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

Browser (Lightning) 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 and modify page templates to quickly deploy content to end users. If page templates do not exist, content creators can create them as starting points for custom content or convert existing content into page templates, allowing reuse of the page template.

The following MyInsights Studio page templates are available:

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

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

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