Core

Enhanced planning and faster insights lead Core CRM this release. Business Calendar consolidates sales cycles, campaigns, account plans, and industry events into a single timeline, giving brand teams a clear view of the landscape before they commit to a launch window; CLM Content Metrics surface the usage data content teams need to make confident calls on which content to reapprove, update, or retire; and alternative Medical Interaction channels capture more granular, consistent detail about how medical users engage with HCPs.

Account planning gets meaningful upgrades as well. Key Account Managers can now access multiple X-Page visualizations at once, each in its own tab within an Account Plan. Multi-owner support for Microsoft Teams means Account Plan users share ownership of an integrated Microsoft Teams space, so access stays in place even when membership changes.

A few more changes round out the release and keep teams running smoothly. X-Pages Studio no longer requires a dedicated integration user, and several existing capabilities (including product-dependent picklists for commercial insights, the Veeva Medical Insights Integration, and X-Pages content from external servers) now reach more devices.

Account Plans

Multi-Owner Support for Microsoft Teams Integration - Available on Browser

The integration between Account Plans and Microsoft Teams requires Business Administrators to assign multiple owners to integrated teams. This prevents orphaned teams when a primary owner is deactivated and eliminates the need for IT intervention to restore access.

X-Pages on Account Plans - Available on Browser, iPad, and Windows

Key Account Managers and account team members can now access multiple X-Pages from dedicated tabs within an Account Plan. Each X-Pages visualization occupies a separate tab, ensuring team members can easily access multiple visualizations when relevant for their planning.

CLM

CLM Content Metrics - Available on Browser

CLM Content Metrics give content creators and other reviewers the data needed to make informed decisions about content reapproval, updates, and investment. The new CLM Content Metrics Calculation job automates CLM content usage calculations for reporting. The job queries the Data Lakehouse, calculates CLM content usage metrics, and stores the resulting metrics in CLM Content Metrics records. These metrics are then synced to connected PromoMats/MedComms Vault instances via the Content Metrics Integration.

Commercial Insights

Product-Dependent Picklists for Commercial Insights - Now available on Browser

Browser users can now dynamically filter picklist options on Commercial Insights based on the selected product or product-detail group, ensuring they only select picklist options relevant to the designated product line. This streamlines data entry, increases reporting accuracy during customer interactions, and ensures cleaner data for downstream analytics.

Consent Capture

Managing In-Person Consent Confirmation Methods - Now available on Windows

Business admin users can configure the Consent Type layout to manage which in-person consent confirmation methods are available and required when an end user on Windows captures consent for HCPs. This provides granular control over how consent is captured in Vault CRM and allows organizations to satisfy various regulatory requirements.

Medical

Alternative Channels for Medical Interactions - Available on Browser, iPad, and iPhone

To provide greater flexibility for users when recording the channel for a Medical Interaction, admins can create custom, alternative channel values and map them to standard call reporting channels. This ensures data consistency while capturing more granular detail about how Medical users engage with HCPs.

Veeva Link Medical Insights Integration - Now available on iPad and iPhone

iPad and iPhone users can now record medical insights captured from conversations with medical professionals and synchronize them directly with Veeva Medical Insights (VMI). This integration ensures that medical insights are accessible across platforms, eliminates the need to switch between applications, and enables tagging of Link Experts, Congresses, and Trials directly within Vault CRM.

My Schedule

Business Calendar - Available on Browser

Brand Managers and end users can access the centralized Business Calendar to visualize and track sales cycles, campaigns, account plans, and company or industry events. This horizontal timeline view provides a read-only visualization of multiple event types in a single interface to help identify the best timeframes for new campaigns. Business administrators can create a company calendar, facilitating communication of company-defined holidays, industry-level events, and company-specific events.

Surveys

Managing Survey Visibility - Now available on Windows

Visibility into open surveys can be toggled to specify whether users require a matching My Setup product assignment to view product-associated surveys.

X-Pages

Connecting X-Pages Studio and Vault CRM without an Integration User - Available on Browser

Content creators can now import content from Vault CRM to X-Pages Studio, and publish content from X-Pages Studio to Vault CRM, without purchasing, configuring, and maintaining a licensed integration user.

Loading X-Page Content from External Servers - Now available on Windows

Windows users can now view custom interfaces, for example external chat systems or data visualizations, directly within their Vault CRM workflow.

Vault AI in CRM

AI takes more of the post-meeting work off the end user. After a meeting, end users can update a call report simply by dictating their notes. Agentic Voice extracts the key information and adds it to the existing call report without altering anything already captured. The result is more detailed call reporting and richer Commercial Evidence™, with less time spent on data entry.

Add with Voice for Existing Calls - Available on iPad and iPhone

End users can now use Agentic Voice to add information to existing call reports, simply dictating their notes post-meeting. Agentic Voice intelligently identifies key details from their dictation and updates the call report while preserving previously captured content. (Added July 10, 2026 - Available on July 16, 2026)

Align

Coordinating account responsibility within a feedback cycle is now simpler. End users can initiate and manage target transfers with other team members during the feedback cycle, keeping the exchange within the Territory Feedback experience as product responsibility shifts.

Transferring Targets in Territory Feedback - Available on iPad

To ensure the end user best suited for an account is responsible for its engagement, end users can initiate and manage target transfers between themselves and other team members during a feedback cycle. This eliminates the need for communication off-platform and streamlines the process of sharing or shifting responsibility for specific products.

Campaign Manager

Journey Builder allows marketers to design more advanced, multi-layered campaigns efficiently using a responsive visual canvas. Marketers can map out email sequences, wait periods, and dynamic engagement splits like Opened and Clicked, then highlight the exact path a target takes through a journey to understand and validate complex flows at a glance.

Engage

Two updates strengthen remote engagement tracking in Vault CRM. Microsoft Teams reconciliation now supports matching meeting attendees to Child Accounts on the call report, so attendee data received after a meeting maps cleanly for reporting. On Windows, users can share web links to CLM content via Approved Email, with the recipient's actions and engagement tracked on Email Activity records for admins to analyze content performance.

Child Account Support for Microsoft Teams Reconciliation - Available on Browser and iPad

To ensure Microsoft Teams meeting data is accurate for reporting, Vault CRM automatically attempts to reconcile Microsoft Teams attendees with the correct accounts and users after a meeting ends, allowing users to quickly review and manually update any attendees without an automatic match. This process now supports reconciling attendees to Child Account, saving users time by matching data received from Microsoft Teams directly to records in Vault CRM.

Sharing CLM Content via Web Link in Approved Email - Now available on Windows

End users on Windows can use Approved Email to share links for CLM content published in PromoMats/MedComms, including auto-published content, binders and slides, custom presentations, and websites. A CLM presentation accessed from a web link displays in the HCP Content Player. Any action the recipient takes on the link and any engagement with the content is tracked on Email Activity records, allowing admins to analyze engagement with specific presentations to improve CLM content.

Events Management

Events Management expands in three directions this release. Events themselves carry more detail: a single event can be associated with multiple products and topics, which matters for anything multi-brand, multi-disease-state, or spanning more than one presentation. Attendee and speaker search is sharper, too; a new exact-match option makes finding the right person simpler. Finally, teams running virtual events can now use their existing Zoom licenses to host directly in Vault CRM, keeping the full event lifecycle in one place for audiences who prefer Zoom.

Multi-Product and Multi-Topic Events - Available on Browser and iPad

To optimize event planning flexibility and data accuracy, end users can associate multiple products and topics with their events. This supports events with multiple brands or disease states as well as events with multiple decks presented to attendees.

Exact Match Search for Attendee and Speaker Selection - Available on Browser and iPad

When searching for event attendees or event speakers, users can enclose search text in double quotation marks (" ") to return only exact matches and filter out the partial results that the search returns by default. This works for a single word or a longer phrase, and applies to: user and person accounts, child accounts, out-of-territory (OOT) accounts,and Furigana text.

Hosting Virtual Events Using Zoom Meetings - Available on Browser and iPad

Event organizers can now schedule, manage, and execute virtual events using their existing corporate Zoom® licenses and configurations, allowing organizers to accommodate audiences who prefer to use Zoom.

Service Center

Multi-owner support for Microsoft Teams extends to Service Center. Just as Account Plan users now share ownership of an integrated Microsoft Teams space, Service Center users do the same, preserving access through membership changes.

Multi-Owner Support for Microsoft Teams Integration - Available on Browser

The integration between Service Center and Microsoft Teams requires Business Administrators to assign multiple owners to integrated teams. This prevents orphaned teams when a primary owner is deactivated and eliminates the need for IT intervention to restore access.

Account Management

Platform	Description	Before	After
Browser, iPad	Permissions for fields specific to Account Hot Lists (type__v, territory__v, start_date__v, and end_date__v on the account_list__v fields object) have been removed from the Vault CRM Base permission set to allow customers to control visibility of the Hot Lists tab. As a result, any custom fields created on the Account List object no longer automatically inherit read or edit permissions from the Base permission set. To grant users access to the Hot List feature, or to expose custom fields on the Account List object, administrators must now explicitly assign those permissions.
Browser	To ensure data consistency, country records for United Kingdom regions are automatically updated across all Vaults. The country records for "United Kingdom (Northern Ireland)" and "United Kingdom (excluding Northern Ireland)" are now automatically created or updated with the system codes, "XI" and "XU" respectively.	n/a	n/a

Account Plans

Platform	Description	Before	After
Windows	Section controls now display as related lists on Account Plans and Accounts. Dedicated, fully integrated sections for Key Stakeholders on Account Plans, and Members, Member Of, and Address on Account records, allow users to easily review account hierarchies and key account networks within a single, unified view.
Windows	Users can now create a new Address or Child Account DCR from the Address, Members, and Member Of section controls even if they do not possess direct create permissions for those underlying objects.
Browser, iPad, Windows	If there are multiple X-Pages with the type account_plan__v, they now display as additional tabs.	n/a
iPad, Windows	X-Pages with the type account_plan__v now display after the Details tab.	n/a

Call Objectives

Platform	Description	Before	After
iPad, Windows	The field length for the title__v field on the call_objective__v object is expanded from 80 to 255 characters. This prevents truncation when the title is stamped to a Call Objective upon completion of the Suggestion.	n/a
iPad, Windows	The Call Objectives tab now displays the full length of the title__v field.	n/a
iPad, Windows	The Call Objectives section on Call Reports now displays the full length of the title__v field.	n/a

Call Reporting

Platform	Description	Before	After
iPad	When users start a Media session from a Call Report, the application now performs comprehensive validation checks—including those for child calls—before displaying the Media tab. Previously, required fields were not validated during this action, which could lead to calls being saved implicitly without the necessary data.
Browser, iPad, iPhone	Users must add at least one person account as an attendee on standard group calls and unique activities group calls, when the Attendees Optional section attribute is not enabled. If only user attendees are included, an error displays.	n/a

Data Lakehouse

Platforms	Description	Before	After
Browser	To provide greater privacy in the Data Lakehouse, values for the oauth_refresh_token__v field on the concur_settings__v object no longer display in the Data Lakehouse.	n/a	n/a

Multichannel Activities

Platform	Description	Before	After
Browser, iPad, iPhone, Windows	When a multichannel activity record is processed, Vault CRM now retrieves the owner ID from the call or email record to determine if the country, state, and language enablement Veeva Setting (enable_country_state_language_cda_enablement__v) is active for the record owner’s profile, stamping the account country field accordingly. This ensures territory-specific data remains accurate across all multichannel interactions. For information on stamping logic and examples, see Stamping Country Information for Account and User.	n/a	n/a

Vault AI in CRM

Platform	Description	Before	After
iPad, iPhone	The Add with Voice action displays in the All Actions menu on call reports and in the AI button's long-press menu on call reports, when Creating Call Reports with Agentic Voice is enabled. (Added July 10, 2026 - Available on July 16, 2026)
iPad, iPhone	A Pending Voice Note banner displays on the call report when there are unreconciled Voice Notes associated with the call. (Added July 10, 2026 - Available on July 16, 2026)	n/a

Campaign Manager

Platform	Description	Before	After
Browser	When creating multi-action journeys, marketing users are now directed to use the Journey Builder UI by default. See Journey Builder in Campaign Manager for more information.	n/a
Browser	The following updates were made to Email Delivery statistics in the Performance sub-tab: Emails Not Sent is updated to Emails Failed The calculation for the Emails Scheduled statistic is updated to be based on the total number of sent_email__v records associated with the campaign, rather than the audience size

Events Management

Platform	Description	Before	After
Browser, iPad	When searching for event attendees or event speakers, users can enclose search text in double quotation marks (" ") to return only exact matches and filter out the partial results that the search returns by default. This works for a single word or a longer phrase, and applies to: User and person accounts Child accounts Out-of-territory accounts Furigana text
Browser, iPad	The start_webinar__v button displays as a video icon.

Service Center

Platform	Description	Before	After
Browser	Cases are read-only when canceled.	n/a
Browser	Canceled cases do not display on the Account Timeline.