What's New In 25R1.0
The CRM 25R1.0 major release includes several new features, as well as User Visible and Behavior Changes.
- Sandbox Release - April 17, 2025
- Production Release - May 1, 2025
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 25R1.0 Feature Enablement and Availability information in this release note.
New Fields and New Objects are also included.
Announcements
Salesforce Workflow and Process Builder Retirement
Salesforce has announced they will stop supporting Workflow Rules and Process Builder on December 31, 2025. In the Winter '23 release, Salesforce officially retired the ability to create new Workflow Rules and Process Builder processes. This move supports the transition to Salesforce Flow.
What This Means for You:
- Existing Automations - Any existing Workflow Rules and Process Builder processes will continue to run without disruption.
- Support and Maintenance - Salesforce will end support and bug fixes for Workflow Rules and Process Builder on December 31, 2025. While these tools will still function, they are no longer being actively maintained.
Recommended Action - To ensure your processes remain supported and aligned with Salesforce best practices, we strongly recommend evaluating and migrating existing Workflow Rules and Process Builder logic to Salesforce Flow.
Updating Salesforce API Versions
With the 25R1.0 release, Veeva is updating all Apex Classes, Apex Triggers, or Visualforce Pages used in current Veeva code to the latest API version. Customers should investigate any custom code and ensure custom Apex Classes, Apex Triggers, or Visualforce Pages are also updated to at least API version 45.0.
Deprecating Unused Items in 25R1.0
The following legacy items are no longer used in Veeva CRM and are not updated or supported as of the 25R1.0 release. If you would like them removed from your org, please open a support ticket.
| Name | Type |
|---|---|
| ACC_TERR_ROLLUP_RPT_vod | Apex Page |
| Account_Cycle_Plan_vod | Apex Page |
| Account_Plan_vod | Apex Trigger |
| Account_Summary | Apex Page |
| ANALYTIC_ACC_ERROR_REPORT_vod | Apex Page |
| ANALYTIC_PROD_ERR_RPT_vod | Apex Page |
| ANALYTIC_ZIP_ERROR_RPT_vod | Apex Page |
| Analytics | Apex Page |
| Analytics_vod | Apex Page |
| Assign_Territory | Apex Page |
| Call_Report_From_Account_vod | Apex Page |
| Contract_Edit_vod | Apex Page |
| Contract_Line_Series_Contract_Edit_vod | Apex Page |
| CreateSampleLots_vod | Apex Page |
| Download_Activity_Log_Month_vod | Apex Page |
| Download_Activity_Log_vod | Apex Page |
| Download_Activity_Log_Week_vod | Apex Page |
| LightningLogoVod | Static Resource |
| LightningReadyVodController | Apex Class |
| LightningStylesVod | Static Resource |
| Medical_Insight_From_Account_Plan_vod | Apex Page |
| Medical_Insight_From_Account_vod | Apex Page |
| New_Call_vod | Apex Component |
| Print_Sample_Receipt_vod | Apex Page |
| sheetjs | Static Resource |
| Sunrise_18R1_Evaluation_Install_vod | Apex Page |
| Territory_Utilities_vod | Apex Page |
| VEEVA_RUN_ANALYTICS_FILES_CLEAN_UP | Apex Class |
| VeevaCrmVod | Static Resource |
| VeevaDeleteRemoteMeetingHelper | Apex Class |
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 25R1.0 release includes features from the 24R3.4 minor release.
Call Planning
Integrating My Schedule and Microsoft Outlook Calendars on iPhone
To make scheduling more efficient for iPhone users, admins can integrate My Schedule and Microsoft Outlook calendars into one view, enabling users to view all their appointments in one place on the iPhone platform. Users can view My Schedule entries in their Microsoft Outlook calendar, or vice versa.
Call Reporting
Users on the Browser platform can now record unique activities group calls when both the Require Details (--rd) and Search Users (--su) section signals are enabled. Unique activities group calls enable users to capture specific information for each HCP selected as an attendee on a group call.
Integrations
Microsoft Intune for Veeva CRM
Embedding the Microsoft Intune SDK in the Veeva CRM iOS app provides granular Mobile Application Management (MAM) across both unmanaged and managed devices. Users with unmanaged devices can access Veeva CRM from their own devices for a flexible and cost-effective bring-your-own-device (BYOD) model, while complying with corporate security requirements and protecting corporate data. For users with devices managed through Microsoft Intune Mobile Device Management (MDM), MAM can be used to layer additional app-level security protections.
Multichannel Cycle Plans
Identifying MCCP Target Accounts
To effectively plan activities and achieve MCCP (Multichannel Cycle Plan) goals, users can generate an account view of active target accounts for use in My Accounts and My Schedule.
Sample Management
Overriding Locked Sample Management Records
To ensure seamless updates while maintaining data security and compliance with regulatory requirements, admin users and integration users can update fields on submitted or locked Sample Management records without manually unlocking the record or requiring Modify All permission.
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.
Account Management
|
Platform |
Description |
Before |
After |
|---|---|---|---|
|
Browser |
When a user creates a child account that does not have visibility to all other children of the parent account, the parent addresses are pushed to the child accounts using elevated permissions. This prevents child account records with missing or incorrect addresses. |
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Call Planning
|
Platform |
Description |
Before |
After |
|---|---|---|---|
|
Browser |
To enable users to delete calls directly from Lightning for My Schedule, a Delete button displays on call popovers. |
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iPhone |
For users signed in to Microsoft Outlook through Integrating My Schedule and Microsoft Outlook Calendars, a gear icon displays in the My Schedule header. Select the icon to access the Options menu. |
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CLM
|
Platform |
Description |
Before |
After |
|---|---|---|---|
|
CRM Desktop (Mac) |
The installer for the Veeva CRM Desktop app for Mac is now updated to allow end users to install and upgrade the app without admin privileges on their devices. See Managing the Veeva CRM Desktop for Mac for more information. |
n/a | n/a |
25R1.0 Feature Enablement and Availability
New functionality introduced in the Veeva CRM 25R1.0 release is available:
|
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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Call Planning |
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Integrating My Schedule and Microsoft Outlook Calendars on iPhone |
No |
No* |
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Call Reporting |
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| No | No* |
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Integrations |
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No |
Yes |
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Multichannel Cycle Plans |
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No |
Yes |
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Sample Management |
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No |
Yes |
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* Parity items do not typically require configuration if you are using this functionality on another platform. In some cases, VMOCs must be enabled for the added platform.
New Objects
No new objects were added in Veeva CRM 25R1.0.
New Fields
The following fields were added in Veeva CRM 25R1.0:
| Object | Field Name | Field Label | Description | Type |
|---|---|---|---|---|
| Sample_Order_Transaction_vod | Override_Lock_vod | Override Lock | This allows a non-Admin User to make changes to a Submitted Sample Order Transaction without requiring the User to unlock the record. | Check box |
| Sample_Transaction_vod | Override_Lock_vod | Override Lock | This allows a non-Admin User to make changes to a Submitted Sample Transaction without requiring the User to unlock the record. | Check box |
| TSF_vod | MCCP_Target_vod | MCCP Target | Determines whether the account is MCCP target in that territory. | Check box |
| User | Profile_Id_vod | Profile Id | Populates the Id of the profile the user belongs to. | Text |
