Call Planning

Displaying Events in My Schedule for Event Team Members on Browser (Lightning)

To enable collaboration and coordination between Event Team Members, team members on the Browser (Lightning) platform can view all their events in Lightning for My Schedule. When users are added to the event team or are part of an Event Team Member group, the event displays in their My Schedule calendar.

Displaying Event Speakers in My Schedule on Browser (Lightning)

If there are speakers for an event in Events Management, the number of speakers and individual speaker names now display on the event popover in Lightning for My Schedule.

Associating Saved CLM Activity with Accounts on Browser (Lightning)

When users display CLM content, the CLM activity is saved even if users exit the media player without selecting an account for the activity. In Lightning for My Schedule, users can associate saved CLM activity with an account or discard the saved CLM activity. This provides a simpler alternative to the Multichannel Activities entry point for Associating Save for Later CLM Activity with Calls in Lightning. See this updated video about saved CLM activity.

CLM

Displaying PDFs in CLM

To ensure text in PDF content displays correctly, users can disable hardware acceleration for the app. Hardware acceleration allows CRM Desktop (Windows) to perform tasks more efficiently by using the computer’s graphics card, but this can sometimes prevent content from rendering correctly.

Engage

Data Model Changes for External Calendar Events

The data model for the External_Calendar_Event_vod object is updated to better reflect the data retrieved from the Microsoft Outlook calendar. The following fields are removed from the External_Calendar_Event_vod object:

• Meeting_Join_URL_vod
• Occurrence_Id_vod

The following fields on the External_Calendar_Event_vod object are replaced:

• Is_Online_Meeting_vod is replaced with the Is_MS_Teams_Meeting_vod field
• Online_Meeting_URL_vod is replaced with the MS_Teams_Join_URL_vod field

Events Management

Associating an Account with an Event in Lightning for Events Management

Event organizers can associate an account with an event, allowing calls created from the event to inherit event information. This simplifies the event planning process.

Using Event Templates in Lightning for Events Management

Event organizers in orgs with Lightning for Events Management enabled can now use Event Templates to copy common information between a parent event and the associated child events. For example, the topic, budget, speaker, and other custom fields automatically populate when creating a child event.

Hosting Virtual Events in Lightning for Events Management

Event organizers in orgs with Lightning for Events Management enabled can host virtual events using Engage. This enables event organizers to plan and schedule virtual events just as they would in-person events.

Generating Virtual Participant URLs in Child Events

Event organizers in orgs with Lightning for Events Management enabled 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. 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.

Alternative Hosts for Virtual Events

Event organizers in orgs with Lightning for Events Management enabled can designate Event Team Members as alternative hosts. Alternative event hosts can begin and run virtual events with the same privileges as the event host, enabling organizers to avoid rescheduling and canceling the event if the organizer cannot host an event.

Medical Events

Editing Medical Events 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 Studio

User Interface Enhancements

To assist new users in learning to use MyInsights Studio, and to make it easier for current users to create visualizations, several UX and usability improvements are available.

Platform	Description	Before	After
Browser	Users can now access the MyInsights Studio introduction help topic by selecting the information icon that displays on the right of the MyInsights Studio banner.
Browser	To make input fields easier to read, the padding and margins surrounding them in forms are larger.	n/a	n/a
Browser	To easily navigate, breadcrumbs for Content, Template, and Distribution Channels display in the top, left-hand corner of the MyInsights Studio pages.
Browser	The space between the Label and Value sections in the Pages section is larger. In addition, labels and values do not break across words, and selected expressions are in bold.	n/a	n/a

Order Management

Using Mass Add Products with CLM

Using CLM in Order Management allows users to create orders from CLM presentations. With Mass Add Products enabled, all relevant products are automatically added to the Order Lines. This allows users to create orders from CLM presentations faster and with fewer selections, saving the user time and effort during the negotiation process.

Flightpath

Flightpath is an educational tool where you'll find overviews and examples to walk you through how to leverage CRM features and functionality.

Editing Templates in BEE

In this course, you'll learn to use BEE, a WYSIWYG drag and drop editor service allowing customers to create responsive HTML email templates.

Engage Sign

In this course, you'll learn about capturing signatures through Engage.

Reports and Dashboards

In this course, you'll learn how to utilize reports and dashboards. Veeva CRM can host all kinds of data for your different business processes. Reports and dashboards lets you present this data, giving you a way to measure anything from performance on long term goals, to managing daily operations in CRM.

Understanding the Sampling Process

In this course, you'll learn about the sampling process in Veeva CRM. The sampling process is highly regulated and involves many stages, from requesting sample lots to disburse, to capturing authorized signatures, to tracking inventory.

Introduction to MyInsights

In this course, you'll learn how MyInsights embeds custom data visualizations directly inside CRM, providing actionable insights and consumable information. Your field teams can use this information to make data-driven decisions during their daily activities.

User Visible and Behavior Changes (UVCs)

Most new functionality requires some configuration, however users are able to use the following functionality immediately. Select the thumbnail to view a larger image.

Call Planning

Platform	Description	Before	After
Browser (Lightning)	To enable users to easily navigate to child accounts from Lightning for My Schedule, a View Child Account button displays on the popover for child account calls.
Browser (Lightning)	For consistency across platforms, the Location field does not display on the popover for child account calls in Lightning for My Schedule.

Call Reporting

Platform	Description	Before	After
CRM Desktop (Windows)	Users can access high performance call reports from the Record a Call button on Events Management events.	n/a	n/a
CRM Desktop (Windows)	The CLM Java Script Library is supported for high performance call reports.	n/a	n/a
CRM Desktop (Windows)	The CRM Desktop (Windows) app only syncs call data when the high performance call report is enabled.	n/a	n/a

Engage

Platform	Description	Before	After
Browser (Lightning), iPad	To better reflect the data retrieved from the Microsoft Outlook calendar, External_Calendar_Event_vod records are stamped with all details from the Microsoft Graph API, in addition to the fields minimally required to display an Outlook calendar event in My Schedule.	n/a	n/a
Browser (Classic, Lightning)	In the Microsoft Outlook calendar, multi-day Time Off Territory entries exclude weekend days, unless Including Weekend Days in Time Off Territory is enabled.
Browser (Classic, Lightning)	In the Microsoft Outlook calendar, medical events only display if Displaying Events in My Schedule is enabled.
Browser (Classic, Lightning)	In the Microsoft Outlook calendar, the subject lines for child account calls are populated with the child account name, if Child Accounts are enabled.
Engage HCP Server	More information about link activity displays in the Chat Activities report.	n/a	n/a
CRM Desktop (Windows)	During Engage meetings, the meeting window immediately displays in the foreground when the first attendee joins the meeting.	n/a	n/a

Events Management

Platform	Description	Before	After
Browser (Classic, Lightning)	Custom fields on the EM_Event_vod object that reference the User object now automatically filter to only display active users.	n/a	n/a

23R1.2 Feature Enablement and Availability

New functionality introduced in the Veeva CRM 23R1.2 release is available:

CRM Feature Availability and Enablement
Feature	User Visible Change	Configuration Required	Browser  (Classic)	Browser (Lightning)	CRM Desktop (Mac)	CRM Desktop (Windows)	iPad	iPhone	Windows Tablet
Call Planning
Displaying Events in My Schedule for Event Team Members on Browser (Lightning) (parity)	No	No*
Displaying Event Speakers in My Schedule on Browser (Lightning) (parity)	No	No*
Associating Saved CLM Activity with Accounts on Browser (Lightning) (parity)	No	No*
Enhancements for Child Account Popovers	Yes	No
Call Reporting
Enhancements for High Performance Call Report	Yes	No
CLM
Displaying PDFs in CLM	Yes	No
Engage
Data Model Changes for External Calendar Events	No	No
Displaying the Meeting Window in the Foreground Upon the First Attendee Join	Yes	No
Events Management
Associating an Account with an Event in Lightning for Events Management	Yes	Yes
Using Event Templates in Lightning for Events Management	Yes	Yes
Hosting Virtual Events in Lightning for Events Management	Yes	Yes
Generating Virtual Participant URLs in Child Events	Yes	Yes
Alternative Hosts for Virtual Events	Yes	Yes
Medical Events
Editing Medical Events in Lightning	No	Yes
Order Management
Using Mass Add Products with CLM	Yes	Yes

* Parity items do not require configuration if you are using this functionality on another platform.

MyInsights Studio Feature Availability and Enablement
Feature	Configuration Required
User Interface Enhancements	No