24R1.0 Maintenance Notes

CRM Desktop (Windows)

An error occurred when users tried to open the Veeva CRM Desktop app and the proxies set up on the laptop interfered with network traffic.

Web

The Zoom SDK was not updated to the most recent version.

CRM Desktop (Windows)

Sometimes an error occurred when attendees joined an Engage meeting.

Browser

iPad

Due to Salesforce including additional script information in the UserLocale in summer '24, My Schedule Week View displayed incorrectly for certain user locales.

Browser

An error occurred when users selected the Print Sample Receipt button for a call if the receipt contained a lookup to the Voice Call object.

CRM Desktop (Windows)

After sharing CLM content via Start Media from the browser, call key messages did not display in the high performance call report.

iPad

When using iOS 17.5.1, an error occurred in Veeva CRM after taking a screenshot after viewing a MyInsights page.

Browser

In the out-of-the-box Medical HCP template, the where clause for the Product column was incorrect.

Browser

When DCR was enabled and a multi-picklist field with restricted values displayed on the Account page layout, an error occurred when creating a parent account record from a child account record.

Browser

An error occurred when cloning an account plan that included non-hierarchy related objects without a Status_vod field.

iPhone

A Key Message subsection did not display for products which were defaulted on the call report. 

CRM Desktop (Windows)

When users captured signatures on the high performance call report, the disclaimer was not stamped for standard group calls.

CRM Desktop (Windows)

Platform events were triggered too frequently.

Browser, CRM Desktop (Windows), iPad

The Share_Channel_vod field for Microsoft Teams meetings was stamped with the value Face_to_Face_vod. For more accurate activity tracking, when users share CLM content from a call report scheduled with a Microsoft Teams meeting, the Share_Channel_vod field on the Call2_Key_Message_vod record is now stamped with the value MS_Teams_Meeting_vod. Additionally, end users can now edit the Share_Channel_vod field from the CLM Details section of the call report.

The field label for the Share_Channel_vod field is updated to Share Method.

iPad

Newly created events were removed from the offline database after applying updates with Non-Blocking Sync enabled.

iPad

A fulfillment record was not created after a Medical Inquiry record was submitted.

iPad

An error occurs when trying to recreate an Add Target challenge on an account with a previously reverted Add Target challenge.

Browser

Email Builder was not translated.

iPad

When non-blocking sync was enabled, if a Shared Resource was updated but a slide containing it was not updated, the slide did not display incorrectly.

Browser

Custom mapped fields were not populated for auto-published multi-product presentations after syncing content from Vault.

Browser

When users did not have FLS Read permission to the Concur_Status_vod field on the Expense_Header_vod object and the field was not on the page layout, an error occurred when creating Expense Headers.

Browser

When merging duplicate accounts with ACCOUNT_ADDRESS_MERGE_BEHAVIOR_vod set to INACTIVE and the losing accounts had primary addresses, the winning account had multiple primary addresses and all the merged addresses remained active.

Browser

An error occurred when many concurrent requests resulted in a locked record.

iPad

Users with hidden sync errors could not enable non-blocking sync.

Browser

When using the Salesforce Summer ‘24 Release, an error occurred when viewing Territory Feedback.

Browser

Multichannel Activities with a CLM record type id displayed on the Account Timeline, but should not have displayed.

Browser

When users saved multiple email templates in BEE Editor around the same time, the files did not save correctly, and the wrong templates displayed when users opened them in the BEE Editor again.

Browser

When the call datetime on an unlocked call report was changed to a time outside of a Call Objective’s To and From date range, saving the call caused the Call Objective with an invalid date to be marked completed.

iPad

When Filtering Picklist Values Based on Product Discussions was enabled and there were no available options for the dependent picklist, the dependent picklist displayed as read-only.

iPad

When launching Approved Email from CLM content using the launchApprovedEmail method without a selected account, Approved Email did not launch correctly after the user selected an account.

Browser

When capturing consent, products not assigned in My Setup displayed for users when Product Preference on the Consent Type was set to Restrictive My Setup.

Browser

The error message for attempting to update a Parent Object Data Type field was incorrect.

Online

For a virtual meeting with a child event, the Event_vod field on some Remote_Attendee_vod records was populated with the child event instead of the parent event.

Web

When a user who was signed into Engage copied a CRM user’s profile link from a web browser and shared it with an HCP who was not signed into Engage, the Enter Email screen displayed instead of the digital business card when the HCP accessed the link.

iPad

The More Actions menu options did not display on EM_Event_vod records.

iPad

Cloning a newly created inventory monitoring record did not clone the related inventory monitoring lines.

Browser

An error occurred when creating Event_Attendee_vod records with an empty User_vod field.

Browser

The CLM and Approved Email integrations did not use Vault API version 20.3.

iPad

All-day calendar entries with a duration of two days only displayed for one day in My Schedule.

Browser

The getAlignedTerritories method returned territories assigned to an archived territory model instead of an active model.

Browser

Suggestions did not display when the Post Date and Expiration Date were set to the same day.

iPad

Rejection messages for Add Target challenges did not display correctly.

Browser

An error displayed in the Slide Notes Process History section of the CLM Admin Console after performing a full force refresh.

Browser

After navigating to My Accounts or My Samples, in some cases the data displayed as null.

iPad

In some cases, an error occurred when syncing account records and CLM content.

Browser

Multiple queries were executed when users attempted to view 5,000 or more records in Lightning for My Accounts or Lightning for My Schedule, resulting in an error.

Browser

French translations of the Office Best Times on address records displayed inconsistently.

iPad

Document type Email Builder Cells that did not reference an Email Fragment do not display correctly.

iPad

Users configured for SSO or 3rd party auth were frequently locked out of their accounts after the session expired or the user logged out.

Browser

Users were not able to add Suggested Attendees from search results on the call report.

Browser

An error occurred when syncing slide notes if the CLM Presentation was published as a PowerPoint Presentation.

iPad

Users were unable to schedule Microsoft Teams meetings after successfully authenticating.

Engage HCP Web

Editing a photo from the Edit My Profile page did not display options to upload a new photo or remove the photo.

iPad

A user was unable to use rich text formatting when creating a medical inquiry.

Browser

When users accessed an account view with over 5,000 accounts from Lightning for My Accounts or Lightning for My Schedule, an error occurred.

Browser

In Stakeholder Navigator, when users expanded a node where applied filters hid its child nodes, an error displayed.

iPhone

The filter for email fragments did not reset when users selected the Reset button.

Browser

The Approved Notes job failed if it generated an error greater than 255 characters.

Browser

When the Expense_Amount_vod field was required on a Call2_vod page layout and users added expenses to the call report, an error displayed. 

Browser

When Enable Samples on Save was enabled and the user added a BRC to a unique activities call on iPad, but captured a remote signature for the BRC via share link from the browser, field values related to the Ship-to address and Ship-to license were not stamped on the Call2_vod record or the Sample_Order_Transaction_vod record.

Browser

When the product and detail group associated with a product group were inactive in Vault but the WHERE clause for the product group did not include either the product or the detail group, the product group was not marked as inactive.

Browser

When submitting a call to Concur, descriptions with more than 64 characters were not truncated.

Browser

iPad

When the APPROVED_EMAIL_TEST_ADDRESS_vod field was populated and users captured only opt-out consent, consent capture receipts were sent.

iPad

After recipients viewed a video in the HCP Content Player, the Video_Total_Time_Spent_vod field on the Message_Activity_vod record was stamped incorrectly.

Web

The Medications header displayed on HCP profiles.

iPad

When creating an event from an Events related list, after selecting and then re-selecting the record type, the country selector did not display.

iPad, iPhone

When a user dictated text for the Description field when creating a medical insight and did not input any characters using the iPad keyboard, the text was not saved.

iPad

The Account Profile Override HTML Report did not display for KOL accounts.

Browser

When users viewed the scheduler pane in Lightning for My Schedule, a Done button displayed at the top of the scheduler pane. Selecting the Done button resulted in a component error.

Browser

NAS did not show the values for Specialties using Lookup fields for the outside territory when a user performed a search

iPad

The Net Amount on several orders displayed an incorrect amount.

iPad

When an account included a custom survey target related list and the New Survey target button, selecting the button opened the record type selection page instead of the Account and Survey Template selection.

iPhone

Non-blocking sync did not start immediately after users signed into the app.

iPad

An error occurred when using both the Targets and Drops filters in the Edit Alignments table.