About 25R1.0

This topic provides information about the Vault CRM 25R1.0 release, including important dates and release announcements.

All dates listed are subject to change.

Dates to Remember

  • April 10, 2025 – Release Notes available
  • April 17, 2025 – Sandbox Release
  • May 1, 2025 – Production Release

Release Notes

The following items are now available:

Announcements

Migrating to the New Vault CRM App

In 24R2.0, we moved to a new Vault CRM iPad application to support significant updates to Vault CRM. The previous version, now called Vault CRM Legacy, will no longer be supported starting in 25R1.0. At that time, Vault CRM Legacy will stop functioning and syncing.

To continue receiving updates and full functionality, migrate to the new Vault CRM app available in the App Store. Before installing the new app, ensure any pending data changes in Vault CRM Legacy are fully synced. Once your data is up to date, you can safely delete Vault CRM Legacy from your iPad and start using the new Vault CRM app.

Renaming of Account Tactic and Plan Tactic Objects

The labels for two objects used for account planning are renamed to make their purpose in the account planning process more clear. These changes apply to new Vaults and are reflected in the Vault CRM documentation. Changes were not made to existing Vaults.

  • The Account Tactic (account_tactic__v) object is now Objective
  • The Plan Tactic (plan_tactic__v) object is now Strategy