What's New In 23R2.0

The CRM 23R2.0 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 23R2.0 Feature Enablement and Availability information in this release note.

New Fields and New Objects are also included.

Features

Using Engage and CRM Desktop features during the sandbox release requires additional configuration. Each time you refresh your sandbox org or the first time you want to test Engage and/or CRM Desktop during a sandbox release, you need to create a support ticket to allow testing during the sandbox period. Follow the instructions here.

New features may be accompanied by a corresponding video. Videos for features in the 23R2.0 release will be available by July 27, 2023.

The 23R2.0 release includes features from the following minor releases:

Account Management

Customizing Account Fields in Stakeholder Navigator

Admins can customize the Account fields that display in Stakeholder Navigator to help identify an account. This makes it easier to determine if users are viewing the correct account when working with large health systems, where there can be multiple HCPs with duplicate or similar names. Displaying up to two identifying fields, for example an MDM ID or specialty, makes it easier to differentiate between accounts without navigating to the Account Details screen. See this video about customizing account fields.

Approved Email

Approved Email on iPhone

Users can now create, edit, send, and schedule Approved Emails on their iPhone. This brings all Approved Email features to the iPhone platform. See this video about using Approved Email on iPhone.

Call Planning

Displaying Child Accounts in the Scheduler Pane

In Lightning for My Schedule, users can schedule calls for child accounts from the Scheduler pane. Child account views display under the Account Lists and Views dropdown, and child accounts display in the Scheduler pane’s account list.

Call Reporting

High Performance Call Report on CRM Desktop (Mac) (Sandbox Beta)

High performance call report is now available on the CRM Desktop (Mac) app as a Sandbox Beta feature. High performance call report provides a better Veeva CRM Desktop Experience for users, including improved performance. When users edit or create a call report from their online browser, the call report displays as a new window in the CRM Desktop app.

Deselecting CLM Product Details on the Call Report

To accurately record information about their interactions with HCPs, users can deselect product details that were automatically added from CLM presentations.

Call Sampling

Restricting Sampling by Account Credentials and State on CRM Desktop (Windows)

Credential and state based sampling restrictions help ensure CRM Desktop (Windows) users do not record controlled substance sample disbursements to ineligible HCPs from the high performance call report, maintaining compliance with state regulations.

Removing ASSMCA License Validation on CRM Desktop (Windows)

For CRM Desktop (Windows) users, ASSMCA and Ship-to ASSMCA fields no longer display on signature pages.

Selecting an Address for State Distributor License Validation on CRM Desktop (Windows)

CRM Desktop (Windows) users can select an address for State Distributor license validation on the high performance call report. When State Distributor License validation is enabled, this functionality ensures users can disburse samples even if there is not an exact match in the selected HCP and Call Location addresses.

Restricting Sample Send Addresses on CRM Desktop (Windows)

Sample send address restrictions are available on the high performance call report for CRM Desktop (Windows) users. For organizations with an address verification program or specific facility restriction policies, restrictions on sample send addresses prevent certain addresses from receiving BRCs, even if the account and address are eligible for hand carry samples.

CLM

Syncing Slide Notes for Multichannel Slide Documents in Vault

Slides notes are now supported on the Multichannel Slide document in Vault and sync over to CRM.

Locking CLM Content Size

Admins can lock CLM content to 1024 pixels by 768 pixels to prevent content that was originally developed for iPad using a fixed size from being distorted when displayed on larger screens. This allows content to display at the same size regardless of the size of the screen. Locking the size of the content allows customers to reuse existing content that has been developed for legacy iPad screens because the content does not stretch to fill larger screens.

Displaying CLM Content in Window View on CRM Desktop (Mac)

On CRM Desktop (Mac), users can access other windows on their desktop while still presenting CLM content by switching to Window View. This allows easier navigation between windows without disrupting activity tracking.

Displaying Presentations in Presenter View

Users can present CLM in Presenter View, which includes the current slide and its slide notes, the navigation bar, and a preview of the next slide. See this video about displaying presentations on Veeva CRM Desktop.

Engage

Scheduling and Starting Microsoft Teams Meetings

Users can schedule and start Microsoft Teams meetings from Veeva CRM. Meetings are conducted in Microsoft Teams, using the host’s corporate Microsoft Teams account. The meeting is hosted by Microsoft Teams and the meeting experience is controlled by the user’s corporate Microsoft Teams configuration. See this video about scheduling and starting Microsoft Teams meetings from Veeva CRM.

Starting Microsoft Teams Meetings from Calls in Microsoft Outlook

To easily work across Microsoft Teams, Microsoft Outlook, and Veeva CRM, users can start Microsoft Teams meetings from calls synced to their Microsoft Outlook calendars.

Improved Sync with Microsoft Outlook

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Configuring Microsoft Integrations with the Microsoft Graph API Permission Set

The Microsoft Graph API permission set allows admins to easily configure Microsoft integrations with Veeva CRM. Apply the permission set to grant permissions for end user profiles.

Creating Unavailable Time Slots from External Calendar Events

To prevent HCPs from sending meeting requests for times when users are not available, users can mark external calendar events in My Schedule as unavailable for scheduling. See this video about creating unavailable time slots from external calendar events.

Scheduling and Starting an Engage Meeting from the High Performance Call Report on CRM Desktop (Windows)

CRM Desktop (Windows) users can schedule and start Engage Meetings from the high performance call report. Users can access Engage Meetings from the Schedule Engage Meeting option or the Meet Now option in the More Actions menu on the call report. See this video about scheduling and starting Engage meetings.

Capturing Remote Signatures for Sampling in Engage on CRM Desktop (Windows)

CRM Desktop (Windows) users can sample BRCs via the high performance call report and capture a signature while in an Engage meeting. This extends the user’s ability to provide samples to HCPs without needing a face-to-face meeting. See this video about capturing remote signatures for sampling in Engage.

Sending Websites via Web Link Using Engage Chat in CRM

To allow users to send approved website content to HCPs through non-email channels, users can send website links to HCPs using Engage Chat in CRM. The Engage tab must be configured. Admins can add tracking tokens to website links to track visitor engagement with specific websites and identify where and when the link was sent.

Sending Auto-Published Content via Web Link Using Engage Chat in CRM

Users can use Engage Chat in CRM to send HCPs links to CLM content from the media library. The Engage tab must be configured. Any action the recipient takes on the link is tracked, allowing admins to analyze engagement with specific presentations to improve CLM content.

Displaying the Engage Profile Indicator on Accounts on iPhone

iPhone users can now view the Engage profile indicator on accounts. The Engage profile indicator is an icon displayed on accounts, usually for HCPs, to indicate the account is linked to an Engage profile, allowing users to connect and chat with HCPs.

Viewing Profile Photos in the Engage Profile Indicator

Users can view profile photos after selecting the Engage profile indicator on an account to easily identify and distinguish the account's linked Engage profiles. Users can check the profile photo to ensure they are selecting the correct profile to which to send messages or connection invites.

Sending Engage Connection Invites to HCPs

Users can send Engage connection invites to HCPs directly from Veeva CRM. Connecting with HCPs allows users to chat with them in Engage. See this video about sending Engage connection invites in CRM.

Events Management

Defining Speaker Caps for the Next Year

To prepare for a speaker’s changing responsibilities, for example, a popular speaker being more utilized, business admins can define a speaker’s annual cap for the upcoming year. This is useful if the business admin knows that a speaker will need a different annual cap for their next year compared to their current year.

Designating Speaker Caps by Product

Business admins can allocate a portion of a speaker's annual cap for a specific product. This enables tracking a speaker’s yearly spending and utilization on a product-specific level, since speakers may speak on behalf of more than one product. See this video about using Product-Specific Speaker Caps.

Event Business Rules in Lightning for Events Management

Event organizers can use Event Business Rules to assist event organizers with planning an event, minimizing mistakes, and ensuring compliance.

Notes in Lightning for Events Management

Event organizers can add notes to collaborate planning an event by enabling users to leave relevant notes when planning and executing an event.

Tasks in Lightning for Events Management

Event organizers can assign event-related Salesforce Tasks to users or groups. Tasks provide event organizers a way to create, assign, and be reminded of tasks relating to the completion of an event.

Child Accounts in Lightning for Events Management

Event organizers can add Child Accounts as event attendees. This allows event organizers to properly track HCP behavior in orgs using Child Accounts.

Searching and Filtering in Lightning for Events Management Related Lists

With Lightning for Events Management enabled, event organizers can search and filter related lists on EM_Event_vod records. This enables organizers to quickly find records related to an event, as large events may also have large amounts of related records.

Displaying the Event Identifier on the Events Homepage

To enable event team members to quickly identify events on the Events Homepage, admins can configure an additional field used to search for an event. Organizations can populate this field via an automated process, for example an integration, to display identifying information to event team members.

Send Local Events Management Content via Approved Email (Removed from release on July 21, 2023)

Salesforce Files associated with event materials can be included in Approved Email sent for that event. This enables users to send local documents in Veeva CRM to non-CRM users, for example, event attendees and speakers.

Medical Events

Supporting Medical Event Sharing Rules on the iPad

Admins can configure Medical Event VMOCs to support Sharing Rules on the iPad. This enables Sharing Rules configured on the Browser platforms to be synced down and respected on the iPad platform.

MyInsights

Using CLM Thumbnails in MyInsights

Content creators can add a thumbnail image and descriptive information from the first slide in a CLM presentation to a MyInsights page. Users can see an image of a CLM presentation on the page without opening the presentation, allowing them to quickly determine the appropriate presentation to show an HCP. Alternatively, content creators can add a thumbnail image for a specific slide in a CLM presentation.

MyInsights Studio

Speaker Entry Point

Content creators can now create a MyInsights page using the Speaker content type in MyInsights Studio to display detailed speaker information from other CRM objects and fields not available on the Speaker Tab. The page displays when users select a speaker from the Events Management Speaker tab.

Viewing Compass Data Using MyInsights

Content creators can use MyInsights Studio to create a MyInsights page that embeds Compass patient data and aggregated prescription data at the HCP and product levels. For example, content creators can create a MyInsights page that displays total HCP prescriptions at the product level.

Scheduling and Planning

Using the Business Calendar

The business calendar enables users to visualize and track ongoing sales cycles, campaigns, and account plans within their company. Additionally, business administrators can create a customized company calendar, facilitating communication of company-defined holidays, industry-level events, and company-specific events, for example PDUFA dates. See this video about using the business calendar.

Suggestions

Channel, Time, and Date for Call Suggestions

To tailor outreach for individual HCPs, suggestion creators can highlight the ideal channel, time, and date for users to meet with an HCP. When users schedule a call from a suggestion with a planned datetime or date and a planned call channel, the planned time slot is highlighted on the calendar and the planned channel is populated on the new call report. See this video about channel, time, and date for call suggestions.

Flightpath

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

Using Microsoft Outlook with My Schedule

Learn all about integrating and using Microsoft Outlook Calendar with My Schedule in CRM.

Using Microsoft Teams for Remote Meetings

Learn how to schedule and start remote meetings using Microsoft Teams in CRM.

Introduction to Recommended Email

Learn how to use Recommended Email to execute a successful marketing email campaign.

Introduction to Stakeholder Navigator

Learn how to use Stakeholder Navigator to execute a successful account management strategy.

Using MyInsights Studio Templates

Learn how to import and use MyInsights Studio templates to create new content.

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.

Account Management

Platform Description Before After
Browser (Lightning), iPad The Stakeholder Navigator UI is updated to more closely match the native UI of the platform. The current functionality remains the same.

(iPad platform)

(iPad platform)

iPad

The call channel icon now displays for calls on the Account Timeline. This replaces the Remote Meeting Indicator  which used to display on the Account Timeline.

Approved Email (Added on July 26, 2023)

Platform Description Before After
iPad Warnings and errors display at the top of the email header.

iPad

The entire Send Email UI is scrollable. Previously, only the email body was scrollable.

iPad

When the recipient list exceeds two lines, the remaining recipients are truncated and a pill displays the number of hidden recipients. The pill can be expanded to display all recipients.

Authentication

Platform Description Before After
iPad, iPhone In preparation for Vault CRM, a button to sign in to Vault CRM is added to the CRM login screen on iOS devices.

Call Planning

Platform Description Before After

Browser (Lightning)

Users can reschedule calendar entries in Lightning for My Schedule by dragging and dropping the calendar entry to the appropriate time, or by dragging the upper or lower edges of the entry.

n/a

Browser (Lightning)

When users reschedule calls related to remote meetings in Lightning for My Schedule, a prompt displays to send invitations with the revised date and time.

n/a

iPad The call channel icon displays for calls in My Schedule. This replaces the Remote Meeting Indicator which used to display in My Schedule.

Call Reporting

Platform Description Before After
iPad, iPhone

Shortcut buttons display for unique activities group call attendees.

See this video about shortcut buttons.

Browser (Classic, Lightning), iPad, iPhone

When users deselect a product detail on the call report, a confirmation message displays.

n/a

Browser (Classic, Lightning), CRM Desktop (Mac), iPad, iPhone

To enable admins to track call report configuration, a new Detail_Attribute_vod field on the Call2_vod object is available.

n/a

n/a

CLM

Platform Description Before After
CRM Desktop (Mac, Windows) When saving a custom presentation, the save modal displays the Product and Language picklists.

CRM Desktop (Mac, Windows)

Users can edit the language of a custom presentation from the Properties.

Consent Capture

Platform Description Before After
Browser (Classic, Lightning) iPad When consent capture receipts are configured, the Request Receipt check box no longer displays. Receipts are now automatically sent when users capture opt-in consent for an account.

Engage

Platform Description Before After
iPad If a remote meeting is not scheduled in advance for a call, meeting hosts on the iPad platform can select the Meet Now option from the More Actions menu on the call report to quickly start an Engage meeting.

Browser (Lightning), CRM Desktop (Mac, Windows), iPad, iPhone

The Engage Meeting icon replaces the remote meeting icon throughout Veeva CRM.

Browser (Lightning), CRM Desktop (Mac, Windows), iPad, iPhone

On the call report, labels and Veeva Messages referring to Engage Meeting as a Remote Meeting now refer to it as Engage Meeting.

Browser (Lightning)

When only Engage Meeting is enabled, the Meet Now and Schedule buttons on the call report are centered and highlighted with a frame.

Browser (Lightning), CRM Desktop (Mac, Windows), iPad

For consistency, the button used to send Engage Meeting invitations is relabeled Send Invite.

iPad

iPhone

The primary parent name now displays under the account name on the Account Details screen.

iPad

iPhone

If the Engage profile indicator is enabled, the Engage profile indicator displays grayed out on the Account Details screen for accounts that do not have linked Engage profiles.

iPad

iPhone

If the Engage profile indicator is enabled, the Connect button displays beside each linked profile to which the user is not connected in the Engage profile indicator.

iPad

iPhone

The Share Engage Invite Link button is available in the More Actions menu on an account when digital business cards or the Engage tab are enabled for users.

Browser (Classic, Lightning), iPad, iPhone

Remote signature links are now shortened.

This includes signature links for QR code, synchronous and asynchronous share link methods as supported for BRCs, sample opt-in, and medical inquiry signature requests.

Events Management

Platform Description Before After

iPad

The Topic_vod field now displays directly below the event’s name on the Events Homepage.

iPad

The Last Updated timestamp on the Events Homepage now displays below the view name instead of the top right corner.

iPad

Format and spacing in event cards on the Events Homepage is updated to display more speaker and location information.

iPad

Each event speaker’s status now displays in parentheses next to their name on the Events Homepage. Speakers sort based on the picklist order of the Status_vod field, then alphabetically by name.

iPad

When the list of event speakers is truncated on the Events Homepage, viewing the complete list now displays each speaker on its own line.

iPad

The City_vod and State_Province_vod fields on the EM_Event_vod object now display alongside the Location_vod field on the Events Homepage.

When an account is associated with an Event, the account’s Name, City_vod, and State_vod from the associated Address_vod record display instead.

iPad

The Engage icon now displays next to the Start Engage and Schedule Engage buttons in the More Actions menu.

Browser (Lightning)

Lightning for Events Management users can now search and sort in related lists.

See Searching and Filtering in Lightning for Events Management Related List for more information.

General

Platform Description Before After
iPad

To expand the number of search results returned for a configurable lookup filter, the search logic is updated to use Contains search. This means the search results display all results containing the search terms.

See Configurable Lookup Filters and Layouts for more information about configurable lookups.

iPhone

The following updates apply to the header on the Account Details screen for an account:

  • The header is always collapsed and does not display the account avatar
  • The label Back is removed from the back arrow button
  • If there is only one action available for the account, the action button displays in the top right
  • If more than one action is available, the More Actions button displays

My Accounts

Platform Description Before After
Browser (Lightning) If users have the Call Center Id populated, phone fields in My Accounts views and lists display as hyperlinks, which can initiate a phone call with an account.

Browser (Lightning)

(Added on July 27, 2023)

My Accounts on Lightning now includes a status indicator displaying the number of accounts included in the selected list or view, the number of currently selected accounts, and the sort order.

Order Management

Platform Description Before After
iPad When a user selects a number on the keypad in Order Management, Inventory Monitoring, or Contracts, the cell highlights in light blue.

iPad

When a user selects the Return, Add & Close, Previous Product, or Next Product key on the keypad in Order Management, Inventory Monitoring, or Contracts, the cell highlights in medium blue.

Suggestions

Platform Description Before After

iPad

When users create calls from suggestions, calls are no longer automatically scheduled for 8 AM. Users can now drag and drop calls to the desired time slot, reschedule calls across weeks, and schedule multiple call suggestions without navigating back to the Suggestions tab or Suggestions account profile panel. 

See Scheduling a Call from a Suggestion for the full feature.

iPad

When users schedule calls from the Suggestions tile, all active call suggestions for the user display in the Suggestions list. 

When users schedule a call from the Suggestions account profile, only active call suggestions assigned to the user for that account display.

iPad

In the Suggestions list, account names are highlighted in a striped teal box, using the same color as planned calls.

iPad

The suggestion reason displays on the account card if the Reason_vod field is populated on the Suggestion_vod record. Select the account card to display the full reason text.

iPad

When scheduling calls from suggestions, existing My Schedule entries display in a lighter shade on the calendar.

23R2.0 Feature Enablement and Availability

New functionality introduced in the Veeva CRM 23R2.0 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

Account Management

Customizing Account Fields in Stakeholder Navigator

Yes

Yes

Approved Email

Approved Email on iPhone (parity)

No

Yes

Authentication

Vault CRM Sign In

Yes

No

Call Planning

Lightning for My Schedule Enhancements

Yes

No

Displaying Child Accounts in the Scheduler Pane (parity)

No

No*

Call Reporting

High Performance Call Report on CRM Desktop (Mac) (Sandbox Beta) (parity)

No

No*

Deselecting CLM Product Details on the Call Report

No

Yes

Shortcut Buttons for Signature Requests on Unique Activity Group Calls

Yes

No

Call Sampling

Restricting Sampling by Account Credentials and State on CRM Desktop (Windows) (parity)

No

No*

Removing ASSMCA License Validation on CRM Desktop (Windows) (parity)

No

No*

Selecting an Address for State Distributor License Validation on CRM Desktop (Windows) (parity)

No

No*

Restricting Sample Send Addresses on CRM Desktop (Windows) (parity)

No

No*

CLM

Syncing Slide Notes for Multichannel Slide Documents in Vault

No

Yes

Locking CLM Content Size

No

Yes

Displaying CLM Content in Window View on CRM Desktop (Mac) (parity)

No

No*

Displaying Presentations in Presenter View

No

No

Consent Capture

Sending Consent Capture Receipts with Approved Email

Yes

No*

Engage

Scheduling and Starting Microsoft Teams Meetings

No

Yes

Starting Microsoft Teams Meetings from Calls in Microsoft Outlook

No

Yes

Improved Sync with Microsoft Outlook

No

No

Configuring Microsoft Integrations with the Microsoft Graph API Permission Set

No

Yes

Creating Unavailable Time Slots from External Calendar Events

No

Yes

Scheduling and Starting an Engage Meeting from the High Performance Call Report on CRM Desktop (Windows) (parity)

No

No*

Launching an Engage Meeting with Meet Now on iPad

Yes

No

Capturing Remote Signatures for Sampling in Engage on CRM Desktop (Windows) (parity)

No

No*

Short URLs for Remote Signatures

Yes

No

Sending Websites via Web Link Using Engage Chat in CRM

No

Yes

Sending CLM Content via Web Link Using Engage Chat in CRM

No

Yes

Displaying the Engage Profile Indicator on Accounts on iPhone (parity)

No

No*

Viewing Profile Photos in the Engage Profile Indicator

No

No

Sending Engage Connection Invites to HCPs

No

Yes

Events Management

Defining Speaker Caps for the Next Year

No

Yes

Designating Speaker Caps by Product

No

Yes

Event Business Rules in Lightning for Events Management (parity)

No

No*

Notes in Lightning for Events Management (parity)

No

No*

Tasks in Lightning for Events Management (parity)

No

No*

Child Accounts in Lightning for Events Management

No

Yes

Searching and Filtering in Lightning for Events Management Related Lists

Yes

No

Displaying the Event Identifier on the Events Homepage

No

Yes

Events Homepage Enhancements

Yes

No

General

Updating the Search Logic for Configurable Lookups

Yes

No

Medical Events

Supporting Medical Event Sharing Rules on the iPad

No

Yes

My Accounts

Clickable Phone Field in Lightning for My Accounts

Yes

No

MyInsights

Using CLM Thumbnails in MyInsights

No

Yes

Order Management

Visual Confirmation When Using the Keypad

Yes

No

Scheduling and Planning

Using the Business Calendar

No

Yes

Suggestions

Channel, Time, and Date for Call Suggestions

No

Yes

Improved Call Scheduling from Suggestions

Yes

No

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

MyInsights Studio Feature Availability and Enablement

Feature Configuration Required

Speaker Entry Point

No

Viewing Compass Data Using MyInsights

Yes

New Objects

The list below contains all objects added in Veeva CRM 23R2.0.

Object

Label

Description

Calendar_vod

Calendar

Define company calendars for the business calendar.

Calendar_Event_vod

Calendar Event

Defines events for Calendar_vod records.

EM_Speaker_Cap_vod

Speaker Cap

Stores the inputted and calculated data of a speaker's cap, broken down by certain dimensions.

Reference_Document_vod

Reference Document

Stores Reference Documents, for example, ISI and PI.

Veeva_Distribution_vod

Veeva Distribution

Used to distribute Salesforce Files via Approved Email.

New Fields

The list below contains all fields added in Veeva CRM 23R2.0. 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

Account_Plan_vod

Country_User_vod

User Country

List of countries driven by Global Value Set.

Picklist

Account_Plan_vod

End_Date_vod

End Date

End date of the account plan.

Date

Account_Plan_vod

Start_Date_vod

Start Date

Start date of the account plan.

Date

Calendar_Event_vod

Calendar_vod

Calendar

The calendar record linked to the calendar event.

Lookup

Calendar_Event_vod

Description_vod

Description

Details of a calendar event.

Text

Calendar_Event_vod

End_Date_vod

End Date

End date of a calendar event.

Date

Calendar_Event_vod

End_Time_Local_vod

End Time

End time of a calendar event.

Time

Calendar_Event_vod

External_ID_vod

External ID

Used for data loading.

Text

Calendar_Event_vod

Important_vod

Important

Used to indicate an important Calendar Event. Calendar Events marked as important are outlined in the Business Calendar.

Check box

Calendar_Event_vod

Start_Date_vod

Start Date

Start date of a calendar event.

Date

Calendar_Event_vod

Start_Time_Local_vod

Start Time

Start time of a calendar event.

Time

Calendar_Event_vod

Time_Zone_vod

Time Zone

Time zone of the calendar event.

Picklist

Calendar_vod

Country_Code_vod

Country Code

Country Code of the calendar.

Picklist

Calendar_vod

External_ID_vod

External ID

Used for data loading.

Text

Calendar_vod

Status_vod

Status

Status of the calendar. Active calendars are shown in the Business Calendar.

Picklist

Call2_Key_Message_vod

Detail_Removed_vod

Detail Removed

Set to True if the Call Detail for this product is removed from the Call using --eed Section Signal.

Check box

Call2_vod

Suggested_Call_Channel_vod

Suggested Call Channel

Tracks suggested channel for the Call. For customers to analyze whether channel Suggestions are followed by Users.

Picklist

Call2_vod

Suggested_Call_DateTime_vod

Suggested Call DateTime

Tracks suggested DateTime for the Call. For customers to analyze whether DateTime Suggestions are followed by Users.

DateTime

Call2_vod

Suggested_Call_Date_vod

Suggested Call Date

Tracks suggested Date for the Call. For customers to analyze whether Date Suggestions are followed by Users.

Date

Call2_vod

Detail_Section_Attribute_vod

Detail Section Attribute

Active Call Detail Section Signals for the Call. This field is updated upon Call Save and Submit.

Text

Call2_vod

MS_Teams_Remote_Meeting_vod

Microsoft Teams Remote Meeting

When populated, designates the Call has an MS Teams meeting scheduled.

Lookup

Call2_vod

Remote_Meeting_Type_vod

Remote Meeting Type

Represents which Remote Meeting type was last scheduled on the call.

Picklist

Clm_Presentation_vod

ISI_Document_vod

ISI Document

Associated ISI document.

Lookup

Clm_Presentation_vod

Language_vod

Language

The language of the CLM Presentation.

Picklist

Clm_Presentation_vod

Legacy_iPad_Content_Mode_vod

Legacy iPad Content Mode

Selecting this field fixes the content player size to 1024x768.

Check box

Clm_Presentation_vod

PI_Document_vod

PI Document

Associated PI document.

Lookup

Clm_Presentation_vod

Type_vod

Type

Indicates the type of presentation.  If blank or HQ, presentation is defined as one created by Headquarters. Custom indicates a presentation created by an end user.

Picklist

EM_Event_Material_vod

Approved_vod

Approved

Displays the approval status of an Event Material record.

Picklist

EM_Event_vod

Event_Identifier_vod

Event Identifier

Additional attribute to identify events.

Text

EM_Speaker_vod

Next_Year_Annual_Cap_vod

Next Year Annual Cap

Designates the speaker's next year spending limit.

Currency

EM_Speaker_vod

Predicted_Spend_vod

Predicted Spend

Displays the sum of the speaker's actual spend and upcoming committed costs.

Formula

EM_Speaker_Cap_vod

Speaker_vod

Speaker

The Speaker for the Speaker Cap.

Lookup

EM_Speaker_Cap_vod

Product_vod

Product

The Product for the Speaker Product Cap.

Lookup

EM_Speaker_Cap_vod

Starting_Year_vod

Starting Year

The year in which the Speaker's Cap is calculated against. This value determines the Start Date and the End Date based on the Speaker's Next Year Reset Date.

Picklist

EM_Speaker_Cap_vod

Annual_Cap_vod

Annual Cap

Annual spending limit for the particular Speaker Cap record.

Currency

EM_Speaker_Cap_vod

Start_Date_vod

Start Date

The start date of the speaker cap record. This value is calculated based on the Starting Year and the Speaker's Next Year Reset Date.

Date

EM_Speaker_Cap_vod

End_Date_vod

End Date

The end date of the speaker cap record. This value is calculated based on the Starting Year and the Speaker's Next Year Reset Date.

Date

EM_Speaker_Cap_vod

Year_to_Date_Spend_vod

Year to Date Spend

Sum of spending against the speaker cap so far this year for the particular Speaker Cap record.

Currency

EM_Speaker_Cap_vod

Upcoming_Committed_Costs_vod

Upcoming Committed Costs

Displays the total upcoming committed speaker costs that count towards the current year's cap for the particular Speaker Cap record.

Currency

EM_Speaker_Cap_vod

Predicted_Spend_vod

Predicted Spend

Displays the sum of the speaker's actual spend and upcoming committed costs for the particular Speaker Cap record.

Formula

EM_Speaker_Cap_vod

Cap_Remaining_vod

Cap Remaining

Amount remaining in a speaker's annual spend cap for the particular Speaker Cap record.

Formula

EM_Speaker_Cap_vod

Cap_Remaining_Committed_vod

Cap Remaining Committed

Displays the speaker cap balance minus actuals and upcoming committed costs for the particular Speaker Cap record.

Formula

EM_Speaker_Cap_vod

Year_to_Date_Utilization_vod

Year to Date Utilization

Number of times a speaker has spoken this year to date for the particular Speaker Cap record.

Number

Email_Activity_vod

Transaction_Type_vod

Transaction Type

The transaction type of the email for which the Email_Activity_vod is created.

Picklist

Email_Activity_vod

Veeva_Distribution_File_Name_vod

Veeva Distribution File Name

Captures the name of the viewed Veeva_Distribution_vod record for which the Email_Activity_vod is created.

Text

Email_Activity_vod

Veeva_Distribution_vod

Veeva Distribution

The Veeva_Distribution_vod record for which the Email_Activity_vod is created.

Lookup

Engage_Profile_vod

Profile_Photo_URL_vod

Profile Photo URL

URL used to retrieve the profile photo for the Engage Profile.

Text

External_Calendar_Event_vod

Unavailable_for_Engage_Scheduling_vod

Unavailable for Engage Scheduling

Indicates if an External Calendar Event record should create Unavailable Time on the Engage Scheduling Site. When marked as True, an Unavailable_Time_vod record is created.

Check box

Key_Message_vod

ISI_Document_vod

ISI Document

Associated ISI document.

Lookup

Key_Message_vod

PI_Document_vod

PI Document

Associated PI document.

Lookup

MC_Cycle_vod

Country_User_vod

User Country

List of countries driven by Global Value Set.

Picklist

Medical_Event_vod

Event_Identifier_vod

Event Identifier

Additional attribute to identify events.

Text

Message_Activity_vod

CLM_Presentation_vod

CLM Presentation

References the CLM Presentation record.

Lookup

Message_Activity_vod

Detail_Group_vod

Detail Group

The detail group of the content that was viewed

Lookup

Message_Activity_vod

Device_Type_vod

Device Type

The device type VCP was rendered on.

Text

Message_Activity_vod

Duration_vod

Duration

The duration for which the content was viewed, in seconds.

Number

Message_Activity_vod

Key_Message_vod

Key Message

References the Key Message record.

Lookup

Message_Activity_vod

Media_Type_vod

Media Type

The media type of the content that was rendered.

Picklist

Message_Activity_vod

Page_Number_vod

Page Number

The page number of the content that was viewed.

Number

Message_Activity_vod

Product_vod

Product

The product of the content that was viewed.

Lookup

Message_Activity_vod

Session_Id_vod

Session Id

The session ID from the browser.

Text

Message_Activity_vod

Slide_Number_vod

Slide Number

The slide number in the presentation.

Number

Message_Activity_vod

Slide_Version_vod

Slide Version

The version of the slide that was viewed.

Text

Message_Activity_vod

Video_Last_Viewed_Time_vod

Video Last Viewed Time

Time stamp of the furthest viewed frame on the video.

Number

Message_Activity_vod

Video_Length_vod

Length of Video

Time in seconds of the length of the video.

Number

Message_Activity_vod

Video_Start_Time_vod

Video Start Time

The time in seconds from which the video started playing.

Number

Message_Activity_vod

Video_Total_Time_Spent_vod

Total Time Spent Watching Video

Total time in seconds where the video was playing, during the session.

Number

Message_Activity_vod

View_Order_vod

View Order

The order in which the content was viewed.

Number

Product_vod

Brand_Color_Code_vod

Brand Color Code

HEX code of the brand's color. For example: #EC9D36.

Text

Reference_Document_vod

Document_Id_vod

Document Id

ID of the Document.

Text

Reference_Document_vod

Language_vod

Language

Language of the Reference Document.

Picklist

Reference_Document_vod

Product_vod

Product

Product of the Reference Document.

Lookup

Reference_Document_vod

Status_vod

Status

Status of the Reference Document.

Picklist

Reference_Document_vod

VExternal_Id_vod

VExternal Id

External ID used by Veeva CRM for integration with Vault. Can be populated to aid in data loading.

Text

Reference_Document_vod

Vault_DNS_vod

Vault DNS

Vault DNS of the document.

Text

Reference_Document_vod

Vault_External_Id_vod

Vault External Id

External ID from Vault.

Text

Reference_Document_vod

Vault_GUID_vod

Vault GUID

Global Unique Identifier for Vault instance where this document resides.

Text

Reference_Document_vod

Vault_Last_Modified_Date_Time_vod

Vault Last Modified Date Time

Last modified date time of the content as reported by Vault.

DateTime

Reference_Document_vod

Version_vod

Version

Version of the document.

Text

Remote_Meeting_vod

MS_Teams_Meeting_External_Id_vod

Microsoft Teams Meeting External Id

This field stores the Microsoft Teams Meeting External ID.

Text

Remote_Meeting_vod

MS_Teams_Meeting_Link_vod

Microsoft Teams Meeting Link

This is the meeting link that can be used to start or join the Microsoft Teams meeting.

Text

Sent_Email_vod

Email_Files_vod

Email Files

Captures the IDs of Salesforce Files (ContentDocument records) that were included in the email payload. This will be a comma separated list of SFDC IDs.

Text

Sent_Email_vod

Veeva_Distributions_vod

Veeva Distributions

Captures the IDs of Veeva Distribution records that were included in the email payload. This will be a comma separated list of SFDC IDs.

Text

Sent_Fragment_vod

Sent_Veeva_Distribution_vod

Sent Veeva Distribution

References the Veeva Distribution record which was sent with the Sent Email record.

Lookup

Sent_Message_vod

CLM_Presentation_Name_vod

CLM Presentation Name

The name of the CLM Presentation for which the link was sent.

Text

Sent_Message_vod

Engage_Profile_External_Id_vod

Engage Profile External Id

This stores the Engage Profile External Id.

Text

Sent_Message_vod

Expire_Link_vod

Expire Link

If set to True, the link will expire and the recipient will not view the content the link points to.

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

Suggestion_vod

Planned_Call_Channel_vod

Planned Call Channel

Recommended channel for the Call.

Picklist

Suggestion_vod

Planned_Call_DateTime_vod

Planned Call DateTime

Recommended DateTime for the Call.

DateTime

Unavailable_Time_vod

External_Calendar_Event_vod

External Calendar Event

References the External Calendar Event record from which the Unavailable Time was created.

Lookup

User

Enable_MS_Teams_vod

Enable Microsoft Teams

Setting this to true enables Microsoft Teams.

Check box

Veeva_Distribution_vod

CDN_Path_Contains_Org_vod

CDN Path Contains Org

Indicates whether published content belongs to the current org.

Check box

Veeva_Distribution_vod

CDN_Path_vod

CDN Path

Location of the content in the CDN.

Text

Veeva_Distribution_vod

CDN_Status_vod

CDN Status

Indicates whether the content is published to the CDN.

Picklist

Veeva_Distribution_vod

External_Id_vod

External Id

External ID used for data-loading.

Text

Veeva_Distribution_vod

File_Extension_vod

File Extension

File extension of the published file.

Text

Veeva_Distribution_vod

File_Name_vod

File Name

File name of the published file.

Text

Veeva_Distribution_vod

File_Size_vod

File Size

File size of the published file.

Number

Veeva_Distribution_vod

File_Type_vod

File Type

File type of the published file.

Text

Veeva_Distribution_vod

Last_Processed_Date_vod

Last Processed Date

Indicates the end time of processing the Veeva Distribution record.

DateTime

Veeva_Distribution_vod

Last_Published_File_vod

Last Published File

Published Salesforce File.

Text

Veeva_Distribution_vod

Last_Published_Version_vod

Last Published Version

Content Version of the published Salesforce File.

Text

Veeva_Distribution_vod

Processing_Status_vod

Processing Status

Status of the publish to CDN process.

Picklist

Veeva_Distribution_vod

Status_Details_vod

Status Details

Captures the reasons for instances when file publishing is not completed successfully.

Text