About 25R2.2

This topic provides information about the Vault CRM 25R2.2 release, including important dates and release announcements.

All dates listed are subject to change.

Dates to Remember

  • September 4, 2025 – Release Notes available
  • September 11, 2025 – Sandbox Release
  • September 18, 2025 – Production Release

Release Notes

The following items will be available on September 4, 2025:

  • What's New in 25R2.2:
  • Vault CRM
  • Align
  • Patient CRM
  • User Visible and Behavior Changes for 25R2.2
  • 25R2.2 Maintenance Notes

Announcements

Patient CRM Now Available

The 25R2.0 release introduces Patient CRM, a customer relationship management application with patient journey capabilities and a patient-centric data model to compliantly manage Protected Health Information & Personally Identifiable Information (PHI/PII) data and patient services programs on the Vault Platform.

Patient CRM:

    Enables comprehensive patient support through detailed journey tracking

    Monitors treatment progression

    Provides personalized intervention management

    Generates the generation of real-world data insights

See Patient CRM Overview for more information.

Align Now Available

Vault CRM Align simplifies the overall commercial architecture by bringing the Align capabilities into Vault CRM with a harmonized and consistent data model allowing for access to richer datasets for alignment and targeting rules. 25R2.0 features include:

  • Territory Management
  • Product Assignments
  • User Management
  • Account Assignment Rules

See Align Overview for more information.

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