What's New In 24R2.0

The CRM 24R2.0 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 24R2.0 Feature Enablement and Availability information in this release note.

New Fields and New Objects are also included.

Announcements

New IPs for Veeva CRM

As part of the 24R2.0 release, new IPs are required to access Veeva CRM. If IP restrictions are used in areas such as user profiles or third party systems, add the following subnets to access Veeva CRM and all of its functionality:

  • 3.21.199.76/32
  • 54.156.75.162/32
  • 3.129.0.129/32
  • 3.208.78.35/32
  • 18.119.6.217/32
  • 52.54.34.196/32
  • 18.223.61.240/32
  • 35.153.84.230/32
  • 3.18.129.175/32
 
  • 100.28.196.127/32
  • 18.196.191.228/32
  • 18.203.167.7/32
  • 35.75.160.172/32
  • 3.38.75.206/32
  • 3.19.139.197/32
  • 3.143.53.127/32
  • 52.87.137.207/32
  • 44.196.224.124/32

Features

Using Engage and CRM Desktop features in a Sandbox org requires additional configuration. When a Sandbox org is created or refreshed, create a support ticket to request the configuration update. Follow the instructions here.

The 24R2.0 release includes features from the following minor release:

Account Management

DCR Attachments

DCR Attachments streamline the Data Change Request (DCR) process for sales representatives by allowing them to attach supporting documents to their requests, which may help verify the changes which are being requested. DCR Attachments work with the Veeva Network integration and the data stewarding process.

Call Planning

Classic Cycle Plans in Lightning for My Schedule

To help ensure users plan calls according to their cycle plans, users can view Classic Cycle Plan targets and metrics from the Scheduler pane in Lightning for My Schedule. In addition, when Lightning for My Schedule is enabled and users create calls using the Scheduler option on a Classic Cycle Plan record, the calls are automatically scheduled in Lightning for My Schedule.

Call Reporting

Displaying Key Messages by Category on CRM Desktop (Windows)

Key Messages categories are available for the high performance call report on CRM Desktop (Windows). For organizations where users are expected to record Key Messages from certain categories during calls, displaying Key Messages by category can make it easier for the user to see which categories they have covered during the call, and which they have not.

Engage

Allowing Auto-Published Content Downloads from the HCP Content Player

Content creators in PromoMats/MedComms can control whether a download button displays in the HCP Content Player for an auto-published CLM presentation, allowing HCPs to view the content without an internet connection and save a copy for reference.

Allowing ISI and PI Document Downloads from the HCP Content Player

Content creators in PromoMats/MedComms can control whether a download button displays in the HCP Content Player for for ISI and PI documents, allowing HCPs to view the documents without an internet connection and save a copy for reference.

Creating Test HCPs

To allow CRM users to test Engage functionality from the perspective of an HCP, a test HCP account is automatically created for a CRM user the first time they sign into Engage using their email address. The email address must match exactly one active CRM user in Engage Connect. The test HCP account is automatically connected to the CRM user's Engage Connect account.

Capturing Remote Signatures for Acknowledgement of Content

To quickly resolve overdue Acknowledgements of Contents (AOCs), users can send HCPs remote signature requests for AOC. HCPs review and sign the AOC to indicate they received BRCs (Business Reply Cards).

Custom Sharing Options for Capturing Remote Signatures Asynchronously for BRCs

To control the number and order of sharing options, a custom sharing modal is available for asynchronous BRC signature capture on the iPad and iPhone platforms. Admins define which sharing options are available to end users and the order in which they display.

Managing Display Names for ISI and PI Documents

Content creators can define display names for ISI and PI documents in Vault, which are synced to Veeva CRM as part of the CLM integration. Display names display in the HCP Content Player, ensuring the correct names display to HCPs when viewing ISI and PI documents in the browser.

Managing Presentation Display Names

Content creators can define display names for presentations in Vault, which are synced to Veeva CRM as part of the CLM integration. Display names display for web link previews and in the HCP Content Player, ensuring the correct names display to HCPs when viewing content from a web link.

Publishing ISI and PI Documents to the CRM CDN

When ISI and PI documents sync to CRM, they are published to the CRM CDN to make them available in the HCP Content player. This allows admins to track and report on views and downloads for ISI and PI documents.

Using Restricted Phrase Rules in Engage Chat

Admins can prevent users from sending chat messages with specific phrases by defining restricted phrase rules for chat. This allows compliance teams to restrict phrases in accordance with any relevant regulations. Customers can also define country-specific and product-specific restricted phrase rules, providing greater control and reducing false-positive violations.

Using the Samples and Materials Button

HCPs can request samples or materials in Engage via chat using the Samples & Materials button. The Samples & Materials button is labeled dynamically depending on whether samples, materials, or both are configured in the company configuration file for CRM users. This reduces confusion for HCPs.

Events Management

Using the Refreshed Events Management UI

The following features are now supported in the Refreshed Events Management UI for the iPad:

Filtering Event Budgets

Admins can configure the list of budgets that display as available for an event to only display budgets with a product, program type, event format, or location type that match the event or the event’s topic.

Medical

Capturing Medical Standing Requests Using Documented Interest

MSLs can create agreements for an agreed-upon, renewable period of time with HCPs, allowing MSLs to proactively contact HCPs and provide information for a specific product topic, represented in CRM by a Scientific Interest record. Medical Affairs users can use Documented Interest to collect scientific interest data to categorize key areas of interest by HCPs.

MyInsights Studio

Call Report Page Template (Available August 22, 2024)

A new Call Report page template is available to help content creators quickly create a MyInsights page that allows end users to view attendee details without leaving the call report. Content creators can customize the page template to include other key information for call reporting using MyInsights Studio.

Territory Feedback Page Template (Available August 22, 2024)

A new Territory Feedback page template is available to help content creators quickly create a MyInsights page that allows end users to view custom territory feedback information. Content creators can customize the page template to include other key information for call reporting using MyInsights Studio.

Preview and Platform-Aware Styling (Available August 22, 2024)

Content creators can preview a MyInsights page to see how it displays when deployed in Veeva CRM iPad, iPhone, or in a supported internet browser. MyInsights Studio-generated content matches the UI styling of the supported platform in which it is displayed.

New Data Elements and Expressions (Available August 22, 2024)

Several new data elements and expressions are available for use with the Territory Feedback entry point when creating content in MyInsights Studio.

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.

Approved Email

Platform

Description

Before

After

iPad, iPhone The Email Tab displays a Recommended label to help users identify messages generated from a Recommended Email campaign. The label displays in the list view and the email preview.

Call Planning

Platform

Description

Before

After

iPad, iPhone Routing in Map View now includes calls without a selected call channel in the route.

Call Sampling

Platform

Description

Before

After

CRM Desktop (Windows), iPad When Capturing Acknowledgement of Content is enabled and a user has open AOC records, an Acknowledgement of Content button displays in the More Actions menu on the call report.

CRM Desktop (Windows), iPad

If there are overdue Acknowledgement of Content records, the number of overdue records display on the More Actions icon and on the Acknowledgement of Content button on the call report.

Engage

Platform

Description

Before

After

Browser

The tab order is updated and the name of the Rep tab in the company configuration file is updated to Rep (Read-only). Each column header is also updated with (Read-only).

Browser

The Test HCPs tab in the company configuration file is updated to be read-only. Engage no longer supports importing new test HCPs from this tab. However, the CRM Org ID and CRM ID columns can still be edited. The column headers are also updated to indicate if the column is Read-only or Editable.

Android, iPad, iPhone, Web

HCPs can edit the Country field in their profiles in Engage. The full country name displays instead of the country code.

Android, iPad, iPhone, Web

HCPs can populate the Job Title field in their profiles in Engage.

n/a

Android

When editing an office from the Offices section of the Me tab in Engage, selecting the Time Zone field displays a modal with a search bar, allowing HCPs to search for the correct time zone.

Android, iPad, iPhone, Web

An HCP's job title, if populated, displays with the HCP's name in Engage, Engage Connect, Veeva CRM, and emails.

Android, iPad, iPhone

Chat threads in Engage Connect display text indicating a CRM user is chatting with their own test HCP.

n/a

iPad. iPhone

Chat threads in CRM display text indicating a CRM user is chatting with their own test HCP.

n/a

Android, iPad, iPhone, Web

Chat threads in Engage display text indicating a CRM user is signed in as a test HCP user.

n/a

Events Management

Platform

Description

Before

After

iPad The Date/Time selector in the Refreshed User Interface for Events Management on iPad is updated to enable organizers to select the appropriate date and time more quickly. The updated selector is available when creating, editing, and rescheduling an event.

MyInsights

Platform

Description

Before

After

Browser, iPad, iPhone MyInsights Studio-generated content now matches the UI styling of the supported platform in which it is displayed. Existing pages and page templates must be modified, saved, and redeployed to contain platform-aware styling.

Sync

Platform

Description

Before

After

iPad, iPhone

When a non-blocking sync or refresh fails due to insufficient disk space, an alert displays on the Home tab and an error displays in the Status widget on the home page.

n/a

 

iPad, iPhone

When non-blocking sync cannot run because the user’s device does not have connection for more than 72 hours since the last completed sync, an alert displays on the Home tab and an error displays in the Status widget on the home page. 

n/a

 

iPad, iPhone

When non-blocking sync starts but does not complete successfully for more than 72 hours since the last completed sync, an error displays in the Status widget on the home page.

n/a

24R2.0 Feature Enablement and Availability

New functionality introduced in the Veeva CRM 24R2.0 release is available:

CRM Feature Availability and Enablement

Feature

User Visible Change

Configuration

Required

Browser

CRM Desktop

(Mac)

CRM Desktop

(Windows)

iPad

iPhone 

Account Management

DCR Attachments

No

Yes

Call Planning

Classic Cycle Plans in Lightning for My Schedule

No

No*

Call Reporting

Displaying Key Messages by Category on CRM Desktop (Windows)

No No*

Engage

Allowing Auto-Published Content Downloads from the HCP Content Player

No

Yes

Allowing ISI and PI Document Downloads from the HCP Content Player

No

Yes

Creating Test HCPs

Yes

No

Capturing Remote Signatures for Acknowledgement of Content

No

Yes

Custom Sharing Options for Capturing Remote Signatures Asynchronously for BRCs

No

Yes

Managing Display Names for ISI and PI Documents

No

Yes

Managing Presentation Display Names

No

Yes

Publishing ISI and PI Documents to the CRM CDN

No

Yes

Using Restricted Phrase Rules in Engage Chat

No

Yes

Using the Samples and Materials Button

No

Yes

Events Management

Managing Attendees in the Refreshed Events Management UI

No

Yes

Managing Expense Estimates in the Refreshed Events Management UI

No

Yes

Managing Expenses in the Refreshed Events Management UI

No

Yes

Filtering Event Budgets

No

Yes

Medical

Capturing Medical Standing Requests Using Documented Interest

No

Yes

* Parity items typically do not require configuration if you are using this functionality on another platform. In some cases, VMOCs must be enabled for the added platform.

MyInsights Studio Feature Availability and Enablement

Feature

Configuration Required

Call Report Page Template (Available August 22, 2024)

Yes

Territory Feedback Page Template (Available August 22, 2024)

No

Preview and Platform-Aware Styling (Available August 22, 2024)

No

New Data Elements and Expressions (Available August 22, 2024)

No

New Objects

The following new objects were added in Veeva CRM 24R2.0:

Object Name

Description

Documented_Interest_vod This object represents an agreement between an MSL and an HCP to provide more information about a specific product.
Scientific_Interest_vod This object creates a relationship between a Documented_Interest_vod record and an associated product.

New Fields

The list below contains all fields added in Veeva CRM 24R2.0. 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

Call2_Key_Message_vod Share_Channel_vod Share Method The channel through which the Key Message was shared. Picklist
Call2_vod Documented_Interest_vod Documented Interest Stores the ID of the selected Documented Interest record. Lookup
Call2_vod zvod_Documented_Interest_vod zvod_Documented_Interest Marker field to enable the display of open Documented Interest records on the Interaction report when placed on the page layout. Check box
Clm_Presentation_vod Allow_PDF_Download_vod Allow PDF Download Indicates if the PDF file of the presentation can be downloaded. Check box
Clm_Presentation_vod Allow_Source_Download_vod Allow Source Download Indicates if the source rendition of the presentation can be downloaded. Check box
Content_Acknowledgement_Item_vod Override_Lock_vod Override Lock This allows a non-Admin User to make changes to a Completed or locked Content Acknowledgement Item without requiring the User to unlock the Content Acknowledgement Item record. Check box

Campaign_Target_vod

Campaign_vod

Campaign

The associated campaign.

Lookup

Campaign_Target_vod

Mobile_ID_vod

Mobile ID

The Mobile ID of the record

Text

Campaign_Target_vod

Target_Account_vod

Target Account

References the corresponding account.

Lookup

Content_Acknowledgement_vod Override_Lock_vod Override Lock This allows a non-Admin User to make changes to a Completed or locked Content Acknowledgement without requiring the User to unlock the Content Acknowledgement record. Check box
Content_Acknowledgement_vod Remote_Signature_Attendee_Name_vod Remote Signature Attendee Name A system field set by Veeva. When a remote AOC signature is collected the field is stamped with the name entered by the signing attendee when joining the Engage Meeting. Text
Content_Acknowledgement_vod Signature_Captured_Remotely_vod AOC Signature Captured Remotely This field indicates the signature was captured via the Remote signature method. Check box
Content_Acknowledgement_vod Signature_Captured_Share_Link_vod AOC Signature Captured Share Link This field indicates the signature was captured via the Share Link signature method. Check box
Content_Acknowledgement_vod Signature_Request_UUID_vod Signature Request UUID Stores the UUID of the Signature Request used to query for signature updates from Engage. Text
Data_Change_Request_vod Attachment_Status_vod Attachment Status Status of the DCR Attachments sent to Veeva Network. Text
Documented_Interest_vod Account_vod Account This field represents the Account that is expressing interest in a particular scientific topic. Lookup
Documented_Interest_vod Calculated_Expiration_Date_vod Calculated Expiration Date Created Date + DI Expiration Duration on Scientific Interest. This field will be used to track the original expiration date when the record is created. Date
Documented_Interest_vod Documented_Interest_Text_vod Documented Text The text field captures the specific Interests of the HCP. Html
Documented_Interest_vod Entity_Reference_Id_vod Entity Reference Id This Veeva field ensures proper synchronization even after account merges or territory realignments. Text
Documented_Interest_vod Expiration_Date_vod Expiration Date Date the Documented Interest is no longer available for selection on call or displayed on the Manage Interest screen. This field when on page layout derives special UX behavior to renew or expire the Documented Interest. Date
Documented_Interest_vod Interaction_Reference_Id_vod Interaction Reference Id Used to stamp and store the Call Record ID where the Documented Interest was created from. It is populated only if the Documented Interest was created from a Call. Text
Documented_Interest_vod Interest_Category_vod Interest Category List of updates HCP would like to be contacted for. Multiselect Picklist
Documented_Interest_vod Mobile_Created_Datetime_vod Mobile Created Datetime Date and time the Documented Interest record was created on the mobile device. DateTime
Documented_Interest_vod Mobile_ID_vod Mobile Id System field used by mobile platforms to aid synchronization. Text
Documented_Interest_vod Scientific_Interest_vod Scientific Interest References the associated Scientific_Interest_vod record. Lookup
Documented_Interest_vod Sharing_Group_vod Sharing Group Used for sharing records. Text
Documented_Interest_vod Status_vod Status The Status field represents the current Status of the Documented Interest. This field should be marked as Read-Only on all Page Layouts. Picklist
Documented_Interest_vod Unlock_vod Unlock_vod When editable to a user, displays an Unlock button which allows the User to unlock and edit a record with a Submitted status. Check box
Documented_Interest_vod Verbal_Acknowledgment_vod Verbal Acknowledgment Field when checked indicates the verbal agreement from HCP to receive updates about the interest proactively. Check box
EM_Budget_vod Event_Format_vod Event Format Assigns a Event Format to records. Picklist
EM_Budget_vod Location_Type_vod Location Type Assigns a Location Type to records. Picklist
EM_Budget_vod Program_Type_vod Program Type Assigns a Program Type to records. Picklist
EM_Event_Speaker_vod Priority_vod Priority Speaker selection priority for the event Picklist
EM_Event_Speaker_vod Role_vod Role Speaker's role for an event Picklist
EM_Event_vod Cancellation_Reason_vod Cancellation Reason The reason an event was canceled Picklist
Message_Activity_vod Downloaded_Rendition_vod Downloaded Rendition Indicates which rendition was downloaded. Picklist
Message_Activity_vod Reference_Document_vod Reference Document Lookup to the Reference Document associated with the Message Activity record. Lookup
Monitoring_Rule_vod Restricted_Platforms_vod Restricted Platforms Monitored Phrases assigned to the rule will be blocked on any platforms specified here. Multiselect Picklist
Reference_Document_vod Allow_PDF_Download_vod Allow PDF Download Indicates if the PDF file of the Reference Document can be downloaded. Check box
Reference_Document_vod Allow_Source_Download_vod Allow Source Download Indicates if the source rendition of the Reference Document can be downloaded. Check box
Reference_Document_vod CDN_Path_vod CDN Path Location of the content in the CDN. Text
Reference_Document_vod Contains_Boxed_Warning_vod Contains Boxed Warning When true, it indicates this product discussed in this content has a boxed warning. Check box
Reference_Document_vod External_Display_Name_vod External Display Name The text displayed when the document is viewed in HCP facing content player. Text
Reference_Document_vod Veeva_Distribution_vod Veeva Distribution Lookup to the associated Veeva Distribution record. Lookup
Scientific_Interest_vod Active_vod Active When active the Scientific Interest becomes available for selection on Documented Interest. Check box
Scientific_Interest_vod Country_Code_vod Country The country for which the Scientific Interest is applicable. Picklist
Scientific_Interest_vod Detail_Group_vod Detail Group Detail group that the product is associated. Lookup
Scientific_Interest_vod DI_Expiration_Duration_vod DI Expiration Duration Duration in months for which documented interest is valid. Number
Scientific_Interest_vod Interest_Category_vod Interest Category List of updates HCP would like to be contacted for. Multiselect Picklist
Scientific_Interest_vod Product_vod Product Lookup to the Product record which should appear on the Scientific Interest page. Lookup
Scientific_Interest_vod Sharing_Group_vod Sharing Group Used for sharing records. Text
Sent_Message_vod AOC_ID_vod AOC ID Name of AOC that is part of the signature request link. Text
Sent_Message_vod Transaction_Type_vod Transaction Type The type of transaction the Engage Link is pointing to. Picklist
Signature_Request_vod AOC_ID_vod AOC ID Used to stamp AOC record id that is part of the signature request. Text