What's New In 22R3.0

The CRM 22R3.0 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 22R3.0 Feature Enablement and Availability information in this release note.

New Fields and New Objects are also included.

Announcements

Dark Mode for CRM Documentation

The 22R3 release includes a toggle that users can select to view the CRM Documentation in Dark Mode for improved visibility and less eye strain in low-light conditions.

Updating Release Numbering for Veeva CRM Desktop and Engage

The Veeva CRM Desktop for Windows, Engage HCP, and Engage Speaker apps now follow Veeva CRM’s release numbering. See About CRM Releases for more information.

Features

The 22R3.0 release includes features from the following minor releases:

• What's New In 22R2.1
• What's New In 22R2.2

Account Management

Improved Account Picker for Call Attendees

To enable customers to easily find accounts, the Improved Account Picker is now available when selecting Call Attendees. Users can select multiple Call Attendees and add them all at once. Also, users can see the record type icon, highlighting of search terms, and table view with custom defined fields when adding Call Attendees.

Improved Account Picker for iPhone

CRM users on iPhone can find accounts more easily using the Improved Account Picker. See Improved Account Picker for more information.

Stakeholder Navigator on iPad (Available December 8, 2022)

CRM users on iPad can view a visualization of the account hierarchy to better understand the makeup of an account. See Stakeholder Navigator for more information.

Approved Email

Favorite Email Templates and Fragments

To quickly find templates and fragments used on a regular basis, users can now select the heart icon to favorite these items. This makes it easier and faster to select templates and fragments when composing emails.

Approved Notes

Disabling Emails for Approved Notes Monitoring Results

Beginning with the 22R3.2 release, admins will no longer receive emails for Approved Notes monitoring results. Instead, admins can configure automated email alerts.

Call Reporting

Maintaining Separate Call and Signature Datetimes

Browser (Classic) users can now maintain separate call and signature datetimes in call reporting. This helps users meet specific reporting requirements, collect detailed information for future call planning, or accurately record calls with a long duration. See Maintaining Separate Call and Signature Datetimes for more information.

Stamping Suggestion Title and Reason on the Call Report

To help users plan and prepare for calls, the suggestion title and reason display on call reports created from Suggestions and are stamped on the call report record.

CLM

Supporting Non-Latin Text in Image Content for Advanced Text Search

Viewable renditions for Vault content now support non-Latin languages, including Chinese, Japanese, and Korean, enabling Veeva CRM users to use CLM advanced text search for embedded non-Latin text in CLM image content. Customers must first regenerate the viewable renditions of all of their existing Vault content. To do so in bulk, customers can submit a support ticket for Vault.

Viewing CLM on iPhone

iPhone users can now view CLM in the CRM for iPhone app. This allows users to easily review the content in their media libraries and send links for content to HCPs from their iPhone devices at any time, leading to increased engagement with HCPs. This parity item requires VMOC configuration.

Viewing Slide Notes for Auto-Published Presentations

When preparing CLM content in the CLM media player, users can view notes for each key message to ensure they deliver specific, tailored content to HCPs. Slide notes for CLM content are automatically synced from Vault, allowing content creators to include all the necessary context for users when they display the content to HCPs.

CRM Desktop

Launching Approved Email and Querying Records from CLM in Veeva CRM Desktop for Mac

The launchApprovedEmail and queryRecord functions are now supported on the CRM Desktop (Mac) platform, allowing content creators to create CLM content with integrated Approved Email functionality.

Supporting Incremental Sync for Content Updates on Veeva CRM Desktop for Mac

The Veeva CRM Desktop app now runs an incremental sync in the background when there are updates to the CLM_Presentation_vod, CLM_Presentation_Slide_vod, and Key_Message_vod records in the media library.

Engage

Allowing Chat Between HCPs in Engage and Engage Connect

HCPs can now chat with connected HCPs in the Chat tab of the Engage app. Chat channels are automatically created for new and existing HCP connections. In the Connections list in the Me tab and in the Chat tab, a briefcase icon displays on a user’s profile photo if the user is a CRM user. This allows HCPs to quickly distinguish between HCP and CRM user connections.

Automatically Joining Audio for Engage Meetings

Engage on CRM Desktop (Windows) now respects the Automatically join audio by computer when joining a meeting audio setting. After upgrading from a previous version of the app, users automatically join audio when starting or joining their first meeting on the upgraded version. Subsequent meetings will respect the setting.

Sending Websites via Web Link or QR Code on iPhone

iPhone users can now use social messaging apps to send HCPs links to websites and 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. This parity item requires VMOC configuration for the Engage_Link_Settings_vod, Message_Activity_vod, and Sent_Message_vod objects.

Sending Auto-Published CLM Content via Web Link or QR Code on CRM Desktop (Windows) and iPhone

CRM Desktop (Windows) and iPhone users can now use social messaging apps to send HCPs links to websites and 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. Only web links are supported on the CRM Desktop platforms. This parity item requires VMOC configuration for the Engage_Link_Settings_vod, Message_Activity_vod, and Sent_Message_vod objects.

The Engage_Link_Settings_vod and Sent_Message_vod VMOCs for CRM Desktop (Mac) are released in 22R3.0, however, support for sending web links will be available in a future release.

Data-Loading Engage Connect Groups

To create or edit Group Settings for Engage Connect Groups, admins can data-load Engage Connect Group Requests.

Editing Display Names in Engage and Engage Connect

In both Engage and Engage Connect, there are three fields representing a user’s name: First Name, Last Name, and Display Name. A user’s Display Name represents how their name displays throughout both applications, for example, in Engage meetings. By default, the Display Name is the first and last name, formatted based on the user or account’s country in CRM. To allow for personalization of profiles, users can edit their Display Name in the Me tab of both Engage and Engage Connect.

Quick Starting Engage Meeting from the Call Report

Meeting hosts can use the Meet Now button on the call report to quickly start Engage meetings without scheduling them in advance. The button displays when a remote meeting is not scheduled for the call and the call is not submitted.

Quick Sharing CLM Content in Engage Meeting

During Engage meetings, meeting hosts can use the Present in Engage button to quickly share CLM content in Presentation View. The button displays in a presentation window when the presentation is in Normal View and there is an ongoing Engage meeting. Selecting Present in Engage displays the content in Presentation View and immediately starts sharing the window with attendees, allowing hosts to skip the standard navigation for sharing content. If a presentation is already in Presentation View but is not being shared, hosts can select Present in Engage from the right-select context menu to immediately begin sharing.

Unavailable Time Slots on the Engage Scheduling Site

CRM users can create unavailable time slots in My Schedule to prevent HCPs from requesting meetings during that time. When users create unavailable time in My Schedule, their unavailable time slots are automatically reflected on the Engage Scheduling Site for HCPs.

Capturing Remote Signatures for Medical Inquiry Using Share Link and QR Code

Enabling Remote Signatures Using Share Link and QR code allows users to capture HCP signatures for medical inquiry requests during virtual meetings or maintain physical distance during face-to-face visits. Users can send a signature link to the HCP using Share Link or generate a QR code from the medical inquiry, which HCPs scan using their own device, to display a signature capture screen.

Events Management

Applying Event Attendance Rules to Event Topic Categories (Available December 8, 2022)

To provide granularity when applying Event Attendance Rules to events, admins can specify that certain business rule limits should only be applied to events with EM_Catalog_vod records with matching customer-defined topic categories. This can be especially useful when creating business rules about products with multiple indications.

Utilizing Event Format and Location Type in Event Business Rules

Admins can configure Event Business Rules to only apply to certain event formats or location types, improving both efficiency and compliance when planning events. By making business rules more specific, admins can avoid creating redundant business rules.

Event Attendee Restricted Product Rules

Attendee Restricted Product rules improve compliance when planning events by warning event organizers about attendees who have a product designated as restricted for that account. These attendees cannot be added to that event.

Uploading Speaker Profile Photos

To help to round out the speaker profile using an interface that highlights a speaker's photo, admins can upload pictures to speaker records to serve as the speaker’s profile photo.

Lightning for Events Management (Sandbox Beta)

The following additional functionality is now available for all customers who previously configured the Lightning for Events Management sandbox beta:

• Reconciling Walk-in Attendees
• Using the Files, Attachments, and Notes related list in EM_Event_vod records

Event Speaker Portal

Event Speaker Portal (Available December 8, 2022)

The CRM Event Management Speaker Portal is a browser-based portal that enables speakers to view their upcoming and past events and download event material related to upcoming events, as well as download their active and expired contracts.

Lightning

Viewing, Sharing, and Downloading Files Using the Files Tab

To make it easier to work with Salesforce Files in Lightning enabled orgs, users can view, share, and download files from the Salesforce Library using the Files tab.

MyInsights

Deep Linking for Suggestions in MyInsights on iPhone

iPhone platform users are now able to use Deep Linking for Suggestions in MyInsights to perform all suggestion actions directly from MyInsights. This parity item requires a VMOC.

Scheduling Calls Using Deep Linking in MyInsights

Users can now easily schedule calls directly from the MyInsights Dashboard using Deep Linking. Users can select multiple accounts, open them in My Schedule, and schedule calls for each.

MyInsights Studio

Updating Report Name and Entry Point Before Deploying Content (Available December 8, 2022)

Users now have the flexibility to change the report name and entry point used for a piece of content before deploying it.

Adding a Single Select Dropdown Filter to a MyInsights Page Layout (Available December 8, 2022)

To filter responses on a MyInsights page, Content Creators can now add a single select dropdown filter to a MyInsights page layout.

Platforms

CRM for Android (Beta)

Veeva CRM for Android enables users to access Veeva CRM and perform daily tasks from their Android devices.

New Videos

The following videos were added as part of this release:

• Favorite Email Templates and Fragments
• Stamping Suggestion Title and Reason on the Call Report
• Sharing CLM Content via Web Link or QR Code
• Uploading Speaker Profile Photos

User Visible and Behavior Changes (Announced in 22R2.2)

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

Improved Account Picker

For improved efficiency in call reporting, users can select multiple attendees at once when adding call attendees from the improved account picker. Additionally, the Name column is relabeled. These changes are available with the 22R3.0 release.

Network Account Search

To help users easily identify accounts and select a territory, Network Account Search enhancements are available with the 22R3.0 release.

Out-Of-Territory Attendees for Call Reporting (Removed November 4, 2022)

To provide an accurate view of who attended a call and to provide parity with call attendee lists on the Browser (Classic) platform, out-of-territory attendees display on the call report for iOS users with the 22R3.0 release.

Account Management

Platform	Description	Before	After
iPad	Selected accounts now display in alphabetical order instead of the order they were selected. Non-removable accounts display before removable accounts. These accounts cannot be removed by selecting the red minus icon.

Approved Email

Platform	Description	Before	After
iPad	The list view for Templates displays with new styling to indicate which templates are selected.
iPad	The list view for Fragments displays with new styling to indicate which fragments are selected.

Approved Notes

Platform	Description	Before	After
Browser (Classic, Lightning)	The Approved Notes Process is updated to ignore Salesforce’s org storage limits to ensure violations of Approved Notes are properly cataloged in CRM.	n/a	n/a

Call Reporting

Platform	Description	Before	After
Browser (Classic, Lightning) iPad	The Share_Channel_vod field value stamped on a Call2_Key_Message_vod record, for a key message shared during a call, now displays in the CLM Details section of the call report in the browser. Additionally, it display on call activities in the Account Timeline in the browser and on iPad.

Call Scheduling

Platform	Description	Before	After
iPad	In My Schedule’s Agenda View, the remote meeting indicator displays to the right of the call type label instead of displaying to the left.
iPad	In My Schedule's Week View, Cycle View, and Map View, users can scroll top to bottom from calls, Time Off Territory, and other calendar events instead of only scrolling from white space.
Engage Scheduling Site	Saturdays and Sundays are available for HCPs to request meetings.

Engage

Platform	Description	Before	After
Android, iOS, Online	Names throughout both the Engage and Engage Connect applications now display based on the new Display Name field. The Display Name automatically formats based on the Country_vod field of the account or user in CRM. For example, a CRM User with a Country_vod field of Japan has a display name formatted as [Last Name][First Name].
Android, iOS, Online	Initials in the icon for users without a profile photo now only display the first character of the user’s last name.
Browser (Classic, Lightning)	The Meet Now button now displays on the call report in the browser when a remote meeting is not scheduled and the call is not submitted. This allows meeting hosts to quickly start Engage meetings without scheduling them in advance.
Browser (Classic, Lightning)	In the meeting information modal for a scheduled Engage meeting, a Copy button displays for the meeting password, the Zoom URL (if configured), and the participant URL for the primary call account. In the Send Invitations modal, the Copy button displays for each attendee with a participant URL, as well as the meeting password and the Zoom URL (if configured). This feature will be available on December 8, 2022.
CRM Desktop (Windows)	During Engage meetings, the Present in Engage button now displays on presentation windows in Normal View. Additionally, for presentations already in Presentation View, Present in Engage displays in the right-select context menu.
iOS	When viewing a chat with an HCP, the Veeva CRM button now displays beside the HCP’s name if the HCP has a corresponding account record in Veeva CRM. Selecting the button navigates the user to the account record in the Veeva CRM app.

Events Management

Platform	Description	Before	After
iPad	Users can select the CV tab on a Speaker Profile to directly view a speaker’s attached CV file.
iPad	The search button on the Speaker tab now displays next to the search box. Users can select the search button or the enter key to search for a speaker.

Medical

Platform	Description	Before	After
Browser (Classic)	When users select New Medical Inquiry or New Key Medical Insight from the More Actions menu on the call report, default fields are populated, page customizations display as expected, and the new record modal is larger. To accommodate these improvements, any customer-configured overrides for the New button on the Call2_vod object are overwritten.

Network Account Search

Platform	Description	Before	After
Browser (Classic, Lightning), iPad	New accounts imported from Network via Network Account Search automatically include any hashtags associated with the account.

New Objects

The list below contains all objects added in Veeva CRM 22R3.0.

Object	Label	Description
Engage_Connect_Group_Request_vod	Engage Connect Group Request	Used to edit the settings of an Engage Connect Group.
Unavailable_Time_vod	Unavailable Time	Stores Unavailable Time data, which indicates when users cannot be scheduled for HCP interactions.

New Fields

The list below contains all fields added in Veeva CRM 22R3.0. 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
Address_vod	Network_Collab_Agree_Required_vod	Network Collaborative Agreement Required	Indicates whether a collaborative agreement is required for the HCP as reflected in Veeva OpenData.	Picklist
Address_vod	Network_Comp_Prescriptive_Authority_vod	Network Comp Prescriptive Authority	Indicates if the HCP has any of the assessed conditions on their prescribing authorities as reflected in Veeva OpenData.	Picklist
Address_vod	Network_Comp_Sample_Eligibility_vod	Network Comp Sample Eligibility	Indicates if the HCP has any of the assessed conditions on their sample eligibility as reflected in Veeva OpenData.	Picklist
Address_vod	Network_Ctrl_Sub_Prescriptive_vod	Network Ctrl Sub Prescriptive Authority	Indicates whether HCP is authorized to write controlled substances as reflected in Veeva OpenData.	Picklist
Address_vod	Network_Ctrl_Sub_Sample_Eligibility_vod	Network Ctrl Sub Sample Eligibility	Indicates if the HCP is authorized to receive controlled substance samples as reflected in Veeva OpenData.	Picklist
Address_vod	Network_License_Grace_Expiry_vod	Network License Grace Expiry	License Expiration Date that includes the state grace period as reflected in Veeva OpenData.	Date
Address_vod	Network_License_Status_Condition_vod	Network License Status Condition	Additional information about the license status as reflected in Veeva OpenData.	Picklist
Bookmark_vod	Filter_Criteria_vod	Field Criteria	Field to hold the filter definitions for the Bookmark.	Text
Call2_vod	Suggestion_Reason_vod	Suggestion Reason	Reason from the Originating Suggestion, when the call was scheduled by accepting a Schedule Call Suggestion.	Text
Call2_vod	Suggestion_Title_vod	Suggestion Title	Title from the Originating Suggestion, when the call was scheduled by accepting a Schedule Call Suggestion.	Text
EM_Business_Rule_Configuration_vod	Event_Format_vod	Event Format	Restricts EM Business Rules by Event Format.	Text
EM_Business_Rule_Configuration_vod	Location_Type_vod	Location Type	Restricts EM Business Rules by Location Type.	Text
EM_Event_Rule_vod	Event_Speaker_Status_vod	Event Speaker Status	Used to control which event speaker statuses display on the Speaker Portal.	Text
EM_Event_Rule_vod	Event_Status_vod	Event Status	Used to control which event statuses display on the Speaker Portal.	Text
EM_Speaker_vod	Email_vod	Email	Speaker email address.	Email
EM_Speaker_vod	Language_vod	Language	Store's the speaker's language, used to determine which email language template to use for email communication with a speaker.	Picklist
EM_Speaker_vod	Portal_Access_vod	Speaker Portal Access	Controls if a speaker can login to the Speaker Portal.	Picklist
EM_Speaker_vod	Portal_Account_Creation_Date_vod	Speaker Portal Account Creation Date	Stores the date and time the speaker successfully created a new account in the Speaker Portal.	DateTime
EM_Speaker_vod	Portal_Registration_Email_Date_vod	Speaker Portal Registration Last Sent	Stores the date and time the registration email was sent.	DateTime
EM_Speaker_vod	Send_Speaker_Registration_Email_vod	Send Speaker Registration Email	Trigger to send speaker portal registration emails to a speaker.	Check box
Engage_Connect_Group_Request_vod	Brands_vod	Brands	Semi-colon delimited list of available brands for users in this Engage Connect group.	Text
Engage_Connect_Group_Request_vod	Customer_Key_vod	Customer Key	Unique customer-defined identifier for Engage Connect Groups.	Text
Engage_Connect_Group_Request_vod	Display_Future_Meetings_vod	Display Future Meetings	Determines which upcoming Engage meetings will be shown to HCPs.	Picklist
Engage_Connect_Group_Request_vod	Error_Description_vod	Error Description	Error description if Engage Connect could not create or update a group.	Text
Engage_Connect_Group_Request_vod	External_ID_vod	External ID	External ID used for data loading only.	Text
Engage_Connect_Group_Request_vod	Primary_Color_vod	Primary Color	Primary Color displayed in user profiles seen by HCPs in Engage.	Text
Engage_Connect_Group_Request_vod	Processing_Status_vod	Processing Status	Status of the Engage Connect Group creation in Engage Connect.	Picklist
Engage_Connect_Group_Request_vod	Secondary_Color_vod	Secondary Color	Used to apply a color gradient in user profiles seen by HCPs in Engage.	Text
Engage_Connect_Group_Request_vod	User_Communication_Channel_vod	User Communication Channel	Determines how users and HCPs can communicate with one another in Engage.	Picklist
Engage_Connect_Group_Request_vod	User_Profile_Company_Name_vod	User Profile Company Name	Company Display Name displayed on user profiles seen by HCPs in Engage.	Text
Key_Message_vod	HQ_Slide_Notes_vod	Slide Notes	Allows storing speaker notes managed by HQ for the Key Message.	Html
Medical_Inquiry_Audit_vod	Signature_Captured_QR_Code_vod	Signature Captured QR Code	This field indicates the signature was captured via the QR signature method.	Check box
Medical_Inquiry_Audit_vod	Signature_Captured_Share_Link_vod	Signature Captured Share Link	This field indicates the signature was captured via the Share Link signature method.	Check box
Medical_Inquiry_vod	Signature_Captured_QR_Code_vod	Signature Captured QR Code	This field indicates the signature was captured via the QR signature method.	Check box
Medical_Inquiry_vod	Signature_Captured_Share_Link_vod	Signature Captured Share Link	This field indicates the signature was captured via the Share Link signature method.	Check box
Unavailable_Time_vod	End_Datetime_vod	End Datetime	End Datetime of the Unavailable Time. Stored in UTC.	DateTime
Unavailable_Time_vod	External_ID_vod	External ID	External ID used for data loading only.	Text
Unavailable_Time_vod	Mobile_ID_vod	Mobile ID	System field used by mobile products to aid synchronization.	Text
Unavailable_Time_vod	Start_Datetime_vod	Start Datetime	Start Datetime of the Unavailable Time. Stored in UTC.	DateTime

Validation Impacting Defect Fixes

Platform	Key	Summary	Component
Browser (Classic)	CRM-255983	Zip code did not display in the New Account Wizard address preview	Account Management
iPad	CRM-247659	Address was created twice after new account creation	Account Management
Browser (Classic)	CRM-263839	Medical Inquiry Fulfillment Response could not be created with call types other than Medical_Inquiry_Fulfillment_vod	Medical Inquiries
iPad	CRM-264731	Users were able to sample the same product twice on a call report	Call Sampling
iPad	CRM-263832	Call validation errors displayed unexpectedly	Call Sampling