ensure all users have Edit FLS to the Call_Channel_vod field on the Call2_vod object and ensure the field is not marked as read-only on page layouts. For Browser (Classic) users manually selecting a channel, the Call_Channel_vod field must be on all Call2_vod object page layouts.

Requiring the Standard Metrics User Type and Country

To provide customers with improved data and insights, better benchmarking ability, and access to downstream innovations, users are prompted for User Type and Country information if those values were not data loaded or specified by the org’s admin beginning in 22R1 (April ‘22).

Surveys

Linking Survey Targets to Calls

To help customers with reporting on survey quotas, Survey Targets created from a call are now stamped with the Call Id.

New Videos

The following videos were added as part of this release:

• Recurring Call Objectives
• Selecting a Call Channel
• Using Custom Text Tokens in Approved Email
• Veeva CRM Desktop for Windows

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.

New Objects

The list below contains all objects added in Veeva CRM 22R1.0.

Object	Label	Description
Meeting_Request_vod	Meeting Request	Used to indicate that an account has requested to meet with a user.
Message_Activity_vod	Message Activity	Used to record message activity.

New Fields

The list below contains all fields added in Veeva CRM 22R1.0. 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
Account	SMS_vod	SMS	Stores the Mobile number of the account.	Text
Account	WhatsApp_vod	WhatsApp	Stores the WhatsApp information of the account.	Text
Account_Overview_Layout_vod	zvod_Timeline_Message_vod	zvod_Timeline_Message_vod	Marker field that makes Sent Message available on the timeline	Check box
Clm_Presentation_vod	Share_as_Engage_Link_vod	Share as Engage Link	Denotes if content can be shared as Engage Link.	Check box
ContentVersion	CRM_Content_Type_vod	CRM Content Type	Indicates the type of content this file is used for in Veeva CRM.	Picklist
Key_Message_vod	URL_vod	URL	URL of the Key_Message_vod record	URL
Meeting_Request_vod	Account_vod	Account	References the appropriate Account record.	Lookup
Meeting_Request_vod	Assignee_vod	Assignee	The user currently assigned to the meeting request.	Lookup
Meeting_Request_vod	Duration_vod	Duration	The requested duration of the meeting.	Number
Meeting_Request_vod	External_ID_vod	External ID	External ID of the record. Used for data-loading	Text
Meeting_Request_vod	Invitee_Display_Name_vod	Invitee	The name of the invitee.	Text
Meeting_Request_vod	Meeting_Type_vod	Meeting Type	Specifies the type of meeting requested.	Picklist
Meeting_Request_vod	Phone_vod	Phone	The phone number of the invitee.	Text
Meeting_Request_vod	Record_Type_Name_vod	Record Type Name	Displays the record type of the Meeting Request.	Text
Meeting_Request_vod	Sent_Email_vod	Sent Email	References the appropriate Sent_Email_vod record.	Lookup
Meeting_Request_vod	Start_DateTime_vod	Start Datetime	The start date and time of the request.	DateTime
Meeting_Request_vod	Status_vod	Status	Status of the Meeting Request	Picklist
Message_Activity_vod	Activity_Datetime_vod	Activity Date	The datetime at which the Activity occurred.	DateTime
Message_Activity_vod	Activity_vod	Activity	Captures the type of activity which generated the Message_Activity_vod record.	Picklist
Message_Activity_vod	Client_Device_vod	Client Device	Captures the device type the Engage Link was accessed on.	Picklist
Message_Activity_vod	Client_Name_vod	Client Name	Captures the name of the client sofware.	Text
Message_Activity_vod	Client_OS_vod	Client OS	Captures the name of the OS family running the client software.	Text
Message_Activity_vod	Client_Type_vod	Client Type	Captures the type of software the Engage Link was accessed from.	Text
Message_Activity_vod	IP_Address_vod	IP Address	Captures the IP address of the device on which the Engage Link was accessed.	Text
Message_Activity_vod	Sent_Message_vod	Sent Message	References the appropriate Sent_Message_vod record.	Lookup
Message_Activity_vod	User_Agent_vod	User Agent	User agent string of the client-triggered the event.	Text
Monitored_Text_vod	Detail_Group_vod	Detail Group	Detail Group of the Monitoring Rule stamped at the time the text was evaluated	Text
Monitored_Text_vod	Product_vod	Product	Product of the Monitoring Rule stamped at the time the text was evaluated	Text
Monitoring_Rule_vod	Detail_Group_vod	Detail Group	Used to associate a detail group to a Monitoring Rule.	Lookup
Monitoring_Rule_vod	Product_vod	Product	Used to associate a detail product or topic to a Monitoring Rule.	Lookup
Remote_Meeting_vod	Dial_In_Numbers_vod	Dial In Numbers	Remote Meeting Dial-In Phone Numbers.	Text
Sent_Message_vod	Call_vod	Call	References the associated Call2_vod record.	Lookup
Sent_Message_vod	Click_Count_vod	Total Clicks	Summarizes the total numbers of times the URL was clicked based on related Message_Activity_vod records.	Summary
Sent_Message_vod	Clicked_vod	Clicked	Displays if URL was clicked at least once or not at all.	Number
Sent_Message_vod	Clm_Presentation_vod	CLM Presentation	Lookup to the CLM Presentation record.	Lookup
Sent_Message_vod	Details_vod	Details	Details about the message and the shared link.	Text
Sent_Message_vod	Engage_Link_vod	Engage Link	The value after all the tokens in URL_vod are resolved.	Text
Sent_Message_vod	Key_Message_vod	Key Message	Lookup to the Key Message record.	Lookup
Sent_Message_vod	Message_Config_Values_vod	Message Values	Stores the value of the URL and any tokens in the URL that were substituted before the link was shared.	Text
Sent_Message_vod	Mobile_ID_vod	Mobile ID	System field used by mobile products to aid synchronization.	Text
Sent_Message_vod	Sent_From_Platform_vod	Sent From Platform	The platform from which the Engage Link was shared.	Picklist
Sent_Message_vod	Sent_Via_vod	Sent Via	The app used to send the Engage Link.	Picklist
Sent_Message_vod	Shortened_Engage_Link_vod	Shortened Engage Link	The shortened version of Engage_Link_vod.	Text
Sent_Message_vod	To_vod	To	The phone number or ID of the app to which the website will be shared.	Text
Sent_Message_vod	Transaction_Type_vod	Transaction Type	The type of transaction the Engage Link is pointing to.	Picklist
Survey_Target_vod	Call2_Id_vod	Call ID	The text ID of the last Call2_vod record from which the Survey Target was updated.	Text
Survey_Target_vod	Call2_vod	Call	The last Call2_vod record from which the Survey Target was updated.	Lookup
User	Engage_Group_Provisioning_Status_vod	Engage Group Provisioning Status	States the status of the Engage license provisioning process.	Picklist
User	Engage_Group_Request_vod	Engage Group Request	The name of the Engage Group the user should be assigned to.	Text
User	Engage_Group_vod	Engage Group	Stores the value of the Engage Group the user belongs to.	Text
User_Detail_vod	Additional_Zoom_Dial_In_Countries_vod	Additional Zoom Dial In Countries	Used to send dial-in numbers for the countries chosen in Engage meeting invitations.	Picklist

Validation Impacting Defect Fixes

Platform	Key	Summary	Component
iPad	CRM-233535	When users added multiple topics to a Medical Inquiry, not all of those topics were displayed on each record on the iPad.	Medical Inquiries
iPhone	CRM-237731	After submitting a call, users were able to create a Medical Inquiry from the call record.	Medical Inquiries
Browser	CRM-238997	When users created a Medical Inquiry from a call, the Call2_vod__c field behaved differently online vs. offline.	Medical Inquiries
iPad	CRM-239783	When users submitted a Medical Inquiry from the iPad and attempted to fulfill it in the Browser platform, an error displayed.	Medical Inquiries
Browser	CRM-241854	When users created a new sample lot, they were redirected to a blank page instead of the Lot Catalog page.	Sample Management
iPad	CRM-244789	When users captured a signature for sample opt-in and the signature capture date was within one month of the active Consent_Template_vod record’s calendar effective date, the expiration date on the generated Multichannel_Consent_vod record was incorrect.	Call Sampling
Browser (Lightning)	CRM-245429	When a user did not have object permission to create Medical Inquiry and Medical Insight records, a blank page displayed instead of an 'Insufficient privileges' error message.	Medical Inquiries
Browser	CRM-247244	When users selected a BRC product on the call report with a parent detail product beginning with the same text as a restricted detail product, an error prevented them from submitting the call.	Call Sampling