What's New In 24R3.0
The CRM 24R3.0 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 24R3.0 Feature Enablement and Availability information in this release note.
New Fields and New Objects are also included.
Announcements
SAP Concur API Version 1 End of Life 25R1.0
The Call and Medical Event SAP Concur integration will be automatically updated to API Version 3 in our 25R1.0 release. Customers should review how to enable SAP Concur API Version 3 to ensure there is no disruption when API Version 3 becomes enabled.
Updating Trusted URLs for Lightning MyInsights
With the Salesforce Spring '25 release, the Adopt updated CSP directives is delivered default enabled. Customers using Lightning MyInsights must add Veeva's CDN https://*.vod309.com to their list of Trusted URLs and select the following items under CSP Directives:
- connect-src(scripts)
- frame-src(iframe content)
- img-src(images)
- style-src(stylesheets)
See the Salesforce documentation for more information.
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 24R3.0 release includes features from the following minor releases:
Approved Email
Sending Engage Meeting Invitations via Approved Email on CRM Desktop (Windows)
Approved Email users on CRM Desktop (Windows) can now send meeting invitations to up to 50 attendees at once from High Performance Call Report. Email templates are designated as invitations for an Engage meeting, enabling meeting hosts to send meeting details and ICS to attendees, including attendee-specific URLs for joining the Engage meeting.
Sending Microsoft Teams Meeting Invitations via Approved Email
With Approved Email, users can send meeting invitations to up to 50 Microsoft Teams meeting attendees at once. Approved Email templates and tokens ensure that all of the important details, for example, the date and time, meeting URL, and password (if enabled) are included in the email.
Call Sampling
Validating CDS Licenses with MCSR
Controlled and Dangerous Substances (CDS) license validation can be customized for varying product schedules and CDS license requirements across states, to ensure users distribute samples and BRCs to HCPs with the appropriate credentials. CDS license information is validated when sampling to accounts in states which require CDS licenses for controlled substances. In some states, HCPs must have a CDS license for every address where they stock or store samples that are controlled by the state but not by the DEA. For example, MCSR (Massachusetts Controlled Substance Registration) licenses are needed for sampling Massachusetts Schedule VI substances.
CLM
Creating and Managing Website Content in Vault PromoMats/MedComms
Content creators can create and manage website content as binders and slides in Vault PromoMats/MedComms. Website content then syncs to CRM as part of the CLM integration with Vault.
Consent Capture
Edit Consent Channel Values on iPhone
Users on the iPhone platform can edit consent channel values, enabling them to add or update an email address or phone number to capture consent.
Engage
Sharing Digital Business Cards from the Home Page
The Share Digital Business Card (DBC) component on the home page allows CRM users to send their DBC to HCPs. HCPs can view the CRM user's DBC in the browser or in the Engage app, if installed. Additionally, HCPs who are signed into Engage can connect to the CRM user. CRM users must have DBCs enabled, but do not need to have Chat or Ping enabled.
Adding Digital Business Cards to Apple Wallet on iPhone
Users can add the QR codes for their digital business cards to the Apple Wallet. This makes it faster and more convenient for users to share their digital business cards using their phones outside of CRM.
Presenting CLM Content Remotely on CRM Desktop (Windows)
Presenting CLM content remotely allows HCPs to view CLM content on their own devices during calls with CRM Desktop (Windows) users without being in a meeting. Details about the session, including the link, are shared with the HCPs using social messaging apps, verbally, or with a QR code. Selecting the link allows the HCP to view the CLM content in their browser without installing an app. End users on CRM Desktop (Windows) can present CLM content remotely and track the activity in call mode or Save for Later Call mode.
Events Management
Designating Self-Registration Disclaimers as Optional (Available December 5, 2024)
By default, event registrants must acknowledge disclaimers before registering. This ensures they agree to certain terms and conditions. Business admin users can configure disclaimers to be optional, enabling organizations to capture different types of acknowledgment, for example, consent, identification, and privacy policy during the registration process that can be used for external communications and reporting.
Disabling the Refreshed UI for Expense Management
Customers can disable the Refreshed UI for the Expense Management module while retaining the other UI enhancements. This is useful for customers who use multiple split expenses per expense header.
Network Integration
Veeva Network supports the integration of Massachusetts Controlled Substance Registrations (MCSR) licenses between Network, OpenData, and Veeva CRM. The Network integration populates the Controlled Dangerous Substances (CDS) licenses for Massachusetts only to the specified address and populates the CDS drug schedule information.
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.
Consent Capture
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Platform |
Description |
Before |
After |
|---|---|---|---|
| iPhone | Users can add or edit consent channel values when capturing consent. |
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Engage
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Platform |
Description |
Before |
After |
|---|---|---|---|
|
iPad iPhone |
The Preview Digital Business Card link displays on the Send Connection Invite modal when sending connection invites from CRM via the Share Engage Invite Link in the Engage tab. |
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iPhone |
The Add to Apple Wallet button displays as a sharing option when sharing digital business cards from the Engage tab. |
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24R3.0 Feature Enablement and Availability
New functionality introduced in the Veeva CRM 24R3.0 release is available:
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CRM Feature Availability and Enablement |
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|---|---|---|---|---|---|---|---|
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Feature |
User Visible Change |
Configuration Required |
Browser |
CRM Desktop (Mac) |
CRM Desktop (Windows) |
iPad |
iPhone |
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Approved Email |
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No |
No* |
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Sending Microsoft Teams Meeting Invitations via Approved Email |
No |
Yes |
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Call Sampling |
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| No | Yes |
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CLM |
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Creating and Managing Website Content in Vault PromoMats/MedComms |
No |
Yes |
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Consent Capture |
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Yes |
No |
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Engage |
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Yes |
No |
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No |
No* |
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No |
Yes |
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Events Management |
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Designating Self-Registration Disclaimers as Optional (Available December 5, 2024) |
No |
Yes |
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No |
Yes |
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Network Integration |
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No |
Yes |
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* Parity items do not require configuration if you are using this functionality on another platform.
New Objects
No new objects were added in Veeva CRM 24R3.0.
New Fields
The list below contains all fields added in Veeva CRM 24R3.0. The fields are organized by object.
| Object | Field Name | Field Label | Description | Type |
|---|---|---|---|---|
| Address_vod | CDS_Schedule_vod | CDS_Schedule_vod | The list of state-designated schedule(s) for which the Person Account is eligible to receive samples at this address. | Text |
| Multichannel_Activity_Line_vod | Share_Channel_vod | Share Channel | The channel through which the key message was shared. | Picklist |
| Multichannel_Activity_vod | Remote_CLM_ID_vod | Remote CLM ID | The ID of the Remote CLM session. | Text |
| Multichannel_Activity_vod | Remote_CLM_Participant_URL_vod | Remote CLM Participant URL | The Remote CLM URL for the participant. | Text |
| Multichannel_Activity_vod | Remote_CLM_Presenter_URL_vod | Remote CLM Presenter URL | The Remote CLM URL for the presenter. | Text |
| Multichannel_Activity_vod | Remote_CLM_UUID_vod | Remote CLM UUID | The UUID of the Remote CLM session. | Text |
| Product_vod | CDS_State_Schedule_vod | CDS_State_Schedule_vod | The list of state-designated schedule(s) of the product. | Text |
| Samples_State_Settings_vod | CDS_for_Non_Controlled_vod | CDS_for_Non_Controlled_vod | Indicates if the state requires CDS validation for both controlled and non-controlled substances. | Check box |
| Sent_Message_vod | Multichannel_Activity_vod | Multichannel Activity | References the associated Multichannel Activity record. | Lookup |
| Sent_Message_vod | Sent_Via_vod | Sent Via | Used to send the Engage Link. | Picklist |
| VMobile_Home_Page_Layout_vod | zvod_share_dbc_vod | zvod_share_dbc | Corresponds to the Share DBC component on the Home page. | Check box |
