18r2 release notes - docs.veevacrm.comdocs.veevacrm.com/releasenotes/veeva crm 18r2 release...

CRM 18R2 Release Notes

July 2018

Veeva CRM 18R2 Release Notes

Veeva Systems Confidential Information Copyright © Veeva Systems 2007 - 2018

(For use only by licensed Customers of Veeva Systems)

2

Contents

Contents .......................................................................................................................................... 2

Figures ............................................................................................................................................. 3

Tables .............................................................................................................................................. 3

Introduction .................................................................................................................................... 4

Highlights of this Release ................................................................................................................ 4

User Visible Changes ....................................................................................................................... 4

New in Veeva CRM 18R2................................................................................................................. 6

Core CRM ........................................................................................................................................ 6

Call Sampling ............................................................................................................................... 6

Printing Receipts for Content Acknowledgement ................................................................... 6

Medical ........................................................................................................................................ 7

Veeva CRM for Medical Upgrade Process ............................................................................... 7

Order Management ..................................................................................................................... 8

Manual Allocation of Free Goods ............................................................................................ 8

Scheduling and Planning ............................................................................................................. 9

MCCP Goals by Priority in a Single Call Channel ...................................................................... 9

Maps in My Schedule............................................................................................................. 10

Calendar Panel ....................................................................................................................... 11

Accounts Panel ...................................................................................................................... 12

Map Panel .............................................................................................................................. 12

MySchedule Event Colors ...................................................................................................... 12

Surveys ...................................................................................................................................... 13

Increasing Survey Limits ........................................................................................................ 13

Employee Commenting on Advanced Coaching Reports ...................................................... 13

Territory Management .......................................................................................................... 15

General .......................................................................................................................................... 15

Veeva CRM for iPhone ........................................................................................................... 15

Veeva CRM iPhone Push Notifications .................................................................................. 18

Events Management ..................................................................................................................... 21

Limiting Outside Territory Searches ...................................................................................... 21

Multichannel ................................................................................................................................. 22

Engage Meeting ......................................................................................................................... 22

CLM for Engage Meetings Hosted from CRM Online ............................................................ 22

Content Tracking in Engage Webinar .................................................................................... 28

MyInsights ..................................................................................................................................... 29

Configuring MyInsights for iPhone ........................................................................................ 29

Parity ............................................................................................................................................. 30

Events Management .............................................................................................................. 30

Revision History ............................................................................................................................ 32

Appendix A: New Objects ............................................................................................................. 33

Appendix B: New Fields ................................................................................................................ 33

Appendix C: New Veeva Messages ............................................................................................... 35




3

Figures

Figure 1: Printing Receipts for AOC ................................................................................................ 6

Figure 2: Print Receipts for Content ............................................................................................... 7

Figure 3: Manually Allocation of Free Goods.................................................................................. 9

Figure 4: Maps in MySchedule ...................................................................................................... 11

Figure 5: Commenting on Advanced Coaching Reports ............................................................... 15

Figure 6: Downloading Presentations ........................................................................................... 25

Figure 7: Viewing Media ............................................................................................................... 26

Figure 8: MyInsights for iPhone .................................................................................................... 30

Tables

Table 1: Tracking Content in Engage............................................................................................. 28 Table 2: 18R2 Objects ................................................................................................................... 33 Table 3: 18R2 New Fields .............................................................................................................. 35 Table 4: 18R2 New Veeva Messages ............................................................................................ 43




4

Introduction

Many new features can be enabled with Veeva CRM 18R2. This document provides a brief explanation of each new feature and updates to existing features.

Highlights of this Release

Veeva CRM 18R2 brings major improvements across the full suite of applications, providing enhancements optimizing the user experience and maximizing productivity. Detailed instructions for settings required to fully enable these, as well as all the new features in Veeva CRM 18R2, are available later in this document. Veeva CRM Sunrise - Provides the same functionality in a more intuitive, user-friendly design New CLM Features - Includes new features like Favorites, Recents, and Table View to help users find content faster My Schedule Maps - Enables users to efficiently plan their day by plotting their schedule on a map with nearby Accounts Veeva CRM on iPhone - Provides users the power of Veeva CRM at their fingertips Push Notifications - Alerts users with immediate notifications about important information from which they can take action. Advanced Coaching Report Rep Comment - Gives users the opportunity to provide a comment when reviewing their coaching report

User Visible Changes

Users can view the following changes for this release without additional configurations:

Approved Email

● The data types of the following fields on the Approved_Document_vod object are

updated:

○ Email_Subject_vod – is now Long Text Area (1500)

○ Territory_vod – is now Text (255)

● If a Sent_Email_vod record is not successfully sent after 14 days, the Status_vod field

updates to Failed_vod and no longer tries resending. Records of the Email_Receipt_vod

record type send indefinitely until they are successfully sent.

Call Report

● The Duration_vod field on the Call2_vod object now copies to all child calls when

Unique Activities is enabled




5

CLM

• Views in the CLM Media Library, for example, CLM Presentations, My Presentations, and Training Presentations, remain sticky until the CLM session ends

• When beginning a session through the Media tab, if a non-training presentation is launched, users cannot launch a training presentation until the CLM session ends. All other content can be launched.

• The Favorites tab displays a list of presentations the user indicated was a favorite

• The Recents tab displays a list of the most recently viewed presentations

• Columns defined in the CLM Presentation Grouping Veeva Message display as separate, sortable columns in the Table view

Engage Meeting

● The iOS and Android HCP Engage app now supports all Veeva supported languages. See

Supported Languages for a complete list.

Events Management

● The EM_Event_Team_Member_vod VisualForce page now labels the last user who

modified the record as Last Modified By

● The first and last names of any users who are added as EM Attendees automatically

stamp to the First_name_vod and Last_Name_vod fields on the EM_Attendee_vod

record

General

• Veeva CRM and Medical have new application icons

o - CRM

o - Medical

• Both the Sync and Veeva Update widgets display by default on the iPad home page. These are not configurable.

Scheduling and Planning

• Online and Windows 8 and 10 users can now view additional historical data and planned activity on the Timeline View. Three months of additional data loads at a time.

https://crmhelp.veeva.com/doc/Content/CRM_topics/Getting_Started/Supported_Languages.htm

https://crmhelp.veeva.com/doc/Content/CRM_topics/Accounts/Components/TimeLineView.htm




6

New in Veeva CRM 18R2

The following are available to all licensed users. Instructions to configure these options are discussed in each topic and in the Veeva CRM product documentation after the production upgrade.

Core CRM

CALL SAMPLING

Printing Receipts for Content Acknowledgement

Signed Acknowledgement of Content (AOC) receipts can now be printed as PDFs, allowing users to quickly and easily produce compliant documentation for official review. When a user delivers samples for BRC products, an HCP or delegate must sign an AOC indicating the product and quantities received. To meet federal compliance requirements, the receipt and signature must be available to the FDA or other government entities for review in PDF format.

Figure 1: Printing Receipts for AOC

Configuration

To enable this feature:

1. Add the Print_AOC_Receipt_vod button on the Content_Acknowledgement_vod object to the Content Acknowledgement related list on the appropriate Person Account page layout.

2. Verify the value in the CONTENT_ACKNOWLEDGEMENT_TEMPLATE_vod Veeva Message. This message contains the HTML used to generate the PDF receipt.

https://crmhelp.veeva.com/doc/Content/CRM_topics/Sample_Management/UsingSamples/AcknowledgementofContent.htm




7

By default, the message is populated with Veeva-provided HTML to generate the PDF receipt. HTML tokens are used to bring data from Veeva CRM into the template and to generate the table containing BRC product data. Admins can modify the token to display different fields. Example @@@ Content_Acknowledgement_vod__c.AOC Name@@@ This is an example of how to use the {{insertCallSample}} token to generate a table.

{{insertCallSample[filterProductType=BRC, Content_Acknowledgement_Item_vod__c.Product_Name_vod__c, Content_Acknowledgement_Item_vod__c.Lot_vod__c, Content_Acknowledgement_Item_vod__c.Ship_Quantity_vod__c, Content_Acknowledgement_Item_vod__c.Received_Quantity_vod__c, Content_Acknowledgement_Item_vod__c.U_M_vod__c, Content_Acknowledgement_Item_vod__c.Manufacturer_vod__c, Content_Acknowledgement_Item_vod__c.Distributor_vod__c]}}

See Email Receipts for Signature Transactions for more information on how to use this token.

Use

From the Content Acknowledgements related list for an Account, select the check box, or boxes associated with the records to print and then select the Print AOC Receipt button. A PDF is generated. If the user selects multiple records, all records are added to one PDF.

Figure 2: Print Receipts for Content

This feature is available on the Online platform.

MEDICAL

Veeva CRM for Medical Upgrade Process

Veeva CRM for Medical is now merged into a unified Veeva CRM app. Moving forward, IT teams only need to manage one application for deployment. After the 18R2 release, Medical users need to do the following:

1. Sync their existing Medical app. 2. Accept the prompt to install Veeva CRM. 3. Sign in to the downloaded Veeva CRM app. Medical users need to complete an initial

sync of Veeva CRM to use the application.

https://crmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/Approved_Email/Using%20Approved%20Email/EmailReceiptsforSignatureTransactions.htm




8

4. Accept the notification about the Veeva CRM app icon changing to the Veeva Medical app icon. (Supported on iOS 10.3 and up).

5. Begin using the new Veeva CRM application. All features including Medical application labels, KOL Profile, and unique Medical coloring of the app are available.

When trying to use the old Medical app, you receive a notification that the Medical app should not be used. Users should delete the old Medical app from their iPad.

ORDER MANAGEMENT

Manual Allocation of Free Goods

Veeva CRM now supports the manual allocation of Free Goods in Line Delivery Splitting. Users can customize the quantities of Free Goods to reflect the appropriate ratio of Free Goods to paid goods on the delivery invoice. This provides companies an easier way to manage Line Delivery Splitting and discount regulations. For example, Sarah Jones creates a order with Line Delivery Splitting and gets 60 Cholecap Free Goods. She manually sets 10 Cholecap Free Goods to be delivered each month for the next 6 months. Her customer receives an invoice detailing the delivery, the paid goods, Free Goods, and the ratio between the two.

Configuration

To enable manual allocation of free goods:

1. Ensure Line Deliverys Splitting is enabled.

2. Ensure the Number Delivery Dates and OM Delivery Split Mode Veeva Settings are

enabled.

Note: Manual Allocation is not available when OM Delivery Split Mode is set to 3 or when using classic delivery date splitting.

3. Grant users FLS read permission to the Zvod_Delivery_Date_vod field on the Order_vod

object.

4. Place the Zvod_Delivery_Date_vod field on the appropriate page layout.

5. Place the Free_Goods_vod__c and/or Free_Goods_Rule_vod__c fields on the

appropriate page layout to display the Manual Allocator.

Use

Users select the Free Good quantities and manually determines the delivery location and quantity of Free Goods. After the user submits the order, the customer receives an invoice reflecting the quantity of Free Good to Paid Good per split delivery.

https://crmhelp.veeva.com/doc/Content/CRM_topics/Activities/Order_Management/OrderEntry/DeliveryDateSplitting.htm

https://crmhelp.veeva.com/doc/Content/CRM_topics/Activities/Order_Management/OrderEntry/LineDeliverySplitting.htm




9

Figure 3: Manually Allocation of Free Goods

This feature is available on the Online, iPad, and Windows 8 and 10 platforms.

SCHEDULING AND PLANNING

MCCP Goals by Priority in a Single Call Channel

MCCP Administrators can now indicate product goals by priority for the same product via one call channel. This makes it easier for the user to understand the detailing priorities in their call plans. For example, Sarah Jones is co-promoting Cholecap to Dr. Clinton Ackerman. She is contractually bound to detail Cholecap as a Priority 1 product five times and Priority 2 product three times via the Face-to-Face channel. She detailed Cholecap as a Priority 1 product five times. She verifies this in her MCCP and details Cholecap as a Priority 2 product on her next call with Dr. Ackerman. Note: This feature only applies to call-based channels. Call-based channels are where the Channel_Object_vod field on the MC_Cycle_Channel_vod object is set to the Call2_vod__c value.

Configuration

To enable MCCP Product Goals by Priority in a Single Call Channel:

1. Ensure users have Detailing Priority on the MCCP Target enabled.

2. Grant the MCCP integration user FLS read permission to the Detail_Priority_Text_vod

field on the Call2_Detail_vod object.

https://crmhelp.veeva.com/doc/Content/CRM_topics/Scheduling_Planning/Cycle_Plans/Multichannelcycleplans/UsingMCCP/DetailingPriorityMCCPTarget.htm




10

Use

MCCP Admins can load multiple MCCP Product records for the same product under the MCCP Channel record to indicate the individual or team product goals by priority for the same product. The MCCP Product record can be configured to look up to the same MC Cycle Product record or different MC Cycle Product records for the same product. Admins can define the detail priority of the product goal via the Detail_Priority_vod field on the MC_Cycle_Plan_Product_vod object.

Goals by Product Only

Below are examples of MCCP Product records for a single target when data loading:

● Channel: Face-to-Face, Detail Group: Blank, Product: Cholecap, Detail Priority: 1, Goal: 5



Goals by Detail Group and Product

Below are examples of MCCP Product records for a single target:

● Channel: Face-to-Face, Detail Group: Cardiology, Product: Cholecap, Detail Priority: 1,

Goal: 5


Goal: 3


Goal: 1

This feature is available on the Windows 8 and 10 platforms.

Maps in My Schedule

Users can now select the Map tab in My Schedule to view nearby accounts to plan more efficient routes based on geography. Users are also able to view schedule events on the map. For example, Sarah Jones has a lunch and learn scheduled with Dr. Blum at 12:00 and a call scheduled with Dr. Goodwin at 3:00. She wants to find other accounts to visit in between. Sarah views the map, sees Dr. Kirchner’s office is on the way from Dr. Blum’s to Dr. Goodwin’s, and plans a 2:00 appointment.

Configuration





11

1. Grant users FLS read permission to the Latitude_vod and Longitude_vod fields on the

Address_vod object.

2. Data load account latitude and longitude information. See Data Loading in CRM for

more information.

To disable the map entry point, populate the Disable_Map_Entrypoints_vod Veeva Setting with MySchedule_vod.

Use

The Maps tab has three main components: a calendar panel, an accounts panel, and a map panel.

Figure 4: Maps in MySchedule

Calendar Panel

The calendar panel lists the appointments for the day at the top of the panel, along with the day’s number of calls in parentheses. Users can swipe the dates to the left or right to see past and future weeks. An orange circle displays around the current day. Selecting a call opens the Call Report page and enlarges the orange timestamp on the map. Users can select the Send to Maps option from the Call Report page to open a map application displaying the route to the call.

https://crmhelp.veeva.com/doc/Content/CRM_topics/General/Data_Model_Guide/Data_Loading_in_CRM.htm




12

Accounts Panel

The accounts panel displays all accounts available for the user, including the distance either from the center point of the user’s scheduled calls for the day or, if no calls are scheduled, from the user’s current location. Users can drag an item from the account panel to the calendar panel to schedule a call. Selecting an account card or an account’s More Actions button changes the card to dark gray and enlarges the teal pin on the map.

Map Panel

The map panel displays scheduled calls, account nearby pins, and cluster pins. Calls listed in the calendar panel are plotted on the map and marked with an orange timestamp. Accounts listed in the accounts panel are marked with teal dots on the map panel. Selecting a nearby account pin navigates the user to the associated card in the account panel. Selecting a cluster pin zooms the map in and breaks the cluster into smaller clusters while displaying the associated accounts on the account panel. This feature is available on the iPad platform.

MySchedule Event Colors

The following is a list of colors and descriptions for Events on MySchedule:

• Planned Call – Bright Teal

• Saved Call – Dark Teal

• Submitted Call – Green

• Unsubmitted Call (in the past) – Red background

• Time off Territory – Dark Grey

• SFDC Event – Orange

• Medical Events – Purple




13

Figure 5: MySchedule Colors

SURVEYS

Increasing Survey Limits

Survey Designers can now add up to 100 survey questions via the Survey management page.

Configuration


1. Set the Order_vod field on the Survey_Question_vod object to a field length of three. 2. Set the Order_vod field on the Question_Response_vod object to a field length of three.

Note: The default field length value of two allows designers to add 25 survey questions. This feature is available on the Online, iPad, and Windows 8 and 10 platforms.

Employee Commenting on Advanced Coaching Reports

Employees can now add a comment when reviewing their Advanced Coaching Reports to allow participation in the coaching report process. When the employee receives an Advanced Coaching Report, the employee can provide input in the form of a comment as part of the completion process. Once the employee completes the report, coaches can view the employee’s comments.

https://crmhelp.veeva.com/doc/Content/CRM_topics/Accounts/Account_Planning_and_Execution/AdvancedCoachingReports.htm




14

For example, Sarah Jones’ manager completes an Advanced Coaching Report for her and sends Sarah the report. Sarah provides her feedback on the report before completing the report. Sarah’s manager can then view her comments.

Configuration


1. Ensure Advanced Coaching Reports is enabled.

2. Grant designer and coach users FLS edit permission and coaches and employee users

FLS read permission to the Enable_Employee_Comment_vod field on the Survey_vod

object.

3. Grant designer and coach users FLS edit permission and employee users FLS read

permission to the Enable_Employee_Comment_vod field on the Survey_Target_vod

object.

Note: A single user can be both a coach and an employee. In this case, configure FLS edit permission for both user profiles.

4. Grant designer and coach users FLS read permission and employee users FLS edit

permission to the Employee_Comment_vod field on the Survey_Target_vod object.

5. Ensure all picklist values for the Coaching_Report_vod record type on the Survey_vod

object are enabled.

6. Add the Employee_Comment_vod field to the appropriate Survey_Target_vod page

layouts for coaches and employee users.

Note: Page layout and page layout field properties are not respected for the Employee_Comment_vod field on the Survey_Target_vod object.

7. Add the Add_Comment_vod button to the appropriate Survey_Target_vod page layout

for employee users to enable commenting Online.

8. Add the Enable_Employee_Comment_vod field on the appropriate Survey_Target_vod

page layout and set the page layout field property to read only. This step is optional.

Use

When building an Advanced Coaching Report, designers can enable employee commenting during the employee review process. The employee comment can be configured to be optional or required. When designing an Advanced Coaching Report from the Survey Management Page, select an

option from the Enable_Employee_Comment_vod field on the Survey_vod object to enable the

desired behavior. Options include the following:

https://crmhelp.veeva.com/doc/Content/CRM_topics/Accounts/Account_Planning_and_Execution/AdvancedCoachingReports.htm




15

• Disabled - disables Employee Commenting from the Advanced Coaching Report. This is

the default value.

• Comment Optional - enables employee commenting but allows the employee to

complete without commenting

• Comment Required - enables employee commenting and requires a comment before

the employee can complete the report

Figure 6: Commenting on Advanced Coaching Reports

This feature is available on the Online and Windows 8 and 10 platforms.

Territory Management

A new version of the Territory Feedback feature will be available in the Align 18R2.3 release August 17, 2018.

General

Veeva CRM for iPhone

Veeva CRM is now available as an iPhone app allowing users to have CRM information readily available; making it an essential tool for field teams. Through the app, users can receive alerts, contact a doctor, or schedule a call. For example, as she is preparing for a lunch and learn event, Sarah Jones receives a push notification on the iPhone app about new CLM content for Cholecap. She quickly checks the Veeva CRM calendar on her iPhone and realizes she needs to present the new content to Dr.




16

Ackerman that afternoon. Sarah accesses the new content on her iPad so she can review it before her call. The following features are available on Veeva CRM for iPhone:

● Core

○ Log In

○ Forget Password Link

○ Splash Screen

○ SSO Support

○ Sync

● Options

○ General App Information

○ Database Information

○ Database Refresh

○ Log out

● Home Page

○ Customer Logo

○ Sync Widget

○ Update Widget

● My Accounts

○ Account/Child Account Views and Lists

○ Person Account/Business Account views

○ Account/Child Account Search

○ View Account Hierarchy

○ Navigate to Account Detail record

○ Record a Call from Account

○ Account Detail

■ View record

■ View Related Lists

● My Schedule

○ Agenda View

○ Jump to Date

○ Jump to Today

○ Display Calls, Medical Events, Time off Territory, SFDC Events




17

○ Call Conflict Warning

○ Display # of Attendees

○ View/Edit/Delete Call

○ Navigate to Account Detail record

● Call Reporting

○ View/Edit/Delete Call

○ Save/Submit Call

○ Do Not Call

○ Restricted/Allowed Products

○ Allowed Call Record Types

○ Default Call Record Type

○ Classic Group Call

○ Call Location

● Call Attendees

○ Default Attendees

○ Do Not Call

○ Search


○ Attendees Optional (--ao)

○ Attendees on Person Calls (--paa)

● Call Details

○ Detail Groups

○ Edit Priority

○ Favorites

○ Search


○ Require Detail

○ Detail/Discussion Defaulting

● Call Discussions

○ Defaulting based on Detail

○ Copy Discussion

○ Required Product Discussion

● Call Key Messages




18

○ Defaulting based on Detail

○ Standard/Custom Reactions

○ Require Key Message

Installation

This feature is enabled by default. To disable this feature, inactivate all VMOCs for iPhone. A minimum set of VMOCs for Veeva CRM on iPhone are active in customer orgs. If additional data is synced, whether for customer-created or Veeva objects, configure corresponding iPhone VMOCs for those objects. To modify the VMOC object to include the iPhone device type:

1. Navigate to the VMobile_Object_Configuration_vod object.

2. Select the TABLET record type.

3. Edit the Device field.

4. Add iPhone_vod to the Selected Values column of the multi-select picklist. To install the Veeva CRM iPhone app:

1. Sign into Veeva CRM Online from the mobile Safari site.

2. Select the Install CRM for iPad link to install Veeva CRM.

Note: This is the same link used to install Veeva CRM for iPad.

3. Select Trust for the Veeva CRM for iPhone app in your phone’s settings.

Veeva CRM on iPhone is supported on iPhone 6s and later.

Veeva CRM iPhone Push Notifications

The Veeva CRM iPhone app allows users to receive push notifications from Veeva CRM. Push notifications allow users to view alerts from the Notification Center on the home page of Veeva CRM.

Configuration

VMOC Configuration

1. Activate VMOCs for the following objects and ensure the Device type is iPhone_vod:

● Mobile_Device_vod

● Alert_Profile_vod




19

● Alert_User_Action_vod

● Alert_vod

2. Clear cache.

Integration User Configuration

1. Navigate to the Veeva Process Scheduler.

2. Select the Mobile CRM Scheduled Push Notifications process.

3. Edit the Veeva CRM Connection Management section and add appropriate Integration

User credentials.

4. Select Validate Credentials to confirm credentials are accepted.

Administrator Configuration

To enable push notifications to the Veeva CRM iPhone app for administrators:

1. Grant Create, Read, and Update privileges to the Mobile_Device_vod object. 2. Grant access to the iOS_vod record type on the Mobile_Device_vod object. 3. Grant FLS edit permission to all fields on the Mobile_Device_vod object. 4. Grant FLS edit permission to the Mobile_CRM_App_Access_Disabled_vod field on the

User object. 5. Grant FLS edit permission to the Push_Notify_APNS_Status_vod field on the Alert_vod

object. 6. Grant FLS edit permission to the Last_Push_Notify_APNS_Datetime_vod field on the

following objects:

● Alert_vod ● Alert_Profile_vod ● Alert_User_Action_vod

7. Add the following fields to the appropriate Alert_vod object page layout:

● Activation_Date_vod ● Name ● Alert_Text_vod ● Priority_vod ● Link_Reference_vod ● Link_Reference_Long_vod

End User Configuration

To enable push notifications to the Veeva CRM iPhone app for end users:

1. Grant Create, Read, and Update privileges to the Mobile_Device_vod object.




20

2. Grant Read privileges to the following objects:

● Alert_vod ● Alert_Profile_vod ● Alert_User_Action_vod

3. Grant access to the iOS_vod record type on the Mobile_Device_vod object. 4. Grant FLS edit permission to all fields on the Mobile_Device_vod object. 5. Grant FLS read permission to the Mobile_CRM_App_Access_Disabled_vod field on the

User object.

For sandbox testing, populate the Push_Notification_Test_User_vod field in Mobile CRM Settings with the SFDC username of the test user. Note: When deactivating a user, or selecting the Mobile_CRM_App_Access_Disabled_vod check box on the User object, all the Mobile_Device_vod records associated with that user are deactivated.

Use - Admin

1. To send push notifications for an Alert record, set the Push_Notify_APNS_Status_vod

field to Queued.

2. Navigate to the Veeva Process Scheduler and Run the Mobile CRM Scheduled Push

Notifications process. (This can also be scheduled to run on a regular basis.)

Use – End User

After signing in for the first time after configuring push notifications, a confirmation popup displays. If push notifications are enabled, they display in the Notification Center. To navigate to the Notification Center:

1. Navigate to the Veeva CRM home page in the iPhone app. 2. Select the bell icon.

The Alert Detail Page displays after selecting a notification from the Notification Center.

Deprecated Veeva Settings

• Enable Calendar Week View (ENABLE_CALENDAR_WEEK_VIEW_vod__c) – The Week view in

MySchedule now displays for all users

• Enable New iPad Calendar (ENABLE_NEW_IPAD_CALENDAR_vod__c) – The Sunrise calendar now

displays for all users




21

Events Management

Limiting Outside Territory Searches

When adding attendees or reconciling walk-in attendees, administrators can configure event rules to only search for accounts in the country where the current user is located or the country where the event takes place. This limits outside territory accounts from displaying as potential matches during the invitation or reconciliation processes while also achieving compliance requirements regarding HCP data restrictions across borders. Search matches are based on the values of the following fields as queried by the event rule:

● country_vod field on the EM_Event_vod object

● country field on the User object

● country_vod field on the Account object

Potential matches can also be filtered by specifying account record types in the event rule. For example, Sarah Jones is reconciling walk-in attendees from a Congress event in France. The event rule for Congresses states only accounts of the Professional_vod record type in the same country as the event display as potential matches for an attendee reconciliation search. Sarah searches for matches for a walk-in attendee named Johnny Smith. The event rule displays John Smith, a professional in France as a potential match while John Smith, a pharmacist in France, and John Smith, a professional in the United States, are prevented from displaying.

Configure

To configure this feature:

1. Grant administrators FLS edit permission and end-users FLS read permission to the

following fields on the EM_Event_Rule_vod object:

● Search_Outside_Territory_Record_Type_vod

● Search_Outside_Territory_Filter_vod

2. Place the fields from step 1 on the appropriate EM_Event_Rule_vod object page layout

used by the Attendee_Fields_vod Event Rule Record Type.

Use

To limit results returned by an outside territory search:

1. Navigate to the appropriate EM_Event_Rule_vod record.

2. Edit the following fields:




22

● Search_Outside_Territory_Record_Type_vod – Multi-select picklist determining

which account record types display as results

Note: This picklist only displays record types the user has access to.

● Search_Outside_Territory_Filter_vod – Multi-select picklist with the following

values:

○ Event_Country_vod – When selected, only accounts with the same country

as the event display as potential matches

○ User_Country_vod – When selected, only accounts with the same country

as the Event Team Member user display as potential matches

Note: If both values are selected, results display from both the user’s country and the Event’s country.

These filter fields apply in two locations:

● When conducting an Outside Territory Search to add attendees to an event

● When conducting a walk-in attendee reconciliation search

This feature is available on the Online platform.

Multichannel

ENGAGE MEETING

CLM for Engage Meetings Hosted from CRM Online

Online users can now share CLM content when hosting an Engage Meeting from CRM online giving them access to approved and compliant content when interacting with HCPs who might be more difficult to reach or practice in no-see hospitals. For example, Sarah Jones has a scheduled Engage Meeting with Dr. Clinton Ackerman to discuss Cholecap. She begins the Engage Meeting with Dr. Ackerman via CRM online and details Cholecap using the pre-approved Cholecap material. After Sarah completes her meeting, the Key Messages and Call Details are automatically tracked and logged in the Call. Note: To host an Engage Meeting from CRM online and display CLM content, the Veeva CRM Engage application must be installed on the Windows desktop of the CRM end user. See Scheduling and Hosting Engage Meetings Online for more information on how to enable the application.

https://crmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/Engage/Engage%20Meeting/Engage_Meeting.htm#Scheduli




23

Configuration

To enable CLM for Engage Meeting:

1. Ensure Uploading Content via CLM Vault Integration for CRM Online and Vault are

enabled.

2. Ensure Initial Configuration for CLM is enabled.

3. Ensure users have Scheduling and Hosting Engage Meetings enabled.

4. Grant end users FLS edit permission to the following fields on the

Call2_Key_Message_vod object:

• Clm_Presentation_Name_vod__c

• Clm_Presentation _Version_vod__c

• Clm_Presentation_vod__c

• Key_Message_vod__c

5. Grant end users FLS read permission to the following fields on the Key_Message_vod

object:

• CDN_Path_vod__c

• Status_vod__c

• Vault_GUID_vod__c

• Vault_External_ID_vod__c

6. Grant end users FLS read permission to the following fields on the

CLM_Presentation_vod object:

• Status_vod__c

• Version_vod__c

• Vault_External_ID_vod__c 7. Activate the CRM_Engage_vod picklist value on the Device_vod field on the

VMobile_Object_Configuration_vod object.

8. Activate the following VMOCs where Device_vod is CRM_Engage_vod:

● CLM_Presentation_Slide_vod

● Key_Message_vod

● Veeva_Message_vod

● Veeva_Settings_vod

● Call2_vod

● Call2_Key_Message_vod

https://crmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/CLM/CLMVaultIntegration.htm

https://crmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/CLM/Getting_Started/BasicCRMConfig.htm#InitialConfiguration

https://crmhelp.veeva.com/doc/Content/CRM_topics/Multichannel/Engage/Engage%20Meeting/Engage_Meeting.htm#Scheduli




24

● Call2_Detail_vod

● CLM_Presentation_vod

● Multichannel_Consent_vod

● Multichannel_Activity_vod

● Multichannel_Activity_Line_vod

9. Grant users access to the View_Media_Library_Online_vod VisualForce page.

10. Create and grant user access to the View_Media_Library_Online_vod tab.

To disable Desktop Sharing but maintain CLM Presentation Sharing, enable the Start Meeting from CRM Online - Disable Desktop Sharing meeting group permission in the Engage Meeting Administration tab.

Use

Downloading Media Presentations

Users can navigate to the View Media Library tab in CRM Online to launch the media library in the CRM Engage app. Once launched, the media library automatically refreshes to display presentations available to the user, the products the presentations are associated to, and the download status of each presentation. Presentations in the media library have the following statuses:

● Download Required - New presentations require the user to download to the Media

Library

● Update Pending - Updated presentations automatically download to the Media Library

● Downloaded - Presentations available for use

From the Media Library, users can download individual or multiple presentations to prepare and review in advance of their Engage Meeting. Select an individual presentation and download it, or select Download All presentations available. The Media Library displays the progress of the content being downloaded, and once a presentation is fully downloaded, the user can open and view that presentation. The CRM Engage app processes up to five concurrent downloads and queues any additional downloads. Users can open and view any already downloaded presentations, even while others are downloading in the background.




25

Figure 7: Downloading Presentations

Launching an Engage Meeting with CLM

Users can view the Media Library by launching an Engage Meeting from the call. The Media Library displays only the relevant presentations based on Restricted Products, Allowed Products, and Account Segmentation for that specific call. Users can immediately share presentations previously downloaded If the presentations were not downloaded, users can still download the media files while in the Engage Meeting. Note: The Engage Meeting attendees cannot view the Media Library screen. Users must select a presentation, then select the Share button to open the presentation in the media player. In order to share with Engage Meeting attendees, a slide must be selected within the media player.




26

Figure 8: Viewing Media

Tracking CLM Usage

Media content viewed in the CRM Engage app during an Engage Meeting is tracked on the Call:

● Call Key Messages are created for each Key Message displayed longer than two seconds

● Call Detail records are created for products that had a key message displayed

When the meeting is complete, tracking data is synced and associated with that specific call. Users should not edit the call while the Engage meeting is in progress as the call Details and call Key Messages are being created and associated to the call by the CRM Engage app. Note: Users must allow the sync to complete, review the data, and make any additional edits to the saved call before submitting the call. Note: Users do not need to manually create a Call Detail record or Call Key Message before launching the Engage Meeting.

Supported Functionality

The CRM Engage media player supports the following CLM functions:

● Required Slides

● Hidden Presentations

● Shared Resources

Supported Content

The CRM Engage Meeting media player only supports CLM content sourced from Vault.




27

Note: Content sourced through the CLM FTP process is not supported. The CRM Engage media player supports the following media formats:

● Images (.jpg & .png)

● PowerPoint files (.pptx) – files packaged and converted as part of Vault’s Create

Presentation and Single-Doc Publishing

● PDF files (.pdf)

● HTML (.html & .htm)

Note: The player does not support the following:

• The CLM JavaScript Library – next/prev, gotoslide

• Any video file formats for either stand-alone video slides or videos embedded within an HTML slide

Adapting Existing CLM Content developed on iOS or Windows

The majority of existing CLM HTML content must be adapted to render properly on the CRM Engage desktop Media Library. In general, CLM content is only tested by customers and content partners on a single platform – the device for which it’s originally designed. Due to differences in platform rendering engines and aspect ratios, most existing CLM content does not render across platforms (CLM on iOS uses Mobile Webkit, CLM on Windows uses Internet Explorer 11, Engage Media Desktop Player uses WebKit for Windows). Veeva recommends users test content in the CRM Engage App media player to evaluate how it renders. Content created via Vault’s Create Presentation and Single-Doc Publishing renders correctly in the CRM Engage media player. Veeva cannot debug content nor provide specific technical guidance on how to adapt pre-existing CLM content. Work with your agency partners. HTML content should follow best practices for building content that works across a wide variety of browsers. This makes it easier to use CLM content across CRM platforms, just as it does when developing content for the web where HCPs use many different browser types (Internet Explorer, Chrome, Firefox, mobile browsers, etc). Veeva recommends:

• Use and size content to the viewport o Include width = the device width to match the screen’s width in device-

independent pixels o Ensure the page is accessible by not disabling user scaling o Do not use large fixed-width elements




28

o Content should not rely on a specific viewport width to render

• Use relative sizes for images

• Consider SVG for images and icons

Content Tracking in Engage Webinar

Administrators can now configure Engage Webinar to track presentation content displayed during a webinar. When a user hosts a webinar and presents CLM Content, the following information is automatically captured:

● The displayed presentation

● All displayed individual slides

● The duration each slide was displayed

● The order of the slides displayed

The information is published on CRM as multi-channel activity.

Configuration

To configure content tracking in Engage Webinar, grant integration users access to the following record types on the Event_vod object:

● Multichannel_Activity_vod

● Multichannel_Activity_Line_vod

Use

The content tracking data is processed as part of the Engage Meeting & Webinar scheduled process. If the process is configured and scheduled, the following presentation information is reported in CRM.

Object Fields

Multichannel_Activity_vod

● Start_DateTime_vod ● Total_Duration_vod ● Client_OS_vod ● Device_vod

Multichannel_Activity_Line_vod

● Multichannel_Activity_vod ● DateTime_vod ● Event_Type_vod ● Duration_vod ● View_Order_vod ● Key_Message_vod

Table 1: Tracking Content in Engage




29

Note: The Total_Duration_vod field represents the sum of the duration of all Multichannel Activity records.

MyInsights

Configuring MyInsights for iPhone

Users can now use their MyInsights visualizations for the iPhone enabling offline users to access real-time data analytics.

For example, Sarah Jones is at the office with Dr. Ackerman. She checks her iPhone’s MyInsights visualization and verifies her MSL communicated with Dr. Ackerman and answered all his medical questions. Knowing Dr. Ackerman’s questions were answered, Sarah begins her call.

Configuration

To configure MyInsights for iPhone:

1. Ensure MyInsights HTML Reports is enabled.

2. Grant users FLS edit access to the Phone_vod field on the HTML_Report_vod object.

3. Place the Phone_vod field on the appropriate HTML Report page layout.

4. Enable a Full Sync VMOC for the iPhone device for the HTML_Report object with the

where clause: Where (Phone_vod__c = TRUE).

5. Ensure the VMOC for Attachments is enabled for iPhone devices. Consider updating the

Where clause to: WHERE ParentId in (select Id from HTML_Report_vod__c WHERE

(((Profile_vod__c = NULL) OR (Profile_vod__c = @@VOD_SF_PROFILEID@@)) AND

(Phone_vod__c = 'true')))

To add a visualization using MyInsights for the iPhone:

1. Create your own MyInsights Visualization for mobile platforms. The MyInsights

JavaScript Library can be used in the HTML. See the Developer Portal for more

information.

Note: Existing reports can work on the iPhone but should be updated to be mobile

responsive.

2. Navigate to the HTML Reports tab.

3. Create a new HTML_Report_vod record.

Note: MyInsights on the iPhone currently supports Account Interaction Summary or

https://crmhelp.veeva.com/doc/Content/CRM_topics/My_Insights/HTMLReportsConfiguration.htm

http://developer.veevacrm.com/




30

Territory Insights visualizations.

4. Select Phone_vod from the platform picklist.

5. Specify a Report Name for the dashboard.

6. Attach the HTML report .zip file to the HTML_Report record type using the Notes and

Attachment Related List.

Use

Users can navigate to and view MyInsights visualizations via a tab on the Sunrise Bar.

Figure 9: MyInsights for iPhone

This feature is available on the iPhone platform.

Parity

Events Management

Display Time Zones




31

Time zones now display with event times on the Windows 8 and 10 platform. See Displaying Times Zones for more information.

https://crmhelp.veeva.com/doc/Content/CRM_topics/General/TimeZoneDisplay.htm

https://crmhelp.veeva.com/doc/Content/CRM_topics/General/TimeZoneDisplay.htm




32

Revision History

Feature Date Change

Speaker Contract Generation

07/23/2018 Removed Parity item. Moved to 18R3

EM User Visible Change 07/24/2018 Updated the second user visible change to include users added as attendees.

Deprecated Veeva Settings 7/26/2018 Added two Veeva Settings

Appendix A: New Objects

The list below contains all objects added in Veeva CRM Version 18R2.

Object Label Description

Table 2: 18R2 Objects

Appendix B: New Fields

The list below contains all fields added in Veeva CRM Version 18R2. The fields are organized by object. Visibility to all fields is disabled by default to all users except administrators. See the Veeva Data Model information for a full listing of Veeva objects.

Object Field Name Field Label Description Field Type

Approved_Document_vod__c Email_Subject_vod__c Subject Subject of the Vault Email Template.

Text

Approved_Document_vod__c Territory_vod__c Territory

Territory attribute of the document; can be used by Veeva CRM in sharing rule definitions.

Text

Call2_vod__c. Ship_To_Address_Text_vod__

c Ship To Address

The Ship to Address Formula field corresponds to a formatted version of the Ship to Address fields. This value is leveraged in the case that the referenced Ship to Address is deleted. This field should not be added to a Page Layout.

Formula

Veeva Systems Confidential Information (For use only by licensed Customers of Veeva Systems)


Clm_Presentation_vod__c Control_Visibility_vod__c Control Visibility

If Product is selected, then Detail Group field is ignored when determining CLM content visibility. If Detail Group is selected, then Product field is ignored when determining CLM content visibility.

Picklist

EM_Event_Rule_vod__c Search_Outside_Territory_Filt

er_vod__c

Search Outside My Territory

Additional Filter for Search Outside Territory.

Check box

EM_Event_Rule_vod__c Search_Outside_Territory_Rec

ord_Type_vod__c

Search Outside Territory Record Types

Semicolon separated list of Account Record Types to be included in the result list for Search Outside Territory.

LongTextArea

Order_vod__c zvod_Free_Good_Splitting_vo

d__c

zvod_Free_Good_Splitting_vod__c

Marker field to allow users to manually allocate Free Goods per Delivery during order splitting.

Check box

Suggestion_vod__c Priority_vod__c Priority Determines the priority of the Suggestion.

Picklist

Survey_Target_vod__c Employee_Comment_vod__c Employee Comment Stores the Employee Comment response.

Long Text Area

Survey_Target_vod__c Enable_Employee_Comment_

vod__c

Enable Employee Comment

Copied from Survey_vod when Survey Target header is created.

Picklist

Survey_vod__c Enable_Employee_Comment_

vod__c

Enable Employee Comment

Admins use this picklist when designing an Advanced Coaching Report to select whether Employees should

Picklist



be able to comment on an Advanced Coaching Report, and if yes, is the Employee Comment required.

Territory_Settings_vod__c Align_Integration_User_vod__

c Align Integration User

The Align Integration User that is integrated to this Veeva CRM Org.

Text

Territory_Settings_vod__c Align_Server_vod__c Align Server

The Align Server URL that is integrated to this Veeva CRM Org.

Text

Territory_Settings_vod__c Align_Version_vod__c Align Version

The Align Version that is integrated to this Veeva CRM Org.

Text

VMobile_Object_Configuration_vod__c

Device_vod__c Device

This determines the Client Device. A blank value is interpreted as Tablet_vod.

Picklist

Veeva_Settings_vod__c CONTENT_ACKNOWLEDGEME

NT_TEMPLATE_vod__c

Content Acknowledgement Template

The format of the generated Content Acknowledgment receipt can be configured by modifying the HTML text contained within this setting.

Text

Table 3: 18R2 New Fields

Appendix C: New Veeva Messages

The list below contains all Veeva Messages added in Veeva CRM Version 18R2. The messages are organized by category.


Name Category Text Description

PREV_THREE_MONTHS Account Previous 3 Months Label used for button on online Timeline UI to load an additional 3 months of historical data.

ADD_ADDRESS Account Add Address Label of button to select additional addresses from an HCO in the Parent Account Wizard

NEXT_THREE_MONTHS Account Next 3 Months Label used for button on online Timeline UI to load an additional 3 months of future data.

FEEDBACK_UNAVAILABLE ALIGN

This CRM instance is not set up for feedback

Use this message when an instance cannot connect to Align through the Future Territory Alignment tab

VALIDATION_RULE ApprovedEmail Validation Rule Title for Offline Validation popover when rule(s) fail.

EMAIL_TEMPLATE_DISPLAY_LIMIT_TITLE ApprovedEmail Limit Reached

This is the title of the alert that notifies the user they are limited to selecting a maximum of 5 email templates in Veeva CRM.

APPROVED_EMAIL_FRAGMENTS_LIMIT_ERROR_TITLE ApprovedEmail Limit Reached

This is the title of the error message displayed when a Rep selects more fragments than allowed in an email template.

UNSENT_EMAIL_CONFIRM_TITLE ApprovedEmail Unsent Email

This is the title of the alert that prompts the user if they try to close the Approved Email window while there are unsent emails.

APPROVED_EMAIL_LIMIT_TITLE ApprovedEmail Account Limit

This is the title of the alert that is displayed when the number of Accounts selected to send email to exceeds the internal limit of 50.

OPEN_SURVEY CallReport Open Survey String used on Call Report to manage Users as Attendees

OPEN_CLM CallReport Open CLM String used on Call Report to open CLM

OPEN_CONTRACT CallReport Open Contract String used on Call Report to open Contract

OPEN_CONTRACT_PARTNER CallReport Open Contract Partner String used on Call Report to open Contract Partner

OPEN_INVENTORY_MONITORING CallReport Open Inventory Monitoring

String used on Call Report to open Inventory Monitoring

ADD_EXPENSE_RECEIPT CallReport Add Expense Receipt String for adding an expense receipt

BUTTON_ADD_ATTENDEE CallReport Add Attendee String used for adding non-HCP attendee

DEA_CFG_INTEGRATION_ERR CallReport

DEA_Expiration_Date_vod__c, DEA_License_Address_vod__c, DEA_Schedule_vod__c, DEA_Status_vod__c, DEA_vod__c, ASSMCA_vod__c must be visible, if DEA_Address_vod__c is visible to a user



ADD_SAMPLE_PROMO_ITEM CallReport Add {0} String used on Call Report for Add buttons in Samples and Promotional Items section

CLM_NO_PRESENTATIONS CLM No Presentations Used in the CLM Media Library when there are no presentations to display

CLM_NO_PRESENTATIONS_IN CLM No presentations in "{0}" Used in the CLM Media Library when there are no presentations in a directory

CLM_FAVORITES CLM Favorites Used in the CLM Media Library as the label for the favorites view

CLM_TRAINING CLM Training Used in the CLM Media Library for the training presentations

CLM_RECENTS CLM Recents Used in the CLM Media Library as the label for the recents view

CLM_SEARCH_ALL_MEDIA CLM Search All Media Used in the CLM Media Library as the label for the search box

CLM_LAST_OPENED CLM Last Opened Used in the CLM Media Library to show last opened date

COBROWSE_NAME CoBrowse CoBrowse Message that represents the name of the CoBrowse product

CONNECTION_REQUIRED_ERROR Common Connection Required

This text appears when there are any issues with connectivity.

NETWORK_CONNECTION_ERROR Common Network Error

This text appears when there are any issues with network connectivity (server-side errors).

CELLULAR_CONNECTION_ERROR Common

Looks like your connection is lost. Please try again later.

Explanatory text detailing why connectivity issues may be occurring.

SFDC_CONNECTION_ERROR Common

Looks like we can't connect to Salesforce.com. Please try again later.

Explanatory text detailing why connectivity issues may be occurring (Salesforce.com error)

VEEVA_CONNECTION_ERROR Common

Looks like we can't connect to Veeva CRM. Please try again later.

Explanatory text detailing why connectivity issues may be occurring (Veeva server error).

WEEKEND Common Weekend The section header label for all options relating to adjusting weekends on the calendar.

OPTIONS Common Options Label used for Options menus

NONE_NO_DASH Common None Label to show when a specific selection hasn't been made.



COMPLETE Common Complete

This displays in a confirmation dialog that appears when an Employee tries to complete a coaching report that is marked as Employee Comment Optional without having input anything into the Employee Comment field.

EDIT_LISTS Common Edit Lists Common label used for editing lists.

CLASSIC Common Classic

Header used in the Sunrise Bar for My Accounts to display the account detail page with the related list navigation bar on the left-hand side of the page.

TABLE Common Table Header used in the Sunrise Bar for My Accounts to display a list of accounts in tabular format.

HIERARCHY Common Hierarchy

Header used in the Sunrise Bar for My Accounts to allow the user to navigate to the account hierarchy page.

START_MEDIA Common Start Media Menu item that will allow the user to launch media.

VIEW_RELATED_ACCOUNTS Common View Related Accounts Menu item that allows the user to navigate to the account hierarchy page for a particular account.

RELATED_ACCOUNTS Common Related Accounts Header used in My Accounts to denote a list of accounts in the account hierarchy.

CREATE_NEW_LIST Common Create New List Used to label the popup from which the user can create a new list.

ACCOUNTS_SELECTED Common {0} Accounts Selected

Used to denote that {0} accounts have been selected from the list via the multi-select functionality.

DELETE_LIST Common Delete List Title of the confirmation popup that appears when the user attempts to delete a list.

DELETE_LIST_CONFIRMATION Common

Are you sure you want to delete list {0}?

Body of the confirmation popup that appears when the user attempts to delete a list.

LABEL Common Label Used to denote the color options for the new list that is being created.

CREATE_RECORD Common Create {0} Menu item that will allow the user to create a new record of object {0}.

VIEW_DETAIL Common {0} Detail Header used to allow the user to navigate to the detail page for a particular object, {0}.

ADD_ATTACHMENT Common Add Attachment String for adding attachments

COPY_TO_CLIPBOARD Common Copy to Clipboard Caption for Copy to Clipboard button.

COPIED_TO_CLIPBOARD Common Text copied to clipboard Message text for alert that tells the user the text was copied to the clipboard.



CALL_CYCLES Common Call Cycles Label used for Call Cycles button in My Schedule.

LAST_MOD Common Last Modified By String used by application.

VIEW_CALL_CYCLES Common View Call Cycles

Label used to launch Call Cycles create/edit window.

DISPLAY_BY Common Display By Label used to configure the display attribute under an Account name.

SAVED_FILTER Common Saved Filter Label used to for the saved filter's section header.

Added Common Added Use this message for the Territory Add/Drop widget on the home page.

Dropped Common Dropped Use this message for the Territory Add/Drop widget on the home page.

PRIORITY_URGENT Common Urgent Label for urgent priority alerts & notifications.

PRIORITY_IMPORTANT Common Important Label for important priority alerts & notifications.

PRIORITY_NORMAL Common Normal Label for normal priority alerts & notifications.

SYNC_ERROR Common Sync Errors Label for sync errors.

SYNC_ERROR_COUNT Common {0} Sync Errors Label for count of sync errors.

VIEW_PLAN_DETAILS Common View Plan Details Label used navigate the user to see additional details for MCCP/Cycle Plan.

MAP_CLUSTER Common Cluster ({0}) The label that appears as the selected Account Lists/View when selecting a cluster from the map.

MORE_TAB Common More Label for More on the Tab bar

USER_COUNTRY

EVENT_MANAGEMENT User Country Label used on the Event Rule page

EVENT_COUNTRY

EVENT_MANAGEMENT Event Country Label used on the Event Rule page

VIEW

EVENT_MANAGEMENT View

Used in the CRM Vault Integration as the label for the button that is used to view Vault documents.

EVENTS_VAULT_INVALID_DOC_ERROR

EVENT_MANAGEMENT

Invalid Vault document ID, please correct the document URL and try again.

Used in the CRM Vault Integration as the label for the message that is displayed when a Vault document ID is invalid.

EVENTS_VAULT_CONNECTION_ERROR

EVENT_MANAGEMENT

Unable to connect to Vault, please try again.

Used in the CRM Vault Integration as the label for the message that is displayed when a connection with Vault cannot be established.

EVENTS_VAULT_GENERAL_ERROR

EVENT_MANAGEMENT

Unable to view the document, please try again.

Used in the CRM Vault Integration as the label for the message that is displayed when the Vault document fails to load.



EVENTS_VAULT_DOMAIN_ERROR

EVENT_MANAGEMENT

Invalid Vault domain, please correct the Vault domain in CRM and try again.

Used in the CRM Vault Integration as the label for the message that is displayed when the Vault domain is found invalid by the integration.

EVENTS_VAULT_INVALID_STATE_ERROR

EVENT_MANAGEMENT

Unable to view the document, please update the document version to a steady-state and try again.

Used in the CRM Vault Integration as the label for the message that is displayed when the Vault document is not in a steady state.

DCR_PENDING Network DCR Pending Title of the prompt dialog notifying the user that a DCR is already pending for the selected license.

NO_PRODUCT_METRICS Ratings No metrics selected Message when there are no product metrics available.

DISABLE_DESKTOP_SHARING_ENGAGE RemoteMeeting

Start Meeting from CRM Online - Disable Desktop Sharing

Label to define permission within Engage Meeting Administration tab in CRM Online

CRM_ONLINE_MEDIA_PAGE_HEADER RemoteMeeting CRM Online Media Library

Label to define header of CRM View Media Library page

VIEW_MEDIA_LIBRARY RemoteMeeting View Media Library Label to define button for View Media Library

CLOSE_ENGAGE_APP_BEFORE_SUBMIT RemoteMeeting

Please ensure that this remote meeting is not currently in progress before submitting this call.

Label to define error message if user attempts to submit call online when Remote Meeting is active

UNABLE_LAUNCH_CLM_ONLINE RemoteMeeting

The media library cannot be launched at this time

Error message to display when the CLM Online Player cannot be launched from the call

DOWNLOAD_STATUS RemoteMeeting Download Status Label for the Download Status column within CRM Engage App Media Library

DOWNLOADING_MEDIA_PRESENTATIONS RemoteMeeting Downloading {0} of {1} media files

Label to display downloading status message for a presentation within CRM Engage App Media Library. {0} is the number of the media file which is being downloaded out of {1} which is the total number of media files to be downloaded for that presentation.

UPDATING_MEDIA_PRESENTATIONS RemoteMeeting Updating {0} of {1} media files

Label to display updating status message for a presentation within CRM Engage App Media Library. {0} is the number of the media file which is being updated out of {1} which is the total number of media files to be updated for that presentation.

DOWNLOAD_COMPLETE_MEDIA_PRESENTATIONS RemoteMeeting Content download complete

Label to display the download complete status message within CRM Engage App Media Library



SUM_DOWNLOADING_MEDIA_PRESENTATIONS RemoteMeeting Downloading {0} of {1} media files

Label to display summary downloading status message within CRM Engage App Media Library. {0} is the number of the presentation which is being downloaded out of {1} which is the total number of presentations to be downloaded.

UNABLE_OPEN_CONTENT_ENGAGE RemoteMeeting Unable to open presentation

Label to display error message when opening content in CRM Engage App Media Library

CONTENT_DOWNLOAD_COMPLETE_ENGAGE RemoteMeeting

All content has completed downloading

Label to display completion message when downloading content in CRM Engage App Media Library

DOWNLOAD_ALL_ENGAGE RemoteMeeting Download All Label to define text for Download All button within CRM Engage App Media Library

INCORRECT_CONTENT_STRUCTURE_ENGAGE RemoteMeeting Incorrect file structure

Label to define error message if incorrect CLM content structure within CRM Engage App Media Library

FINAL_SYNC_IN_PROGRESS_ENGAGE RemoteMeeting

Wrapping up and syncing information. Please do not close this window until complete.

Label to define message displayed during final sync. The \n symbol splits the text over two lines, since it is long.

FINAL_SYNC_SUCCESS_ENGAGE RemoteMeeting Sync Successful

Label to define success message displayed after final sync

FINAL_SYNC_FAILURE_ENGAGE RemoteMeeting

Sync Unsuccessful. Please review your call information on CRM Online before submitting the call {0}

Label to define failure message displayed after final sync

SELECT_SLIDE_TO_SHARE_ENGAGE RemoteMeeting

Please select a slide on the left to begin sharing

Label to define message to host to select slide to display

SELECT_PRESENTATION_TO_SHARE RemoteMeeting

Select a CLM Presentation that you want to share

Label to define message to host to select a presentation to display

PRESENTATION_DOWNLOADED_ENGAGE RemoteMeeting Downloaded

Label to define Downloaded status for presentation in CRM Engage App Media Library

PRESENTATION_UPDATE_PENDING_ENGAGE RemoteMeeting Update Pending

Label to define Update Pending status for presentation in CRM Engage App Media Library

PRESENTATION_DOWNLOAD_REQUIRED_ENGAGE RemoteMeeting Download Required

Label to define Download Required status for presentation in CRM Engage App Media Library

NO_PERMISSIONS_TO_SHARE_CONTENT_ENGAGE RemoteMeeting

You do not have permission to share any content within this meeting. Please contact your admin

Label to define error message when user does not have appropriate permissions to display anything within CRM Engage App

DESKTOP_ENGAGE RemoteMeeting Desktop Label to define desktop tab option within CRM Engage App Media Library



SHARE_ENGAGE RemoteMeeting Share Label to define text for Share button within CRM Engage App Media Library

DOWNLOAD_ENGAGE RemoteMeeting Download Label to define text for Download button within CRM Engage App Media Library

UNABLE_REFRESH_ENGAGE_APP_CONTENT RemoteMeeting The sync was unsuccessful

Error message to display within the CRM Engage App when a data sync is unsuccessful

CONTENT_DOWNLOAD_ERROR_ENGAGE RemoteMeeting Content download error

Label to define message when there is an error with downloading a content file in CRM Engage App Media Library

SCHEDULE_REMOTE_MTG RemoteMeeting Schedule Remote Meeting

CRM_ONLINE_MEDIA_PAGE_DESCRIPTION RemoteMeeting

The CRM Engage application allows you to view and download your approved media content. Privileges to view media content must be provided to use this functionality. Click the button to view your specific media content and download it locally, so that you are prepared to use it during remote meetings.

Label to define description of CRM View Media Library page

OPEN_MEDIA_REMOTE_MEETING_IN_PROGRESS RemoteMeeting

Your meeting {0} is in-progress. To view the Media Library, please end the current meeting.

Label to define error message when user attempts to View Media Library when they are already in an active meeting. {0} is the Meeting ID.

CANCEL RemoteMeeting Cancel Label to define Cancel button in CRM Engage App.

FETCHING_MEDIA_PRESENTATIONS RemoteMeeting Fetching Presentations...

Label to display data syncing status message within CRM Engage App Media Library.

FINAL_SYNC_FAILURE_ENGAGE RemoteMeeting

Sync Unsuccessful. Please review your call information on CRM Online before submitting the call {0}

Label to define failure message displayed after final sync. {0} is the Call Name.

FINAL_SYNC_REVIEW_CALL_INFO_ENGAGE RemoteMeeting

Please review your call information on CRM Online before submitting the call {0}

Label to define reminder message displayed after final sync. {0} is the Call Name.

SCHEDULER_GRID Scheduler Scheduler Grid

The section header label for all options relating to adjusting the number of weeks displayed on the Scheduler tab in My Schedule.

ONE_WEEK Scheduler 1 Week Label used for the 1 week option.

TWO_WEEKS Scheduler 2 Weeks Label used for the 2 weeks option.

EXTERNAL_CALENDARS Scheduler External Calendars The section header label for all options relating to displaying external calendars in My Schedule.



MAP Scheduler Map Label used for Map tab on Sunrise Bar in My Schedule.

INTERNAL_CALENDARS Scheduler Internal Calendars The section header label for all options relating to displaying internal calendars in My Schedule.

ADD_CALENDAR_ENTRY Scheduler Add Calendar Entry Label used to create new entries in My Schedule.

ADD_TIME_OFF_TERRITORY Scheduler Add Time Off Territory Label used to create ToT entries in My Schedule.

ADD_CALLS Scheduler Add Calls Label used to create new Call entries in My Schedule.

ENHCD_COACHING_EMP_COM_ENABLED Surveys Employee Comment Enabled

When a Admin or Coach is looking at an Advanced Coaching Report that is Under Employee Review, they will see this message in the Employee Comment section of the report because the Employee has not yet submitted a comment.

ENHCD_COACHING_EMPTY_COMMENT_CONFIRMATION Surveys

Are you sure you want to complete this form without entering a comment?

When an Employee tries to complete and Advanced Coaching Report where the Employee Comment is optional, and they have not submitted a comment, this message appears in a prompt to confirm they want to Complete without a comment.

ENHCD_COACHING_COMMENT_SECTION_HEADER Surveys Coaching Report Employee Review

When viewing a coaching report with Employee Comment feature enabled, this message defines the section header text for the section that contains the Employee Comment.

ENHCD_COACHING_COMMENT_REQUIRED_ERROR Surveys

Please fill out the Employee Comment field.

This error is displayed when a Rep tries to Complete an Advanced Coaching Report with an empty Employee Comment field when the Employee Comment is set to Comment Required.

SURVEY_QUESTION_MAX Surveys

You cannot have more than 25 questions on a survey.

Error message that displays when a user attempts to add more than 25 questions to a survey

SURVEY_QUESTION_LIMIT Surveys

You cannot have more than {0} questions on a survey.

Error message that displays when a user attempts to add questions to a survey that would exceed the max configured number. This replaces the original SURVEY_QUESTION_MAX when the Survey Questions 100 Limit feature is enabled by admins.

VALIDATIONRULE_ALERT_TITLE ValidationRule Validation Rule This is the title of the validation rule alert that displays when a validation rule is triggered.

Table 4: 18R2 New Veeva Messages

18r2 release notes - docs.veevacrm.comdocs.veevacrm.com/releasenotes/veeva crm 18r2 release...

Documents