Engage

Reporting on Disconnects in Engage Connect

The Disconnects report is available to provide visibility into when CRM users and HCPs get disconnected, including who initiated the disconnect and when. When a CRM user leaves the company, the Disconnects report helps customers inform a new CRM user about prior HCP connections in their territory

MyInsights Studio

Updates to the Diagnosed Patient Page Template (Available March 21, 2024)

The Diagnosed Patient page template is updated with a new design that displays patient data at the HCP level, including prescribed products, and trends between different markets. To see the updates, users must download the revised template.

Updates to the Market Trend Page Template (Available March 21, 2024)

The Market Trend page template is updated with minor label and design updates, and a new date dropdown menu. To see the updates, users must download the revised template.

Suggestions

Scheduling a Call from a Suggestion in Lightning for My Schedule

When Lightning for My Schedule is enabled and users schedule a call from a call-type suggestion, the user is automatically redirected to Lightning for My Schedule, where the new call entry displays. To highlight which call was created from the suggestion, the call popover is automatically open for the new entry. If Stamping Suggestion Title and Reason on the Call Report is enabled, the title and reason are also stamped on the new call report.

Account Management

Search for Affiliations in All Affiliations View

Users can search the affiliations displayed in the All Affiliations view in Stakeholder Navigator. This allows users to quickly find and view details about the relationship between two accounts.

Long Notes in Data Change Requests

Admins can enable a long notes text area for data change requests. When end users submit a data change request, the Notes section, which is used to provide additional information about the requested change, allows up to 1,000 characters.

Call Planning

Manager View in Lightning for My Schedule

On the Browser platform, managers can now review their reports’ scheduled activities with manager view in Lightning for My Schedule. This functionality does not require configuration if Lightning for My Schedule is enabled. By default, users with direct reports can view My Schedule calendars for the users in territories one or more levels below their territory, based on territory hierarchy.

Call Reporting

Displaying MyInsights Content on the Call Report

The MyInsights section on the call report displays relevant content from MyInsights pages. This enables users to easily view key information for call reporting without leaving the call report.Content Creators can create custom MyInsights pages for the call report, or use MyInsights Studio to create content for the call report. For example, the MyInsights content could include call history for an account, sales data for a product, a summary of the steps to take on the call, or other account data to inform the user’s next visit with an HCP.

CLM

Stamping Media Type and Publishing Method for CLM Content

Admins can report on the media type and publishing method of CLM presentations, allowing customers to analyze HCP engagement with content.

Engage

Actioning Meeting Requests in Lightning for My Schedule

Users can now accept, decline, and remove meeting requests in Lightning for My Schedule. This enables users to easily respond when they receive meeting requests from HCPs via the Engage Scheduling Site or data loaded Meeting_Request_vod records.

Deactivating Users’ Microsoft Outlook Integrations

Admins can deactivate the Microsoft Outlook integration for individual users when they no longer need access to the integration. When a user’s Microsoft Outlook integration is deactivated, the user’s Veeva CRM calendar does not display in Microsoft Outlook. After the Microsoft Outlook integration is deactivated, admins can reactivate the user if needed.

Managing Presentation Display Names

Admins can define display names for each presentation in CRM. Display names display for web link previews and in the HCP Content Player. This ensures the correct names display to HCPs when viewing content from a web link.

Managing Profile Information for Digital Business Cards

Admins and users can manage user profile information available to HCPs in digital business cards for Engage in Veeva CRM. Admins can manage the digital business cards for a group of users at once or for an individual user. Users can manage their own profile information from the Veeva CRM app on iOS devices.

Viewing HCP Accounts and Disconnecting from HCP Connections in CRM

Users can navigate directly to an HCP account and disconnect from HCP connections from the chat threads in the Engage tab.

Engage HCP

Public Digital Business Cards

HCPs who are not signed into Engage can view public versions of digital business cards for CRM users by selecting the CRM user's connection invite link or scanning their QR code. The digital business card includes the CRM user's profile information and available contact methods.

Sending Meeting Requests from Engage

HCPs can access the Engage Scheduling Site from chat threads or CRM user profiles, making it easier and more convenient for HCPs to send meeting requests to CRM users.

Events Management

Medical Inquiries

Creating Medical Inquiries for Child Accounts

Users can create medical inquiries for child accounts. By creating the medical inquiry for a child account instead of the parent, users can easily maintain the relationship between the Business Account and Person Account. The business location is stamped on the medical inquiry to allow the field user to easily verify the correct child account is used.

MyInsights Studio

Viewing Compass Medical Claims Data (Available February 22, 2024)

The Market Trend page template now displays the status of company and competitor products within a specified territory using prescription and medical claim data.
Users who previously downloaded the Market Trend page template should download and use the new template when available.

Order Management

Creating Orders from High Performance Call Report

Order Management is now available from the High Performance Call Report.

Suggestions

Scheduling a Call from a Suggestion in Lightning for My Schedule (Removed February 12, 2024)

When Lightning for My Schedule is enabled and users schedule a call from a call-type suggestion, the user is automatically redirected to Lightning for My Schedule, where the new call entry displays.

Sync

Updates to Non-Blocking Sync

Non-blocking sync now automatically runs the first time users sign into Veeva CRM or open the app while still signed in on a given day. This ensures any data and metadata changes from the previous day are automatically downloaded. Previously, non-blocking sync ran automatically only if at least 24 hours had passed since the previous automatic non-blocking sync.

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.

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.

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

Call Planning

Setting Microsoft Outlook Entries as Private in My Schedule

When a Microsoft Outlook entry is set as private, only the minimally required information for the entry is pulled into Veeva CRM. In My Schedule, the entry displays as Private.

Call Cycles in Lightning for My Schedule

To streamline call planning and scheduling, Browser (Lightning) users can save sets of recurring calls as a call cycle, then apply the call cycle to create all their upcoming calls for the week at once.

Call Reporting

Limiting Past Call Submission on CRM Desktop (Windows)

To prevent users on the CRM Desktop (Windows) platform from submitting calls that occurred too far in the past, admins can restrict call submission for the previous month’s calls past a certain number of days into the current month. The limit on past call submission can be customized for each month of the year.

Call Sampling

Displaying the State Distributor License Indicator for CRM Desktop (Windows)

The State Distributor License indicator is available on the CRM Desktop (Windows) platform. For efficiency in call reporting, the State Distributor license indicator enables users to quickly and easily see whether an account’s State Distributor license is valid.

Engage

Enabling Engage Chat in CRM on Android

Android users can now chat with HCPs directly from Veeva CRM in the Engage tab. Engage chat is a convenient, secure, and compliant communication channel for users to interact and share information with HCPs outside of calls.

Customizing Engage Rating Feedback with Qualtrics or Medallia

In addition to the 5-star rating feedback that an HCP can fill out, admins can configure a custom Qualtrics or Medallia survey to collect feedback from HCPs after an Engage Meeting. This allows organizations to tailor survey questions to current business needs and take advantage of the rating system’s high response rate. The combination of the ratings and survey results provide a better and more direct understanding of how content and customer experience is perceived by HCPs.

Filtering Approved Content and Samples to Share in Engage Chat (Available October 5, 2023)

Admins can define content filters for Engage Connect groups to restrict the approved content CRM users can share via Engage chat in the Engage tab in Veeva CRM or in Engage Connect, and the samples and materials HCPs can request from those users in Engage. Content filters work in conjunction with a user's country, user type, and assigned brands to determine which content is available to share. For example, there may be multiple indications for a product, but users in a particular Engage Connect group only have permission to share approved content for a specific indication via Engage chat. See this video about filtering approved content and samples to share in Engage chat.

Engage HCP

Managing Email Notifications for Unread Chat Messages

HCPs can enable email notifications about unread chat messages to prevent them from missing new messages from CRM users or other HCPs. This is especially useful for HCPs using Engage Web or who have push notifications disabled, who can easily miss new messages in Engage and not respond.

Integrated Scheduling: Viewing Meeting Request Status in Engage

To plan for upcoming meetings, HCPs can track their meeting request status in the Engage app and view additional scheduling details, for example, the meeting type. Status for each meeting request is listed in the Meetings tab. When CRM users accept or decline a meeting request, the notifications in the Engage app are updated and HCPs receive push notifications with the meeting request status.

Events Management

Creating New Accounts from Walk-in Attendees

Walk-in attendees often need to be reconciled to an account in CRM before the event can be closed. If an existing account is not found during reconciliation, users can create a new Account record directly within Events Management to reconcile the walk-in attendee. Information from the walk-in attendee is used to automatically populate fields in the new Account record to streamline the creation process.

Attaching Files to Event Materials and Expense Headers in Lightning for Events Management

End users using Lightning for Events Management can add files to event materials and expense headers while directly creating or editing the record, instead of needing to save the record first. This streamlines the creating and editing process for these types of records.

Updates to Virtual Event Attendance Tracking

Attendance tracking in virtual events was updated to provide greater detail about the virtual event, for example, if the event had a practice session containing only internal users, as well as the virtual engagement minutes. These updates also provide more information about each attendee, for example, their IP address. This information becomes available in CRM as it becomes available from Zoom, making it easier for users to quickly review event attendance information about a recent virtual event.These updates are enabled by default and only apply to virtual events scheduled after the 23R2.2 release.

MyInsights Studio

Using the Medical HCP Page Template (Available October 5, 2023)

The Medical HCP page template helps content creators to quickly create a MyInsights page that allows end users to view HCP account-level data, including medical activity, discussions, inquiries, and insights, all in one place. Content creators can customize the page template using MyInsights Studio.

Using the Medical Territory Page Template (Available October 5, 2023)

The Medical Territory page template helps content creators to quickly create a MyInsights page that allows end users to view operational and historical data across HCPs and KOLs at the territory level, including medical activity, discussions, inquiries, and insights all in one place. Content creators can customize the page template using MyInsights Studio.

Flightpath

Flightpath is an educational tool where you'll find overviews and examples to walk you through how to leverage CRM features and functionality.

Introduction to Key Medical Insights

Learn how Key Medical Insights allows MSLs in the field to quickly and easily submit important information as they discover it.

Using MyInsights Studio Templates

Updated to include two new Medical templates.

Call Reporting

Stamping Suggestion Title and Reason on the Call Report for CRM Desktop (Windows)

On the CRM Desktop (Windows) platform, the suggestion title and reason display on call reports created from call-type Suggestions to help users plan and prepare for calls. Admins and managers use suggestions to recommend users take certain actions—for example, suggesting users schedule a call with a specific HCP.

Requiring Medical Discussions for CRM Desktop (Windows)

To ensure call reports are complete, users on the CRM Desktop (Windows) platform can be required to capture at least one Medical Discussion to submit a call report. Requiring Medical Discussions reduces potential compliance risks resulting from incomplete or inaccurate call reports. It also helps provide a more complete picture of past HCP interactions for other CRM users to use in call planning and future discussions with HCPs.

Engage

Optional Calendar Event Fields for Microsoft Outlook Integration

To control which information on a Microsoft Outlook entry is pulled in to Veeva CRM, admins can remove users’ FLS permissions for fields which are not required for the integration. If Edit FLS for a field is not provided, the field’s data is not pulled in to Veeva CRM.

Importing Regulatory Statements with HTML Formatting

The Regulatory Statement HTML column was added to the company configuration file to allow basic text formatting for the regulatory information displayed to HCPs. This Regulatory Statement HTML column is optional, however, when it is populated, the regulatory statement also displays for users who have not upgraded to the latest versions of Engage and Engage Connect

Order Management

Delivery Discount Pricing Rule

Delivery Discount pricing rules allow users to offer different order discounts based on the delivery date for each child delivery. Users can offer a discount if the desired quantity is ordered for each delivery for the order, not for the total parent order. This encourages pharmacists to buy more quantities of a given product within a preferred time period to stock up in advance of expected demand or to help streamline their supply chain.

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 Account Lists and Views

Learn about Accounts Lists and Views, an easy way to organize your accounts, enabling you to group them according to a set of criteria.

Introduction to Multichannel Cycle Plans

Learn how to combine users' progress statistics from multiple CRM areas into one place to guide users on which channel activities provide the most value for their targets.

Managing Sample Inventory

Learn how to allocate and track sample inventory and set configurable warnings to help users stay within their allotted inventory for the quarter.

Account Management

Customizing Account Fields in Stakeholder Navigator

Admins can customize the Account fields that display in Stakeholder Navigator to help identify an account. This makes it easier to determine if users are viewing the correct account when working with large health systems, where there can be multiple HCPs with duplicate or similar names. Displaying up to two identifying fields, for example an MDM ID or specialty, makes it easier to differentiate between accounts without navigating to the Account Details screen. See this video about customizing account fields.

Approved Email

Approved Email on iPhone

Users can now create, edit, send, and schedule Approved Emails on their iPhone. This brings all Approved Email features to the iPhone platform. See this video about using Approved Email on iPhone.

Call Planning

Displaying Child Accounts in the Scheduler Pane

In Lightning for My Schedule, users can schedule calls for child accounts from the Scheduler pane. Child account views display under the Account Lists and Views dropdown, and child accounts display in the Scheduler pane’s account list.

Call Reporting

High Performance Call Report on CRM Desktop (Mac) (Sandbox Beta)

High performance call report is now available on the CRM Desktop (Mac) app as a Sandbox Beta feature. High performance call report provides a better Veeva CRM Desktop Experience for users, including improved performance. When users edit or create a call report from their online browser, the call report displays as a new window in the CRM Desktop app.

Deselecting CLM Product Details on the Call Report

To accurately record information about their interactions with HCPs, users can deselect product details that were automatically added from CLM presentations.

Call Sampling

Restricting Sampling by Account Credentials and State on CRM Desktop (Windows)

Credential and state based sampling restrictions help ensure CRM Desktop (Windows) users do not record controlled substance sample disbursements to ineligible HCPs from the high performance call report, maintaining compliance with state regulations.

Removing ASSMCA License Validation on CRM Desktop (Windows)

For CRM Desktop (Windows) users, ASSMCA and Ship-to ASSMCA fields no longer display on signature pages.

Selecting an Address for State Distributor License Validation on CRM Desktop (Windows)

CRM Desktop (Windows) users can select an address for State Distributor license validation on the high performance call report. When State Distributor License validation is enabled, this functionality ensures users can disburse samples even if there is not an exact match in the selected HCP and Call Location addresses.

Restricting Sample Send Addresses on CRM Desktop (Windows)

Sample send address restrictions are available on the high performance call report for CRM Desktop (Windows) users. For organizations with an address verification program or specific facility restriction policies, restrictions on sample send addresses prevent certain addresses from receiving BRCs, even if the account and address are eligible for hand carry samples.

CLM

Syncing Slide Notes for Multichannel Slide Documents in Vault

Slides notes are now supported on the Multichannel Slide document in Vault and sync over to CRM.

Locking CLM Content Size

Admins can lock CLM content to 1024 pixels by 768 pixels to prevent content that was originally developed for iPad using a fixed size from being distorted when displayed on larger screens. This allows content to display at the same size regardless of the size of the screen. Locking the size of the content allows customers to reuse existing content that has been developed for legacy iPad screens because the content does not stretch to fill larger screens.

Displaying CLM Content in Window View on CRM Desktop (Mac)

On CRM Desktop (Mac), users can access other windows on their desktop while still presenting CLM content by switching to Window View. This allows easier navigation between windows without disrupting activity tracking.

Displaying Presentations in Presenter View

Users can present CLM in Presenter View, which includes the current slide and its slide notes, the navigation bar, and a preview of the next slide. See this video about displaying presentations on Veeva CRM Desktop.

Engage

Scheduling and Starting Microsoft Teams Meetings

Users can schedule and start Microsoft Teams meetings from Veeva CRM. Meetings are conducted in Microsoft Teams, using the host’s corporate Microsoft Teams account. The meeting is hosted by Microsoft Teams and the meeting experience is controlled by the user’s corporate Microsoft Teams configuration. See this video about scheduling and starting Microsoft Teams meetings from Veeva CRM.

Starting Microsoft Teams Meetings from Calls in Microsoft Outlook

To easily work across Microsoft Teams, Microsoft Outlook, and Veeva CRM, users can start Microsoft Teams meetings from calls synced to their Microsoft Outlook calendars.

Improved Sync with Microsoft Outlook

When users create, edit, or delete Microsoft Outlook calendar entries, the changes are reflected in Veeva CRM in real time, instead of being updated each hour.

Real-time updates will be available in production on July 27, 2023.

Configuring Microsoft Integrations with the Microsoft Graph API Permission Set

The Microsoft Graph API permission set allows admins to easily configure Microsoft integrations with Veeva CRM. Apply the permission set to grant permissions for end user profiles.

Creating Unavailable Time Slots from External Calendar Events

To prevent HCPs from sending meeting requests for times when users are not available, users can mark external calendar events in My Schedule as unavailable for scheduling. See this video about creating unavailable time slots from external calendar events.

Scheduling and Starting an Engage Meeting from the High Performance Call Report on CRM Desktop (Windows)

CRM Desktop (Windows) users can schedule and start Engage Meetings from the high performance call report. Users can access Engage Meetings from the Schedule Engage Meeting option or the Meet Now option in the More Actions menu on the call report. See this video about scheduling and starting Engage meetings.

Capturing Remote Signatures for Sampling in Engage on CRM Desktop (Windows)

CRM Desktop (Windows) users can sample BRCs via the high performance call report and capture a signature while in an Engage meeting. This extends the user’s ability to provide samples to HCPs without needing a face-to-face meeting. See this video about capturing remote signatures for sampling in Engage.

Sending Websites via Web Link Using Engage Chat in CRM

To allow users to send approved website content to HCPs through non-email channels, users can send website links to HCPs using Engage Chat in CRM. The Engage tab must be configured. Admins can add tracking tokens to website links to track visitor engagement with specific websites and identify where and when the link was sent.

Sending Auto-Published Content via Web Link Using Engage Chat in CRM

Users can use Engage Chat in CRM to send HCPs links to CLM content from the media library. The Engage tab must be configured. Any action the recipient takes on the link is tracked, allowing admins to analyze engagement with specific presentations to improve CLM content.

Displaying the Engage Profile Indicator on Accounts on iPhone

iPhone users can now view the Engage profile indicator on accounts. The Engage profile indicator is an icon displayed on accounts, usually for HCPs, to indicate the account is linked to an Engage profile, allowing users to connect and chat with HCPs.

Viewing Profile Photos in the Engage Profile Indicator

Users can view profile photos after selecting the Engage profile indicator on an account to easily identify and distinguish the account's linked Engage profiles. Users can check the profile photo to ensure they are selecting the correct profile to which to send messages or connection invites.

Sending Engage Connection Invites to HCPs

Users can send Engage connection invites to HCPs directly from Veeva CRM. Connecting with HCPs allows users to chat with them in Engage. See this video about sending Engage connection invites in CRM.

Events Management

Defining Speaker Caps for the Next Year

To prepare for a speaker’s changing responsibilities, for example, a popular speaker being more utilized, business admins can define a speaker’s annual cap for the upcoming year. This is useful if the business admin knows that a speaker will need a different annual cap for their next year compared to their current year.

Designating Speaker Caps by Product

Business admins can allocate a portion of a speaker's annual cap for a specific product. This enables tracking a speaker’s yearly spending and utilization on a product-specific level, since speakers may speak on behalf of more than one product. See this video about using Product-Specific Speaker Caps.

Event Business Rules in Lightning for Events Management

Event organizers can use Event Business Rules to assist event organizers with planning an event, minimizing mistakes, and ensuring compliance.

Notes in Lightning for Events Management

Event organizers can add notes to collaborate planning an event by enabling users to leave relevant notes when planning and executing an event.

Tasks in Lightning for Events Management

Event organizers can assign event-related Salesforce Tasks to users or groups. Tasks provide event organizers a way to create, assign, and be reminded of tasks relating to the completion of an event.

Child Accounts in Lightning for Events Management

Event organizers can add Child Accounts as event attendees. This allows event organizers to properly track HCP behavior in orgs using Child Accounts.

Searching and Filtering in Lightning for Events Management Related Lists

With Lightning for Events Management enabled, event organizers can search and filter related lists on EM_Event_vod records. This enables organizers to quickly find records related to an event, as large events may also have large amounts of related records.

Displaying the Event Identifier on the Events Homepage

To enable event team members to quickly identify events on the Events Homepage, admins can configure an additional field used to search for an event. Organizations can populate this field via an automated process, for example an integration, to display identifying information to event team members.

Medical Events

Supporting Medical Event Sharing Rules on the iPad

Admins can configure Medical Event VMOCs to support Sharing Rules on the iPad. This enables Sharing Rules configured on the Browser platforms to be synced down and respected on the iPad platform.

MyInsights

Using CLM Thumbnails in MyInsights

Content creators can add a thumbnail image and descriptive information from the first slide in a CLM presentation to a MyInsights page. Users can see an image of a CLM presentation on the page without opening the presentation, allowing them to quickly determine the appropriate presentation to show an HCP. Alternatively, content creators can add a thumbnail image for a specific slide in a CLM presentation.

MyInsights Studio

Speaker Entry Point

Content creators can now create a MyInsights page using the Speaker content type in MyInsights Studio to display detailed speaker information from other CRM objects and fields not available on the Speaker Tab. The page displays when users select a speaker from the Events Management Speaker tab.

Viewing Compass Data Using MyInsights

Content creators can use MyInsights Studio to create a MyInsights page that embeds Compass patient data and aggregated prescription data at the HCP and product levels. For example, content creators can create a MyInsights page that displays total HCP prescriptions at the product level.

Scheduling and Planning

Using the Business Calendar

The business calendar enables users to visualize and track ongoing sales cycles, campaigns, and account plans within their company. Additionally, business administrators can create a customized company calendar, facilitating communication of company-defined holidays, industry-level events, and company-specific events, for example PDUFA dates. See this video about using the business calendar.

Suggestions

Channel, Time, and Date for Call Suggestions

To tailor outreach for individual HCPs, suggestion creators can highlight the ideal channel, time, and date for users to meet with an HCP. When users schedule a call from a suggestion with a planned datetime or date and a planned call channel, the planned time slot is highlighted on the calendar and the planned channel is populated on the new call report. See this video about channel, time, and date for call suggestions.

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 Microsoft Outlook with My Schedule

Learn all about integrating and using Microsoft Outlook Calendar with My Schedule in CRM.

Using Microsoft Teams for Remote Meetings

Learn how to schedule and start remote meetings using Microsoft Teams in CRM.

Introduction to Recommended Email

Learn how to use Recommended Email to execute a successful marketing email campaign.

Introduction to Stakeholder Navigator

Learn how to use Stakeholder Navigator to execute a successful account management strategy.

Using MyInsights Studio Templates

Learn how to import and use MyInsights Studio templates to create new content.

Account Management

Child Accounts in Lightning for My Accounts

Lightning for My Accounts users are now able to create, update, and delete child account views, access data matching the child account view, and schedule calls in bulk.

Call Planning

Viewing and Searching Accounts with the Scheduler Pane

To easily find accounts, users can utilize account lists and views to search for accounts from the Scheduler pane in Lightning for My Schedule. See this video about using the Scheduler pane.

Engage

Sharing Contacts as a CRM User

The logic for shareable contacts is updated to allow you to share more CRM user contacts than before. You can now share user contacts at your company who are associated with at least one of the same brands, regardless of country. You can also share contacts who have not previously signed into Engage Connect.

Sharing Contacts as an HCP

The Share a Contact button allows HCPs to recommend and share connections with coworkers via chat. This helps the right people in the HCP’s office get connected to the right people in your company to discuss specific products.

New Field for Integrating My Schedule and Outlook Calendars

To prepare for potential future integrations with Microsoft, an Enable_MS_Outlook_Calendar_vod check box field is added to the User object. To enable Integrating My Schedule and Microsoft Outlook Calendars, the Enable_MS_Outlook_Calendar_vod check box must be selected on the User record for each user who should have access to the feature.

The Enable_MS_Outlook_Calendar_vod check box is automatically selected for users who have already connected their Microsoft Outlook calendars with My Schedule, as part of the 23R1.3 release.

Events Management

SAP Concur Integration with Lightning for Events Management

Event organizers in orgs with Lightning for Events Management enabled can submit their event’s expenses to SAP Concur, eliminating the need for users to manually enter expenses in two systems.

Sync Settings for Integrating Events Management with Vault

To prepare for future functionality when integrating Events Management with Vault, the Sync_Setting_vod field on the Connection_vod object has been added. This new field is required when creating or editing Connection_vod records.

MyInsights

Launching CLM from MyInsights Using the CRM Desktop App

Browser (Lightning) users with MyInsights content that links to a CLM presentation can now open the linked content when using the Windows CRM Desktop app. This provides a seamless user experience for those using online devices.

MyInsights Studio

MyInsights Studio Picklist Translations

When querying picklist fields, both the API name and the translation values are available in the data element preview and can be used within the data elements and page layout.

MyInsights Studio Expanded Deploy Page

Content creators can update their HTML report records from the Deploy page in MyInsights Studio for the following fields without logging into CRM, saving them time and effort:

• External Id - automatically populated when a deployment is created but can be updated
• Visibility Criteria - optional, controls visibility to specific accounts for the Account content type
• Sharing Group - optional, drives customer-specific sharing rules

Call Planning

Preventing Duplicate Time Off Territory Entries on Browser (Classic, Lightning)

Users on the Browser (Classic, Lightning) platforms can be prevented from creating Time Off Territory records overlapping an existing entry, to avoid creating support issues or data issues from duplicate Time Off Territory records.

Displaying Warnings for Weekend Time Off Territory on Browser (Lightning)

To help Browser (Lightning) users avoid generating inaccurate Time Off Territory records, warnings display when users attempt to create Time Off Territory starting on a weekend.

CLM

Displaying CLM Content in Window View

On CRM Desktop (Windows), users can access other windows on their desktop while still presenting CLM content by switching to Window View. This allows easier navigation between windows without disrupting activity tracking. See this video about Displaying CLM Content in the Veeva CRM Desktop App.

Fading Out CLM Content on CRM Desktop (Mac)

Certain compliance regulations require presentation slides to either display in full or not at all. To help users satisfy these compliance regulations, CLM content remains in the background and fades to black until the overlay or navigation bar is completely closed.

Navigating Slides and Presentations on CRM Desktop (Mac)

Users can navigate between CLM slides and presentations using different controls in the media player, including the history buttons and the navigation bar. This allows users to easily and smoothly navigate between any content in their media libraries without requiring navigation to be built into the content itself.

Rotating CLM Slides in Slide Show View on CRM Desktop (Mac)

When displaying CLM content in Slide Show View, CRM Desktop (Mac) users can rotate slides to display them in the appropriate orientation.

Using the Action Menu on CRM Desktop (Mac)

Users have access to action menu options directly from the CLM media player, allowing for increased user efficiency during calls.

Zooming In and Out of Multi Slide Presentations on CRM Desktop (Mac)

When displaying content in Presentation View, users on CRM Desktop (Mac) can zoom in and out of content to easily view small text or diagrams. The content must be published as a Multi Slide Presentation from Vault. Admins can also disable zoom for specific key messages for compliance reasons.

Engage

Displaying the Engage Profile Indicator on Accounts

The Engage profile indicator is an icon displayed on accounts, usually for HCPs, to indicate the account is linked to an Engage profile, allowing users to connect and chat with HCPs. See this video about Displaying the Engage Profile Indicator.

Sending Web Links for Websites via LINE WORKS

Users can send web links for website content via the LINE WORKS app, allowing users to communicate with HCPs using the business version of LINE. For compliance reasons, certain customers cannot use Line or the CopyURL option for web links.

Sending Web Links for Auto-Published Content via LINE WORKS

Users can send web links for auto-published content via the LINE WORKS app, allowing users to communicate with HCPs using the business version of LINE. For compliance reasons, certain customers cannot use Line or the CopyURL option for web links.

Sending Web Links for Remote CLM via LINE WORKS

Users can send web links for remote CLM via the LINE WORKS app, allowing users to communicate with HCPs using the business version of LINE. Customers who cannot use LINE or the CopyURL option due to compliance reasons can use LINE WORKS to send web links.

Events Management

Defining Lifecycle Stages for Events

Events Management administrators can map their organization’s event statuses to standardized lifecycle stages that display when viewing an event. This allows event team members to visualize the current event stage within the lifecycle of the event workflow. See this video about Defining Lifecycle Stages for Events.

Custom Subdomains in the Speaker Portal

The subdomain is a portion of the URL to an organization’s speaker portal that can be customized beyond the default My Domain. Admins can edit the subdomain to integrate company branding into URLs to the Speaker Portal communicated to speakers.

Adding Local Time and Time Zone to an Event in Lightning for Events Management

In orgs using Lightning for Events Management, admins can display event times in the local time and time zone of the event. This reduces confusion when coordinating or communicating with team members, attendees, and speakers.

MyInsights

Integrating External Data with MyInsights Using SSO

MyInsights developers can create content that incorporates data from external applications using SSO (single sign-on). This allows users to view data from Veeva CRM and external sources combined without navigating away from the Veeva CRM app to authentication to the external source.

MyInsights Studio

Managing Custom Content in MyInsights Studio

To simplify the management and deployment of custom MyInsights content, users can import and deploy all content using MyInsights Studio, regardless of where the content was created. Custom- and Studio-created content displays in the Content tab on the MyInsights Studio home page. Each type displays with its own icon type and is listed alphabetically.

Custom content in existing CRM orgs with a My Insights Studio domain is automatically imported when this feature is deployed.

MyInsights Studio User Interface Enhancements

To assist new users in learning to use MyInsights Studio, and to make it easier for current users to create visualizations, several UX and usability improvements are now available.

Platform Description Before After Online The Element Type drop down list now displays available elements alphabetically, and grouped into two categories: Get Data and Calculate Data. Element type names are more descriptive. Online The element type definition of the selected data element displays as a subtitle in the Edit modal. Online Data types in expressions and queries have icons next to each field. Online Several expressions used to perform data calculations are renamed for clarity, and descriptors for the changed data calculations are added. Online When creating an expression to perform a data calculation, available options are listed by order of relevance. Fields from the local data element (if any) are displayed first, followed by fields from singleton data elements, hardcoded expressions, and calculation expressions. Online Standard keyboard navigation works consistently in edit mode, including up and down arrows, tab, esc, and enter keys. n/a n/a

Approved Email

Bounced Email Management

To allow users to fix email addresses that previously bounced, an error message displays so users can verify the address and make changes. This prevents additional attempts to send emails to the incorrect address for the HCP.

Recommended Emails

Recommended Emails allows business admins to publish fully prepared compliant emails for end users to send to accounts. Veeva CRM creates drafts or scheduled emails based on campaign records, and recommends them to end users to be modified, rescheduled, or sent as-is to the campaign targets. See this video about Recommended Emails.

Call Planning

Lightning for My Schedule

Lightning for My Schedule provides users with improved performance and an enhanced Lightning UI. See this video about Lightning for My Schedule.

Displaying Events in My Schedule for Event Team Members

To enable collaboration and coordination between Event Team Members, team members can view events in My Schedule. When users are added to the event team or are part of an Event Team Member group, the event displays in their My Schedule calendar and in the Events I’m Attending view on the Events homepage. If team member events should not display in My Schedule for certain types of users, admins can exclude specific roles. See this video about Displaying Events in My Schedule for Event Team Members.

Call Reporting

High Performance Call Report

High performance call report is now available on the CRM Desktop (Windows) app, providing a better Veeva CRM Desktop Experience for users, including improved performance. When users edit or create a call report from their online browser, the call report displays as a new window in the CRM Desktop app. See this video about High Performance Call Report.

Online Call Report Performance Improvements

Backend querying improvements were made to the call report. Performance improvements vary based on customer configuration.

This functionality does not require configuration.

CLM 

Displaying PowerPoint Presentations in CLM on CRM Desktop (Mac)

CLM presentations containing PowerPoint content launch in PowerPoint outside the CLM media player, while still using the media library. This allows users to maintain the animations and transitions of their PowerPoint presentations, while still ensuring the latest approved version of the presentation is available.

Navigating the Media Library in Tile View on CRM Desktop (Mac)

Users on CRM Desktop (Mac) can navigate the media library in Tile View to easily identify the presentations they need by the thumbnails.

Engage

Capturing Remote Signatures for Medical Inquiry Using Share Link and QR Code

Enabling Share Link and QR code allows Browser Lightning users to capture HCP signatures for medical inquiry requests during virtual meetings. Users can send a signature link to the HCP using Share Link, or users can generate a QR code from the medical inquiry which HCPs scan using their own device to display a signature capture screen. This allows users to maintain physical distance during face-to-face visits, eliminating the need to share devices.

Capturing Remote Signatures Asynchronously for BRC Samples (Sign Later)

Asynchronously capturing signatures for BRC samples 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. See this video about Capturing Remote Signatures Asynchronously for BRC Samples.

Integrating My Schedule and Microsoft Outlook Calendars

To make scheduling more efficient for users, admins can integrate My Schedule and Microsoft Outlook calendars into one view, enabling users to view all their appointments in one place. Users can view My Schedule entries in their Microsoft Outlook calendar, or vice versa. See this video about Integrating My Schedule and Microsoft Outlook Calendars.

Creating Unavailable Time Slots from Time Off Territory

To ensure Time Off Territory is automatically reflected on the Engage Scheduling Site, users can mark Time Off Territory as unavailable for scheduling. When a Time Off Territory entry is marked as unavailable in My Schedule, an unavailable time slot for the same time period is automatically blocked off on the Engage Scheduling Site to prevent HCPs from sending a meeting request. If users edit or delete a Time Off Territory entry after marking it as unavailable, their availability is updated on the Engage Scheduling Site. See this video about Creating Unavailable Time from Time Off Territory.

Copying and Forwarding Chat Messages in Engage Connect

CRM users and HCPs can copy or forward chat messages within Engage Connect and in the Engage tab in Veeva CRM as a quick way to share more information. Additionally, forwarded messages are tracked and the data can be used in reporting, allowing customers to gain insight on how their users communicate with forwarded messages.

Integrating Engage Profiles into CRM

To allow customers to view Engage profile information within CRM and understand the connections between Engage profiles and accounts, admins can sync Engage profile data to CRM using the Engage Connect Profile Sync of the Engage Meeting Reporting Processes. Additionally, integrating Engage profiles is necessary to display the Engage profile indicator on accounts. See this video about Integrating Engage Profiles into CRM.

Joining an Engage Meeting as an Attendee on a Mobile Browser

Users can join Engage meetings on their mobile devices in the browser without downloading the Engage app, making it quicker and easier for HCPs to attend Engage meetings. When attending an Engage meeting on a mobile browser in portrait orientation, attendees can view shared content and the host’s video tile. In landscape orientation, only shared content displays. Gallery view for video tiles and attendee screen-sharing are not supported.

Reporting Forwarded Messages and CRM User Profile Activity

The Forwarded Messages and Rep Profile Activity reports, in addition to the existing Engage Connect reports, allow customers to better understand the types of content shared with HCPs and how people interact with CRM user (rep) profiles. Additionally, the Chat Message, Chat Detail, and Chat Activity reports are updated to include forwarded messages.

Enabling Engage Chat in CRM

Users chat with HCPs directly from Veeva CRM in the Engage tab. Engage chat is a convenient, secure, and compliant communication channel for users to interact and share information with HCPs outside of calls. See this video about Enabling Engage Chat in CRM.

The Engage tab displays automatically in CRM for users who already have Engage Connect chat enabled.

Events Management

Adding Feature Support in Lightning for Events Management

When defined on EM_Event_Layout_vod records, the following buttons display on events in Lightning for Events Management, enabling the following functionality:

• Send Email
• Record a Call
• View Signatures
• Preview Event QR Code
• Manage Contracts
• Link Contracts

These features are functionally equivalent to other platforms.

Managing Related Lists in Lightning for Events Management

To improve managing an event’s related records, for example, attendees, child events, and event speakers, organizers can view and sort each related list in their event. They can also edit certain fields of related records directly from the event. See this video about Managing Related Lists in Lightning for Events Management.

Integrating Events Management with Veeva Vault

To better manage the various types of event materials used for an event, admins can integrate Events Management with Veeva Vault. This integration uses customizable field mappings between the EM_Catalog_vod object in CRM and the Document object in Vault to leverage Vault’s document management capabilities to deliver approved and compliant event materials to an event.

Lightning for the Events Tab (Added April 5, 2023, Available in Production on April 13, 2023)

To prevent users from overriding event business logic, a new custom tab can be enabled that prevents users from using the Kanban view in Lightning-enabled orgs.

Lightning

Viewing, Sharing, and Downloading Files Using the Files Tab

To make it easier to work with Salesforce Files in Lightning enabled orgs, iPhone users can now view, share, and download files from the Salesforce Library using the Files tab. See this video about Viewing, Sharing, and Downloading Files Using the Files Tab.

MyInsights

Refreshing Order Pricing Using MyInsights

When using a MyInsights visualization during the order negotiation process, users can reload the pricing rules and recalculate the order. This helps users ensure they are offering the correct price to their customers, as well as notifies users if there are any changes to the order.

MyInsights Studio

Is Null/Is Not Null Expressions for Performing Data Calculations

Users can use expressions to perform calculations on queried data for data elements and display elements. Different expressions are available for selection depending on the input data for a calculation.

Medical

Viewing Medical Activities from Vault Clinical in CRM Using the Clinical Operations to Medical CRM Connection, organizations with both a Clinical Operations CTMS Vault and Medical CRM can exchange and view data related to Clinical and Medical activities, and view discussions, and clinical study and site information. This information allows users to have a complete picture of the HCP.

MyInsights Studio

Using the Merge Lists Data Element (Available March 2, 2023) Content creators can use the Merge Lists data element to easily combine different types of data in a single display element, such as a chart or table, by merging multiple data elements. The content creator can choose which fields in the input elements are mapped to which fields in the output. Each input maps to exactly one output field.

Territory Management

Location Based Targeting in Align Location Based Targeting is a form of sales planning that enables goals to be set against accounts at specific locations, enabling greater specificity in the planning process. Admins can enable Location Based Targeting in Enhanced Territory Feedback to allow end users to view these goals for accounts at specific locations.

CLM

Labeling Custom Presentations on CRM Desktop (Mac)

Users on CRM Desktop (Mac) can add labels when saving a custom presentation. Users can organize presentations by creating and adding labels. Using labels helps to quickly identify the appropriate presentation to use especially if the user has a large library of presentations. Labels and directories cannot be applied at the same time. Additionally, users on CRM Desktop (Mac) can manage the labels when renaming the custom presentation.

Viewing Slide Notes in Presentations on iPhone

When preparing CLM content in the CLM media player, iPhone users can view notes for each key message to ensure they deliver specific, tailored content to HCPs. Slide notes for auto-published PowerPoint content are automatically synced from Vault.

Zooming In and Out of Multi Slide Presentations on CRM Desktop (Windows)

When displaying content in Presentation View, users on CRM Desktop (Windows) can zoom in and out of content to easily view small text or diagrams. The content must be published as a Multi Slide Presentation from Vault. Admins can also disable zoom for specific key messages for compliance reasons.

Engage

Quick Sharing CLM Content in Engage Meeting on CRM Desktop (Mac)

During Engage meetings, meeting hosts can use the Present in Engage button to quickly share CLM content in Presentation View. The button displays in a presentation window when the presentation is in Normal View and there is an ongoing Engage meeting.

Sending Auto-Published CLM Content via Web Link or QR Code on CRM Desktop

Users on CRM Desktop can use WhatsApp or QR codes to send HCPs links to auto-published CLM content from the media library. Users on CRM Desktop (Mac) can also copy links directly and send them to HCPs using their preferred method of communication. Any interaction from the recipient with the link itself is tracked, allowing admins to analyze engagement with specific presentations to improve CLM content.

MyInsights

Creating a MyInsights Visualization for Speakers

Admins can create a MyInsights page to display detailed speaker information from other CRM objects and fields not available on the Speaker Tab. The page displays when users select a speaker from the Events Management Speaker tab.

MyInsights Studio

Adding a Date Picker to a MyInsights Page Layout

Content Creators can now add a date picker, with an optional default value, to a MyInsights page layout. This allows users to filter displayed options. The Date Picker data element stores the user's selection and can be used in expressions in the same way as any other data element.

Network Integration

Enhanced Network License Mapping

Veeva Network customers can import additional license information into CRM based on information provided by Veeva OpenData. This information can be imported into CRM via Network Bridge or Network Account Search, then used by CRM admins to further customize their company’s sample eligibility formulas to include this new information.

Align Territory Feedback

Territory Feedback Metrics in Manager Feedback

To better visualize territory feedback metrics, including targets, goals, and pending challenges, managers can view this information within Manager Feedback. Managers can use these metrics to see adjustments made to territories in real time, enabling them to ensure any company guidelines for territories are met.

Viewing MyInsights Visualizations in Manager Feedback

Territory Feedback MyInsights visualizations that display for end users also display in the Info panel in Manager Feedback, enabling managers to view territory information in greater detail than the default Territory Feedback Metrics via the same customized visualizations used by end users.

Account Management

Improved Account Picker for Call Attendees

To enable customers to easily find accounts, the Improved Account Picker is now available when selecting Call Attendees. Users can select multiple Call Attendees and add them all at once. Also, users can see the record type icon, highlighting of search terms, and table view with custom defined fields when adding Call Attendees.

Improved Account Picker for iPhone

CRM users on iPhone can find accounts more easily using the Improved Account Picker. See Improved Account Picker for more information.

Stakeholder Navigator on iPad (Available December 8, 2022)

CRM users on iPad can view a visualization of the account hierarchy to better understand the makeup of an account. See Stakeholder Navigator for more information.

Approved Email

Favorite Email Templates and Fragments

To quickly find templates and fragments used on a regular basis, users can now select the heart icon to favorite these items. This makes it easier and faster to select templates and fragments when composing emails.

Approved Notes

Disabling Emails for Approved Notes Monitoring Results

Beginning with the 22R3.2 release, admins will no longer receive emails for Approved Notes monitoring results. Instead, admins can configure automated email alerts.

Call Reporting

Maintaining Separate Call and Signature Datetimes

Browser (Classic) users can now maintain separate call and signature datetimes in call reporting. This helps users meet specific reporting requirements, collect detailed information for future call planning, or accurately record calls with a long duration. See Maintaining Separate Call and Signature Datetimes for more information.

Stamping Suggestion Title and Reason on the Call Report

To help users plan and prepare for calls, the suggestion title and reason display on call reports created from Suggestions and are stamped on the call report record.

CLM

Supporting Non-Latin Text in Image Content for Advanced Text Search

Viewable renditions for Vault content now support non-Latin languages, including Chinese, Japanese, and Korean, enabling Veeva CRM users to use CLM advanced text search for embedded non-Latin text in CLM image content. Customers must first regenerate the viewable renditions of all of their existing Vault content. To do so in bulk, customers can submit a support ticket for Vault.

Viewing CLM on iPhone

iPhone users can now view CLM in the CRM for iPhone app. This allows users to easily review the content in their media libraries and send links for content to HCPs from their iPhone devices at any time, leading to increased engagement with HCPs. This parity item requires VMOC configuration.

Viewing Slide Notes for Auto-Published Presentations

When preparing CLM content in the CLM media player, users can view notes for each key message to ensure they deliver specific, tailored content to HCPs. Slide notes for CLM content are automatically synced from Vault, allowing content creators to include all the necessary context for users when they display the content to HCPs.

CRM Desktop

Associating Save for Later CLM Activity with Existing Calls

Users can now associate unassigned Save for Later presentations with existing calls, including group calls, group calls with unique activities, and calls with child accounts enabled. This allows customers to accurately report on CLM activity during calls.

Launching Approved Email and Querying Records from CLM in Veeva CRM Desktop for Mac

The launchApprovedEmail and queryRecord functions are now supported on the CRM Desktop (Mac) platform, allowing content creators to create CLM content with integrated Approved Email functionality.

Supporting Incremental Sync for Content Updates on Veeva CRM Desktop for Mac

The Veeva CRM Desktop app now runs an incremental sync in the background when there are updates to the CLM_Presentation_vod, CLM_Presentation_Slide_vod, and Key_Message_vod records in the media library.

Engage

Allowing Chat Between HCPs in Engage and Engage Connect

HCPs can now chat with connected HCPs in the Chat tab of the Engage app. Chat channels are automatically created for new and existing HCP connections. In the Connections list in the Me tab and in the Chat tab, a briefcase icon displays on a user’s profile photo if the user is a CRM user. This allows HCPs to quickly distinguish between HCP and CRM user connections.

Automatically Joining Audio for Engage Meetings

Engage on CRM Desktop (Windows) now respects the Automatically join audio by computer when joining a meeting audio setting. After upgrading from a previous version of the app, users automatically join audio when starting or joining their first meeting on the upgraded version. Subsequent meetings will respect the setting.

Sending Websites via Web Link or QR Code on iPhone

iPhone users can now use social messaging apps to send HCPs links to websites and auto-published CLM content from the media library. Any interaction from the recipient with the link itself is tracked, allowing admins to analyze engagement with specific presentations to improve CLM content. This parity item requires VMOC configuration for the Engage_Link_Settings_vod, Message_Activity_vod, and Sent_Message_vod objects.

Sending Auto-Published CLM Content via Web Link or QR Code on CRM Desktop (Windows) and iPhone

CRM Desktop (Windows) and iPhone users can now use social messaging apps to send HCPs links to websites and auto-published CLM content from the media library. Any interaction from the recipient with the link itself is tracked, allowing admins to analyze engagement with specific presentations to improve CLM content. Only web links are supported on the CRM Desktop platforms. This parity item requires VMOC configuration for the Engage_Link_Settings_vod, Message_Activity_vod, and Sent_Message_vod objects.

The Engage_Link_Settings_vod and Sent_Message_vod VMOCs for CRM Desktop (Mac) are released in 22R3.0, however, support for sending web links will be available in a future release.

Data-Loading Engage Connect Groups

To create or edit Group Settings for Engage Connect Groups, admins can data-load Engage Connect Group Requests.

Editing Display Names in Engage and Engage Connect

In both Engage and Engage Connect, there are three fields representing a user’s name: First Name, Last Name, and Display Name. A user’s Display Name represents how their name displays throughout both applications, for example, in Engage meetings. By default, the Display Name is the first and last name, formatted based on the user or account’s country in CRM. To allow for personalization of profiles, users can edit their Display Name in the Me tab of both Engage and Engage Connect.

Quick Starting Engage Meeting from the Call Report

Meeting hosts can use the Meet Now button on the call report to quickly start Engage meetings without scheduling them in advance. The button displays when a remote meeting is not scheduled for the call and the call is not submitted.

Quick Sharing CLM Content in Engage Meeting

During Engage meetings, meeting hosts can use the Present in Engage button to quickly share CLM content in Presentation View. The button displays in a presentation window when the presentation is in Normal View and there is an ongoing Engage meeting. Selecting Present in Engage displays the content in Presentation View and immediately starts sharing the window with attendees, allowing hosts to skip the standard navigation for sharing content. If a presentation is already in Presentation View but is not being shared, hosts can select Present in Engage from the right-select context menu to immediately begin sharing.

Unavailable Time Slots on the Engage Scheduling Site

CRM users can create unavailable time slots in My Schedule to prevent HCPs from requesting meetings during that time. When users create unavailable time in My Schedule, their unavailable time slots are automatically reflected on the Engage Scheduling Site for HCPs.

Capturing Remote Signatures for Medical Inquiry Using Share Link and QR Code

Enabling Remote Signatures Using Share Link and QR code allows users to capture HCP signatures for medical inquiry requests during virtual meetings or maintain physical distance during face-to-face visits. Users can send a signature link to the HCP using Share Link or generate a QR code from the medical inquiry, which HCPs scan using their own device, to display a signature capture screen.

Events Management

Applying Event Attendance Rules to Event Topic Categories (Available December 8, 2022)

To provide granularity when applying Event Attendance Rules to events, admins can specify that certain business rule limits should only be applied to events with EM_Catalog_vod records with matching customer-defined topic categories. This can be especially useful when creating business rules about products with multiple indications.

Utilizing Event Format and Location Type in Event Business Rules

Admins can configure Event Business Rules to only apply to certain event formats or location types, improving both efficiency and compliance when planning events. By making business rules more specific, admins can avoid creating redundant business rules.

Event Attendee Restricted Product Rules

Attendee Restricted Product rules improve compliance when planning events by warning event organizers about attendees who have a product designated as restricted for that account. These attendees cannot be added to that event.

Uploading Speaker Profile Photos

To help to round out the speaker profile using an interface that highlights a speaker's photo, admins can upload pictures to speaker records to serve as the speaker’s profile photo.

Lightning for Events Management (Sandbox Beta)

The following additional functionality is now available for all customers who previously configured the Lightning for Events Management sandbox beta:

• Reconciling Walk-in Attendees
• Using the Files, Attachments, and Notes related list in EM_Event_vod records

Event Speaker Portal

Event Speaker Portal (Available December 8, 2022)

The CRM Event Management Speaker Portal is a browser-based portal that enables speakers to view their upcoming and past events and download event material related to upcoming events, as well as download their active and expired contracts.

Lightning

Viewing, Sharing, and Downloading Files Using the Files Tab

To make it easier to work with Salesforce Files in Lightning enabled orgs, users can view, share, and download files from the Salesforce Library using the Files tab.

MyInsights

Deep Linking for Suggestions in MyInsights on iPhone

iPhone platform users are now able to use Deep Linking for Suggestions in MyInsights to perform all suggestion actions directly from MyInsights. This parity item requires a VMOC.

Scheduling Calls Using Deep Linking in MyInsights

Users can now easily schedule calls directly from the MyInsights Dashboard using Deep Linking. Users can select multiple accounts, open them in My Schedule, and schedule calls for each.

MyInsights Studio

Updating Report Name and Entry Point Before Deploying Content (Available December 8, 2022)

Users now have the flexibility to change the report name and entry point used for a piece of content before deploying it.

Adding a Single Select Dropdown Filter to a MyInsights Page Layout (Available December 8, 2022)

To filter responses on a MyInsights page, Content Creators can now add a single select dropdown filter to a MyInsights page layout.

Platforms

CRM for Android (Beta)

Veeva CRM for Android enables users to access Veeva CRM and perform daily tasks from their Android devices.

CRM Desktop

CRM Desktop features are available in the Engage Sandbox for testing before the production upgrade on October 6, 2022. See Supporting Engage Sandbox Releases for more information.

Deleting Custom Presentations in the Veeva CRM Desktop App

Users can delete custom presentations to ensure the media library only contains up-to-date content. Deleting a custom presentation expires the CLM_Presentation_vod record and removes it from the library.

Assembling Custom Presentations in the Veeva CRM Desktop App for Mac

Users can create and assemble customized presentations from the existing presentation slides in their media libraries to deliver specifically tailored messages to targeted accounts.

Tracking CLM Preview Activity on the Veeva CRM Desktop App for Mac

When users display CLM presentations in Presentation View outside of call mode, the displayed slides are tracked to Multichannel Activity and Multichannel Activity Lines. This additional CLM tracking allows customers to report on usage of CLM outside of call mode to better understand the full utilization of CLM.

Tracking Save for Later CLM Activity in the Veeva CRM Desktop App for Mac

Users can quickly start tracking CLM presentation activity without the dependency of starting it from the online call report. Users can start call mode directly in Veeva CRM on Desktop, which tracks the slides presented in Presentation View and when call mode is ended, the tracked CLM activity syncs online, where users can reconcile it to a call later.

Supporting getDataForCurrentObject in CLM Content on Veeva CRM Desktop for Mac

To display dynamic content to target accounts, CLM content can use the getDataForCurrentObject JavaScript function to include personalized information pulled from Veeva CRM and tailor the content for each HCP.

Supporting the Media Library Context Menu on Veeva CRM Desktop for Mac

To manage multiple presentations at once in the media library, users can use the context menu to perform the following actions:

• Open
• Download
• Favorite
• Add Labels
• Duplicate
• Delete

Engage

Engage features are available in the Engage Sandbox for testing before the production upgrade on October 6, 2022. See Supporting Engage Sandbox Releases for more information.

Sending Confirmation Emails for Accepted Meeting Requests

To notify HCPs about accepted meeting requests, confirmation emails are automatically sent to HCPs when a user accepts a meeting request in My Schedule. Customers can also define an optional company logo in the confirmation email. To do this, populate the COMPANY_LOGO_vod Engage Link setting with an externally hosted URL to the appropriate image.

Supporting Engage Sandbox Releases for the Engage Speaker App on Windows

Engage features are available in sandbox orgs before production releases to allow admins to test upcoming Engage functionality in the Engage Speaker app on Windows.

Events Management

Event Session and Event Speaker Tokens

To better communicate the agenda of large-scale events, content creators can add tokens to Approved Emails sent from Events Management that render as tables listing the event’s sessions and speakers. This provides a better overview of what the event is about, enabling attendees to better plan for the event.

Territory Management

Enhancements to the Align Manager Feedback Accounts Table

Managers can use the Accounts screen to perform the following actions:

• View Challenge and Goal information via grouped columns
• Columns representing the account’s name and challenge actions are static, ensuring they always display when horizontally scrolling the Accounts table
• Apply and clear filters from any one or more columns containing data
• View accounts in the territory grouped based on if they were removed from the territory
• View edits to target goals within the goal columns as green up-arrows and red down-arrows, indicating whether the goal was increased or decreased

The table on the Accounts screen contains all of the accounts in the territory, indicating any challenges against the account made by the end user.

CRM Desktop

CRM Desktop features are available in the Engage Sandbox for testing. See Supporting Engage and CRM Desktop Sandbox Releases for more information.

Assembling Custom Presentations in the Veeva CRM Desktop App

Users can create and assemble customized presentations from the existing presentation slides in their media libraries to deliver specifically tailored messages to targeted accounts.

Supporting Engage Sandbox Releases on CRM Desktop (Mac)

Engage features are available in sandbox orgs before production releases to allow admins to test upcoming Engage functionality on the CRM Desktop (Mac) platforms.

Engage

Engage features are available in the Engage Sandbox for testing. See Supporting Engage and CRM Desktop Sandbox Releases for more information.

Sharing CLM Content 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.

Events Management

Managing Speaker Nomination Approvals

Admins can configure a Salesforce Approval Process that enables Speaker Nominations to be reviewed, approved, or rejected by the necessary users as part of a nomination process. This enables admins to customize the nomination workflow based on the needs of each organization.

Syncing Events Metadata with Vault

To allow admins to avoid updating records in multiple systems, Event administrators can configure the CRM Vault Metadata Sync process to sync Event Configuration and Event Topic information between CRM and Vault. During each sync, newly created records in CRM are automatically created as new records in Vault, while deleted or inactivated records in CRM are automatically inactivated in Vault.

MyInsights Studio

Adding Descriptions for Custom Display Elements (Available September 1, 2022)

When adding custom display elements to a page layout, users can include descriptions for each element to help users easily identify the different elements.

Territory Management

Displaying Territory Feedback Metrics via MyInsights

To visualize data, admins can create and link MyInsights visualizations to Territory Feedback. MyInsights visualizations in Territory Feedback enable end users to visualize upcoming changes to their territories, as well as provide a place for admins to give written guidance to end users about how they should review and leave feedback on upcoming changes to their territory.

 

Account Management

Improved Account Picker

To enable customers to easily find accounts, Veeva CRM includes an improved, consistent search experience across many entry points.

Managing Affiliations in Stakeholder Navigator

To easily manage affiliations between accounts in their territories, users can create, modify, and delete account affiliations from Stakeholder Navigator.

Approved Email

Email Tab

The Email tab provides a centralized location where users can easily access Approved Email functionality. The Email tab is accessed from the CRM menu and includes folders for Draft, Scheduled, and Sent emails.

Saving Emails as Drafts

Users can save drafts of emails and navigate to other areas of the application without losing their work. This allows users to finish composing email messages at a later date, or leave the page to verify information included in the email message. Users can access saved drafts through the Email Tab Drafts folder.

Rescheduling Scheduled Emails

Users can reschedule emails that are scheduled for delivery but have not yet been sent. This is available through the Scheduled Email folder from the Email Tab.

Formatting Tokens to Display Date and Time

Content creators can edit Approved Email tokens that reference dates and times to specify their own datetime format. This expands flexibility when creating content that may reference dates and times in multiple ways.

Publishing Method for Email Fragments

To understand the distribution of manually uploaded and auto-published email fragments synced from Vault, CRM Admin users can view the publish method, which displays how email fragments were created. Users can auto-publish Approved Email fragments in bulk from Veeva Vault. In CRM, admins can view the publish method of email fragments in Approved Documents.

CLM

Improving Standard Search in the Media Library on iPad

To improve the standard search results in the media library for iPad platform users, search terms are now searched against the following fields:

• CLM_Presentation_vod object
• Description_vod
• Keywords_vod
• Name
• Product_vod
• Key_Message_vod object
• Description_vod
• Keywords_vod
• Name

Using Advanced Text Search in the Media Library

When searching for CLM content in the media library, users can use advanced text search to easily locate the presentation slide containing the searched text and navigate directly to the slide. Users can also filter the search results using the configured filters. This allows users with large media libraries to quickly find presentations by using search terms related to the content and narrowing down long lists of search results with filters.

CRM Desktop

CRM Desktop (Windows) is available in Sandbox. CRM Desktop (Mac) is available August 11, 2022.

Opening Multiple Presentation Windows

To preview CLM presentation slides and prepare presentation windows to be shared in calls, users can display multiple presentations at once in Normal View, Slide Show View, Window View, and Presenter View. Users can prepare for calls by displaying presentations in Normal View and previewing presentations in Slide Show View, Window View, or Presenter View. Users can also easily switch between presentations while sharing content.

Supporting Incremental Sync on CRM Desktop (Mac)

A full sync runs daily, as long as the app is running, and an incremental sync runs when users successfully sign in to the app.

Tracking CLM Preview Activity on the Veeva CRM Desktop App

When users display CLM presentations in Presentation View outside of call mode, the displayed slides are tracked to Multichannel Activity and Multichannel Activity Lines. This additional CLM tracking allows customers to report on usage of CLM outside of call mode to better understand the full utilization of CLM.

Tracking Save for Later CLM Activity in the Veeva CRM Desktop App

Users can quickly start tracking CLM presentation activity without the dependency of starting it from the online call report. Users can start call mode directly in Veeva CRM on Desktop, which tracks the slides presented in Presentation View and when call mode is ended, the tracked CLM activity syncs online, where users can reconcile it to a call later.

Associating Save for Later CLM Activity with Calls in Lightning

To allow customers to accurately report on CLM activity during calls, users can associate unassigned Save for Later presentations with new or existing calls, including group calls, group calls with unique activities, and calls with child accounts enabled.

Using Advanced Text Search in the Media Library

When searching for CLM content in the media library, users can use advanced text search to easily locate the presentation slide containing the searched text and navigate directly to the slide. Users can also filter the search results using the configured filters. This allows users with large media libraries to quickly find presentations by using search terms related to the content and narrowing down long lists of search results with filters.

Engage

Integrated Scheduling: Accepting and Declining Meeting Requests in My Schedule

When CRM users receive meeting requests from HCPs via the Engage Scheduling Site or data loaded Meeting_Request_vod records, they can accept or decline the request directly in My Schedule in CRM. This enables users to respond to requests for a meeting.

Sending Links to Auto-Published CLM Content (Removed from release on August 1, 2022)

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.

Viewing Remote CLM (Available August 11, 2022)

Remote CLM allows HCPs to view CLM content on their own devices during calls without being in an Engage meeting, including face-to-face meetings and phone calls. Link details 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.

Events Management

Creating Speaker Agreements

Speaker Agreements are contracts for speakers specifying rates for contracted services over a defined period of time, called a Series Contract. This enables customers to establish a defined agreement of rates and services with speakers for a specified period of time.

Expense Headers, Lines, and Attendees in Lightning for Events (Sandbox Beta)

The following Events Management functionality is now available as part of Lightning for Events Management in Lightning-enabled orgs.

• Adding Attendees to an Event
• Entering Expense Headers and Lines - Expense Line Splitting is not supported

Using the Data Loader to Generate Participant URLs for Virtual Events

Event organizers can generate attendee and speaker participant URLs for all child events linked to a parent virtual event when using Event Templates in conjunction with virtual events. When used in conjunction with an automated Data Loader process, this enables easier planning and execution of large virtual events, as it enables teams to share and invite child virtual event attendees to a single virtual session.

Medical Events

Supporting Medical Event Attendees in Lightning

Lightning-enabled orgs have access to a dedicated experience on the Browser (Lightning) platform, enabling the use of Salesforce’s enhanced Lightning UI. Admins in orgs that use the Lightning UI with Medical Events must enable additional overrides and Apex classes to enable editing Medical_Event_vod and Event_Attendee_vod records.

MyInsights

Translating MyInsights Tab Names

Users in countries with multiple languages can view visualizations in their native language. Admins create the translations for the visualization names displayed as tabs in the Sunrise bar. Translated names display based on the user’s defined language.

MyInsights Studio

Creating User Sortable Tables (Available August 11, 2022)

When creating a table display element, content creators can select the User Sortable check box for any column in the table to define which columns can be sorted by users when viewing the deployed visualization.

Using Custom Display Elements (Available August 11, 2022)

Content creators in MyInsights Studio can create detailed and comprehensive MyInsights content with integrated data from CRM and external sources. Developers can create and import custom code into MyInsights Studio as custom display elements, including code created by third party developers.

Network

Network Hashtags in CRM

Network hashtags display on record profiles and in search results to summarize important details, and allow users to find correct records faster.

Order Management

Adding Recommended Order Quantities

To help users meet their sales goals, they can view recommended order quantities and a recommendation reason for each product on the order form. This helps in the negotiation process where they can quickly add quantities to an order. The recommended quantity represents the quantity users should be selling to their customers. These numbers are loaded into CRM along with the recommendation reason.

Account Management

Removing Accounts from Territories on the iPad

iPad users can now quickly remove accounts from their territory via a dedicated button on the Account detail page. This button prompts the user to create a DCR to remove the account from their territory, which can include a reason for removal. The DCR can then be routed via the Salesforce Approval Process for additional review and approval.

Approved Email

Supporting EM_Speaker_vod and EM_Catalog_vod in Relationship Tokens

Content creators can reference relationships between two disconnected objects, EM_Speaker_vod and EM_Catalog_vod, using the relationship Approved Email token. This enables greater flexibility when creating Approved Email content to use in Events Management.

Engage

Supporting Engage and CRM Desktop Sandbox Releases (Available June 30, 2022)

Engage and Veeva CRM on Desktop features are available in sandbox orgs before production releases to allow admins to test upcoming Engage and Veeva CRM on Desktop functionality.

MCCP

MCCP Filtering by Product-Specific Metrics

To make it easier for users to filter accounts that are MCCP targets, MCCP filters only display values that are defined for the selected product instead of displaying all values for the metric. This feature is available from locations that support filtering MCCP target accounts, for example, My Schedule and the Targets and Edit Goals tabs in My Plan.

Account Management

Decoupled Unverified Records

Users can create and immediately use decoupled unverified accounts, addresses, and child account records to log a call, or use decoupled unverified new records for an existing account.

DCR Support for the GAS New Account Button

CRM customers can use Decoupled Data Change Request functionality when creating a new account from the Global Account Search results. If the user’s organization is configured for Decoupled DCRs, the New Account Button displays even if the user does not have OLS on the Account object, and launches a version of the New Account Wizard that creates a DCR for the account.

GAS Customized Columns and Preview Pane (Available June 2, 2022)

To make it easier to find accounts, Admins can customize what information displays in the Global Account Search results screen. For Browser (Lightning), admins can specify which columns display. For the iPad, admins can specify which fields display in the preview window for a selected account.

Call Reporting

Capturing Information on Other Attendees

iPhone users can now use the Other Attendees section on the Call Report to capture information on non-target persons involved in a call who incurred expenses—for example, techs or receptionists who participated in a lunch and learn.

Engage

Displaying Sent Messages in the Account Timeline

Users can view the sent message details, including the actions taken on the sent message, for an account on the account timeline. This allows users to assess the recent message activity for accounts when planning calls. Users can drill into Sent_Message_vod records from the timeline for more information.

Events Management

Nominating New Speakers

In order for an account, an HCP, MSL, etc. to speak at an event, the account must be designated as being qualified to speak about the event’s topic. To streamline this process, users can nominate accounts to become new speakers, or can renominate existing speakers to be qualified to speak on additional topics.

MyInsights Studio

Adding Descriptions to MyInsights Content (Available June 2, 2022)

Users can include descriptions for MyInsights pages and data and display elements. When pages or elements have similar names, the description helps users easily identify the appropriate page or element.

Platforms

Hosting an Engage Meeting on the Veeva CRM Desktop App for Mac (Available June 10, 2022)

Online users on MacOS devices can host Engage meetings using the Veeva CRM Desktop app for Mac. The app enables desktop users to share applications on their desktop as well as CLM content from their media library.

Account Management

Custom Filters for Global Account Search

Browser (Lightning) users can apply custom filters to find accounts more easily when using Global Account Search. Admins can set up custom filters for any field on the Account or Address object.

Removing Accounts from Territories

Users can quickly remove accounts from their territory via a dedicated button on the Account detail page. This button prompts the user to create a DCR to remove the account from their territory, which can include a reason for removal. The DCR can then be routed via the Salesforce Approval Process for additional review and approval.

Engage Meeting

Importing Engage Connect Chat Logs into CRM

Admins can configure CRM to import chat messages from Engage Connect as new Call2_vod records or as records of a dedicated Chat_Message_vod object. These records contain chat message data and automatically associate with the appropriate account and user. The data can be utilized within CRM to help analyze productivity and monitor for compliance purposes.

MyInsights Studio

Using Templates with MyInsights Content (Available May 5, 2022)

Content creators can import and modify page templates to quickly deploy content to end users. If page templates do not exist, content creators can create them as starting points for custom content or convert existing content into page templates, allowing reuse of the page template.

The following MyInsights Studio page templates are available:

• Commercial HCP Page Template
• Commercial HCO Page Template
• Commercial Territory Page Template
• Medical HCP Page Template
• Medical Territory Page Template
• Using the MCCP Page Template

Account Management

Global Account Search

Global Account Search is a tool to search for and add accounts currently outside a user’s territory, making it easier to interact with these accounts. Global Account Search also helps reduce the creation of unnecessary accounts, as users can first check if an account already exists outside of their territory before creating a new account.

Redirecting the New Account Button to Global Account Search

Admins can configure Global Account Search to override the New Account button in My Accounts, forcing the user to search for an account outside of their territory before they can create a new account. This reduces the chance that users accidentally create duplicate accounts.

Account Plan

Displaying and Adding Out of Territory Accounts in Stakeholder Navigator

Related out-of-territory accounts display along with users’ accounts in the stakeholder navigator. This enables users to more accurately manage their accounts, and plan account interactions by providing a full view of their accounts’ professional networks.

Approved Notes

Using Product-Specific Monitoring Rules

To reduce false-positive violations, compliance users can designate monitoring rules to only run against a defined combination of products, detail groups, and detail topics based on My Setup assignments. This also enables greater control over which rules run for a user's calls, as some monitored phrases may be appropriate for some users and not others.

Product-Specific Monitoring Rules link monitoring rules to any user assigned that product via My Setup. When a rule is linked to the user, the rule runs on all of the user's calls, not only the calls discussing the associated product.

Authentication

Signing In with MFA and Custom Domain

Customers can enforce multi-factor authentication and enable a wide range of single sign-on (SSO) solutions without using MDM, including OAuth 2.0 and SAML. iPad and iPhone users can also sign in to Veeva CRM using a custom domain. This ensures a familiar and consistent signin experience for users across platforms.

Call Reporting

Restricting Call Channels

Admins can now restrict call channel options for Browser (Classic) users. To ensure users are only presented with compliant call channel options, admins can deactivate the Email, Chat or Text, and Other call channels so they are not available for selection on the call report.

Additional configuration is required to restrict call channels for Browser (Classic) users. See Restricting Call Channels for more information.

Call Sampling

Removing ASSMCA License Validation

Due to changes in Puerto Rico’s controlled substance sampling requirements, ASSMCA license numbers do not need to be populated for controlled substance sampling in Veeva CRM. ASSMCA and Ship-to ASSMCA fields no longer display on signature pages, and the fields are no longer validated. Additionally, admins can deactivate the validation rule for ASSMCA validation on Address records, simplifying account creation and address record maintenance.

CLM

Displaying Website Content in the Media Library

Veeva CRM supports displaying website content in the media library. Content creators can create websites with approved content which users can share with HCPs during calls and Engage meetings, while ensuring the content is compliant.

Concur Sync

Authentication Support for SAP Concur

SAP Concur will change how authentication works for integrations with partner software, including Veeva CRM. Any customers with CRM environments connected to SAP Concur need to reconnect and authenticate from within Concur’s App Center. This change will be available in the 22R1 (April '22) release. If connections are not updated by June 30th, 2022 customers may see errors in their integration. See SAP Concur Overview for more information.

Engage

Sending Meeting Requests with Approved Email (Available April 14, 2022)

To enable recipients to provide availability and channel preferences, users can send Approved Emails containing a link to the Engage Scheduling Site. This site is a dedicated website that recipients can use to request a meeting with CRM users based on their preferred time and call channel. This also allows users to avoid scheduling and rescheduling meetings without first knowing the recipients’ preferences.

Sending Web Links for Website Content

To allow users to share approved website content to HCPs through non-email channels, users can share website links to HCPs using social messaging apps. Admins can add tracking tokens to website links to track visitor engagement with specific websites and identify where and when the link was sent. Sharing web links allows users to increase communication with HCPs and increase HCP engagement with website content.

Engage Meeting

Engage Meeting License Management

The Engage group management process enables admins to control user assignment to Engage Groups via the User object, enabling assignment to be controlled via data-loading and user management integrations.

Adding Dial-in Numbers to Engage Meeting Invitations

To make it easier for attendees to join the audio of an Engage meeting via dial-in, Engage hosts can add dial-in numbers to invitations sent to attendees. This can be their preferred or required method of joining the meeting’s audio.

Events Management

Lightning for Events Management (Sandbox Beta)

Lightning-enabled orgs have access to a dedicated experience on the Browser (Lightning) platform, enabling the use of Salesforce’s enhanced Lightning UI with the capabilities of Events Management.

Once configured, the Lightning UI applies to the following Events Management functionality:

• Creating and Editing an Event – See Functionality Differences for updated functionality
• The Next Steps Section – See Functionality Differences for updated functionality
• Adding Event Team Members
• Adding Event Budgets to an Event
• Adding Speakers to an Event – See Functionality Differences for updated functionality
• Adding Event Materials to an Event
• Entering Expense Estimates into an Event
• Event Sessions
• Adding Attendees to an Event
• Searching for Out of Territory Attendees – See Functionality Differences for updated functionality
• Adding Walk-in Attendees – See Functionality Differences for updated functionality
• Reconciling Walk-in Attendees – See Functionality Differences for updated functionality
• Entering Expense Headers and Lines
• Using the Files, Attachments, and Notes related list in EM_Event_vod records
• Managing Related Lists in Lightning for Events Management
• Selecting Attendees in Hierarchies
• Adding Local Time and Time Zone to an Event
• Hosting a Virtual Event using Engage
• Generating Virtual Participant URLs in Child Events
• Alternative Hosts for Virtual Events
• Associating an Account with an Event
• Using Event Templates in Child Events
• SAP Concur Integration with Events Management
• Event Business Rules
• Event Tasks
• Using Notes in Lightning Experience
• Child Accounts in Events Management
• Searching for Child Account Attendees Outside a User’s Territory
• Viewing Expense Headers and Expense Lines in Lightning for Events Management
• Creating and Editing Expense Headers and Expense Lines – Includes creating split expenses

When defined on EM_Event_Layout_vod records, the following buttons display on events in Lightning for Events Management, enabling the following functionality:

• Send Email
• Record a Call
• View Signatures
• Preview Event QR Code
• Manage Contracts
• Link Contracts

These features are functionally equivalent to other platforms.

Unsupported Features on Lightning for Events Management

The following Events Management features are not currently available when using Lightning for Events Management, though support is planned in future releases:

• View Vault Event Content

Speaker Tab

To enable event organizers to easily decide which speaker to choose for an event, the Speaker tab displays a list of all speakers. The Speaker tab displays the availability and eligibility of speakers, as well as common profile attributes such as affiliation, credentials, and specialty.

Platforms

Veeva CRM Desktop for Windows

Veeva CRM Desktop for Windows is a dedicated and independent app enabling users to access their media libraries whenever they need. The CRM Engage app automatically upgrades to the Veeva CRM Desktop app with the 22R1 production release.

To support these changes the following materials are available:

• 22R1 CRM Desktop (Windows) Updates
• New Screenshots
• Overview Video

Veeva CRM Desktop for Mac (Added 4/14/2022)

The Veeva CRM Desktop app is a dedicated and independent app enabling users to access their media libraries whenever they need. Users can launch CLM content from the app and share the content with HCPs during calls.

Standard Metrics

Requiring the Standard Metrics Call Channel

To provide customers with improved data and insights, better benchmarking ability, and access to downstream innovations, users must enter a standard call channel on every call report beginning in 22R1 (April ‘22). Admins can choose one of two existing methods for populating the call channel: manual selection or auto-populating the call channel based on other fields. Manual selection is enabled by default. For more information, see Standard Metrics Call Channel.

Call channel is required on every call report. Admins must ensure all users have Edit FLS to the Call_Channel_vod field on the Call2_vod object and ensure the field is not marked as read-only on page layouts. For Browser (Classic) users manually selecting a channel, the Call_Channel_vod field must be on all Call2_vod object page layouts.

Requiring the Standard Metrics User Type and Country

To provide customers with improved data and insights, better benchmarking ability, and access to downstream innovations, users are prompted for User Type and Country information if those values were not data loaded or specified by the org’s admin beginning in 22R1 (April ‘22).

Surveys

Linking Survey Targets to Calls

To help customers with reporting on survey quotas, Survey Targets created from a call are now stamped with the Call Id.