iPad and iPhone users can also sign in to Veeva CRM using a custom domain. AuthenticationĬustomers 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. This also enables greater control over which rules run against which records, as some monitored phrases may be appropriate when discussing one product, but not another. 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 enables users to more accurately manage their accounts, and plan account interactions by providing a full view of their accounts’ professional networks. Related out-of-territory accounts display along with users’ accounts in the stakeholder navigator. Account Planĭisplaying and Adding Out of Territory Accounts in Stakeholder Navigator This reduces the chance that users accidentally create duplicate accounts. Redirecting the New Account Button to Global Account SearchĪdmins 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. 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. 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. The 22R1.0 release includes features from the following minor releases:įeatures were not added in the 21R3.1 minor release. For a full list of the release dates for 2022, see About CRM Releases. Additionally, the 22R2.3 minor release is canceled to support rescheduling the 22R3.0 major release. To provide a three-week sandbox period, the 22R3.0 sandbox release is rescheduled to November 17, 2022. The 22R3.0 major release is rescheduled to Decem(previously December 15, 2022). See CRM for iOS for more information about supported hardware and software for iOS devices. A notification will display indicating they are on an unsupported iOS version. ![]() Users with devices running iOS 13 or earlier will not be able to upgrade the app to the 22R1 version. Starting in 22R1 (April ‘22), Veeva CRM requires iPadOS/iOS devices to be running iOS 14 or greater. See CRM Desktop (Windows) and CRM for Windows Tablet for more information. ![]() Starting in 22R1 (April ‘22), CRM Desktop (Windows) and Windows Tablet have updated minimum specifications to ensure the best experience when using Veeva CRM. Updated Device and Software Requirements for CRM Desktop (Windows) and CRM for Windows Tablet ![]() With the 22R1.0 production release, Salesforce Guest profiles are no longer updated during releases. New Fields and New Objects are also included. You can also find a quick overview of 22R1.0 Feature Enablement and Availability information in this release note. Configuration is available by selecting the feature name. Our release notes offer brief, high-level descriptions of enhancements and new features. The CRM 22R1.0 major release includes several new features as well as User Visible and Behavior Changes.
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