What's New In 23R3.0

The CRM 23R3.0 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 23R3.0 Feature Enablement and Availability information in this release note.

New Fields and New Objects are also included.

Announcements

Salesforce is Moving to Hyperforce Infrastructure

As part of Salesforce's long-term goal to update its infrastructure, Salesforce will be moving Veeva CRM orgs to its new Hyperforce infrastructure. This move puts Salesforce applications on public cloud providers such as Amazon Web Services (AWS). See Salesforce's Hyperforce announcement. Salesforce has started identifying customer orgs and beginning mass org migrations to Hyperforce instances.

Veeva CRM does not require any special Hyperforce considerations.

Reference information is available from Salesforce:

• Hyperforce Overview and FAQ
• Hyperforce Considerations and Requirements

APRN Medical Degree Code Available in OpenData

For customers using OpenData in the United States and Canada, an APRN medical degree code will be available in OpenData and Network sandboxes starting on November 30, 2023. Records will be updated with the new APRN code beginning in mid-January, 2024. Veeva recommends testing the APRN medical degree code in Veeva CRM, since it is a downstream system impacted by the change. For more information, see the following Veeva Connect communities:

• OpenData - Reminder Coming Soon: New APRN Medical Degree
• Network - Impact Analysis and Testing for OpenData Updates

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.

The 23R3.0 release includes features from the following minor releases:

• What's New In 23R2.2
• What's New In 23R2.1

Sync

Non-Blocking Sync

Non-blocking sync is a regular, automatic sync that allows users to continue using Veeva CRM while syncs are occurring. This is a significant improvement over the current incremental sync process, which requires users to select the sync button and blocks the user from using the app until the sync is complete.

Non-blocking sync works by downloading data (CRM records) and metadata (permissions, settings, object changes), including Approved Email content, while the user continues to use Veeva CRM. When the sync is complete, the user is notified to apply the updates. Applying updates is a quick process that typically takes only a few seconds.

See this video about non-blocking sync.

Account Management

Cross Hierarchy Affiliations in Stakeholder Navigator

Users can view their account’s affiliations even when those affiliations are in other organizations. This provides a view of who their accounts have relationships with to allow them to make more intelligent decisions when planning outreach to HCPs. See this video about cross hierarchy affiliations.

Approved Email

CRM Auto-Publishing for Email Fragments

Some content may not require medical, regulatory, or legal review in PromoMats or MedComms; this could be content like a holiday greeting or a logistical document, for example an agenda. To allow end users to send documents not requiring this process, Business Admins and Content Creators can upload content directly to CRM, and bypass Veeva Vault. End users can add the content as a fragment when they create Approved Email messages.

Aligning Approved Email and CLM Content

Content alignment allows customers to give the right users access to the right content using content groups. Content groups are groups of users who have access to the same content, allowing admins to efficiently manage the Approved Email and CLM content assigned to large groups of users. Content alignment provides customers with more transparency over what content is available for specific types of users. Customers can use content alignment with Align and/or Vault to further streamline the process. Customers can build dashboards and reports to understand which users have access to which content. Veeva CRM does not support using both content alignment and custom sharing rules to manage user access to content.

Call Reporting

Creating Medical Inquiries from Call Reports on CRM Desktop (Windows)

On the CRM Desktop (Windows) platform, users can now create Medical Inquiries from the More Actions menu on high performance call reports. Medical Inquiries are used to track HCP requests for information on a company product.

Creating Key Medical Insights from Call Reports on CRM Desktop (Windows)

On the CRM Desktop (Windows) platform, users can now create Key Medical Insights from the More Actions menu on high performance call reports. A Key Medical Insight is information gained by Medical users via talking with key opinion leaders, reading publications, or attending conferences, for example.

Call Sampling

Preventing Negative Sample Inventory

To reduce discrepancies in inventory counts, users can be prevented from recording product disbursements exceeding their on-hand inventory for the product sample lot. See this video about preventing negative sample inventory.

Displaying the Negative Sample Warning Indicator for iPad and iPhone

The negative sample warning indicator is now available on the iPad and iPhone platforms. Displaying a negative sample warning indicator on call reports helps users avoid disbursing more samples than are in their inventory for a given sample lot.

CLM

Aligning Approved Email and CLM Content

Content alignment allows customers to give the right users access to the right content using content groups. Content groups are groups of users who have access to the same content, allowing admins to efficiently manage the Approved Email and CLM content assigned to large groups of users. Content alignment provides customers with more transparency over what content is available for specific types of users. Customers can use content alignment with Align and/or Vault to further streamline the process. Customers can build dashboards and reports to understand which users have access to which content. Veeva CRM does not support using both content alignment and custom sharing rules to manage user access to content.

Displaying Presentations in Presenter View on CRM Desktop (Mac)

CRM Desktop (Mac) users can now present CLM in Presenter View, which includes the current slide and its slide notes, the navigation bar, and a preview of the next slide.

Consent Capture

Consent Capture on iPhone

Users can access Consent Capture features through a dedicated experience on the iPhone platform, enabling users to use their iPhone to capture required HCP consent to receive communication through various channels and for storing personal information.

Engage

Capturing Remote Signatures Asynchronously for BRC Samples on CRM Desktop (Windows)

On the CRM Desktop (Windows) platform, users can now capture remote signatures asynchronously for BRC samples. Asynchronous remote signature capture provides the flexibility of paper-based sampling with the speed, accuracy, and accountability of remote signature capture, while also letting the HCP sign at their convenience. In addition to sending asynchronous remote signature requests through Share Link, CRM Desktop (Windows) users can generate a QR code for HCPs to scan.

Using the HCP Content Player

The HCP Content Player is a dedicated browser experience enabling accounts to view content sent to them from various features of Veeva CRM. Interactions with content viewed via the HCP Content Player are tracked and saved in Veeva CRM, enabling admins to report and audit on activity of sent content. The HCP Content Player is hosted by Veeva and cannot be embedded in customer-owned pages.

Creating Unavailable Time Slots from Calls

To prevent HCPs from sending meeting requests for times when users are not available, users can mark calls as unavailable for scheduling. For example, if a call is already confirmed with an HCP, or the call is particularly urgent, mark the call as unavailable to ensure other HCPs do not request a meeting at the same time.

Attendance Reporting for Microsoft Teams Meetings

To report on attendee data, administrators can track meeting attendance and meeting length for Microsoft Teams meetings started from Veeva CRM. See this video about attendance reporting for Microsoft Teams meetings.

Using Message Templates When Sharing Web Links

Users can select message templates to send approved messages to HCPs with web links, allowing customers to control the messaging for users. Message templates are available when sharing web links for presentations and websites.

Support for User Attendees in Microsoft Teams Meetings

User attendees can join scheduled Microsoft Teams meetings from the Join button on the call report. On the iPad platform, user attendees can also join from the call popover in My Schedule.

Switching Remote Meeting Types

When both Engage Meeting and Microsoft Teams are enabled, users can switch meeting types after scheduling a meeting. For example, when a Microsoft Teams meeting is scheduled, users can switch to an Engage meeting.

Sharing Custom Presentations and Binders and Slides via Web Link or QR Code

Users can use social messaging apps to share links for CLM content published in Vault, including auto-published content, binders and slides, and custom presentations. Content accessed from a web link displays in the HCP Content Player. Any action the recipient takes on the link is tracked, allowing admins to analyze engagement with specific presentations to improve CLM content.

Accessing ISI and PI Documents for CLM Content in the HCP Content Player

When users send web links for CLM content, links to the associated Important Safety Information (ISI) and Prescribing Information (PI) documents are included in the HCP Content Player, allowing HCPs to access both the CLM content and the ISI and PI documents from the same web link. This ensures users satisfy compliance regulations requiring ISI and PI documents to be available to HCPs whenever they view promotional content.

Engage HCP

Adding Address Book Contacts

HCPs can allow Engage to access their device’s address book contacts to quickly invite and share valuable resources with other HCPs. Contacts in the address book must have at least one email address. HCPs can then forward chat messages or share brand profile resources using their address book contacts.

Sending Brand Profile Resources

HCPs can send brand profile resources to new and existing connections via chat, allowing them to quickly and easily share useful information with their connections, including HCPs and CRM users.

Events Management

Using Attendee Self-Registration with Events

Event organizers can send a unique event registration link to potential attendees to better prepare for an event and capture attendee interest. Attendees can select this link to view important event details and self-register to the event by filling out required information. See this video about using Attendee Self-Registration.

Sending Local Events Management Content via Approved Email

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.

Using Event Speaker Business Rules with Product Speaker Caps

Business admins can configure Speaker Rules to ensure speakers do not exceed their product-specific caps. These rules provide compliance and controlled spending, since event organizers can be warned or prevented from adding a speaker when they are approaching a defined threshold of a product-specific cap.

Adding QR Codes to Event Print Templates

Content creators can use a dedicated Print Template token to display an event’s QR sign-in code in materials created for an event. This enables event organizers to print and distribute their event’s QR code. Printed QR codes make it easier for attendees to sign in by scanning the code on their devices, providing more options for signing into an event.

Using Event Sign-in URLs

Event owners can copy and distribute their QR-enabled event’s sign-in URL. This enables event owners to easily share the URL with attendees of their event, since attendees can receive the copied URL via the chat of a virtual event or any other communication channel, and use the URL to sign into the event directly from their device.

Viewing Expense Headers and Expense Lines in Lightning for Events Management

Event organizers using Lightning for Events Management can quickly view expense headers and their associated expense lines, streamlining the expense allocation process.

Creating and Editing Expense Headers and Expense Lines

Event organizers can create both split and non-split expense headers while creating the expense header’s associated expense lines simultaneously, streamlining expense entry.

Searching for Child Account Attendees Outside a User’s Territory

Event organizers can search for child accounts outside of their territory to add as attendees to their event. This enables greater event organization capabilities in orgs using both Child Account Attendees and Outside Territory Searching.

Medical

Using the Medical Identifier Field

The Account_Identifier_vod field on the Account object stores and displays any account identifier needed by users, for example sales teams. Medical users, however, often require different information displayed in this field to help them identify an account or provide additional context for an account. Admins can configure the Medical_Identifier_vod field on the Account object to store and display additional information about an account for medical users.

Medical Events

Child Accounts in Medical Events on the iPad

iPad users can add child accounts to Medical Events, enabling event organizers to more accurately record HCP behavior.

MyInsights

Viewing Multiple MyInsights Tabs in Lightning

Admins can easily deploy related MyInsights pages as tabs for Browser (Lightning) end users using the myInsightsV2 Lightning Web Component (LWC). If content developers leave the HTML_Report_vod record type field blank when adding an LWC to the page layout, all HTML Report records that the end user has access to display using individual tabs on the selected page.

Updates to MyInsights Deep Linking

The following updates are available for Browser (Lightning), iPad, and iPhone, for content developers using MyInsights and the JavaScript Library:

• A new viewSection(configObject) method allows content developers to link users to a different section within the current context (Account and Territory only)
• The viewRecord(configObject) method is updated so that content developers can provide specific section information to allow users to navigate within the targeted record (Account only)

Migrating MyInsights Content

The myInsightsV2 Lightning Web Component allows admins to migrate MyInsights content between sandbox and production orgs without manual intervention.

MyInsights Studio

Using the Diagnosed Patient Page Template (Available December 7, 2023)

The Diagnosed Patient page template displays metrics and detailed diagnosis data, including prescribed products, within the selected territory for patients diagnosed with a specific disease or treatment option.

Using the MCCP Page Template (Available December 7, 2023)

The MCCP page template helps content creators quickly create a MyInsights page that allows end users to view MCCP territory data all in one place. Content creators can customize the page template using MyInsights Studio.

Updates to MyInsights Studio Navigation Actions (Available December 7, 2023)

A new View Section navigation action allows content creators to specify one or more tabs within the same group of entry points users can navigate to. When the page is deployed, users can select a different tab with new information displayed from the same account or territory. The View Record navigation action is updated so that content creators can optionally add a specific MyInsights tab to navigate to instead of a Record ID. This allows users to navigate from a MyInsights page to an Account page other than the default Account page.

MyInsights Studio Territory Feedback Entry Point (Available December 7, 2023)

The Territory Feedback entry point in MyInsights Studio allows content developers to import and deploy custom Territory Feedback content that was created using MyInsights. Business admins can use Territory Feedback data from both CRM and Align to display the proposed next cycle of calculated KPIs for an end user’s territory when performing territory alignment in Align. End users can provide feedback on the proposed updates. See Managing Custom Pages in MyInsights Studio for more information.

Order Management

Using Delivery Period Rules for Product Groups and Brands

Delivery Period rules help users find available delivery dates when capturing orders. Delivery Period rules for detail products (brands) and product groups help users avoid creating multiple orders, or creating large orders with deliveries scheduled for each product. Sales admins can now create Delivery Period rules for detail products (brands) and product groups, in addition to order products or the total order. See this video about delivery period rules.

SAP Concur Integration

Enabling SAP Concur API Version 3

New SAP Concur APIs enable admins in Veeva CRM to configure additional mappings between the two systems, as well as configure the integration to support submitting multiple call expenses.

Submitting Multiple Call Expenses to SAP Concur

End users may incur multiple expenses as part of meetings with HCPs, for example, meals and beverages purchased for a lunch and learn. Admins can configure the Veeva CRM integration with SAP Concur to enable end users to report multiple expenses within calls, avoiding manual entry in both systems.

Territory Management

Tracking Manual Territory Alignment History

The Manual Territory Alignment History object in Veeva CRM tracks when end users manually add an account to their territory in order to document interactions. Records of this object provide an auditable history of when an account was manually assigned to a territory that can be used by business admins and other management groups for both reporting and for use in territory alignment rules.

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 Sync
• Updates to Using Microsoft Teams
• Creating Custom Presentations in CLM

New Objects

The list below contains all objects added in Veeva CRM 23R3.0.

Object	Label	Description
Content_Group_vod	Content Group	Used for sharing content with CRM users.
Content_Group_User_vod	Content Group User	Shows users in a content group.
Content_Group_Content_vod	Content Group Content	Shows content in a content group.
Expense_vod	Expense	Used to capture basic expenses associated with activities.
Manual_Territory_Alignment_History_vod	Manual Territory Alignment History	Tracks manual alignments performed within various CRM features.
Message_Template_Content_vod	Message Template Content	Stores content for Message Templates.
Message_Template_vod	Message Template	Stores header data for Message Templates.
Veeva_Content_vod	Veeva Content	Manages the metadata of documents published to the CRM CDN.

New Fields

The list below contains all fields added in Veeva CRM 23R3.0. 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	Medical_Identifier_vod	Medical Identifier	Medical Identifier for an Account.	Text
Affiliation_vod	To_Medical_Identifier_vod	To Medical Identifier	The Medical Identifier of the To Account.	Text
Approved_Document_vod	Publish_Method_vod	Publish Method	Publish method.	Picklist
Approved_Document_vod	Veeva_Content_vod	Veeva Content	Lookup to the Veeva content record for which the Approved Document was created.	Lookup
Call2_vod	Unavailable_for_Scheduling_vod	Unavailable for Scheduling	Indicates if a Call record should create Unavailable Time on the Engage Scheduling Site. When marked as True, an Unavailable_Time_vod record is created.	Check box
Content_Group_Content_vod	Approved_Document_vod	Approved Document	The associated Approved Document.	Lookup
Content_Group_Content_vod	CLM_Presentation_vod	CLM Presentation	The associated CLM Presentation.	Lookup
Content_Group_Content_vod	Content_Group_vod	Content Group	The associated Content Group.	Lookup
Content_Group_Content_vod	Key_Message_vod	Key Message	The associated Key Message.	Lookup
Content_Group_Content_vod	Record_Type_Name_vod	Record Type Name	The name of the Record Type.	Text
Content_Group_Content_vod	VExternal_Id_vod	Veeva External Id	Unique external ID for the Content in a Content Group.	Text
Content_Group_User_vod	Content_Group_vod	Content Group	The associated Content Group.	Lookup
Content_Group_User_vod	Master_Align_Id_vod	Master Align Id	Master Align ID for Align to manage content groups.	Text
Content_Group_User_vod	User_vod	User	The associated User.	Lookup
Content_Group_User_vod	VExternal_Id_vod	Veeva External Id	Unique external ID for the User in a Content Group.	Text
Content_Group_vod	Country_vod	Country	Country of the content group.	Picklist
Content_Group_vod	Description_vod	Description	Description of the content group.	Text
Content_Group_vod	Detail_Group_vod	Detail Group	Product_vod of the content group with a matching Detail Group.	Lookup
Content_Group_vod	External_Id_vod	External Id	Unique external ID for the Content Group.	Text
Content_Group_vod	Group_vod	Group Reference	Reference ID of the Public Group Record created by Content Alignment.	Text
Content_Group_vod	Language_vod	Language	Language of the content group.	Picklist
Content_Group_vod	Master_Align_Id_vod	Master Align Id	Master Align Id for Align to manage content groups.	Text
Content_Group_vod	Product_Group_vod	Product Group	Product Group of the content group.	Lookup
Content_Group_vod	Product_vod	Product	Product_vod_c of the content group with the mathcing Product_Type_vod.	Lookup
Content_Group_vod	Status_vod	Status	Status of the content group.	Picklist
EM_Attendee_vod	Child_Account_Id_vod	Child Account Id	The textual ID of the Child Account value maintained in the Child_Account_vod field.	Text
EM_Attendee_vod	Location_Id_vod	Location Id	The textual ID of the Child Account's Business Account value maintained in the Location_vod field.	Text
EM_Attendee_vod	Location_Name_vod	Location Name	The text value of the associated Business Account.	Text
EM_Attendee_vod	Location_vod	Location	The associated Business Account.	Lookup
EM_Attendee_vod	Registration_Method_vod	Registration Method	Used to indicate how the attendee registered for the event.	Picklist
EM_Attendee_vod	Registration_Status_vod	Registration Status	Status of attendee registration depending on approvals	Picklist
EM_Attendee_vod	Registration_Timestamp_vod	Registration Timestamp	Timestamp of registration captured.	Datetime
EM_Catalog_vod	Approval_Required_vod	Approval Required	When true, registrants must be approved in CRM before they receive a confirmation email.	Check box
EM_Catalog_vod	Confirmation_Email_Template_vod	Confirmation Email Template	Associated email template that will be sent when a registrant is approved.	Lookup
EM_Catalog_vod	Disclaimer_Text_vod	Disclaimer Text	This setting points to a Veeva Message text that is displayed when a user is registering. The format for this setting should be MESSAGE_NAME;;Category for the Veeva Message to be used.	Text
EM_Catalog_vod	Event_Fields_vod	Event Fields	List of fields that will display event data on the registration form.	Text
EM_Catalog_vod	Registration_Fields_vod	Registration Fields	List of fields that will be available for registrant input on the registration form.	Text
EM_Catalog_vod	Registration_Type_vod	Registration Type	Denotes whether the registration form is open (allowing unknown registrants) or closed (restricted to known CRM recipients).	Picklist
EM_Catalog_vod	Rejection_Email_Template_vod	Rejection Email Template	Associated email template that will be sent when a registrant is rejected.	Lookup
EM_Event_Rule_vod	Registration_Form_vod	Registration Form	References the registration form available for the particular event configuration.	Lookup
EM_Event_Speaker_vod	Email_vod	Email Address	User to store the speaker's email address	Email
EM_Event_Speaker_vod	Registration_Timestamp_vod	Registration Timestamp	Timestamp of registration captured.	Datetime
EM_Event_vod	Publish_Event_vod	Publish Event	Indicates whether this event is available for external view such as registration.	Check box
EM_Event_vod	Registration_Form_vod	Registration Form	Associated registration form for this event.	Lookup
EM_Event_vod	Registration_URL_Long_vod	Registration URL (Long)	Long registration url for system purposes.	URL
EM_Event_vod	Registration_URL_vod	Registration URL	Shortened registration url for display.	URL
EM_Event_vod	Sign_In_URL_vod	Sign In URL	Stores the Event's Sign In URL.	URL
Email_Activity_vod	Duration_vod	Duration	The duration for which the content was viewed, in seconds.	Number
Email_Activity_vod	Media_Type_vod	Media Type	The media type of the content that was rendered.	Picklist
Email_Activity_vod	Page_Number_vod	Page Number	The page number of the content that was viewed.	Number
Email_Activity_vod	Transaction_Type_vod	Transaction Type		Picklist
Email_Activity_vod	Video_Last_Viewed_Time_vod	Video Last Viewed Time	Time stamp of the furthest viewed frame on the video.	Number
Email_Activity_vod	Video_Length_vod	Video Length	Length of the video, in seconds.	Number
Email_Activity_vod	Video_Start_Time_vod	Video Start Time	The time in seconds from which the video started playing.	Number
Email_Activity_vod	Video_Total_Time_Spent_vod	Video Total Time Spent	Total time in seconds where the video was playing, during the session.	Number
Event_Attendee_vod	Child_Account_Id_vod	Child Account Id	The textual ID of the Child Account value maintained in the Child_Account_vod field.	Text
Event_Attendee_vod	Location_Id_vod	Location Id	The textual ID of the Child Account's Business Account value maintained in the Location_vod field.	Text
Event_Attendee_vod	Location_Name_vod	Location Name	The text value of the associated Business Account.	Text
Event_Attendee_vod	Location_vod	Location	The associated Business Account.	Lookup
Expense_Type_vod	Exclude_From_vod	Exclude From	Excludes the Expense Type from displaying in the indicated areas of Veeva CRM. If blank, this Expense Type will be displayed without exclusion.	Picklist
Expense_vod	Amount_vod	Amount	Actual expense amount.	Currency
Expense_vod	Call2_vod	Call	The associated Call2_vod record.	Lookup
Expense_vod	Concur_Report_ID_vod	Concur Report ID	Stores the Concur Report ID used when an expense is successfully created.	Text
Expense_vod	Concur_Report_vod	Concur Report	Name of the Concur report the expense was submitted to.	Text
Expense_vod	Concur_Response_Receipt_Timestamp_vod	Concur Response Receipt Timestamp	Stores the time a response was received from Concur.	DateTime
Expense_vod	Concur_Response_Timestamp_vod	Concur Response Timestamp	Stores the time a response was received from Concur.	DateTime
Expense_vod	Concur_Status_vod	Concur Status	Status of sending an expense to Concur.	Picklist
Expense_vod	Concur_System_ID_vod	Concur System ID	Stores the ID returned from Concur when an expense is successfully created.	Text
Expense_vod	Concur_System_Receipt_ID_vod	Concur System Receipt ID	Stores the ID returned from Concur when a receipt is successfully created.	Text
Expense_vod	Description_vod	Description	Description of the expense.	Text
Expense_vod	Expense_Type_vod	Expense Type	The type of the expense.	Lookup
Expense_vod	Mobile_ID_vod	Mobile ID	The mobile ID of the record.	Text
Expense_vod	Override_Lock_vod	Override Lock	Helper field for data loads.	Check box
Expense_vod	Transaction_Date_vod	Transaction Date	Date of the transaction.	Date
External_Calendar_Event_vod	Unavailable_for_Engage_Scheduling_vod	Unavailable for 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
Manual_Territory_Alignment_History_vod	Account_vod	Account	The account that was manually aligned.	Lookup
Manual_Territory_Alignment_History_vod	New_Territories_vod	New Territories	The new territories the account was aligned to as a part of the manual alignment.	Text
Manual_Territory_Alignment_History_vod	Platform_vod	Platform	The platform on which the manual alignment was performed.	Picklist
Manual_Territory_Alignment_History_vod	Previous_Territories_vod	Previous Territories	The territories to which the account was aligned to prior to the manual alignment.	Text
Manual_Territory_Alignment_History_vod	Source_vod	Source	The component used to manually align the account.	Picklist
Manual_Territory_Alignment_History_vod	User_vod	User	The user initiating the manual alignment.	Lookup
Message_Activity_vod	Vault_Document_Title_vod	Document Title	Vault_Document_Title_vod captures the title of the viewed or downloaded document as it exists in Vault.	Text
Message_Template_Content_vod	Clm_Presentation_vod	CLM Presentation	References the associated CLM Presentation.	Lookup
Message_Template_Content_vod	Message_Template_vod	Message Template	This field looks up to Message Templates.	Lookup
Message_Template_vod	Language_vod	Language	This stores the language of the Message Template.	Picklist
Message_Template_vod	Message_Template_Id_vod	Message Template Id	Message Template record ID in Vault.	Text
Message_Template_vod	Message_Template_Text_vod	Message Template Text	Stores the text of the Message Template.	Text
Message_Template_vod	Status_vod	Status	Stores the status of the Message Template.	Picklist
Message_Template_vod	Vault_DNS_vod	Vault DNS	Vault DNS of the Message Template.	Text
Message_Template_vod	Vault_External_Id_vod	Vault External Id	External ID from Vault.	Text
Message_Template_vod	Vault_GUID_vod	Vault GUID	Global Unique Identifier for Vault instance where this Message Template resides.	Text
Message_Template_vod	Vault_Last_Modified_Date_vod	Vault Last Modified Date	Last modified date time of the Message Template as reported by Vault.	DateTime
Remote_Meeting_vod	Meeting_Outcome_Status_vod	Meeting Outcome Status	Indicates the status of the meeting execution.	Picklist
Sent_Fragment_vod	Sent_Veeva_Content_vod	Sent Veeva Content	Lookup to the Veeva Content record which was sent with the Sent Email record.	Lookup
Sent_Fragment_vod	Sent_Veeva_Content_vod	Sent Veeva Content	Lookup to the Veeva content record that was sent with the Sent Email record.	Lookup
Sent_Message_vod	Message_Content_vod	Message Content	When sending a link with a message template, this field stores the exact text, character by character, of the message that was sent.	Text
Sent_Message_vod	Message_Template_vod	Message Template	Lookup to the Message Template record that was sent.	Lookup
Sent_Message_vod	Transaction_Type_vod	Transaction Type	The type of transaction the Engage Link is pointing to.	Picklist
Sync_Tracking_vod	Refresh_Mode_vod	Refresh Mode?	Indicates the Refresh Mode at the User device level.	Check box
Sync_Tracking_vod	Successful_Sync_vod	Successful Sync	Contains 1 if the sync was successful.	Number
Time_Off_Territory_vod	Unavailable_for_Engage_Scheduling_vod	Unavailable for Scheduling	Indicates if a Time Off Territory record should create an Unavailable Time on the Engage Scheduling Site. When marked as True, an Unavailable_Time_vod record is created.	Check box
Unavailable_Time_vod	Call2_vod	Call	References the Call record from which the Unavailable Time was created.	Lookup
User_Detail_vod	Digital_Business_Card_Display_Name_vod	Digital Business Card Display Name	The display name on the digital business card	Text
User_Detail_vod	Digital_Business_Card_Phone_vod	Digital Business Card Phone	The phone number on the digital business card	Text
User_Detail_vod	Digital_Business_Card_Photo_URL_vod	Digital Business Card Photo URL	The photo on the digital business card	Text
User_Detail_vod	Digital_Business_Card_Title_vod	Digital Business Card Title	The title on the digital business card	Text
User	Last_iPad_Updates_Applied_vod	Last iPad Updates Applied	Date/time that the User last applied updates from their iPad device.	DateTime
User	Last_iPhone_Updates_Applied_vod	Last iPhone Updates Applied	Date/time that the User last applied updates from their iPhone device.	DateTime
Veeva_Content_vod	Allow_Source_Download_vod	Allow Source Download	Indicates if the source content can be downloaded.	Check box
Veeva_Content_vod	Content_Status_vod	Content Status	Indicates whether the content is approved for use.	Picklist
Veeva_Content_vod	Description_vod	Description	Description of the content.	Text
Veeva_Content_vod	Detail_Group_vod	Detail Group	Detail Group assigned to the content.	Lookup
Veeva_Content_vod	Display_Name_vod	Display Name	Display name of the content.	Text
Veeva_Content_vod	Language_vod	Language	Language of the content.	Picklist
Veeva_Content_vod	Product_vod	Product	Detail product or topic assigned to the content.	Lookup
Veeva_Content_vod	Publish_for_Approved_Email_vod	Publish for Approved Email	Indicates if the content will be available as an Email Fragment within Approved Email.	Check box
Veeva_Content_vod	Status_Details_vod	Status Details	Captures the details for instances when content processing is not completed successfully.	Text
Veeva_Distribution_vod	Allow_Source_Download_vod	Allow Source Download	Indicates if the source content can be downloaded.	Formula
Veeva_Distribution_vod	Content_Status_vod	Content Status	Indicates whether the content is approved for use.	Formula
Veeva_Distribution_vod	Distribution_Channel_vod	Distribution Channel	Indicates the content's distribution channel.	Picklist
Veeva_Distribution_vod	Veeva_Content_vod	Veeva Content	Veeva Content record linked to this Veeva Distribution.	Lookup

Validation Impacting Defect Fixes

Platform	Key	Summary	Component
iPad	CRM-310670	Users were unable to add attendees to unique activity calls dated prior to the call backdate limit.	Call Reporting
Browser (Lightning)	CRM-308928	When a user accepted a signature via Engage meeting and submitted a Medical Inquiry from the Engage call, they were not redirected to the call page.	Medical Inquiries
iPad	CRM-307518	Removing the Submit button from the sample inventory page layout did not remove the button from users’ sample inventory pages.	Sample Management