What's New in Vault CRM 25R2.0

The 25R2.0 release includes features for:

The 25R2.0 release includes features from the following Vault CRM minor releases:

Release Dates

  • Sandbox Release - August 7, 2025
  • Production Release - August 21, 2025

New Fields, New Objects, and Removed Fields are also included.

Account Management

Account Profiling - Available on Browser and iPad

Account Profiling offers organizations a streamlined way to collect account profile data from the field. It also allows users to mass update account profile information using a familiar, spreadsheet-like interface.

View the Account Profiling video

Child Accounts in Vault CRM - Available on iPad and iPhone

Users can view and record interactions for Child Accounts. In some organizations or regions, the relationship between the person account and business account is an integral part of the business model. In Vault CRM, this relationship is modeled using Child Account records, which display person and location information together as one unique record so users can understand the HCP-HCO relationship.

Display Child Account TSF Information in My Accounts - Available on iPad

Users can view information from child account TSF records in My Accounts Views. This ensures users have visibility into key interactions, status updates, and relevant data within their designated territories.

Dynamic Attributes in My Accounts Views - Available on Browser

Users can specify Dynamic Attributes as criteria when defining My Accounts views. This enables users working with custom attributes to filter My Accounts to a tailored, actionable view that only includes accounts relevant to the user's current task. The specified Dynamic Attributes display as columns in the My Accounts view.

Enable Querying and Reporting of Dynamic Attributes - Available on Browser and iPad

To improve performance in My Accounts, business admins can control whether Dynamic Attributes are included in My Accounts searches, filters, and reports.

My Accounts Redesign - Available on Browser

My Accounts on the Browser platform is updated with a new look and feel, a new way to quickly search for accounts, and improvements to viewing Lists and Views. From the My Accounts tab, users can access the Account Search and the Views and Lists tabs. The Account Search tab replaces the Global Account Search tab and offers similar functionality.

View Consent Signature - Available on Browser

Business Admin Users can review and audit signatures captured for consent directly from an account record. This allows for visual verification of HCP signatures to ensure authenticity. Business Admin Users can view a list of all captured consent signatures, filter the list by signature date, and generate a printable view for auditing purposes.

Account Timeline

Displaying Custom Multichannel Activities on the Account Timeline - Now available on Browser

The custom activities from internal and third-party systems related to accounts can be configured to display on the Account Timeline. This enables users to view custom activities in the Account Timeline using data that may have originated from outside of Vault CRM.

Viewing Events Management Events on the Account Timeline - Now available on Browser

Users can view Event Management (EM) events on the account timeline. This ensures users have a complete view of key milestones and engagements, for example speaker programs, directly alongside other customer interactions like calls or emails. This complete view provides users with the context needed to make more informed decisions and understand the impact of an event on subsequent interactions.

Approved Email

Auto-Publishing for Email Fragments - Available on Browser, iPad, and iPhone

Content Creators can upload content directly to Vault CRM so that end users can add the content as a fragment when they create Approved Email messages. Some content may not require medical, regulatory, or legal review in PromoMats or MedComms; for example, a holiday greeting, a logistical document, or an agenda.

Call Planning

Enabling Call Booking Support - Available on Browser

To enable end users to focus fully on call execution, some organizations authorize designated users (booking agents) to handle call scheduling and planning. Call Booking Support enables booking agents to assign planned calls to other users, for centralized call planning.

Using Child Accounts in My Schedule - Available on Browser, iPad, and iPhone

Using child accounts in My Schedule enables users to schedule calls for a specific account-organization (HCP-HCO) combination rather than just the HCP’s account. This ensures calls are planned for an HCP at a specific institution, providing greater precision than planning a call for the individual alone.

Managing Call Cycles for Child Accounts - Available on Browser and iPad

To enable users to easily schedule recurring sets of calls against an account-organization (HCP-HCO) combination, rather than just the HCP’s account, users can create and apply call cycles for child accounts. This enables users to save time when scheduling calls for frequently visited child accounts.

Displaying Office Best Times for Child Accounts - Available on Browser and iPad

Since HCPs may practice at multiple institutions with varying schedules, tracking availability at the child account level ensures call planning aligns with the HCP’s hours at each facility. When scheduling calls for child accounts, Office Best Times for the HCP-HCO combination display in My Schedule, enabling users to quickly identify optimal time slots.

Call Reporting

Call Reporting with Child Accounts - Available on iPad and iPhone

In some organizations, the connection between individual professionals (HCPs) and the businesses they work with (HCOs) is a key aspect of call reporting. For these implementations, call reports must be linked to both the individual and the call location to ensure accurate representation of real-world interactions. To support this, call reporting automatically assigns the appropriate person and location based on the call entry point and the child/parent relationship between the HCP and HCO. Additionally, search functionality on the call report prioritizes relevant child accounts, making it easier for users to find and associate the correct records.

Using Medical Discussions on Unique Activities Child Calls - Now available on Browser

Medical Discussions on unique activities calls enable users to capture key information for scientific discussions with HCPs. By capturing this information on the child call, users can record separate information for each attendee on a unique activities group call.

Call Sampling

Generating Printable Acknowledgement of Content Receipts - Available on Browser

To quickly and easily produce compliant documentation for Acknowledgement of Content (AOC) disbursements, sample admin users and end users can generate printable AOC receipts.

View the Generating Printable Acknowledgement of Content Receipts video

Sampling Non-PDMA Regulated Products - Now available on Browser

For call reports on the Browser platform, users can disburse non-PDMA product samples without capturing a signature or sample card number. Products not included in PDMA (Prescription Drug Marketing Act) regulations, for example, over the counter products, have less stringent requirements for sampling and HCP licensure.

Viewing the Sample Status Indicator - Now available on Browser

To indicate to Browser users whether an HCP is eligible for sampling, a sample status indicator displays on the call report.

Viewing the Sample Send Status Indicator - Now available on Browser

To indicate to Browser users whether an address is eligible for sample requests (BRCs), a sample send status indicator displays in the Ship-to Address picklist on the call report.

Campaign Manager

Using the Target List Builder - Available on Browser

Marketing users can create filters on various fields and objects to create target lists for their campaigns. Creating target lists in this manner saves time during the campaign planning process, reduces errors associated with manually selecting large numbers of targets, and increases campaign engagement by ensuring only the appropriate accounts are targeted by the campaign.

View the Using the Target List Builder video

Creating Multi-Action Campaigns - Available on Browser (Available August 21, 2025)

Multi-Action Campaigns enable marketers to execute more complex campaigns by supporting target list groups and automated follow-up actions. This feature streamlines the process of engaging different target segments with tailored content and sequences of messages, enhancing the effectiveness and efficiency of marketing efforts.

Creating Follow-up Actions - Available on Browser (Available August 21, 2025)

Users can define follow-up actions for their Multi-Action Campaigns that automatically send to certain targets based on how they interacted with the initial email sent from the campaign or the email from a different follow-up action.

Managing Target Groups - Available on Browser (Available August 21, 2025)

Marketing users planning Multi-Action Campaigns can organize their campaign's target list into groups of differing levels based on the level_cda__v field on the account__v object. This enables marketing users to select different email templates and follow-up actions for each group of the target list, enhancing the personalization and relevance of campaign emails.

Classic Cycle Plans

Managing Classic Cycle Plan Targets - Available on Browser

To keep plans relevant and impactful, users with the necessary permissions can quickly add or edit cycle plan targets. When adding targets, users define planned call goals and can also specify product detail goals. This flexibility helps adapt plans to changing market conditions, strategies, and priorities, ensuring plans are optimized for the right accounts and objectives.

Scheduling Calls for Classic Cycle Plan Targets - Available on Browser

To support cycle plan execution, end users can schedule calls directly from the Cycle Plan Targets table on Cycle Plan record detail pages. This table displays key metrics for each target account, making it easy to identify under-reached accounts.

Supporting Custom Pull-in Fields for Classic Cycle Plans - Available on Browser and iPad

Custom pull-in fields for cycle plan targets and products provide end users with enhanced visibility into key information. Pull-in values display as additional columns in the Cycle Plan Targets table, along with standard information about cycle plan goals for each target and product in the plan. This facilitates improved account identification, more informed outreach strategies, and streamlined call planning.

Monitoring Classic Cycle Plan Progress from the Account Detail Page - Now available on Browser

To provide quick access to performance insights specific to a particular account, cycle plan information displays on the Account Detail page in View mode. This enables users to readily see their progress toward goals for the specific target over a given time period, facilitating informed decisions regarding account engagement. Managers also benefit from this visibility, gaining insight into users’ progress for a specific target account.

Consent Capture

Displaying Externally Managed Consent in Vault CRM - Available on Browser, iPad, and iPhone

Customers with custom integrations between Vault CRM and their external consent system can configure the Consent Capture page to display in read-only mode for end users. This allows Vault CRM to enforce consent for email and messaging channels using data from the external system, while managing all consent changes remain in the external system.

View the Displaying Externally Managed Consent in Vault CRM video

Managing Consent for Messaging - Available on Browser

Business admin users must set up consent for the Messaging channel to allow end users to capture consent from HCPs before sending messages.

Engage

Scheduling and Starting Zoom® Meetings - Available on iPad

Meeting hosts can schedule Zoom® meetings, send invites, update meeting details, and initiate meetings directly from the call report in Vault CRM, allowing users to accommodate HCPs who prefer Zoom. The meeting is hosted by Zoom and the meeting experience is controlled by the user’s Zoom Enterprise account.

Sending Zoom® Meeting Invites via Approved Email - Available on iPad

With Approved Email, meeting hosts can send meeting invites to up to 100 Zoom® meeting attendees at once. The Approved Email template can contain tokens to ensure all of the meeting details, for example, the date and time, meeting URL, and password are included in the email.

WhatsApp Business Messaging in Vault CRM

Customers can integrate WhatsApp Business with Vault CRM to allow their end users to have compliant conversations with HCPs. WhatsApp Business Messaging is built on Meta’s Cloud API, which allows approved businesses to send messages using verified phone numbers. This is separate from the WhatsApp mobile app or the WhatsApp Business app, and is designed for enterprise messaging.

Events Management

Adding Speaker Photos to Approved Emails for Events Management - Available on iPad

Business admin users can upload photos for each speaker, which can then be referenced in Approved Email content using the Event Speaker token. This personalizes and improves the visual appeal of email invitations to connect recipients to speakers.

Filtering Event Budgets - Available on Browser and iPad

Business admin users can configure filters for the list of budgets that display as available for an event. Reducing the number of budgets displayed to end users enables end users to quickly select the appropriate budget to add to their event, which in turn reduces any potential errors that need to be corrected during event approval.

Creating Expense Limit Rules - Available on Browser and iPad

Event Expense Limit rules enable admins to set up guidelines and policies surrounding expense limits. Automating this process results in greater compliance by preventing event organizers from adding estimated and actual expenses to an event based on these restrictions.

General

Using the Data Lakehouse for Vault CRM

Customers can access a Data Lakehouse containing a complete and up-to-date copy of their Vault CRM data. The Data Lakehouse retrieves all Vault CRM data using Vault Platform’s Direct Data API. Retrieved data publishes as Apache Iceberg™ tables on S3, enabling customers to easily query Vault CRM data in place, or copy out to an external data warehouse.

Parent-Child Security for Account Child Objects

Child objects of the account__v object now use the Vault standard parent-child security model for record access, instead of application-specific logic. This simplifies security management and ensures users have the correct level of record access from the moment records are created. The update was first available in the Vault CRM 25R1.3 release.

Medical

Using Medical Interaction - Available on Browser and iPad

Medical Interaction provides medical users with a comprehensive method of planning and tracking their interactions with medical professionals, leading to stronger relationships and better communication of product information. The Medical Interaction user interface (UI) is designed to be dynamic, allowing users to easily take notes and only add the sections they need. To provide continuity of account medical-related information, users can also create Discussions, Medical Inquiries, Key Medical Insights, and Documented Interests directly from the Medical Interaction report.

Viewing Medical Interactions on the Account Timeline - Available on Browser and iPad

Medical users can view Medical Interactions on the Account Timeline. This provides a more comprehensive and chronological overview of engagement with an account. By viewing these related activities in one place, users can quickly understand the full context of the relationship with an account, saving time and improving preparation for future engagements.

Displaying Medical Interactions on My Schedule - Available on Browser and iPad

Medical users can view Medical Interactions from My Schedule, alongside other scheduled events such as Time Off Territory and Medical Events, streamlining their planning and execution process. Users can quickly assess their upcoming Medical engagements using color-coded calendar entries that display key information such as the interaction's title, location, address, channel, and attendee count.

Medical Events

Recording a Call with Medical Events - Now available on Browser

To accurately and efficiently capture activities from medical events, users can associate an event to a call, or create a call directly from a medical event. This streamlines call reporting by automatically populating call fields with event information linking the event to the call report, and enables end users to avoid reentering this information and only enter call information specific to individual attendees.

Medical Inquiry

Using Vault MedInquiry to Fulfill Medical Inquiries - Available on Browser and iPad

Medical Inquiries created and submitted in Vault CRM by sales and field medical teams can automatically be shared with medical information teams for fulfillment using a connection with Vault MedInquiry. This automated process provides the medical inquiry submitter with status updates as the medical inquiry is worked on, including Submitted, In Progress, and Closed, at which point the submitter knows the medical inquiry is fulfilled.

Generating Printable Medical Inquiry Receipts - Available on Browser

To provide receipts for signature audits or other internal needs, business admin users can generate printable, compliant Medical Inquiry signature receipts as PDFs. These receipts can be used to verify a Medical Inquiry was fulfilled as described.

View the Generating Printable Medical Inquiry Receipts video

Adding a Disclaimer to a Medical Inquiry - Available on Browser and iPad

Business admin users can add default disclaimer text that displays on the Medical Inquiry page. This text is often recommended or required by a medical or pharmaceutical provider's legal department. Additionally, instead of the default disclaimer text, customers with multi-country operations can automatically display disclaimer text on the Medical Inquiry page based on the country of an account.

Multichannel Cycle Plans

Supporting Child Accounts for Multichannel Cycle Plans - Available on Browser and iPad

In organizations using child accounts, Multichannel Cycle Plan (MCCP) goals and activity tracking can be managed separately for each child account. This enables personalized engagement and tailored goal setting, based on the unique needs of each location.

Sample Management

Overriding Locked Sample Management Records - Available on Browser

To ensure seamless updates while maintaining data security and compliance with regulatory requirements, integration users or sample admins can update fields on submitted or locked Sample Management records. This eliminates the need for an admin user to manually unlock the record, or for the integration user to have Modify All permission.

Service Center

Creating Call Reports from Target Activities - Available on Browser

Service Center Representatives (SCRs) can start a call report directly from the Target Activity Guide during outbound call activities. While the report still displays in a separate window, this effectively integrates call reporting into the standard outbound workflow, eliminating the need for users to navigate to a separate area to record call details. This feature provides a streamlined, efficient process for capturing required information and ensures call reports are directly associated with the corresponding target attempt.

Transferring Calls Using OmniConnect - Available on Browser

Service Center Representatives (SCRs) can transfer calls to another department or system, or to an external number, if needed. This helps users efficiently resolve customer issues and improve customer experience. Quickly transferring customer calls to the right resource, agent, or department allows SCRs to support calls from other users, queues, or external numbers.

Using My Cases for Service Center Inbound - Available on Browser

Service Center Representatives (SCRs) can access My Cases, a launch point for an SCR’s work throughout the day, from the Inbound tab to view a centralized hub of their assigned cases. When SCRs select My Cases, a time-sorted list of case cards displays, providing a visual representation of the cases assigned. This allows SCRs to better prioritize their work and drive cases toward resolution more effectively.

Using the Service Center Inbound Tab - Available on Browser

The Inbound tab on the Service Center console provides a centralized workspace for handling incoming emails, viewing assigned cases, and creating new cases from inbound communications. Work is organized as a two-pane layout so users can browse and take action on emails from shared inboxes, ensuring timely responses and effective case management.

Surveys

Supporting Child Accounts in Surveys - Available on Browser, iPad, iPhone

Survey designers can add child accounts as survey targets when creating surveys, and end users can select child accounts as survey targets when creating new survey targets. Surveys for child accounts allow organizations to collect information that is specific to a person at a particular location because HCPs often work at multiple locations.

Sync

Supporting List Layouts on Mobile Devices - Available on iPad and iPhone

Business admin users can define list layouts for objects to customize the columns displayed in search modals. This allows end users to view relevant information when searching for records to populate reference fields, providing better context for their selections.

X-Pages Studio

Data Box Data Element - Available on Browser

The CRM Data Engine data element is renamed Data Box and is now available for use in X-Pages Studio. Data for this element is obtained by using the queryDataEngine method. When content creators add the Data Box data element to an X-Page, users can view large data sets queried from Data Box, for example Compass data. Results from this query can be viewed on the X-Pages Studio preview page.

Mean and Median Data Expressions - Available on Browser

Content creators can now calculate mean and median values for queried data in X-Pages Studio using data expressions. Mean and median values can help condense large data sets into easily understandable insights. The mean helps users understand overall performance, average sales, or average call frequency. The median is helpful when data is skewed or contains outliers, as it's less affected by extreme values than the mean.

X-Pages Studio Content Types - Available on Browser

The following content types are now available for use in X-Pages Studio to create and deploy content:

  • Inventory Monitoring
  • Order Management
  • Speaker (Events Management)

The following topics are updated with new content type and object type information:

Flightpath

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

User Visible and Behavior Changes (UVCs)

Most new functionality requires some configuration, however users are able to use the following functionality immediately. Select the thumbnail to view a larger image.

Account Management

Platform

Description

Before

After

Browser

The My Accounts tab is updated to include subtabs for Account Search and Account Views and Lists.

n/a

Browser

An Account Type selector/filter is added to My Accounts.

The "All Territories" option is removed from the Territory selector.

n/a

Call Reporting

Platform

Description

Before

After

iPad, iPhone

On unique activities group calls, Attendee-Specific Fields display in the section with the account__v field, typically the call header.

Consent Capture

Platform

Description

Before

After

Browser, iPad, iPhone

When viewing the Consent Capture screen, each toggle is now labeled with Explicit Opt In or Implicit Opt In.

Events Management

Platform

Description

Before

After

iPad

The updated Event Materials widget now displays on em_event__v records. The widget displays, as well as the most recent materials with attachments.

n/a

General

Platform

Description

Before

After

iPad, iPhone

For lookup fields referencing picklist values, the picklist value label now displays in the lookup field instead of the API name.

n/a n/a

iPad, iPhone

Attachments deleted on Browser are now removed from mobile devices after syncing.

n/a n/a

CRM Desktop (Windows)

End users using the Data Grid Loader can select the Exclude Blank Values on Upload check box to avoid updating existing data with blank values.

25R2.0 Feature Enablement and Availability

The following table provides an explanation of feature enablement and user impact.

Vault CRM Feature Availability and Enablement

Feature

User
Visible
Change

Configuration
Required

Browser

CRM Desktop
(Windows)

iPad

iPhone

Account Management

Account Profiling - Available on Browser and iPad

No

Yes

Child Accounts in Vault CRM - Available on iPad and iPhone

No

Yes

Display Child Account TSF Information in My Accounts - Available on iPad

No

Yes

Dynamic Attributes in My Accounts Views - Available on Browser

No

Yes

Enable Querying and Reporting of Dynamic Attributes - Available on Browser and iPad

No

Yes

My Accounts Redesign - Available on Browser

Yes

No

View Consent Signature - Available on Browser

No

Yes

Account Timeline

Displaying Custom Multichannel Activities on the Account Timeline - Now available on Browser

No

Yes

Viewing Events Management Events on the Account Timeline - Now available on Browser

No

Yes

Approved Email

Auto-Publishing for Email Fragments - Available on Browser, iPad, and iPhone

No

Yes

Call Planning

Enabling Call Booking Support - Available on Browser

No

Yes

Using Child Accounts in My Schedule - Available on Browser, iPad, and iPhone

No

Yes

Managing Call Cycles for Child Accounts - Available on Browser and iPad

No

Yes

Displaying Office Best Times for Child Accounts - Available on Browser and iPad

No

Yes

Call Reporting

Call Reporting with Child Accounts - Available on iPad and iPhone

No

Yes

Using Medical Discussions on Unique Activities Child Calls - Now available on Browser

No

No*

Call Sampling

Generating Printable Acknowledgement of Content Receipts - Available on Browser

No

Yes

Sampling Non-PDMA Regulated Products - Now available on Browser

No

No*

Viewing the Sample Status Indicator - Now available on Browser

No

No*

Viewing the Sample Send Status Indicator - Now available on Browser

No

No*

Campaign Manager

Creating Follow-up Actions - Available on Browser

No

Yes

Creating Multi-Action Campaigns - Available on Browser

No

Yes

Managing Target Groups - Available on Browser

No

Yes

Using the Target List Builder - Available on Browser

No

Yes

Classic Cycle Plans

Managing Classic Cycle Plan Targets - Available on Browser

No

Yes

Scheduling Calls for Classic Cycle Plan Targets - Available on Browser

No

Yes

Supporting Custom Pull-in Fields for Classic Cycle Plans - Available on Browser and iPad

No

Yes

Monitoring Classic Cycle Plan Progress from the Account Detail Page - Now available on Browser

No

No*

Consent Capture

Displaying Externally Managed Consent in Vault CRM - Available on Browser, iPad, and iPhone

No

Yes

Managing Consent for Messaging - Available on Browser

No

Yes

Engage

Scheduling and Starting Zoom® Meetings - Available on iPad

No

Yes

Sending Zoom® Meeting Invites via Approved Email - Available on iPad

No

Yes

Managing Message Templates in Vault CRM - Available on Browser

No

Yes

Managing WhatsApp Business Accounts and Phone Numbers in Vault CRM - Available on Browser

No

Yes

Events Management

Adding Speaker Photos to Approved Emails for Events Management - Available on iPad

No

Yes

Filtering Event Budgets - Available on Browser and iPad

No

Yes

Creating Expense Limit Rules - Available on Browser and iPad

No

Yes

Medical Events

Recording a Call with Medical Events - Now available on Browser

No

No*

Medical

Using Medical Interaction - Available on Browser and iPad

No

Yes

Viewing Medical Interactions on the Account Timeline - Available on Browser and iPad

No

Yes

Displaying Medical Interactions on My Schedule - Available on Browser and iPad

No

Yes

Medical Inquiry

Using Vault MedInquiry to Fulfill Medical Inquiries - Available on Browser and iPad

No

Yes

Generating Printable Medical Inquiry Receipts - Available on Browser

No

Yes

Adding a Disclaimer to a Medical Inquiry - Available on Browser and iPad

No

Yes

Multichannel Cycle Plans

Supporting Child Accounts for Multichannel Cycle Plans - Available on Browser and iPad

No

Yes

Sample Management

Overriding Locked Sample Management Records - Available on Browser

No

Yes

Service Center

Creating Call Reports from Target Activities - Available on Browser

No

Yes

Transferring Calls Using OmniConnect - Available on Browser

No

Yes

Using My Cases for Service Center Inbound - Available on Browser

No

Yes

Using the Service Center Inbound Tab - Available on Browser

No

Yes

Surveys

Supporting Child Accounts in Surveys - Available on Browser, iPad, iPhone

No

Yes

Sync

Supporting List Layouts on Mobile Devices - Available on iPad and iPhone

No

Yes

X-Pages Studio

Data Box Data Element - Available on Browser

No

No

Mean and Median Data Expressions - Available on Browser

No

No

X-Pages Studio Content Types - Available on Browser

No

No

*Parity items do not typically require configuration if you are using this functionality on another platform. In some cases, VMOCs must be enabled for the added platform.

New Objects

Objects were not added in Vault CRM 25R2.0.

Object Name

Object Label

Description

campaign_group__v Campaign Group Enables grouping Campaign Manager campaign targets based on target level.
campaign_group_action__v Campaign Group Action Defines follow-up actions for campaign target groups.
medx__v Medical Interaction Stores the details of a medical interaction.
medx_attendee__v MedX Attendee Stores the details of an attendee of a medical interaction.
medx_component__v MedX Component Connects a component of a medical interaction to an attendee and/or a medical interaction.
medx_discussion__v MedX Discussion Stores the discussion that occurred during the medical interaction.
medx_discussion_material__v MedX Discussion Material Stores discussion material of a medical interaction.
medx_key_message__v MedX Key Message Stores the details of a key message on a medical interaction.
medx_meeting_material__v MedX Meeting Material Stores the meeting materials of a medical interaction.
message_template__v Message Template Stores header data for Message Templates.
message_template_business_account__v Message Template Business Account Stores details of Message Templates that are managed for specific Messaging Business Accounts.

messaging_business_account__v

Messaging Business Account

Stores details of messaging business accounts.

messaging_phone_number__v

Messaging Phone Number

Stores phone numbers used for messaging.

pal_int_context__v

PAL Integration Context

n/a

profiling_attribute__v

Profiling Attribute

Stores the attributes that will be part of the profiling template.

profiling_sheet__v

Profiling Sheet

Stores the individual profiling sheet based on the profiling template.

profiling_template__v

Profiling Template

Stores templates for profiling sheets.

New Fields

The table below contains all fields added in Vault CRM 25R2.0. The fields are organized by object.

Object

Field Name

Field Label

Description

Type

call2__v zoom_remote_meeting__v Zoom Remote Meeting When populated, designates the Call has a Zoom meeting scheduled. Object
campaign__v campaign_template_type__v Campaign Template Type Represents the type of campaign template that the campaign is using. Picklist
campaign_group__v assigned_levels__v Assigned Levels n/a Picklist
campaign_group__v campaign__v Campaign n/a Object
campaign_group__v campaign__v Campaign Groups n/a Object
campaign_group__v description__v Description Description of the profiling template Text
campaign_group__v link__sys Link n/a Text
campaign_group__v name__v Group Name n/a Text
campaign_group__v selected_territory__v Selected Territory n/a Object
campaign_group__v status__v Status n/a Picklist
campaign_group_action__v campaign__v Campaign n/a Object
campaign_group_action__v campaign_activity__v Campaign Activity n/a Object
campaign_group_action__v campaign_group__v Campaign Group n/a Object
campaign_group_action__v channel__v Channel The channel of communication of the medical interaction. Picklist
campaign_group_action__v condition_url__v Condition Url n/a Text
campaign_group_action__v dependent_action__v Dependent Action n/a Object
campaign_group_action__v hour_offset__v Hour Offset n/a Number
campaign_group_action__v link__sys Link n/a Text
campaign_group_action__v name__v Campaign Group Action Name n/a Text
campaign_group_action__v status__v Status n/a Picklist
campaign_group_action__v targets_who__v Targets Who n/a Picklist
case_conversation__v external_resource_id__v External Resource ID n/a Text
case_conversation__v initiating_user__v Initiating User User who initiated the transfer action. Object
case_conversation__v initiating_user__v   n/a Object
case_conversation__v transfer_target__v Transfer Target n/a Picklist
case_conversation__v transfer_type__v Transfer Type n/a Picklist
channel_assignment__v email_subdomain__v Email Subdomain Defines the Email Subdomain to be used for sending emails. If not configured the application will use the domain of the configured Mailbox. Text
childaccount_tsf__v territory__v Child Account TSF n/a Object
childaccount_tsf__v territory__v Territory n/a Object
consent_header__v consent_managed_externally__v Consent Managed Externally When enabled, this field prevent users from updating consent while keeping consent validation when sending emails Yes/No
consent_header__v external_consent_link_browser__v External Consent Link (Browser) Contains the external consent tool link, where tokens can be used to generate the link Text
consent_header__v external_consent_link_ios__v External Consent Link (iOS) Contains the external consent tool link, where tokens can be used to generate the link Text
consent_header__v external_consent_link_windows__v External Consent Link (Windows) Contains the external consent tool link, where tokens can be used to generate the link Text
consent_type__v legacy_consent_channel__v Legacy Consent Channel Used to reference consent collected from a legacy custom channel and reused for Veeva channel. Text
consent_type__v subscribe_keyword__v Subscribe Keyword Keyword (e.g., YES) that, when received from the HCP, triggers an opt-in consent record creation for the channel. Text
consent_type__v unsubscribe_keyword__v Unsubscribe Keyword Keyword (e.g., STOP) that, when received from the HCP, triggers an opt-out consent record update for the channel. Text
dynamic_attribute_query__v account__v Account n/a Object
dynamic_attribute_query__v link__sys Link n/a Text
dynamic_attribute_query__v name__v Name n/a Text
dynamic_attribute_query__v status__v Status n/a Picklist
em_speaker__v photo_cdn_status__v Photo CDN Status Indicates whether the content is published to the CDN Picklist
em_speaker__v photo_file__v Photo File of the speaker photo uploaded. Attachment
em_speaker__v photo_processing_status__v Photo Processing Status Status of the publish to CDN process Picklist
em_speaker__v photo_url__v Photo URL URL of the uploaded photo that will be displayed in the Event Speaker Table token in Approved Email. URL
inventory_order__v override_lock__v Override Lock This enables a non-Admin User to make changes to a Submitted Sample Inventory Order and lines without requiring the User to unlock the record. Yes/No
inventory_order_line__v override_lock__v Override Lock This enables a non-Admin User to make changes to a Submitted Sample Inventory Order and lines without requiring the User to unlock the record. Yes/No
medx__v address__v Address The address of the medical interaction. Text
medx__v agenda__v Agenda The agenda of the medical interaction. Text
medx__v attendee_count__v Attendee Count Number of attendees on the medical interaction. Number
medx__v attendee_list__v Attendee List List of attendees on the medical interaction. Text
medx__v cancelation_reason__v Cancelation Reason The reason the medical interaction was canceled. Picklist
medx__v channel__v Channel The channel of communication of the medical interaction. Picklist
medx__v created_by_device__v Created By Device The device used to create the medical interaction. Picklist
medx__v duration__v Duration Duration of the visit to the CLM Presentation Slide in seconds Number
medx__v end_datetime__v End Time The end date and time of the medical interaction. DateTime
medx__v last_modified_by_device__v Last Modified By Device The last device used to modify the medical interaction. Picklist
medx__v latitude__v Latitude The latitude of the address of the medical interaction. Number
medx__v link__sys Link n/a Text
medx__v location__v Location The location of the medical interaction. Object
medx__v longitude__v Longitude The longitude of the address of the medical interaction. Number
medx__v medx_status__v Medical Interaction Status Status of the Medical Interaction Picklist
medx__v mobile_id__v Mobile ID System field used by mobile products. Text
medx__v name__v Name n/a Text
medx__v ownerid__v Owner The user the medical interaction belongs to. Object
medx__v stage__sys Lifecycle Stage n/a Object
medx__v start_datetime__v Start Time The start data and time of the medical interaction. DateTime
medx__v state_stage_id__sys Lifecycle State Stage ID n/a Object
medx__v state_stage_id__sys Objects in Stage n/a Object
medx__v status__v Status n/a Picklist
medx__v title__v Title The title of the medical interaction. Text
medx_attendee__v account__v Account n/a Object
medx_attendee__v audio_recording_consent_datetime__v Audio Recording Consent Datetime The datetime the audio recording consent was provided. DateTime
medx_attendee__v audio_recording_consent_signature__v Audio Recording Consent Signature The audio consent signature, encoded using base64. Text
medx_attendee__v link__sys Link n/a Text
medx_attendee__v medx__v Medical Interaction Reference to the Medical Interaction Object
medx_attendee__v mobile_id__v Mobile ID System field used by mobile products. Text
medx_attendee__v name__v Name n/a Text
medx_attendee__v status__v Status n/a Picklist
medx_component__v documented_interest__v Documented Interest The documented interest record connected to the attendee and/or the medical interaction. Object
medx_component__v link__sys Link n/a Text
medx_component__v medical_inquiry__v Medical Inquiry The medical inquiry record connected to the attendee and/or the medical interaction. Object
medx_component__v medical_insight__v Medical Insight The medical insight record connected to the attendee and/or the medical interaction. Object
medx_component__v medx__v Medical Interaction Reference to the Medical Interaction Object
medx_component__v medx_attendee__v MedX Attendee Reference to the Medical Interaction Attendee Object
medx_component__v medx_discussion__v MedX Discussion n/a Object
medx_component__v mobile_id__v Mobile ID System field used by mobile products. Text
medx_component__v name__v Name n/a Text
medx_component__v sequence__v Sequence The sequence of the component on the medical interaction. Number
medx_component__v status__v Status n/a Picklist
medx_discussion__v discussion_text__v Discussion Text The details of the discussion. Text
medx_discussion__v link__sys Link n/a Text
medx_discussion__v medx_discussion_status__v Discussion Status Status of the Medical Interaction Discussion Picklist
medx_discussion__v mobile_id__v Mobile ID System field used by mobile products. Text
medx_discussion__v name__v Name n/a Text
medx_discussion__v response_type__v Response Type The response type of the discussion. Picklist
medx_discussion__v status__v Status n/a Picklist
medx_discussion_material__v link__sys Link n/a Text
medx_discussion_material__v medx_discussion__v MedX Discussion n/a Object
medx_discussion_material__v medx_meeting_material__v MedX Meeting Material n/a Object
medx_discussion_material__v mobile_id__v Mobile ID System field used by mobile products. Text
medx_discussion_material__v name__v Name n/a Text
medx_discussion_material__v status__v Status n/a Picklist
medx_key_message__v account__v Account n/a Object
medx_key_message__v category__v Category Stamped category of the Key Message of the CLM Presentation Slide Picklist
medx_key_message__v clm_id__v CLM ID Media File Name of the Key Message of the CLM Presentation Slide Text
medx_key_message__v clm_presentation__v CLM Presentation n/a Object
medx_key_message__v clm_presentation__v Reference to the CLM Presentation n/a Object
medx_key_message__v clm_presentation_id__v CLM Presentation ID Stamped ID of the CLM Presentation Text
medx_key_message__v clm_presentation_name__v CLM Presentation Name Stamped name of the CLM Presentation Text
medx_key_message__v clm_presentation_version__v CLM Presentation Version Version of the CLM Presentation Text
medx_key_message__v date__v Date The date of the Medical Interaction Date
medx_key_message__v detail_group__v Detail Group Reference to the Detail Group of the Key Message of the CLM Presentation Slide Object
medx_key_message__v display_order__v Display Order The display order of CLM Presentation Slides presented on the Medical Interaction Number
medx_key_message__v duration__v Duration Duration of the visit to the CLM Presentation Slide in seconds Number
medx_key_message__v key_message__v Key Message Reference to the Key Message of the CLM Presentation Slide Object
medx_key_message__v key_message_name__v Key Message Name Stamped name of the Key Message of the CLM Presentation Slide Text
medx_key_message__v link__sys Link n/a Text
medx_key_message__v medx__v Medical Interaction Reference to the Medical Interaction Object
medx_key_message__v medx_attendee__v MedX Attendee Reference to the Medical Interaction Attendee Object
medx_key_message__v mobile_id__v Mobile ID System field used by mobile products. Text
medx_key_message__v name__v Name n/a Text
medx_key_message__v product__v Product Reference to the Product of the Key Message of the CLM Presentation Slide Object
medx_key_message__v reaction__v Reaction Reaction to the Key Message Picklist
medx_key_message__v segment__v Segment Stamped segment of the Key Message of the CLM Presentation Slide Text
medx_key_message__v share_method__v Share Method The method through which the Key Message was shared Picklist
medx_key_message__v slide_version__v Slide Version Version of the CLM Presentation Slide Text
medx_key_message__v start_time__v Start Time Start Time when the CLM Presentation Slide was visited DateTime
medx_key_message__v status__v Status n/a Picklist
medx_meeting_material__v clm_presentation__v CLM Presentation n/a Object
medx_meeting_material__v document_unbound__v Document (unbound) n/a Number
medx_meeting_material__v link__sys Link n/a Text
medx_meeting_material__v medx__v Medical Interaction Reference to the Medical Interaction Object
medx_meeting_material__v mobile_id__v Mobile ID System field used by mobile products. Text
medx_meeting_material__v name__v Name n/a Text
medx_meeting_material__v status__v Status n/a Picklist
message_template__v category__v Category Stamped category of the Key Message of the CLM Presentation Slide Picklist
message_template__v detail_group__v Detail Group Reference to the Detail Group of the Key Message of the CLM Presentation Slide Object
message_template__v hidden__v Hidden? Flag to indicate if the template should be hidden from the chat UI for manual selection. Yes/No
message_template__v product__v Product Reference to the Product of the Key Message of the CLM Presentation Slide Object
message_template__v template_type__v Template Type Template type is defined based on the intended usage of the Message Template. Picklist
message_template__v whatsapp_body_placeholder__v WhatsApp Body Placeholder Details of what the placeholder in the body should be replaced with. Text
message_template__v whatsapp_body_text__v WhatsApp Body Text Main message body shown to the HCP in WhatsApp. Text
message_template__v whatsapp_button_1_placeholder__v WhatsApp Button 1 Placeholder Details of what the placeholder in the first button should be replaced with. Text
message_template__v whatsapp_button_1_text__v WhatsApp Button 1 Text Label shown for the first button. Text
message_template__v whatsapp_button_1_type__v WhatsApp Button 1 Type Type of the first button displayed at the bottom of the message. Picklist
message_template__v whatsapp_button_1_value__v WhatsApp Button 1 Value The actionable value (eg. URL, phone number, etc) for the first button. Text
message_template__v whatsapp_button_2_placeholder__v WhatsApp Button 2 Placeholder Details of what the placeholder in the second button should be replaced with. Text
message_template__v whatsapp_button_2_text__v WhatsApp Button 2 Text Label shown for the second button. Text
message_template__v whatsapp_button_2_type__v WhatsApp Button 2 Type Type of the second button displayed at the bottom of the message. Picklist
message_template__v whatsapp_button_2_value__v WhatsApp Button 2 Value The actionable value (eg. URL, phone number, etc) for the second button. Text
message_template__v whatsapp_button_3_placeholder__v WhatsApp Button 3 Placeholder Details of what the placeholder in the third button should be replaced with. Text
message_template__v whatsapp_button_3_text__v WhatsApp Button 3 Text Label shown for the third button. Text
message_template__v whatsapp_button_3_type__v WhatsApp Button 3 Type Type of the third button displayed at the bottom of the message. Picklist
message_template__v whatsapp_button_3_value__v WhatsApp Button 3 Value The actionable value (eg. URL, phone number etc) for the third button. Text
message_template__v whatsapp_footer_text__v WhatsApp Footer Text Footer text displayed at the bottom of the message. Text
message_template__v whatsapp_header_placeholder__v WhatsApp Header Placeholder Details of what the placeholder in the header should be replaced with. Text
message_template__v whatsapp_header_text__v WhatsApp Header Text Text content of the header if 'Text' is selected as the header type. Text
message_template__v whatsapp_header_type__v WhatsApp Header Type Defines the type of content in the header. Picklist
message_template_business_account__v link__sys Link n/a Text
message_template_business_account__v message_template__v Message Template Determines which Message Template to use. Object
message_template_business_account__v messaging_business_account__v Messaging Business Account The Messaging Business Account that the template is associated with. Object
message_template_business_account__v name__v Name n/a Text
message_template_business_account__v status__v Status n/a Picklist
message_template_business_account__v vexternal_id__v Veeva External Id n/a Text
messaging_business_account__v connection_datetime__v Connection Datetime The datetime at which the Messaging Business Account was successfully connected to Vault. DateTime
messaging_business_account__v connection_status__v Connection Status Connection status of the Messaging Business Account. Picklist
messaging_business_account__v country__v Country The country of the Messaging Business Account. Object
messaging_business_account__v country__v The country of the Messaging Business Account. The country of the Messaging Business Account. Object
messaging_business_account__v external_id__v External Id n/a Text
messaging_business_account__v link__sys Link n/a Text
messaging_business_account__v name__v Name n/a Text
messaging_business_account__v primary_asgnee_for_new_inbound_chat__v Primary Assignee for New Inbound Chat User who will be assigned new inbound messages when received on this Messaging Business Account. Object
messaging_business_account__v secondary_asgnee_for_new_inbound_chat__v Secondary Assignee for New Inbound Chat Fallback user who receives the message if the primary assignee is inactive. Object
messaging_business_account__v status__v Status n/a Picklist
messaging_phone_number__v data_storage_geolocation__v Data Storage Geolocation Indicates where the data related to the WhatsApp Business Account is stored. Picklist
messaging_phone_number__v display_name__v Display Name The name shown to HCPs in the messaging app when messaging with the phone number. Text
messaging_phone_number__v external_id__v External Id n/a Text
messaging_phone_number__v link__sys Link n/a Text
messaging_phone_number__v name__v Name n/a Text
messaging_phone_number__v number__v Number The actual phone number used for messaging, linked to the Messaging Business Account. Text
messaging_phone_number__v status__v Status n/a Picklist
messaging_phone_number__v whatsapp_business_account__v WhatsApp Business Account The WhatsApp Business Account to which the phone number is linked. Object
messaging_phone_number__v whatsapp_business_phone_number_id__v WhatsApp Business Phone Number Id The unique identifier assigned by Meta to the WhatsApp phone number. Text
multichannel_consent__v legacy_consent_channel__v Legacy Consent Channel Used to reference consent collected from a legacy custom channel and reused for Veeva channel. Text
multichannel_consent__v opt_method__v Opt Method Details of how the consent was captured. Text
multichannel_route__v event__v Event The event that triggers sending of the Message Template. Picklist
multichannel_route__v message_template__v Message Template Determines which Message Template to use. Object
pal_int_context__v feature_key__v Feature Key n/a Text
pal_int_context__v feature_tag__v Feature Tag n/a Text
pal_int_context__v link__sys Link n/a Text
pal_int_context__v name__v Name n/a Text
pal_int_context__v pal_expiration_date__sys Public Access Link Expiration Date n/a DateTime
pal_int_context__v pal_last_accessed_date__sys Public Access Link Last Accessed Date n/a DateTime
pal_int_context__v pal_status__sys Public Access Link Status n/a Picklist
pal_int_context__v pal_type__sys Public Access Link Type n/a Text
pal_int_context__v source_context__v Source Context n/a Object
pal_int_context__v status__v Status n/a Picklist
pal_int_context__v system_owned_user__v System Owned User n/a Text
preferences__v last_account_type__v Last Account Type n/a Picklist
profiling_attribute__v color__v Color The color of the profile attribute. Picklist
profiling_attribute__v detail_group__v Detail Group Reference to the Detail Group of the Key Message of the CLM Presentation Slide Object
profiling_attribute__v detail_group__v Profiling Attributes (Detail Group) Reference to the Detail Group of the Key Message of the CLM Presentation Slide Object
profiling_attribute__v field__v Field n/a Text
profiling_attribute__v link__sys Link n/a Text
profiling_attribute__v name__v Name n/a Text
profiling_attribute__v object__v Object n/a Picklist
profiling_attribute__v product__v Product Reference to the Product of the Key Message of the CLM Presentation Slide Object
profiling_attribute__v profiling_template__v Profiling Template n/a Object
profiling_attribute__v sequence__v Sequence The sequence of the component on the medical interaction. Number
profiling_attribute__v status__v Status n/a Picklist
profiling_attribute__v type__v Column Type n/a Picklist
profiling_sheet__v comment__v Comment n/a Text
profiling_sheet__v link__sys Link n/a Text
profiling_sheet__v mobile_id__v Mobile ID System field used by mobile products. Text
profiling_sheet__v name__v Name n/a Text
profiling_sheet__v number_of_changes__v Number of Changes n/a Number
profiling_sheet__v ownerid__v Owner The user the medical interaction belongs to. Object
profiling_sheet__v profiling_sheet_status__v Profiling Sheet Status n/a Picklist
profiling_sheet__v profiling_template__v Profiling Template n/a Object
profiling_sheet__v stage__sys Lifecycle Stage n/a Object
profiling_sheet__v state_stage_id__sys Lifecycle State Stage ID n/a Object
profiling_sheet__v state_stage_id__sys Objects in Stage n/a Object
profiling_sheet__v status__v Status n/a Picklist
profiling_template__v account_types__v Account Types Filters which account types will be visible on the profiling sheet Text
profiling_template__v country__v Country The country of the Messaging Business Account. Object
profiling_template__v description__v Description Description of the profiling template Text
profiling_template__v detail_group__v Detail Group Reference to the Detail Group of the Key Message of the CLM Presentation Slide Object
profiling_template__v due_date__v Due Date Due date for the profiling template Date
profiling_template__v instructions__v Instructions User instructions of the profiling template Text
profiling_template__v link__sys Link n/a Text
profiling_template__v name__v Name n/a Text
profiling_template__v product__v Product Reference to the Product of the Key Message of the CLM Presentation Slide Object
profiling_template__v stage__sys Lifecycle Stage n/a Object
profiling_template__v state_stage_id__sys Lifecycle State Stage ID n/a Object
profiling_template__v state_stage_id__sys Objects in Stage n/a Object
profiling_template__v status__v Status n/a Picklist
profiling_template__v user_type__v User Type Filters which users types will have access to this profiling template Picklist
remote_meeting__v zoom_meeting_external_id__v Zoom Meeting External Id This field stores the Zoom meeting external Id. Text
remote_meeting__v zoom_meeting_join_link__v Zoom Meeting Join Link This is the meeting link that can be used to start or join the Zoom meetings. Text
remote_meeting__v zoom_meeting_start_link__v Zoom Meeting Start Link This is the meeting link used by the system to enable hosts to start Zoom meetings. This should not be shared with attendees. Text
sent_message__v mc_capture_datetime__v MC Capture Datetime The capture datetime of the Multichannel Consent record which enableed this message to be sent. DateTime
user__sys enable_zoom__v Enable Zoom Setting this to true enables the Zoom integration for this user. Yes/No
user__sys whatsapp_phone_number__v WhatsApp Phone Number The WhatsApp phone number assigned to the user for sending and receiving WhatsApp messages. Object
veeva_settings__v medx_audio_and_transcript__v MedX Audio and Transcript Determines medical interaction audio and transcript setting. Picklist
veeva_settings__v medx_audio_and_transcript_consent__v MedX Audio and Transcript Consent Determines the method of consent capture for medical interaction audio and transcript. Picklist

Removed Fields

Fields were not removed in Vault CRM 25R2.0.