What's New In 22R2.0

The CRM 22R2.0 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 22R2.0 Feature Enablement and Availability information in this release note.

New Fields and New Objects are also included.

Announcements

Salesforce is Enforcing Enhanced Domains for Sandboxes and Non-Production Orgs in Winter ’23

Salesforce is enforcing enhanced domains for sandboxes and non-production orgs in Winter ’23. See Plan for Salesforce Domain Changes for more information.

Software Requirements for the Veeva Engage and Engage Speaker Apps

HCPs can use the Veeva Engage apps when the following software requirements are met:

• Veeva Engage Android App – Device must use Android 8.1 or higher
• Veeva Engage iOS App – Device must use iOS 12.4 or higher
• Engage Speaker App – Device must use Windows 10 or higher
• Engage Web Client – The following browsers are supported:
• Edge Chromium
• Chrome
• Firefox
• Safari

Evaluation App for Assembling Custom Presentations with the Veeva CRM Desktop App on Windows

Assembling Custom Presentations on Veeva CRM Desktop for Windows is available with an evaluation app from August 11, 2022 to August 25, 2022 (sandbox release). After August 25, the evaluation app is no longer available. This allows for additional training preparation ahead of the 22R2.1 release. Assembling Custom Presentations is enabled by default if you already allow custom presentations on the iPad.

Using multiple windows and presentations, users can create and assemble customized presentations from the existing presentation slides in their media libraries to deliver specifically tailored messages to targeted accounts. See Assembling Custom Presentations in Veeva CRM on Desktop for more information.

Supporting Engage Sandbox Releases on CRM Desktop (Mac)

Starting with the 22R2.1 release, CRM Desktop (Mac) features will be available in sandbox orgs before production releases to allow admins to test upcoming Engage functionality on the CRM Desktop (Mac) platform.

Features

The 22R2.0 release includes features from the following minor releases:

• What's New In 22R1.1
• What's New In 22R1.2
• What's New In 22R1.3

Account Management

Improved Account Picker

To enable customers to easily find accounts, Veeva CRM includes an improved, consistent search experience across many entry points.

Managing Affiliations in Stakeholder Navigator

To easily manage affiliations between accounts in their territories, users can create, modify, and delete account affiliations from Stakeholder Navigator.

Approved Email

Email Tab

The Email tab provides a centralized location where users can easily access Approved Email functionality. The Email tab is accessed from the CRM menu and includes folders for Draft, Scheduled, and Sent emails.

Saving Emails as Drafts

Users can save drafts of emails and navigate to other areas of the application without losing their work. This allows users to finish composing email messages at a later date, or leave the page to verify information included in the email message. Users can access saved drafts through the Email Tab Drafts folder.

Rescheduling Scheduled Emails

Users can reschedule emails that are scheduled for delivery but have not yet been sent. This is available through the Scheduled Email folder from the Email Tab.

Formatting Tokens to Display Date and Time

Content creators can edit Approved Email tokens that reference dates and times to specify their own datetime format. This expands flexibility when creating content that may reference dates and times in multiple ways.

Publishing Method for Email Fragments

To understand the distribution of manually uploaded and auto-published email fragments synced from Vault, CRM Admin users can view the publish method, which displays how email fragments were created. Users can auto-publish Approved Email fragments in bulk from Veeva Vault. In CRM, admins can view the publish method of email fragments in Approved Documents.

CLM

Improving Standard Search in the Media Library on iPad

To improve the standard search results in the media library for iPad platform users, search terms are now searched against the following fields:

• CLM_Presentation_vod object
• Description_vod
• Keywords_vod
• Name
• Product_vod
• Key_Message_vod object
• Description_vod
• Keywords_vod
• Name

Using Advanced Text Search in the Media Library

When searching for CLM content in the media library, users can use advanced text search to easily locate the presentation slide containing the searched text and navigate directly to the slide. Users can also filter the search results using the configured filters. This allows users with large media libraries to quickly find presentations by using search terms related to the content and narrowing down long lists of search results with filters.

CRM Desktop

CRM Desktop (Windows) is available in Sandbox. CRM Desktop (Mac) is available August 11, 2022.

Opening Multiple Presentation Windows

To preview CLM presentation slides and prepare presentation windows to be shared in calls, users can display multiple presentations at once in Normal View, Slide Show View, Window View, and Presenter View. Users can prepare for calls by displaying presentations in Normal View and previewing presentations in Slide Show View, Window View, or Presenter View. Users can also easily switch between presentations while sharing content.

Supporting Incremental Sync on CRM Desktop (Mac)

A full sync runs daily, as long as the app is running, and an incremental sync runs when users successfully sign in to the app.

Tracking CLM Preview Activity on the Veeva CRM Desktop App

When users display CLM presentations in Presentation View outside of call mode, the displayed slides are tracked to Multichannel Activity and Multichannel Activity Lines. This additional CLM tracking allows customers to report on usage of CLM outside of call mode to better understand the full utilization of CLM.

Tracking Save for Later CLM Activity in the Veeva CRM Desktop App

Users can quickly start tracking CLM presentation activity without the dependency of starting it from the online call report. Users can start call mode directly in Veeva CRM on Desktop, which tracks the slides presented in Presentation View and when call mode is ended, the tracked CLM activity syncs online, where users can reconcile it to a call later.

Associating Save for Later CLM Activity with Calls in Lightning

To allow customers to accurately report on CLM activity during calls, users can associate unassigned Save for Later presentations with new or existing calls, including group calls, group calls with unique activities, and calls with child accounts enabled.

Using Advanced Text Search in the Media Library

When searching for CLM content in the media library, users can use advanced text search to easily locate the presentation slide containing the searched text and navigate directly to the slide. Users can also filter the search results using the configured filters. This allows users with large media libraries to quickly find presentations by using search terms related to the content and narrowing down long lists of search results with filters.

Engage

Integrated Scheduling: Accepting and Declining Meeting Requests in My Schedule

When CRM users receive meeting requests from HCPs via the Engage Scheduling Site or data loaded Meeting_Request_vod records, they can accept or decline the request directly in My Schedule in CRM. This enables users to respond to requests for a meeting.

Sending Links to Auto-Published CLM Content (Removed from release on August 1, 2022)

Users can use social messaging apps to share links for CLM content published in Vault, including auto-published content, binders and slides, and custom presentations. Content accessed from a web link displays in the HCP Content Player. Any action the recipient takes on the link is tracked, allowing admins to analyze engagement with specific presentations to improve CLM content.

Viewing Remote CLM (Available August 11, 2022)

Remote CLM allows HCPs to view CLM content on their own devices during calls without being in an Engage meeting, including face-to-face meetings and phone calls. Link details are shared with the HCPs using social messaging apps, verbally, or with a QR code. Selecting the link allows the HCP to view the CLM content in their browser without installing an app.

Events Management

Creating Speaker Agreements

Speaker Agreements are contracts for speakers specifying rates for contracted services over a defined period of time, called a Series Contract. This enables customers to establish a defined agreement of rates and services with speakers for a specified period of time.

Expense Headers, Lines, and Attendees in Lightning for Events (Sandbox Beta)

The following Events Management functionality is now available as part of Lightning for Events Management in Lightning-enabled orgs.

• Adding Attendees to an Event
• Entering Expense Headers and Lines - Expense Line Splitting is not supported

Using the Data Loader to Generate Participant URLs for Virtual Events

Event organizers can generate attendee and speaker participant URLs for all child events linked to a parent virtual event when using Event Templates in conjunction with virtual events. When used in conjunction with an automated Data Loader process, this enables easier planning and execution of large virtual events, as it enables teams to share and invite child virtual event attendees to a single virtual session.

Medical Events

Supporting Medical Event Attendees in Lightning

Lightning-enabled orgs have access to a dedicated experience on the Browser (Lightning) platform, enabling the use of Salesforce’s enhanced Lightning UI. Admins in orgs that use the Lightning UI with Medical Events must enable additional overrides and Apex classes to enable editing Medical_Event_vod and Event_Attendee_vod records.

MyInsights

Translating MyInsights Tab Names

Users in countries with multiple languages can view visualizations in their native language. Admins create the translations for the visualization names displayed as tabs in the Sunrise bar. Translated names display based on the user’s defined language.

MyInsights Studio

Creating User Sortable Tables (Available August 11, 2022)

When creating a table display element, content creators can select the User Sortable check box for any column in the table to define which columns can be sorted by users when viewing the deployed visualization.

Using Custom Display Elements (Available August 11, 2022)

Content creators in MyInsights Studio can create detailed and comprehensive MyInsights content with integrated data from CRM and external sources. Developers can create and import custom code into MyInsights Studio as custom display elements, including code created by third party developers.

Network

Network Hashtags in CRM

Network hashtags display on record profiles and in search results to summarize important details, and allow users to find correct records faster.

Order Management

Adding Recommended Order Quantities

To help users meet their sales goals, they can view recommended order quantities and a recommendation reason for each product on the order form. This helps in the negotiation process where they can quickly add quantities to an order. The recommended quantity represents the quantity users should be selling to their customers. These numbers are loaded into CRM along with the recommendation reason.

New Videos

The following videos were added as part of this release:

• Adding Recommended Order Quantities
• Creating Follow-up Activities on the Call Report
• Global Account Search Overview
• Tracking CLM Key Messages
• Using the Improved Account Picker

User Visible and Behavior Changes (Announced in 22R1.3)

Most new items require some configuration, however users are able to use the following items immediately:

Improved Account Picker

To enable customers to easily find accounts, the 22R2.0 release will include an improved search experience across many account-related entry points. An eval app will be available on June 30, 2022 to enable customers to test this functionality prior to the 22R2.0 release.

Approved Email on Lightning

The 22R2.0 release will update Approved Email to include the Lightning interface.

My Schedule User Interface Enhancements

To improve user experience for My Schedule’s Agenda View and for deleting calls in My Schedule’s Map View, Call Cycle View, and Week View, several enhancements will be available to iOS users with the 22R2.0 release.

Veeva CRM Desktop User Interface Enhancements

To allow users to display and perform actions for multiple presentations at once, several enhancements will be available to CRM Desktop users with the 22R2.0 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.

New Objects

No new objects were introduced in Veeva CRM 22R2.0.

New Fields

The list below contains all fields added in Veeva CRM 22R2.0. The fields are organized by object. See the Veeva Data Model information for a full listing of Veeva fields.

Object	Field Name	Field Label	Description	Type
Approved_Document_vod	Publish_Method_vod	Publish Method	Indicates the publishing method of an email fragment.	Picklist
Call2_Key_Message_vod	Share_Channel_vod	Share Channel	The channel through which the Key Message was shared.	Picklist
Call2_vod	Link_External_Id_vod	Link External ID	External ID used for Link Integration.	Text
Call2_vod	Link_From_Email_vod	From Email	Specifies user information for calls loaded from outside Veeva CRM.	Email
Call2_vod	Link_From_Id_vod	From ID	Specifies user information for calls loaded from outside Veeva CRM.	Text
Call2_vod	Meeting_Request_vod	Meeting Request	References the Meeting Request from which the Call was created.	Lookup
Call2_vod	Phone_vod	Phone Number	Stores Phone Number as entered from the Engage Scheduling Site.	Phone
Clm_Presentation_vod	Rendition_MD5_vod	Rendition MD5	MD5 checksum of the viewable rendition.	Text
Contract_Line_vod	Event_Format_vod	Event Format	Used by Events Management to assign an Event Format to records.	Picklist
Contract_Line_vod	Location_Type_vod	Location Type	Used by Events Management to assign a Location Type to records.	Picklist
Contract_Line_vod	Content_Length_vod	Content Length	Used by Events Management to assign a Content Length to records.	Picklist
Contract_Line_vod	Program_Type_vod	Program Type	Used by Events Management to assign a Program Type to records.	Picklist
Contract_Line_vod	Service_Type_vod	Service Type	Used by Events Management to assign a Service Type to a records.	Picklist
Contract_Partner_vod	Institution_Signature_vod	Institution Signature	Used by Events Management to store the signature from a Speaker's employer/institution.	Text
Contract_vod	Period_Type_vod	Period Type	Used to define the Period Type of a contract.	Picklist
Contract_vod	EM_Speaker_vod	Speaker	Used to define the Speaker that has been contracted.	Lookup
Contract_vod	Minimum_Contract_Length_vod	Minimum Contract Length	Used to define the minimum length of a contract in months.	Number
Contract_vod	Contract_Length_vod	Contract Length	Used to define the length of a contract in months.	Number
Contract_vod	First_Expiration_Date_vod	First Expiration Date	Used to define the first expiration date of a contract.	Date
Contract_vod	Corporate_Contract_vod	Corporate Contract	Used to flag contracts that are intended to be used for Speakers that have a Corporate Contract requirement.	Check box
Contract_vod	Contracted_Event_vod	Contracted Event Type	Used to define the type of Event that is expected to be performed under a contract.	Lookup
Contract_vod	Contracted_Product_vod	Contracted Product	Used to define the Product that will be covered under a contract.	Lookup
Contract_vod	Minimum_Programs_vod	Minimum Programs	Used to define the minimum number of events that are expected to be performed under the Contract.	Number
Contract_vod	Maximum_Programs_vod	Maximum Programs	Used to define the maximum number of events that are expected to be performed under the Contract.	Number
Contract_vod	Institution_vod	Institution	Used to stamp a Speaker's employer/institution to a Contract.	Lookup
Contract_vod	Completed_Programs_vod	Completed Programs	Used to display the total number of events that have been performed under a contract.	Number
EM_Attendee_vod	Engage_Provisioning_Status_vod	Engage Provisioning Status	This field describes whether a participant URL was generated for this record.	Picklist
EM_Catalog_vod	Event_Format_vod	Event Format	Used by Events Management to assign an Event Format to records.	Picklist
EM_Catalog_vod	Location_Type_vod	Location Type	Used by Events Management to assign a Location Type to a Catalog record.	Picklist
EM_Catalog_vod	Content_Length_vod	Content Length	Used by Events Management to assign a Content Length to records.	Picklist
EM_Catalog_vod	Program_Type_vod	Program Type	Used by Events Management to assign a Program Type to records.	Picklist
EM_Catalog_vod	Service_Type_vod	Service Type	Used by Events Management to assign a Service Type to records.	Picklist
EM_Event_Speaker_vod	Engage_Provisioning_Status_vod	Engage Provisioning Status	This field describes whether a participant URL was generated for this record.	Picklist
EM_Speaker_vod	Requires_Corporate_Contract_vod	Requires Corporate Contract	Used by Events Management to flag Speakers that require a Corporate Contract.	Check box
EM_Speaker_vod	Institution_vod	Institution	Used by Events Management to define a Speaker's employer/institution.	Lookup
EM_Speaker_vod	Contract_vod	Contract	Used to filter the list of active Contracts that can be associated to a Speaker	Lookup
Key_Message_vod	Rendition_MD5_vod	Rendition MD5	MD5 checksum of the viewable rendition.	Text
Meeting_Request_vod	Call2_vod	Call	Indicates the Call that was created from the Meeting Request.	Lookup
Meeting_Request_vod	Decline_Reason_vod	Decline Reason	Stores the reason that a Meeting Request was declined or removed.	Picklist
Meeting_Request_vod	Is_Hidden_vod	Is Hidden?	Indicates if a Meeting Request shows on My Schedule.	Check box
Meeting_Request_vod	Status_Last_Modified_DateTime_vod	Status Last Modified DateTime	Indicates the date and time that the Meeting Request Status was last changed.	DateTime
Meeting_Request_vod	Status_vod	Status	Status of the Meeting Request.	Picklist
Order_Line_vod	Recommended_Quantity_vod	Recommended Quantity	Pull in field that shows the recommended quantity loaded in the Product Information object and that stamps it on the Order Line.	Number
Order_Line_vod	Recommended_Quantity_Reason_vod	Recommendation Reason	Pull in field that shows the quantity recommendation reason loaded in the Product Information object and that stamps it on the Order Line.	Text
Order_Line_vod	Recommended_Quantity_Used_vod	Recommendation Used?	Logical field that gets automatically enabled when a quantity recommendation was used on the Order Line.	Check box
Product_Information_vod	Recommended_Quantity_vod	Recommended Quantity	Stores the recommended quantity of a product to sell to an account in an order.	Number
Product_Information_vod	Recommended_Quantity_Reason_vod	Recommendation Reason	Stores the business reasons that drive the quantity recommendation.	Text
Sent_Email_vod	Email_Group_Id_vod	Email Group ID	Unique identifier to group together Sent Email records for multiple recipients of the same composed email.	Text

Validation Impacting Defect Fixes

Platform	Key	Summary	Component
Online	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
Online (Lightning)	CRM-245429	When a user without object permissions attempted to create a Medical Inquiry or Medical Insight, a blank page displayed without an error message.	Medical Inquiries
Online	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
iPad	CRM-247659	When the DISABLE_HIERARCHY_AUTOCREATE_vod Veeva Setting and the ACCT_PREVIEW_DURING_CREATION_vod Network Setting were both enabled, creating a parent account with the parent account wizard also created a child account.	Account Management
Online (Classic)	CRM-248235	When admins unlocked and edited a submitted Sample_Order_Transaction_vod record, a space displayed in blank Confirmed_Quantity_vod fields.	Sample Management
Online	CRM-248976	When data loading Lot_Catalog_vod and Sample_Lot_vod records, the Sample_Required_Fields_vod validation rule did not trigger for invalid data unless the invalid data was in the first row of the file.	Sample Management
Online	CRM-250234	When data loading Lot_Catalog_vod and Sample_Lot_vod records, the Sample_Required_Fields_vod validation rule did not trigger for invalid data unless the invalid data was in the first row of the file.	Sample Management
iPad	CRM-250804	When a user edited and saved a medical inquiry, the Created Date was updated.	Medical Inquiries
Online	CRM-252452	An error was displayed when users selected the Request Signature button and the Enable Samples on Save Veeva Setting was enabled.	Call Sampling
Online	CRM-252793	When users selected Edit on a parent account from the Member Of related list on a child account, and selected Save without making changes, a blank screen displayed.	Account Management
Online	CRM-253926	Users were unable to cancel Sample Send in Salesforce Classic.	Call Sampling
Online (Classic)	CRM-255983	When users created a new Account and chose to import the address of the Parent account, the Zip code did not display in the preview.	Account Management