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 the Veeva CRM Desktop App 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:

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.

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 and Presentation View.

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 the Veeva CRM Desktop app, 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.

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 send HCPs links to auto-published CLM content from the media library. Any interaction from the recipient with the link itself is tracked, allowing admins to analyze engagement with specific presentations to improve CLM content. See Using Vault's Auto-Publishing for CLM for more information about auto-publishing.

Viewing Remote CLM (Available August 11, 2022)

Remote CLM allows HCPs to view CLM content on their own devices during calls without being in Engage, 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.

Using the Data Loader to Generate Participant URLs for Virtual Events

Event organizers responsible for organizing complex, large-scale events may use external tools to help plan an event, then later data load the event information into CRM. When attendees or speakers of virtual events are added to CRM via data loading, participant URLs are automatically generated, enabling organizers to invite attendees to join virtually.

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 when editing Event_Attendee_vod records as part of Medical Events. This enables users to edit Medical Event attendees via the Lightning Experience.

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:

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.

Account Management

Platform Description Before After

Browser (Classic), Browser (Lightning), iPad, iPhone, Windows Tablet

When a user selects a value for a metric for a particular Product for an account, the metric displays as Not Applicable for all other products.

If a controlling picklist or check box displays as Not Applicable, then any dependent picklist also displays as Not Applicable.

n/a

Approved Email

Platform Description Before After

iPad

The Email icon gives users access to the Email Tab, where they can manage Sent, Draft, and Scheduled emails.

If the TAB_NAV_DISPLAY Veeva Setting is enabled, admins need to update the corresponding Veeva Message to display the Email Tab.

n/a

Browser (Classic), Browser (Lightning), iPad, iPhone

To track emails sent to a group, emails are stamped with a Group ID, including emails with only one recipient. Receipt, Double Opt-In, and Events Management emails are not stamped with a Group ID.n/an/a

Browser (Classic), Browser (Lightning), iPad, iPhone

Sent document records are not created for the parent email record of associated business accounts. For scheduled emails, no sent document records are created until the AE Processor sends the messages.

n/a

n/a

Call Reporting (Available August 11, 2022)

Platform Description Before After

CRM Desktop (Mac, Windows), iPad

After a CLM presentation is displayed during a call, the channel through which the content was shared is stamped in the Share_Channel_vod field on the Call2_Key_Message_vod records. The available channel values include:

  • Face_to_Face_vod
  • Remote_Meeting_vod
  • Remote_CLM_vod
n/a

Call Sampling

Platform Description Before After

iPad, iPhone

Validation rules run at the end of the Swap Signee selection process. If there are validation errors, error messages display and users are prevented from capturing the signature until they resolve the errors.

Validation rules were not supported when swapping the signee.

Call Scheduling

Platform Description Before After

Browser (Classic), iPad, iPhone

To display dataloaded Meeting Requests in the assignee’s My Schedule, the Meeting_Request_vod object’s sharing settings are updated from Private to Public Read/Write. 

The following attributes are also reset for the Meeting_Request_vod object:

Attribute

Setting/Value

Sharing Model

Read/Write

External Sharing Model

Read/Write

Deployment Status

Deployed

Label

Meeting Request

Plural Label

Meeting Request

Type

AutoNumber

In addition, values in the Name field on the Meeting_Request_vod object display with the format MR-{autonumber} and a label of Meeting Request Name. For example, MR-000000010.

n/an/a

CLM

Platform Description Before After

iPad

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

Additionally, only presentation names and thumbnails display in the search results. Descriptions and keywords do not display and search terms are not highlighted.

n/an/a

CRM Desktop (Mac, Windows), iPad

Users can now filter standard search results using the configured filters.

CRM Desktop

Platform Description Before After

CRM Desktop (Mac, Windows)

Previously, the Last Opened column in the media library displayed the datetime when a presentation was launched in Presentation View or when a user navigated between slides.

Now, it displays the datetime when a presentation was most recently launched from the following entry points:

  • Media library
  • Another presentation using gotoSlide
  • Another presentation as a sub-presentation
n/a

CRM Desktop (Windows)

The labels for the following fields on the Multichannel_Activity_vod object are updated:

  • Media_Preview_vod: Preview Session
  • Saved_For_Later_vod: Call Session

CRM Desktop (Windows)

The Media up to date message in the media library stops displaying after a few seconds. (Added 8/23/2022)

Engage Meeting (Available August 11, 2022)

Platform Description Before After

iPad

When the ENGAGE_LINK_APPS_vod Engage Link Setting includes the value CopyURL, users can share the URL or the QR code for remote CLM or a website.

Admins must ensure the QR_Code_vod picklist value for the Sent_Via_vod field on the Sent_Message_vod object is active for all record types.

Events Management

Platform Description Before After

Browser (Classic), Browser (Lightning)

Participant URLs for attendees and speakers of virtual events now generate when they are data loaded into the event, in addition to when they are added via the user interface.

n/an/a

22R2.0 Feature Enablement and Availability

New functionality introduced in the Veeva CRM 22R2.0 release is available:

CRM Feature Availability and Enablement
Feature

UVC

Configuration RequiredBrowser (Classic)Browser (Lightning)

CRM Desktop (Mac)

CRM Desktop (Windows) iPadiPhoneWindows Tablet

Account Management

Improved Account Picker

Yes

No

Managing Affiliations in Stakeholder Navigator

No

Yes

Approved Email

Email Tab

Yes

Yes

Saving Emails as Drafts

No

Yes

Rescheduling Scheduled Emails

No

Yes

Formatting Tokens to Display Date and Time

No

Yes

Publishing Method for Email Fragments

No

Yes

Approved Email on Lightning

Yes

No

Call Planning

My Schedule User Interface Enhancements

Yes

No

Call Reporting

Stamping the Share Channel on Call Key Messages

Yes

No

Call Sampling

Validation Rules for Swap Signee

Yes

No

CLM

Improving Standard Search in the Media Library on iPad

Yes

No

Using Advanced Text Search in the Media Library

No

Yes

CRM Desktop

Opening Multiple Presentation Windows

Yes

No

Supporting Incremental Sync on CRM Desktop (Mac)

No

No

Tracking CLM Preview Activity on the Veeva CRM Desktop App

No

Yes

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

No

Yes

Associating Save for Later CLM Activity with Calls in Lightning

No

Yes

Using Advanced Text Search in the Media Library

No

Yes

Engage

Integrated Scheduling: Accepting and Declining Meeting Requests in My Schedule

No

Yes

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

No

Yes

Viewing Remote CLM

No

Yes

Generating QR Codes for Web Links and Remote CLM Presentations 

Yes

Yes

Events

Creating Speaker Agreements

No

Yes

Expense Headers, Lines, and Attendees in Lightning for Events

No

Yes

Using the Data Loader to Generate Participant URLs for Virtual Events

Yes

No

Medical Events

Supporting Medical Event Attendees in Lightning

No

Yes

MyInsights

Translating MyInsights Tab Names

No

Yes

Network

Network Hashtags

No

Yes

Order Management

Adding Recommended Order Quantities

No

Yes

 

MyInsights Studio Feature Availability and Enablement
FeatureConfiguration Required

Using Custom Display Elements

No

Creating User Sortable Tables

No

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.

ObjectField NameField LabelDescriptionType
Approved_Document_vodPublish_Method_vodPublish MethodIndicates the publishing method of an email fragment.Picklist
Call2_Key_Message_vodShare_Channel_vodShare ChannelThe channel through which the Key Message was shared.Picklist
Call2_vodLink_External_Id_vodLink External IDExternal ID used for Link Integration.Text
Call2_vodLink_From_Email_vodFrom EmailSpecifies user information for calls loaded from outside Veeva CRM.Email
Call2_vodLink_From_Id_vodFrom IDSpecifies user information for calls loaded from outside Veeva CRM.Text
Call2_vodMeeting_Request_vodMeeting RequestReferences the Meeting Request from which the Call was created.Lookup
Call2_vodPhone_vodPhone NumberStores Phone Number as entered from the Engage Scheduling Site.Phone
Clm_Presentation_vodRendition_MD5_vodRendition MD5MD5 checksum of the viewable rendition.Text
Contract_Line_vodEvent_Format_vodEvent FormatUsed by Events Management to assign an Event Format to records.Picklist
Contract_Line_vodLocation_Type_vodLocation TypeUsed by Events Management to assign a Location Type to records.Picklist
Contract_Line_vodContent_Length_vodContent LengthUsed by Events Management to assign a Content Length to records.Picklist
Contract_Line_vodProgram_Type_vodProgram TypeUsed by Events Management to assign a Program Type to records.Picklist
Contract_Line_vodService_Type_vodService TypeUsed by Events Management to assign a Service Type to a records.Picklist
Contract_Partner_vodInstitution_Signature_vodInstitution SignatureUsed by Events Management to store the signature from a Speaker's employer/institution.Text
Contract_vodPeriod_Type_vodPeriod TypeUsed to define the Period Type of a contract.Picklist
Contract_vodEM_Speaker_vodSpeakerUsed to define the Speaker that has been contracted.Lookup
Contract_vodMinimum_Contract_Length_vodMinimum Contract LengthUsed to define the minimum length of a contract in months.Number
Contract_vodContract_Length_vodContract LengthUsed to define the length of a contract in months.Number
Contract_vodFirst_Expiration_Date_vodFirst Expiration DateUsed to define the first expiration date of a contract.Date
Contract_vodCorporate_Contract_vodCorporate ContractUsed to flag contracts that are intended to be used for Speakers that have a Corporate Contract requirement.Check box
Contract_vodContracted_Event_vodContracted Event TypeUsed to define the type of Event that is expected to be performed under a contract.Lookup
Contract_vodContracted_Product_vodContracted ProductUsed to define the Product that will be covered under a contract.Lookup
Contract_vodMinimum_Programs_vodMinimum ProgramsUsed to define the minimum number of events that are expected to be performed under the Contract.Number
Contract_vodMaximum_Programs_vodMaximum ProgramsUsed to define the maximum number of events that are expected to be performed under the Contract.Number
Contract_vodInstitution_vodInstitutionUsed to stamp a Speaker's employer/institution to a Contract.Lookup
Contract_vodCompleted_Programs_vodCompleted ProgramsUsed to display the total number of events that have been performed under a contract.Number
EM_Attendee_vodEngage_Provisioning_Status_vodEngage Provisioning StatusThis field describes whether a participant URL was generated for this record.Picklist
EM_Catalog_vodEvent_Format_vodEvent FormatUsed by Events Management to assign an Event Format to records.Picklist
EM_Catalog_vodLocation_Type_vodLocation TypeUsed by Events Management to assign a Location Type to a Catalog record.Picklist
EM_Catalog_vodContent_Length_vodContent LengthUsed by Events Management to assign a Content Length to records.Picklist
EM_Catalog_vodProgram_Type_vodProgram TypeUsed by Events Management to assign a Program Type to records.Picklist
EM_Catalog_vodService_Type_vodService TypeUsed by Events Management to assign a Service Type to records.Picklist
EM_Event_Speaker_vodEngage_Provisioning_Status_vodEngage Provisioning StatusThis field describes whether a participant URL was generated for this record.Picklist
EM_Speaker_vodRequires_Corporate_Contract_vodRequires Corporate ContractUsed by Events Management to flag Speakers that require a Corporate Contract.Check box
EM_Speaker_vodInstitution_vodInstitutionUsed by Events Management to define a Speaker's employer/institution.Lookup
EM_Speaker_vodContract_vodContractUsed to filter the list of active Contracts that can be associated to a SpeakerLookup
Key_Message_vodRendition_MD5_vodRendition MD5MD5 checksum of the viewable rendition.Text
Meeting_Request_vodCall2_vodCallIndicates the Call that was created from the Meeting Request.Lookup
Meeting_Request_vodDecline_Reason_vodDecline ReasonStores the reason that a Meeting Request was declined or removed.Picklist
Meeting_Request_vodIs_Hidden_vodIs Hidden?Indicates if a Meeting Request shows on My Schedule.Check box
Meeting_Request_vodStatus_Last_Modified_DateTime_vodStatus Last Modified DateTimeIndicates the date and time that the Meeting Request Status was last changed.DateTime
Meeting_Request_vodStatus_vodStatusStatus of the Meeting Request.Picklist
Order_Line_vodRecommended_Quantity_vodRecommended QuantityPull in field that shows the recommended quantity loaded in the Product Information object and that stamps it on the Order Line.Number
Order_Line_vodRecommended_Quantity_Reason_vodRecommendation ReasonPull 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_vodRecommended_Quantity_Used_vodRecommendation Used?Logical field that gets automatically enabled when a quantity recommendation was used on the Order Line.Check box
Product_Information_vodRecommended_Quantity_vodRecommended QuantityStores the recommended quantity of a product to sell to an account in an order.Number
Product_Information_vodRecommended_Quantity_Reason_vodRecommendation ReasonStores the business reasons that drive the quantity recommendation.Text
Sent_Email_vodEmail_Group_Id_vodEmail Group IDUnique identifier to group together Sent Email records for multiple recipients of the same composed email.Text

Validation Impacting Defect Fixes

PlatformKeySummaryComponent

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