23R3.0 Maintenance Notes

Browser

iPad

An error occurred when submitting an event for approval.

iPad

Users on iOS 17 were not able to view Apple Calendars in My Schedule.

iPad

When users created accounts, the Country picklist did not default to the user’s country.

Browser

When users viewed Office Best Times, translations were displayed inconsistently.

Browser

Users were able to turn off the display of detail groups in Ratings and Evaluations without selecting OK in the confirmation dialog.

iPad

When users accessed Stakeholder Navigator, selected an account, then selected Account Timeline, the Details tab was highlighted even though the Account Timeline displayed.

Browser

When the default for the Unavailable_for_Scheduling_vod check box on the call report was set to checked, the check box defaulted to unchecked.

iPad

Applying updates to the media library from a non-blocking sync took longer than usual.

CRM Desktop (Mac)

JavaScript alerts implemented in content did not function correctly.

CRM Desktop (Mac)

When displaying a presentation in Normal View, the panel containing the presentation title and the Share button did not display.

CRM Desktop (Windows)

After switching a presentation from Normal View to Presenter View, the navigation bar continued to display.

Browser

The Virtual Role field was not aligned with the other fields on the page layout.

Browser

When selecting a date while creating an event using a browser window with low screen resolution, the calendar displayed incorrectly.

Browser

When updating the team member type of an event team member to Group, users were unable to save the update.

Browser

When an event record’s status changed during an approval process, the stage was not updated on the record.

Browser

When using the Vault integration, if the Country and Topic or Product fields were populated on a Vault document, both Event Rules and corresponding Topic Material or Product Material records were created in CRM.

Browser

Users were not able to create tasks from events.

Browser

In Lightning for Events, dropdown menus for expense types did not display correctly.

iPad

An error occurred when creating accounts with Country populated in attendee reconciliation.

Browser

Attendees who self-registered to an event did not receive confirmation emails.

Browser

An error occurred when updating email addresses in the QR Sign In Administration tab.

iPad

Offline validation rules executed incorrectly.

Browser

The Section display element displayed borders.

Browser

When selecting icons for display elements, the icon label was right-aligned and overlapped with the X button.

Browser

The search icon did not display correctly in some display elements.

Browser

The Add Where Clause, Add Group, and Delete buttons for Where clause fields in query data elements displayed incorrectly.

Browser

An error occurred when the Discount Override and Discount Override Max fields on a pricing rule were populated with the same value.

Browser

An error occurred when editing an expense header record with the Payee_vod field populated.

CRM Desktop (Windows)

When sampling with the high performance call report, duplicate samples were created for the wrong attendee and an error occurred.

Browser

Medical Identifiers did not display underneath call attendees.

iPad

Attendees with details or sample signatures could be removed from Unique Activity call reports.

iPad

An error occurred when trying to delete a call attendee with a captured signature using the Deselect All button.

CRM Desktop (Mac)

User attendees were unable to share their screen, even when Allow Attendees to Share was selected.

iPad

An error occurred when users selected a push notification for a chat message.

iPad

When sending a Microsoft Teams meeting invite via the Messages app, the recipient’s phone number was not automatically populated.

Browser

Guest community users were sometimes created without a session token, so a corresponding user was not created in Engage Connect.

iPad

Syncs ran for extended periods of time or failed.

Browser

When users attempted to edit Product Metrics for an account that had a missing value for Products_vod, an error displayed.

Browser

When users edited a Child Account, the value of Dependent Picklists switched to None.

iPhone

When users selected a Child Account, the Send Email button was visible even though Send Email is not supported for Child Accounts.

iPad

Users were able to exceed the 80 character limit when entering a name for an Account List.

iPad

When users entered parentCallDateTime sub-tokens in customText tokens in an email template, an error displayed.

Browser

iPad

When users sent an email that resulted in a dropped event, the status of the sent email was not updated.

iPhone

Users were unable to reset filters for Approved Email templates or fragments.

Browser

The Help button for the BEE Editor directed users to an incorrect URL.

iPad

BRC products restricted with the Sample State Credentials setting were not grayed out in the product picklist on the call report.

Browser

When an admin searched for and opened call reports created by end users, a No Matches Found error displayed before the call report opened. This error only occurred for admins with fewer permissions than other admins in the org.

CRM Desktop (Windows)

Windows Tablet

When admins unlocked and edited a submitted call, then re-submitted the call, the territory changed to the admin’s territory.

iPad

When users created a call report by associating an unassigned presentation with an account, a Data has been modified: Call's ID sync error occurred on the next sync.

Browser

When neither the preferred nor primary address for a child account were controlled by an address associated with the Location, the default call address displayed as None.

Windows Tablet

When users selected values from custom multi-select picklists and saved the call report, the picklist selections did not display on the field unless users selected the picklist again.

Browser

When medical users were added as attendees on the call report, the account identifier displayed for the medical users, instead of the medical identifier.

Browser

The CLM Admin Console displayed content alignment errors even though content alignment was not configured.

CRM Desktop (Windows)

Users needed FLS Edit permission to the Status_vod field on the CLM_Presentation_vod object to share web links for custom presentation.

iPad

When viewing the Media tab in the Options tab, the Total Media Size displayed 0 KB, even though content was downloaded to the device.

Browser

Remote_Meeting_Attendee_vod records were not created when Vault credentials were not configured on the Remote Meeting Administration page.

Browser

When hosting a virtual event, the host automatically left the session if the computer was idle for an extended period of time.

Android

When viewing the meeting information during an Engage meeting, the Cancel button label was not legible in light mode.

Android

When viewing the chat thread during an Engage meeting, the recipient name displayed with the wrong background color in light mode.

Android

When users signed out and signed back into Engage, their Recent Searches were not cleared out.

iPad

Alternative hosts were unable to start or join virtual events when they were re-added to an Engage group.

Browser

Buttons on the Reconcile Walk-in Attendees modal did not display correctly when using Lightning for Events Management.

Browser

Attendee list views did not display correctly when using Lightning for Events Management with Bulk-Add Attendees.

Browser

Expense Headers were created incorrectly when Incurred_Expense_vod and Payee_vod fields were populated with invalid text. 

Browser

Certain attendee list views did not display correctly when users had access to the View_vod object, but were not assigned the view via profile.

Browser

An error occurred when searching for groups when adding Event Team Members in Lightning for Events Management.

Browser

Validation errors did not display when they prevented adding attendees in Lightning for Events Management.

Browser

The Event Budgets lookup modal displayed records incorrectly when paginating results.

Browser

File previews were incorrectly generated for non-print template materials.

iPad

Special characters in Validation Rules did not display correctly.

Browser

The Start_Time_Local_vod and End_Time_Local_vod fields did not display correctly when configured as event registration fields.

iPad

When a user selected the calendar icon for a suggestion on a custom dashboard (that used the executeSuggestionAction MyInsights method), a blank schedule with no suggestions displayed.

Browser

A customer was notified by Salesforce that they have a high callout error count.

iPad

When a user launched two queries in parallel using the request(configObject) method, only one request was executed.

Browser

Tab name translations did not display when using the MyInsightsV2 LWC.

Browser

When a user saved a CRM Data Engine query, the deployment version was not updated for two reports.

Browser

When users attempted to delete a call or other entry from My Schedule using the Delete key on their keyboard, the entry appeared to be deleted.

iPad

When users viewed suggestions, the HTML formatting of the Suggestion Reason field rendered inconsistently across devices.

iPhone

When a user selected Cancel from a suggestion email, the email template reloaded.

iPad

An error occurred when end users attempted to add a target to their territory that the manager previously rejected.

iPad

The Accounts Added widget on the Territory Feedback dashboard did not correctly update when users added out-of-territory accounts.

Browser

When an auto-published multi-product presentation with the same presentation ID as another presentation was synced to CRM, the CLM sync failed with no errors messages.

CRM Desktop (Windows)

When users selected the Meet Now button for Engage meetings from the high performance call report, a connection error occurred.

CRM Desktop (Windows)

When both console mode and high performance call report were enabled, and a call report was already open in console mode, users could not create new call reports from the Record a Call button.

CRM Desktop (Windows)

When a validation error occurred for a field that was not on the page layout, the validation error displayed as a sync error.

CRM Desktop (Mac)

When users had multiple products assigned in the media library, but did not have CRUD access to the ​​Product_Group_vod object, an error occurred when they launched media from the high performance call report. 

iPad

When multiple expenses were enabled for calls, saving or submitting a call with tracked CLM activity and multiple expenses resulted in duplicate expense lines.

iPad

iPhone

After downloading a presentation with Shared Resources, when users signed out then signed back into the app, the presentation displayed a download status of Not Downloaded.

iPad

The Download Status filter label was not translated.

Browser

Lookup field columns did not display correctly when using Lightning for Events Management.

Browser

An error occurred when several users with large Account alignments attempted to simultaneously add attendees to events in Lightning for Events Management.

CRM Desktop (Windows)

Alternative Hosts could not start virtual events.

iPad

A user experienced a significant delay when they attempted to review an order from a CLM after adding a product.

Browser (Classic, Lightning)

CLM syncs remained pending on the CLM Admin Console.

CRM Desktop (Windows)

Offline validation rules did not run as expected on location calls, resulting in sync errors.

Browser (Classic, Lightning)

When users created and saved a new child account record, and both the HCO and HCP belonged to third-party managed account types, the DCR was created with the wrong Network Customer Master Mode value.

Browser (Lightning)

When users with a locale of China selected the Schedule a Call action in My Accounts, an error displayed.

Browser (Lightning)

Incorrect error messages displayed when an Add to Territory action failed within Stakeholder Navigator.

iPad

iPhone

The Language filter only displayed the default picklist values.

Browser (Lightning)

When previewing auto-published PDF email fragments, Japanese text did not display.

Browser (Classic, Lightning)

When users created a response for a Medical Inquiry Fulfillment record and the second product discussion on the call violated a validation rule, users were still able to save the call report.

CRM Desktop (Windows)

Validation rules counted DateTime values to the seventh or eighth decimal place in milliseconds, rather than the third decimal place, causing a validation to fail unexpectedly.

Browser (Lightning)

To view Microsoft Outlook entries in My Schedule, users needed Edit FLS to the Enable_MS_Outlook_Calendar_vod on the User object.

Browser (Lightning)

When users selected the Schedule a Call button from Lightning for My Accounts in some locales, My Schedule displayed but the call was not created.

CRM Desktop (Windows)

An error occurred when using the Left and Right arrow keys to navigate between slides in the Presenter View window.

CRM Desktop (Windows)

Closing a Windowed Slideshow did not also close the Presenter View window.

Browser (Classic, Lightning)

Search was disabled for Approved Documents, CLM Presentations, and Key Messages.

CRM Desktop (Windows)

When default directories were configured, the default directory was not selected in the Filters menu.

CRM Desktop (Windows)

When presenting content in Engage, call key messages and call details were not recorded as expected on the call report.

Browser (Classic, Lightning)

Users could not start virtual events when the associated Remote_Meeting_vod record had a blank VExternal_Id_vod.

Browser (Classic, Lightning)

The Furigana_vod field did not populate when attendees were added via the Browser platforms.

Browser (Lightning)

Expense Headers did not load correctly.

Browser (Lightning)

Expense Headers did not display correctly for customers using Salesforce to Salesforce integration.

iPad

An error occurred after initiating a manual non-blocking sync.

iPhone

Non-blocking sync silently failed if the device lost connection to the Internet, rather than resuming once the connection was restored.

iPad

An error occurred when users without FLS read permission to the Primary_vod field on the Address_vod object performed an incremental sync.

iPad

When a user viewed an account, the Detail Topic button displayed on the Ratings tab even though the user did not have access to Detail Topics functionality.

Browser (Lightning)

When a user without a profile-level Approved Email Settings viewed Lightning for My Accounts, the Send Email button did not display according to the org-level default settings.

Browser (Lightning)

The Apply Filter tooltip did not translate when users hovered over a filterable column in Lightning for My Accounts.

Browser (Lightning)

In Lightning for My Accounts, the Schedule a Call button displayed even when the My Schedule tab was marked as Default Off.

iPhone

When error messages displayed on the Send Email tab, the messages were truncated.

iPhone

When a user scheduled an email from the Email Tab, the alert showing the scheduled time was not translated.

Browser (Lightning)

When users manually selected the scrollbar for the Account View window on the scheduler pane, the scheduler pane closed.

Browser (Classic), iPad, Windows Tablet

When one-day calendar entries had a start time of midnight and an end time of midnight on the next day, the entry displayed as an all-day event for both days. 

Browser (Classic)

When two consent lines for a consent type used the same channel source, selecting the toggle for one consent line toggled both.

iPad

Users were unable to open external links in the embedded browser when viewing website content.

iPad

When filtering CLM presentations in the media library, the Undefined filter did not display.

CRM Desktop (Windows)

When displaying content in Presenter View, the timer incorrectly displayed hours and minutes. The timer now displays minutes and seconds.

CRM Desktop (Mac)

When displaying content in Window View, users were unable to close overlays due to the More Actions button.

CRM Desktop (Mac)

When displaying content in Window View, users were unable to interact with video playback buttons due to the slide tray button.

iPad

The Select Call Record Type modal displayed incorrectly.

Browser (Lightning)

When both Engage and MS Teams were enabled and the Remote_Meeting_Type_vod field was on the Call2_vod page layout, the MS Teams labels and buttons did not display for a scheduled MS Teams call.

Browser (Classic, Lightning)

The field length for the Document_Title_vod field on the Message_Activity_vod object was 100 instead of 255.

Platform

Issue Description

Browser (Classic)

Users could not save split expenses.

iPad

Users could create events without populating fields marked as required.

iPad

Vault documents linked to event materials did not display in the device's default browser.

Browser (Lightning)

Filter buttons in the Speaker Selection modal did not display correctly on monitors of certain resolutions.

Browser (Classic, Lightning)

Virtual Event Attendance reports erroneously ran when Virtual Events was not enabled.

Browser

A user noticed a discrepancy between the number of suggestion records displayed in a MyInsights report online and offline.

iPad

Call and event pins in My Schedule’s Map View changed based on the user’s zoom level, and timestamps did not display until the user zoomed in to the call or event’s exact location. 

Browser (Lightning)

When users with access to multiple territories opened the Account Views window in My Schedule, an error displayed.

Browser (Lightning)

For Greek users, a.m. and p.m. labels on My Schedule’s Day View and Week View calendar grid were not translated correctly.

iPad

When users reinstalled the Veeva CRM app, their default Microsoft Outlook calendar was deselected in My Schedule.

Browser (Lightning)

When there were multiple calls or calendar entries scheduled for the same date and start time, with a duration of zero, only one of the calls or entries displayed.

iPhone

When a user selected the Send Email action from a suggestion in a MyInsights visualization, selected Cancel, and then selected Send Email again, the Send Email action did not work the second time.

Browser (Lightning)

Remove Target goal details were not returned by the getFeedbackData() process in Manager Feedback.