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 and CRM Desktop 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 and CRM Desktop Sandbox Releases for more information.
Sharing CLM Content via Web Link or QR Code
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.
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:
- Email Tab Overview
- Using Save for Later Call Mode
- Viewing Remote CLM
- Managing Affiliations in Stakeholder Navigator
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 |
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Assembling Custom Presentations in the Veeva CRM Desktop App |
No |
Yes |
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No |
Yes |
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Engage |
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No |
Yes |
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Events Management |
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No |
Yes |
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No |
Yes |
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Territory Management |
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No |
Yes |
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| 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 |
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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 |
