What's New In 22R1.1

The CRM 22R1.1 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 22R1.1 Feature Enablement and Availability information in this release note.

New Fields and New Objects are also included.

Features

Account Management

Custom Filters for Global Account Search

Users can apply custom filters to find accounts more easily when using Global Account Search. Admins can set up custom filters for any field on the Account or Address object.

Removing Accounts from Territories

Users can quickly remove accounts from their territory via a dedicated button on the Account detail page. This button prompts the user to create a DCR to remove the account from their territory, which can include a reason for removal. The DCR can then be routed via the Salesforce Approval Process for additional review and approval.

Engage Meeting

Importing Engage Connect Chat Logs into CRM

Admins can configure CRM to import chat messages from Engage Connect as new Call2_vod records or as records of a dedicated Chat_Message_vod object. These records contain chat message data and automatically associate with the appropriate account and user. The data can be utilized within CRM to help analyze productivity and monitor for compliance purposes.

MyInsights Studio

Using Templates with MyInsights Content (Available May 5, 2022)

Content creators can import templates and modify those templates with data from their orgs to quickly deploy content to end users. If appropriate templates do not exist, content creators can create content templates as starting points for custom content or convert existing content into templates, allowing reuse of the data in the template.

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.

Events Management

Platform Description Before After

Browser (Classic), Browser (Lightning)

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

22R1.1 Feature Enablement and Availability

New functionality introduced in the Veeva CRM 22R1.1 release is available:

CRM Feature Availability and Enablement
Feature

UVC

Configuration Required Browser (Classic) Browser (Lightning) CRM Desktop (Windows) iPad iPhone Windows Tablet
Customizable Filters for Global Account Search

No

Yes

Lock Attachments on Closed Events

Yes

No

Removing Accounts from Territories

No

Yes

Importing Engage Connect Chat Logs into CRM

No

Yes

MyInsights Studio Feature Availability and Enablement
My Insights Studio Feature Configuration Required
Using Templates with MyInsights Content

No

New Objects

The list below contains all objects added in Veeva CRM 22R1.1.

Object Label Description

Chat_Message_vod

Chat Message

The object contains a record of chat messages.

New Fields

The list below contains all fields added in Veeva CRM 22R1.1. 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

Call2_vod

Chat_Summary_vod

Chat Summary

Engage Connect chat message digest/summary

Long Text Area

Data_Change_Request_vod

Challenge_Reasons_vod

Challenge Reasons

Related to Remove from Territory functionality. Allows the user to provide context for request to remove an account from their territory.

Multi-Select Picklist

Data_Change_Request_vod

Territory_vod

Territory

Related to Remove from Territory functionality. When submitting a remove from territory request, the territory id is stamped on the DCR record. This is helpful for reporting and is used by Veeva Align.

Text

Data_Change_Request_vod

Territory_Label_vod

Territory Label

Related to Remove from Territory functionality. When submitting a remove from territory request, the territory label is stamped on the DCR record.

Text

Global_Account_Search_Settings_vod

GAS_User_Filters_vod

Online User Filters

Identifies the Veeva Message used to define the fields that can be used for user filters in Global Account Search online.

Text

WeChat_Settings_vod

Enable_Auto_Call_Submission_vod

Enable Auto Call Submission

Enable data from Smart Chat to SFDC to be created and submitted automatically.

Number

WeChat_Settings_vod

REMOTE_CALL_TYPE_OPTION_vod

Remote Call Type Option

This setting will be used for setting up the Remote Presentation Options.

Number