What's New In 22R2.1

The CRM 22R2.1 minor release includes several new features.

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 22R2.1 Feature Enablement and Availability information in this release note.

New Fields and New Objects are also included.

Features

CRM Desktop

CRM Desktop features are available in the Engage Sandbox for testing. See Supporting Engage Sandbox Releases for more information.

Assembling Custom Presentations in the Veeva CRM Desktop App

Users can create and assemble customized presentations from the existing presentation slides in their media libraries to deliver specifically tailored messages to targeted accounts.

Supporting Engage Sandbox Releases on CRM Desktop (Mac)

Engage features are available in sandbox orgs before production releases to allow admins to test upcoming Engage functionality on the CRM Desktop (Mac) platforms.

Engage

Engage features are available in the Engage Sandbox for testing. See Supporting Engage Sandbox Releases for more information.

Sending Auto-Published CLM Content via Web Link or QR Code

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.

Events Management

Managing Speaker Nomination Approvals

Admins can configure a Salesforce Approval Process that enables Speaker Nominations to be reviewed, approved, or rejected by the necessary users as part of a nomination process. This enables admins to customize the nomination workflow based on the needs of each organization.

Syncing Events Metadata with Vault

To allow admins to avoid updating records in multiple systems, Event administrators can configure the CRM Vault Metadata Sync process to sync Event Configuration and Event Topic information between CRM and Vault. During each sync, newly created records in CRM are automatically created as new records in Vault, while deleted or inactivated records in CRM are automatically inactivated in Vault.

MyInsights Studio

Adding Descriptions for Custom Display Elements (Available September 1, 2022)

When adding custom display elements to a page layout, users can include descriptions for each element to help users easily identify the different elements.

Territory Management

Displaying Territory Feedback Metrics via MyInsights

To visualize data, admins can create and link MyInsights visualizations to Territory Feedback. MyInsights visualizations in Territory Feedback enable end users to visualize upcoming changes to their territories, as well as provide a place for admins to give written guidance to end users about how they should review and leave feedback on upcoming changes to their territory.

New Videos

The following videos were added as part of this release:

22R2.1 Feature Enablement and Availability

New functionality introduced in the Veeva CRM 22R2.1 release is available:

CRM Feature Availability and Enablement
Feature

UVC

Configuration Required Browser (Classic) Browser (Lightning)

CRM Desktop (Mac)

CRM Desktop (Windows) iPad iPhone Windows Tablet

CRM Desktop

Assembling Custom Presentations in the Veeva CRM Desktop App

No

Yes

Supporting Engage Sandbox Releases on CRM Desktop (Mac)

No

Yes

Engage

Sending Auto-Published CLM Content via Web Link or QR Code

No

Yes

Events Management

Managing Speaker Nomination Approvals

No

Yes

Syncing Events Metadata with Vault

No

Yes

Territory Management

Displaying Territory Feedback Metrics via MyInsights

No

Yes

 

MyInsights Studio Feature Availability and Enablement
Feature Configuration Required
Adding Descriptions for Custom Display Elements

No

New Objects

No new objects were introduced in Veeva CRM 22R2.1.

New Fields

The list below contains all fields added in Veeva CRM 22R2.1. 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

Call2_vod

Remote_CLM_Participant_URL_vod

Remote CLM Participant URL

Stores the Remote CLM URL for the participant.

Text

Call2_vod

Remote_CLM_Presenter_URL_vod

Remote CLM Presenter URL

Stores the Remote CLM URL for the presenter.

Text

Call2_vod

Remote_CLM_UUID_vod

Remote CLM UUID

Stores the UUID of the Remote CLM session.

Text

Call2_vod

Remote_CLM_ID_vod

Remote CLM ID

Stores the ID of the Remote CLM session.

Text

Clm_Presentation_vod

Allow_Remote_CLM_vod

Allow Remote CLM

Indicates this presentation is allowed to be used in a Remote CLM session.

Check box

EM_Catalog_vod

Product_vod

Product

Used to assign a Product to an Event Catalog record.

Lookup

EM_Catalog_vod

VExternal_Id_vod

Veeva External ID

External Id used by Veeva CRM and Vault to reference Event Topic entries.

Text

EM_Event_Configuration_vod

VExternal_Id_vod

Veeva External ID

External Id used by Veeva CRM and Vault to reference Event Configuration entries.

Text

Message_Activity_vod

Activity_vod

Activity

Activity_vod captures the type of activity which generated the Message_Activity_vod record.

Picklist

Message_Activity_vod

Vault_Doc_Name_vod

Document Name

Vault_Doc_Name_vod captures the name of the viewed or downloaded document as it exists in Vault.

Text

Message_Activity_vod

Vault_Document_Title_vod

Document Title

Vault_Document_Title_vod captures the title of the viewed or downloaded document as it exists in Vault.

Text

Message_Activity_vod

Vault_Document_Id_vod

Document Id

Vault_Document_Id_vod captures the Vault identifier of the viewed or the downloaded document.

Text

Message_Activity_vod

Vault_Document_Number_vod

Document Number

Vault_Document_Number_vod captures the document number of the viewed or downloaded document as it exists in Vault.

Text

Message_Activity_vod

Vault_Domain_vod

Vault Domain

Vault_Domain_vod captures the domain of the source Vault.

Text

Message_Activity_vod

Vault_Document_Major_Version_vod

Document Major Version

The major version of the Vault document that was viewed or downloaded.

Number

Message_Activity_vod

Vault_Document_Minor_Version_vod

Document Minor Version

The minor version of the Vault document that was viewed or downloaded.

Number

Multichannel_Activity_Line_vod

Share_Channel_vod

Share Channel

This describes the channel through which the key message was shared.

Picklist

Multichannel_Activity_vod

Media_Preview_vod

Preview Session

Specifies that the content was viewed from Media Preview.

Check box

Multichannel_Activity_vod

Saved_For_Later_vod

Call Session

Indicates if the record can be associated to an Account to generate a Call Report.

Check box

Sent_Message_vod

Sent_Via_vod

Sent Via

The app used to send the Engage Link.

Picklist

Sent_Message_vod

Transaction_Type_vod

Transaction Type

The type of transaction the Engage Link is pointing to..

Picklist

Sent_Message_vod

View_Count_vod

Total Views

A Roll-up summary which captures the total numbers of times the Vault document was viewed based on related Message_Activity_vod records.

Summary

Sent_Message_vod

Download_Count_vod

Total Downloads

A Roll-up summary which captures the total numbers of times the Vault document was downloaded based on related Message_Activity_vod records.

Summary

Sent_Message_vod

Viewed_vod

Viewed

A formula field which captures if the Vault document was viewed at least once or not at all.

Number

Sent_Message_vod

Downloaded_vod

Downloaded

A formula field which captures if the Vault document was downloaded at least once or not at all.

Number