What's New in Vault CRM 25R3.5

The 25R3.5 release includes features for:

• Vault CRM
• Patient CRM

Release Dates

• Sandbox Release - March 19, 2026
• Production Release - March 26, 2026

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

Announcements

X-Pages Studio Page Templates

The concept of Page Templates will be deprecated as of the 26R1.0 release. All Page Templates in your Studio domain will be converted to Pages. When migrating from Veeva CRM to Vault CRM, existing Page Templates will be converted to Pages. The description will be appended with “Page Template converted to Page.”

All previous Page Template functionality remains available, with several new features to be introduced in later releases:

• Users will be able to import and export Pages
• Users will be able to duplicate Pages. This replaces the Convert Page to Page Template and Create Page from Page Template functions.
• A new X-Pages Studio Template Library will introduce a centralized, in-app repository for viewing and deploying productized Studio Templates directly within X-Pages Studio. This eliminates the need to manually download template files from the Developer Portal and import them into X-Pages Studio.

Core

Account Management

Account Details Pane in My Accounts - Available on Browser

A dedicated Account Details pane now displays in My Accounts. This side-by-side view enables users to review data and execute actions—for example, scheduling calls or sending emails—without navigating away from the account list.

Decoupled Unverified Records in Offline Mode (DCR Mode 3) - Available on Browser and iPad

Users can create and use new accounts, addresses, and child accounts without a connection to the internet, ensuring activities including calls and medical inquiries can be recorded at the point of care. Data Change Request (DCR) Mode 3 bypasses the previous requirement for a mini-sync during record creation. These records are synced to the Vault CRM database when an internet connection is established.

CLM

Querying Documents and Records from CLM – Available on iPad

Content creators can query documents and records from CLM content using the Document Model, enabling users to display CLM content personalized to the HCP. By displaying personalized content, users can improve HCP engagement and achieve greater impact with target accounts.

Backwards Compatibility for HTML Content – Available on iPad

CLM as Document Model supports backwards compatibility for existing HTML content, whether the content was built for Veeva CRM or for CLM as Object Model in Vault CRM. This ensures content remains accurate and available to end users without requiring content redevelopment. Content developed for Veeva CRM is automatically translated for compatibility with Vault CRM, and any queries pointing to the Object Model retrieve the correct data from the Document Model instead.

Adding Watermarks to Training Presentations - Now available on Windows (Beta)

Customers can add and customize watermarks on CLM Key Messages to help Windows (Beta) users distinguish between training and published presentations. This prevents users from accidentally displaying training content to HCPs.

Tracking CLM Preview Activity - Now available on Windows (Beta)

Customers can report on CLM activity in the media player on Windows (Beta) even if an account is not selected or an account that opted out of tracking is selected, allowing CLM activity to be saved and analyzed anonymously.

Training Presentations - Now available on CRM Desktop (Windows) and Windows (Beta)

Training presentations include content still in development or used specifically for instructional purposes. This allows customers to test how content displays in the CLM media player on CRM Desktop (Windows) and Windows (Beta) before publishing it to all users.

General

Field Calculations - Now available on Windows (Beta)

Formula and lookup fields are calculated and displayed on the Windows (Beta) platform, even when there is no internet connection. This allows users to view the values of these fields faster, without waiting until their next sync.

Prevent Record Creation on Related Object Sections - Now available on Windows (Beta)

Admins can prevent users from creating related objects from related object sections of an object record, ensuring end users only create records from specific and supported entry points.

Object Fields in the Data Grid Loader - Available on CRM Desktop (Windows)

Admins can add Object type fields to the field_list__v field of Data Grid Loader Configurations, improving flexibility when loading records via the Data Grid Loader.

Data Lakehouse Snapshot Management and Refresh Behavior

Admins can access snapshots of the Data Lakehouse to recover recent data. Additionally, Veeva performs periodic Full Loads of the Data Lakehouse, helping to maintain consistency and data accuracy.

Multichannel Cycle Plans

Multichannel Cycle Plans - Now available on Windows (Beta)

The following features are now available on Windows (Beta):

• Defining Over Reached and Under Reached Thresholds
• Adding Team-Based Goals
• Supporting Pull-In Fields for MCCP
• Using the MCCP Interface
• Using Detail Group Goals in MCCP
• Detailing Priority for MCCP Targets
• Indicating MCCP Goals by Priority in a Single Call Channel
• Supporting Child Accounts for Multichannel Cycle Plans
• Scheduling Calls for MCCP Targets
• Viewing Active MCCP Target Accounts

My Schedule

Automatically Recreating Deleted Vault CRM Calendars in Microsoft Outlook - Available on Browser, iPad, iPhone, and Windows (Beta)

If end users delete a Vault CRM calendar from Microsoft Outlook, the calendar and all events after the current date are recreated the next time My Schedule entries are pushed to Microsoft Outlook, preventing integration issues.

Service Center

Using Standalone Phone with Service Center - Available on Browser

Service Center’s standalone phone option provides the flexibility for teams to use their preferred external phone systems, while benefiting from Service Center’s structured workflow for tracking outbound contact attempts.

Adding and Removing Targets from Target Lists - Available on Browser

Service Center reps can now add and remove targets from Draft, Active, and Scheduled Target Lists. By allowing reps to update lists as territories and target priorities change, this enhancement ensures outreach remains focused on the most relevant targets for maximum impact.

Suggestions

Suggestions - Now available on Windows (Beta)

The following features are now available on Windows (Beta):

• Using Suggestions
• Creating a Call Objective from a Suggestion
• Using Approved Email for Suggestions
• Viewing Suggestions via the Home Page Tile
• Scheduling a Call from a Suggestion
• Priority Score and Sort Order
• Viewing Suggestion Insights

X-Pages Studio

Enhancements to Table Display Elements - Available on Browser and iPad

To ensure key insights are immediately visible and organized, large numbers of records can be displayed in tables using pagination, keeping layouts compact and easy to navigate. Tables also now support automatic sorting upon loading and total aggregations for numeric columns.

Approved Email

Activity Tracking Excludes Bot Activity - Available on Browser, iPad, iPhone, and Windows (Beta)

To improve the reliability of email analytics, interactions flagged as bot activity are not included in activity counts for Opened, Last Opened, Total Opens, Clicked, Last Clicked, and Total Clicks on the Sent Email record.

Continuing Sync and Logging Failed Documents - Available on Browser

To improve email processing and prevent downtime, an error processing a single document does not prevent the successful synchronization of other documents. If an error occurs during the sync process (Incremental or Force Full Refresh), for example, if the External ID assigned to the product on the document does not match between Vault CRM and Veeva PromoMats / MedComms for a particular document, the error is logged, and the sync continues to process the remaining documents. Error messages for all of the documents that could not be synced can be found in the downloadable log from the Approved Email Admin page.

Events Management

Enforcing Speaker Caps for Future Events - Available on Browser and iPad

To prevent speakers from exceeding annual caps, users can generate expense estimates for future scheduled events based on defined rate assignments.

Veeva AI for Vault CRM

Enhancements to the Vector Database – Available on Browser

Custom presentations are included in the Vector Database, enabling the Media Agent to answer questions with links to custom presentations.

Agent Monitoring - Available on Browser (Available on March 26, 2026)

Agent Monitoring provides real-time visibility into AI performance and adoption, enabling organizations to measure and maximize the value of Veeva AI. Business admins can track usage trends and analyze agent performance directly within the platform. By leveraging these insights, organizations can make informed decisions to improve the user experience, ensure accuracy, and demonstrate the return on AI investment.