23R2.0 Maintenance Notes

Browser (Lightning)

Emails were not sent when it contained an email template or fragment with a related document in a higher non-steady state version while a steady state version existed.

Browser (Classic, Lightning)

When users selected Save & Make Primary for a child account record with a Date or Datetime field, an error displayed and the changes were not saved.

CRM Desktop (Windows)

Users were shown an error message when starting Engage meetings using the Meet Now button even though the meeting was started.

Browser (Classic, Lightning)

When users created or edited a custom presentation, a platform event in Salesforce was created.

iPad

For users configured to have the default MyInsights landing screen instead of the home page, accounts did not display in the Map View of My Schedule.

CRM Desktop (Windows)

When users selected the Start Media button on the call report while in an Engage meeting, the media library window opened in the background.

Browser (Classic, Lightning)

Publishing recommended emails for campaign targets with a large number of territories failed.

iPad

When viewing the Map View in My Accounts, the accounts did not display in the side panel.

Browser (Classic, Lightning)

A scripting error caused the Approved Notes job to not complete when a large number of records were being monitored by the job.

iPad

Users were unable to add attendees to unique activity calls dated prior to the call backdate limit.

CRM Desktop (Windows)

When users attempted to save a high performance call report requiring a supervising physician for a mid-level practitioner, an error occurred.

Browser (Lightning)

Users were unable to select email addresses for consent receipts.

Windows Tablet

When a user published a Territory Insights page, it was blank.

CRM Desktop (Windows)

Sync errors were not tracked in the activity log.

iPad

Required challenge reasons were not enforced.

Browser (Classic, Lightning)

When copying addresses from a parent account to a child account during Real Time Address Push, the Primary Address was not set on the child account. 

Browser, (Classic, Lightning)

CRM Desktop (Windows)

When users converted unassigned presentations to a call report for an account with multiple addresses, the primary address was not populated on the call report.

Browser (Classic, Lightning)

Slide notes did not sync appropriately from Vault for auto-published PowerPoint presentations.

Browser (Lightning)

iPad

Values of the Language_vod picklist on the Contract_vod object displayed the API names of the values, not their labels.

iPad

When using iOS 17 and using DCRs for account creation, after creating an account, the New Account DCR did not autosync online immediately.

Browser (Classic)

For campaign jobs with more than 2000 targets, the batched jobs did not process all of the targets.

Browser (Classic, Lightning)

Approved Notes jobs stuck in the RUNNING status displayed at the top of the Job History table.

CRM Desktop (Windows)

When users created a high performance call report and there were sync errors, the call report opened in the background.

CRM Desktop (Mac, Windows)

iPad

iPhone

When sending web links for presentations with presentation titles longer than 100 characters, Message_Activity_vod records were not created.

Browser (Lightning)

After creating a Salesforce event from My Schedule, the Subject field did not display in the event popover in Lightning for My Schedule.

iPad

Sometimes, the permissions cache was set to never expire.

Browser (Lightning)

Users with TSF records without a preferred address were unable to drag and drop calls in classic My Schedule.

Browser (Classic, Lightning)

When users attempted to add an image in BEE File Manager with a large number of folders and images, the process timed out and an error displayed.

Browser (Lightning)

When users created a call by dragging and dropping an account card from the Scheduler pane to My Schedule’s calendar grid, the call address was set to the Preferred Address from the account’s TSF_vod record, even if the address was inactive.  

Browser (Lightning), iPad

During the Sandbox period, the Title_vod field for newly created, private Microsoft Outlook entries in My Schedule displayed the text (No Subject) instead of Private.

Browser (Classic, Lightning)

When viewing the sync history for the past 90 days in the Concur Real-Time Sync History table in the Concur Real-Time Sync Admin page, logs did not display.  

iPad

When navigating to  a video slide during Remote CLM, instead of the poster image, a black screen displayed when the video was not playing.

iPad

When editing an event without internet connection, the offline error message did not display.

Online

When a user added CRM Data Engine as a data source the Merge List data element did not work.

iPhone

When users viewed a related list in My Accounts and then clicked the arrow to return to All Accounts, the app closed unexpectedly.

iPhone

The Send Email option displayed even when no iPhone VMOCs related to Approved Email were enabled.

Browser (Classic, Lightning)

When running Approved Notes processes with a high volume of records, the processes failed or timed out.

iPad

When OAuth was enabled but not configured, the login page did not display correctly.

CRM Desktop (Windows)

Users could not create call reports with the Event_vod record type when the Account_vod field was not populated and the Territory_vod field was not on the page layout.

iPad, Web

When Portuguese Brazilian users captured a remote signature for sampling via QR code, an incorrect translation displayed on the Done button.

Browser (Lightning)

Users were able to drag and drop call cycle entries onto the calendar grid.

CRM Desktop (Windows)

Custom presentations without the Approved status did not display in advanced text search results.

Browser (Lightning)

An error occurred when users pressed the Enter key instead of selecting the Continue button after entering the paper consent ID.

Browser (Lightning)

When a user who did not have translations for the View All Veeva Message opened a contract, only the header and an error message displayed.

Android

When searching in Engage, the Recent Searches only displayed nine search terms.

Browser (Lightning)

The Event_Type_vod field on the EM_Event_Configuration_vod record was case sensitive, causing some EM_Event_vod record types to not display as available for selection.

iPad

When a user selected the More Actions button from an account plan, the New Medical Insight option was missing.

Browser

When a user created a page in MyInsights Studio, a vertical scroll bar displayed in a section when none was needed.

Browser (Lightning)

When users viewed a Microsoft Outlook event in My Schedule, the calendar listed on the popover was Microsoft_Outlook_vod, instead of the translated calendar name.

Browser (Classic, Lightning)

When users deleted a question record, the “Are you sure” message always displayed in English regardless of the user’s language setting.

iPad

When custom MyInsights content used the updateRecord method incorrectly, an error occurred when users signed in for the first time or refreshed the database.

Browser (Lightning)

The Territory_Budget_vod calculations were not supported in multi-currency orgs.

CRM Desktop (Windows)

Users could not create call reports when the Account_vod field was not populated and the Territory_vod field was not on the page layout.

iPad

Push notifications did not display on the device’s Notification Center.

Browser (Lightning)

When child accounts were enabled in an org and the account page was created with the Lightning App Builder, users were unable to cancel when creating a New Parent Account from the Members Of related list on an account.

Windows Tablet

When the Territory_vod field was not added to the Call2_vod page layout for medical events, an error occurred when submitting a call created from a medical event.

Browser (Lightning)

An error occurred when editing EM_Speaker_vod records.

Online

Data elements that reference “merge list” do not work.

Browser (Classic)

An error occurred when assigning territories using the Run Mass Assignment  button.

iPad

The More Actions button did not display on accounts with long names.

iPad

An error occurred when navigating to the Event Attendees related list from an account, and the Edit button did not display when viewing attendees from the related list.

iPad

When a user saved an order with multiple recipients but no products, the app closed unexpectedly.

Online

Scheduled jobs processing a high volume of data failed with the bulk query process error.

iPad

When users assigned to multiple territories created an account from the Parent Account Wizard, the Territory_vod field was empty if the selected parent account did not have any matching territories with the user.

Browser (Lightning)

The Sync Setting picklist did not display correctly when creating a Connection_vod record.

Browser (Lightning)

When creating a medical insight, the Date_vod field displayed incorrectly when the browser location was set to a location that used a different date format than the US.

Browser (Classic)

When a user created a Child Account for some record types through the Member Of related list, and both the parent and child were third-party account types, an unverified child account was created.

Browser (Lightning)

When users created a Plan Tactic from an Account Plan, the lookup to the Account Plan was not populated automatically.

Browser (Lightning)

When users selected the Preview button to preview an email message, there was no way to switch back to Edit mode.

iPad

Users with OAuth enabled were unable to sign in when the redirect URL in the OAuth 2.0 configuration file contained leading or trailing spaces.

iPad

The Professional record type icon displayed for non-professional call attendees.

Browser (Lightning)

When users with a large number of accounts—for example, over 100,000 accounts—opened the Scheduler pane in Lightning for My Schedule, an error occurred.

Browser (Classic, Lightning)

An error occurred when syncing multi-product presentations with shared resources.

Android

Users using the Engage or Engage Connect apps on Android 13 were not able to select a profile photo from existing photos on their devices.

Browser (Lightning)

When users had FLS read permissions to more than 350 fields on the EM_Event_vod object, an error occurred when creating events.

iPad

Some customers were unable to sign their apps due to missing Veeva custom messages in the plist file.

iPad

An error occurred when using the querySalesData JavaScript method without specifying an account ID, even though the account ID is optional.

Online

When a user selected "Greater Than or Equals" or "Less Than or Equals" as a filter only "greater than" or "less than" displayed as the section label.

Browser (Classic)

When two child accounts have the same parent account set as their TSF preferred location, the preferred location only displays in the Scheduler Pane for one of the accounts. 

iPad

When using free goods rules with cross-product rebates, the suggestion text did not display.

Browser (Classic, Lightning)

When line breaks were entered in the Reason field of a suggestion, they did not render. The text displayed on the same line.

Browser (Classic, Lightning)

When users deleted records from Survey_Target_vod__c using Data Loader, a “Too many SOQL queries: 101” error displayed.

Browser (Lightning)

Product Metrics columns did not display correctly in Manager Feedback when there were few products in the table.

iPad

The sort options on the Files tab and the Clear button on the My Plan filters modal were not translated, even if the corresponding Veeva Messages were translated.

Online

Server Maintenance

iPad

iPhone

When composing emails, filtering the email fragments available for selection displayed no results.

iPad

The ENABLE_ACCOUNT_PARENT_DISPLAY Veeva Setting is not respected for account names in the Account Detail page header.

iPad

After swapping signees and capturing a signature from the new HCP, users were unable to remove the original HCP from the call without saving.

Browser (Classic, Lightning)

The error “The refresh token has expired due to inactivity” displayed even when users used Outlook within the past 90 days.

Browser (Lightning)

When child accounts were disabled and users did not have access to the Child_Account_vod object, users were able to add duplicate attendees to an event.

Browser (Lightning)

When a user attempted to generate a share link to capture a signature for a medical inquiry, an error displayed that the internet connection was lost and to try again. 

Browser (Classic)

When users submitted a Data Change Request, a “URL No Longer Exists” error displayed.

Online

Scheduled emails that were data loaded failed to send with the Invalid Consent error, even though recipient accounts were opted in.

iPhone

CRM closed unexpectedly when the Medical Insights tab was selected.

iPad

An error occurred when loading the home page when there were DCR alerts with unexpected formats.

Browser (Lightning)

iPad

When the SN_ACCOUNT_FIELDS_OVERRIDE Veeva Setting was empty and users did not have FLS read permissions to one of the default fields, the default fields did not display in the Info tab in the account modal in Stakeholder Navigator.

Browser (Lightning)

iPad

When users did not have FLS read permissions to the default account fields for Stakeholder Navigator, an error displayed and Stakeholder Navigator did not load.

Browser (Lightning)

Events deleted in Outlook were not automatically deleted in CRM.

iOS

When the Samples and Materials list included duplicate brands, an error occurred in Engage Connect when a CRM user selected the Samples and Materials button in a chat thread with another CRM user.

Browser (Lightning)

In multicurrency orgs, when users did not have FLS read permission to the Cap_Remaining_vod field on the EM_Speaker_vod object, the Manage Contracts page did not load.

Browser (Classic, Lightning)

The Veeva CRM Documentation link was incorrect.

iPad

When users selected the Send to Scheduler option for an MCCP target in the Targets tab, all target accounts were sent to the call scheduler.

iPad

When actioning a call-type suggestion from MyInsights content, the executeSuggestionAction method did not return a response.

Browser (Lightning)

Users were unable to scroll horizontally to see the Product Metrics in the Ratings and Evaluations section on the Account Details page.

iPad

When users viewed a Sent Email that referenced an expired email template in the Email Tab, an “Email Template Expired” message displayed instead of the email preview.

iPad

On the call report, the record type groupings for Call Objectives were not sorted alphanumerically by translated record type label.

iPad

When users selected a cluster of several accounts in My Schedule’s Map View, then scheduled a call for one of the accounts, they were unable to reselect the cluster to continue scheduling calls for accounts in the same area.

Online

Presentations with null values for the file size field on the Vault distribution record synced to CRM with errors..

Browser (Classic, Lightning)

The hover text for the Finish button in the confirmation popup was not translated.

iOS

After selecting a communication method from a CRM user’s profile, CRM users and HCPs did not always automatically connect to the user. Additionally, the Chat or Ping button displayed on the Meeting Details screen when an HCP was not connected to a CRM user.

Browser (Lightning)

Canceled events displayed in My Schedule.

Browser (Lightning)

The behavior of dependent picklists was different depending on how the Medical Inquiry record was initiated.

Browser (Lightning)

The Event Coordinator app could not be deployed.

iPhone

A user was unable to navigate to other pages after selecting an HTML report.

Online

When a user deployed a page using the Account entry point,  no options were available in the Object Record Type dropdown list.

iPad

When a user selected numbers on the keypad for an order, the correct value was submitted but the number keys did not change..

iPad

When viewing a suggestion with a future Posted Date from the Suggestions tab, the Posted Date displayed a date in the past.