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:
- Commercial HCP Page Template
- Commercial HCO Page Template
- Commercial Territory Page Template
- Medical HCP Page Template
- Medical Territory Page Template
- Using the MCCP Page Template
New Videos
The following videos were added as part of this release:
- Auto-Populating the Call Channel
- Using the Meeting Scheduler Site
- Using Veeva CRM Desktop for Windows with Engage Meeting
- Finding Speakers for Events
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:
|
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 |
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Lock Attachments on Closed Events |
Yes |
No |
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No |
Yes |
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Importing Engage Connect Chat Logs into CRM |
No |
Yes |
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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 |