What's New in Vault CRM 26R1.4

This topic provides information about the Vault CRM 26R1.4 release, including important dates and release announcements.

All dates listed are subject to change.

Dates to Remember

  • July 2, 2026 – Release Notes available
  • July 9, 2026 – Sandbox Release
  • July 16, 2026 – Production Release

Release Notes

The following items will be available on July 2, 2026:

Announcements

Enhancements to the Full Data Sandbox

After 26R1.4, customers no longer need to data load records using text fields for record IDs. Record IDs are automatically converted when creating or refreshing the Full Data Sandbox. If a record ID cannot be converted, the field is left blank. See Using a Full Data Sandbox for more information.

Pre-Call Agent Renamed to Account Summary Agent

With the 26R1.4 release, the Pre-Call Agent will be renamed to the Account Summary Agent. Data model elements are not affected by this change.

External Calendar Event Field Removals

The following unused fields on the external_calendar_event__v object will be removed from the Vault CRM data model with the 26R2.0 release:

  • is_online_meeting__v
  • meeting_join_url__v
  • occurrence_id__v
  • online_meeting_url__v

To prepare for removal, any values stored in these fields will be deleted with the 26R1.4 release.

Microsoft Outlook Integration: Transition to Core System User by 26R2.0

All new Vault CRM instances provisioned after 26R1.0 automatically use the Core System User for Microsoft Outlook integrations. If your Vault already has a Microsoft Outlook integration enabled with a customer-managed Integration User, here’s what you need to know before switching to the Core System User:

  • System users have limited field access by default. Your current configuration may need to be updated to maintain full data sync between Microsoft Outlook and My Schedule.
  • Review what will be synced. Before switching, check what is synced from Microsoft Outlook to My Schedule when using the Core System User and update your configuration as needed.