22R2 Maintenance Notes

Browser (Lightning)

Selecting an account from My Accounts in a Lightning Console app refreshed all open browser tabs.

Browser (Classic, Lightning)

An error occurred when viewing a Printable View of a call report.

CRM Desktop (Windows)

Text in PDF slides sometimes did not render correctly on a device with an Intel Iris Xe graphics card.

CRM Desktop (Windows)

After ending a meeting longer than 30 minutes with the End button in the meeting window, but not ending call mode, users were unable to start another meeting.

Browser (Lightning)

When viewing account detail pages, the loading performance decreased due to the large number of product metrics picklists for the Ratings and Evaluations section.

iPad

When viewing weekly call cycles in the Call Cycle View in My Schedule, the Week 1 call cycle displayed the total number of calls for all weeks in the cycle and the other weeks displayed 0. An error occurred when users selected a week from the call cycle dropdown menu.

Browser (Classic)

When users associated Save for Later CLM slides to a call with unique activities enabled, the presented slides did not display on the call report. 

CRM Desktop (Windows)

For a presentation already downloaded to the device, shared key messages added to the presentation did not sync.

Engage HCP

After navigating to the Chat tab on an iOS device, the No Conversation Selected message sometimes displayed instead of the user’s chat threads.

iPad

iPhone

The app quit unexpectedly when using iOS 16.1 when an account in the user’s territory included a non-Latin character at the start of the account name.

iPad

The app quit unexpectedly when using iPadOS 16.1 when an account in the user’s territory included a number at the start of the account name.

iPad

An error occurred when loading the Approved Email Recipient screen when an event had a very large number of Approved Email recipients.

CRM Desktop (Windows)

When a user’s Salesforce session expired, an error occurred when using advanced text search.

Browser (Lightning)

When users interacted with the call report in a Lightning Console app, a new Lightning console sub-tab launched for each action users selected.

iPad

After displaying CLM content from the Media tab and selecting an account for the activity, the call report did not display the Products Discussed section.

Online

Links to remotely capture signatures could not be selected and opened more than once without the link expiring.

Browser (Classic, Lightning)

An error occurred when hosts of a virtual event delete an Event Team Member with a blank Virtual Role value. 

iPad

An error occurred when syncing large Salesforce Files.

Engage Apps

Engage Web Client

Engage meeting attendees in China could not join meetings via the Engage apps or the Engage Web Client.

Windows Tablet

When users shared more than 25 CLM slides, saved the CLM activity using Save for Later, and then associated the activity with an existing call report, CLM key messages were not tracked. 

Browser (Lightning)

When converting Save for Later activity to a call, the Child_Account_vod field was not populated on the call report after selecting the call location.

CRM Desktop (Windows)

When creating custom presentations, detail products did not display in the Product filter.

iPad

When using Global Account Search, search results did not display for search terms containing special characters.

Browser (Classic)

Users were not able to manage attendees when using the CLM Save for Later feature on group calls or on person account calls with person account attendees enabled. 

Users can now add and manage attendees on group calls or person account calls with person account attendees when using the CLM Save for Later feature.

CRM Desktop (Windows)

Advanced Text Search Failed errors were not logged.

Online

Occasional failures to create Multichannel_Consent_vod records for double opt-in were not logged.

CRM Desktop (Windows)

Signing out of the Veeva CRM Desktop app exited the app and the app did not restart.

iPad

An error occurred when users attempted to select a record from an EM_Event_vod related list that was sorted by an auto-number field.

Engage HCP iOS

When a user disconnected then reconnected while the HCP was remotely signing a medical inquiry, although the signature was sent and accepted by the user, the status remained in progress for the HCP.

Engage Web Client

Links containing special characters did not redirect correctly when shared in Engage meeting chats.

Browser (Lightning)

An error occurred when editing HCO accounts with DCRs.

iPad

When users accessed the Select Account modal from My Accounts, information in the right column was not properly aligned.

iPad

When users rescheduled an email from the Email Tab, the “Email Template Unavailable” message displayed, and the product on the template changed to a product that the user did not have assigned in My Setup.

Browser (Classic)

When users attempted to save a call report with a read-only call pull-in field and a restricted picklist on the Call2_vod page layout, an error occurred.

Windows Tablet

When creating a custom presentation, Detail Topic products did not display in the Product filter.

CRM Desktop (Mac)

Sometimes, the Checking for media updates message displayed even after the sync finished.

Browser (Classic, Lightning)

The Video_vod call channel for Meeting Request emails was incorrectly translated in Japanese.

Browser (Classic, Lightning)

When users submitted an Expense Header to Concur without any Expense Lines, the Expense Header was incorrectly submitted to Concur.

Browser (Lightning)

When a user created a medical inquiry, then searched for an account, the Primary Parent column was blank in the search results.

iPad

Under certain circumstances, Studio displayed tables with an incorrect amount of padding.

iPad

DCRs were not created for changes to a DCR Editable field if the field was edited multiple times before saving.

Browser (Lightning)

After an order was cloned it could not be saved.

Windows Tablet

When users created a Recurring Survey Target with the External ID field populated, and then synced and updated the Survey Target in Windows, an error displayed indicating duplicate external IDs. 

iPad

Users could not select a Challenge Reason when creating a bulk Add Targets challenge.

Windows Tablet

When users initially selected a multi-select picklist with over ten picklist values, the first picklist values did not display.

CRM Desktop (Windows)

When presenting CLM content during an Engage meeting, the Veeva CRM Desktop app quit after 30 minutes.

iPad

The application closed unexpectedly when a user selected the Tab key from a text field.

CRM Desktop (Windows)

Users were unable to share screens during Engage meetings.

Browser (Classic, Lightning)

An error sometimes prevented users from creating events.

Browser (Lightning)

An error occurred when using Manager Feedback on sandbox orgs that have upgraded to the Salesforce Winter '23 release.

Browser (Classic)

Users were unable to generate PDF Speaker Agreements.

CRM Desktop (Windows)

An error occurred when searching for multi-product slides with advanced text search.

CRM Desktop (Windows)

The performance is degraded when navigating between slides using goToSlide.

iPad

An error occurred when attempting to send an Approved Email invitation containing a large number of tokens to a large number of attendees.

iPad

When users did not have permission for the Reason_vod field on the Time_Off_Territory_vod object, an error occurred when navigating to My Schedule.

iPad

An error occurred when using Territory Feedback if the Account Card Fields and Feedback Account Assignment Columns settings in Align did not match.

Browser (Classic)

When the CLM integration user did not have FLS edit permission to the Share_as_Engage_Link_vod field on the CLM_Presentation_vod object, an error occurred when syncing binder and slides from Vault.

Browser (Classic, Lightning)

When users performed a Network Account Search, parent accounts did not display in the search results for accounts inside the user’s territory.

Browser (Lightning)

When users accessed the Key Stakeholders related list and selected Add from hierarchy, the user was not redirected to the Account Hierarchy page after selecting an account.

iPad

The options to Save as Draft, Discard, or Go Back did not display after a user unscheduled a previously-scheduled email and selected Close.

Browser (Classic, Lightning)

When users attempted to save a call report containing a required, dependent picklist with no available values, a Field Required error displayed and users were prevented from saving the call.

Browser (Classic)

When users created a call report from a medical event and the zvod_Samples_vod field was on the Event_vod page layout, they were not able to submit calls with high value promotional items.

iPad

When users declined a meeting request with a duration of zero minutes, “Null” displayed in the calendar entry in Agenda View.

CRM Desktop (Mac)

An error occurred when users tried to end a call while call mode was still initiating.

iPad

When users captured opt-out consent on the same date as the Opt_Expiration_Date_vod value, the toggle on the consent capture screen continued to display green.

Browser (Classic, Lightning)

The incorrect participant URL displayed for a User Attendee when they were also added as an Alternative Host.

Browser (Classic)

The Multichannel Cycle Plans Process did not calculate the Channel Interactions Goal properly for the MCCP Channel when the Channel Activity Goal was set to 0.

Browser (Classic, Lightning)

When a user printed a medical inquiry, special characters did not print correctly.

Browser (Lightning)

The Email Frequency chart in the out-of-the-box Territory Insights visualization did not display the correct value.

iPad

When a user created an order for a product with a cross-product rule, the suggestion text did not display.

iPad

When users swapped the signee to a new account whose address did not have a state specified, the state distributor license error displayed.

iPad

The Send Email screen either did not display or displayed slowly when accessed from the Account page on some devices.

iPad

iPhone

When users saved or submitted a Survey Target from the Survey Targets tab or a Call entry point, the record for the Survey Target did not sync automatically.

iPad

The CRM navigation bar did not display after the user submitted feedback for a territory.

iPad

The Assigned To lookup field in the Follow-up Activities section of the call report did not display the Company Name information.

iPad

When country-specific disclaimers were not enabled, the disclaimer and consent text on signature pages did not use the SAMPLE_OPT_IN_DISCLAIMER and SAMPLE_OPT_IN_CONSENT  Veeva Messages.

Browser (Lightning)

After converting Save for Later activity to a call, users were unable to save or submit the call.

Browser (Classic)

Browser (Lightning)

When users tried to edit Data Change Requests for an account, an error displayed if the user did not have Update access to the Account object and the FirstName field was on the page layout.

Browser (Classic)

Browser (Lightning)

iPad

When users attempted to send an Approved Email for an event and the email did not meet the validation rules, sync errors occurred.

iPhone

When users selected the More Actions button for a call in My Schedule Agenda View, empty space displayed in the More Actions menu.

iPad

When searching the media library during remote CLM, unsupported content displayed as available.

Browser (Lightning)

An error occurred when scheduling events via the Lightning for Events sandbox beta if the user did not have access to the Country picklist.

iPad

After skipping the media sync and selecting a home page alert for new CLM content, the content did not display and users were unable to navigate back to CRM.

iPad

When a user created a new order and viewed available products in the Order Lines tab, then returned to the Order Header tab and selected a new account, they returned to the Order Lines tab and no products were displayed.

iPad

When viewing My Accounts account views in table view for a multi-currency org, an error occurred when users navigated to an account view with a currency field.

Browser (Classic), Browser (Lightning), iPad

When users attempted to send an Events Management Approved Email that did not meet the validation rules, the Validation Rule popup did not display.

Windows Tablet

When users fixed a validation error and attempted to submit the call report, the validation error continued to display, preventing users from submitting the call report.

iPad

When users opened My Schedule directly to the Map View tab, scheduled calls, account pins, and account clusters did not display on the map.

Browser (Classic)

When an org had multiple Vault connections, sometimes syncing CLM content did not delete the ContentNote records for expired content.

Browser (Classic)

Browser (Lightning)

Users were able to delete mandatory contract lines.

iPad

An error occurred if sending an email invitation to a recipient that failed a Validation Rule.

iPad

When DCRs and My Alerts were both enabled, the home page did not display immediately after selecting the tab.

iPad

The mobile IDs for some Sent_Message_vod records were prefixed with SYNCID.

Browser (Classic)

Users were sometimes unable to generate Speaker Contracts.

Browser (Classic)

Browser (Lightning)

When My Preferred Addresses was selected for a My Accounts view, addresses did not display for accounts with at least one address but no preferred or primary address.

Browser (Classic)

An error displayed in the Approved Email Administration console after a full sync.

iPad

When users created a call objective from a suggestion, the From_Date_vod and To_Date_vod fields were not populated.

iPad

Blank space displayed below the Detailing Priority section on the call report.

iPad

When scrolling horizontally through presentation thumbnails in Group By view, the screen shifted in all directions.

Browser (Classic)

The Concur_Submission_Status_vod field on Expernse_Header_vod records did not update after the records were submitted.

iPad

The Detail Group Display Name was truncated on the consent summary screen.

Browser (Lightning)

An error occurred when a user edited a contract without read access to a field.

Windows Tablet

Custom lookup fields with filters did not function correctly.

iPad

When signing in, an error occurred when using the floating keyboard.

iPad

When creating a medical inquiry from a CLM presentation, the medical inquiry overlay did not display correctly.

Browser (Lightning)

When a queried field’s name contained the word date, the runQuery function always treated it as a date field, which caused errors preventing the content from displaying.

Online

When selecting fields for an object in a query, address fields were available to select even though they are not supported.

iPad

While in My Schedule’s Select mode, users were able to change weeks by swiping left or right.

Online

A Delivery Period Rule configured for a specific product did not work as expected.

CRM Desktop (Windows)

An Invalid Password error sometimes occurred when signing in.