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With the 22R1.0 production release, Salesforce Guest profiles are no longer updated during releases.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) and CRM for Windows Tablet

Starting in 22R1 (April ‘22), CRM Desktop (Windows) and Windows Tablet have updated minimum specifications to ensure the best experience when using Veeva CRM. See CRM Desktop (Windows) and CRM for Windows Tablet 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:

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 against which records, as some monitored phrases may be appropriate when discussing one product, but not another.

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 send approved website content with HCPs through non-email channels, users can send 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.

Engage Meeting

Engage Meeting License Management

The Engage license 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.

The Lightning UI beta experience applies to the following Events Management functionality:

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:

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:

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.

Application Infrastructure (Added 4/8/2022)

Platform

Description

Before

After

Browser (Classic)

Pop-ups and alerts on Visualforce pages display with new styling.

Pop-ups and alerts created by Salesforce are not affected.

Account Plan

Platform

Description

Before

After

Browser (Lightning)

Stakeholder Navigator displays a toggle in the header that allows the user to choose whether all HCP child relationships display, or if only the HCP’s primary parent relationship displays.

Authentication

Platform Description Before After

iPad, iPhone

The login page displays the Use Custom Domain link, enabling users to sign in with multi-factor authentication or single sign-on methods.

Call Sampling

Platform Description Before After

Browser (Classic), iPad, iPhone

ASSMCA information and Ship-to ASSMCA information no longer displays on the following pages:

  • Call signature pages for all existing sample signature types
  • Call signature pages for BRC sampling
  • Call signature pages for all existing call types:
  • Individual call reports
  • Standard group call reports
  • Group calls with unique activities enabled
  • Acknowledgement of Content signature pages

Browser (Classic), iPad, iPhone

Values for the ASSMCA_vod and Ship_ASSMCA_vod fields are not validated or stamped on the following objects:

  • Call2_vod
  • Content_Acknowledgement_vod
  • Sample_Transaction_vod
  • Sample_Transaction_Audit_vod
  • Sample_Order_Transaction_vod
  • Sample_Order_Transaction_Audit_vod

n/a

n/a

CRM Desktop (Windows) (Added 4/13/2022)

Platform Description Before After

CRM Desktop (Windows)

The screenshots in the 22R1 CRM Desktop (Windows) Updates documentation used the incorrect app logo.

Engage Meeting

Platform Description Before After

Browser (Classic), Browser (Lightning)

The Remote_Meeting_Start_From_CRM_Online_vod field on the User object is deprecated.

Groups with the Remote Meeting Start from CRM Online Group Meeting Permission enabled can still host Engage meetings from the CRM Desktop (Windows) platform.

n/a

n/a

Browser (Classic), Browser (Lightning)

The following updates were made to the Engage Administration page as part of Engage Meeting License Management:

  • Users cannot edit existing Engage Meeting Group names
  • The Add/Remove button is now labeled View Users
  • The Bulk User Update button was removed
  • Admins cannot add or remove users from groups from the Engage Administration page

Events Management

Platform Description Before After

iPad

To improve compliance, when records on the following objects have the Lock_vod field selected, users are prevented from adding, editing, or deleting attachments or files from the records:

  • EM_Attendee_vod
  • EM_Event_vod
  • EM_Event_Budget_vod
  • EM_Event_Speaker_vod
  • EM_Event_Session_vod
  • EM_Event_Session_Attendee_vod
  • EM_Expense_Estimate_vod
  • Expense_Header_vod
  • Expense_Line_vod
  • EM_Event_Team_Member_vod
  • EM_Event_Material_vod

n/a

n/a

User Interface Enhancements

The following My Schedule enhancements do not apply to Agenda View or Scheduler View.

Platform Description Before After

iPad

The colors of My Schedule calendar entries are updated with slightly different shades and increased opacity. 

iPad

When users select a My Schedule calendar entry to view details, the calendar entry is highlighted in a darker shade of the original color. 

iPad

To edit My Schedule calendar entries in Week View or from Call Cycles, select and hold the entry. Then use the white circles in the corners of the entry to modify the duration. Users can also drag the entry to another time slot or day.

iPad

Use the Select button to delete multiple calendar entries at once in My Schedule’s Week View or Call Cycle View. Select the appropriate entries, then select the Delete button at the bottom of the screen. This replaces the previous mass delete mode.

For more information, see My Schedule Week View.

iPad

Users cannot delete calls from My Schedule Map View.

iPad

When viewing call cycles from My Schedule, calendar entries display in solid gray. The blue sidebar does not display.

iPad

When users view call cycles from My Schedule, they must select the Done button to return to My Schedule. The back arrow does not display.

22R1.0 Feature Enablement and Availability

New functionality introduced in the Veeva CRM 22R1.0 release is available:

CRM Desktto
Feature

UVC

Configuration Required Browser (Classic) Browser (Lightning)

CRM Desktop (Mac)

CRM Desktop (Windows) iPad iPhone Windows Tablet
Global Account Search

No

Yes

Redirecting the New Account Button to Global Account Search  

No

Yes

Displaying and Adding Out of Territory Accounts in Stakeholder Navigator

Yes

No

Using Product-Specific Monitoring Rules

No

Yes

Signing In with MFA and Custom Domain

Yes

No

Restricting Call Channels

No

Yes

Removing ASSMCA License Validation

Yes

No

Displaying Website Content in the Media Library

Yes

Yes

Authentication Support for SAP Concur

No

Yes

Sending Meeting Requests with Approved Email

No

Yes

Sending Web Links to Website Content

No

Yes

Engage Meeting License Management

Yes

Yes

Adding Dial-in Numbers to Engage Meeting Invitations

No

Yes

Lightning for Events Management

No

Yes

Speaker Tab

No

Yes

Lock Attachments on Closed Events

Yes

No

Veeva CRM Desktop for Windows

Yes

No

Veeva CRM Desktop for Mac

No

Yes

Requiring the Standard Metrics Call Channel

Yes

Yes

Requiring the Standard Metrics User Type and Country

Yes

No

Linking Survey Targets to Calls

No

Yes

My Schedule User Interface Enhancements

Yes

No

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