What's New in Vault CRM 26R2.2
This topic provides information about the Vault CRM 26R2.2 release, including important dates and release announcements.
All dates listed are subject to change.
Dates to Remember
- September 3, 2026 – Release Notes available
- September 10, 2026 – Sandbox Release
- September 17, 2026 – Production Release
Release Notes
The following items will be available on September 3, 2026:
Items from the 262.0.30 weekly release are also included.
Announcements
Microsoft Outlook Integration: Transition to Core System User by 26R2.2
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.
Data Migration for Documented Interest
With the 26R2.2 release, historical Documented Interest call report data is automatically migrated into the new data model for call2_documented_interest__v via background logic in preparation for future support for multiple Documented Interest records within a single call report. No action is required by customers. For more information, see Capturing Standing Requests for Medical Using Documented Interest.
Performance Improvements for Agentic Text Monitoring
Following performance improvements for Agentic Text Monitoring in the 26R2.2 release, customers are encouraged to retest performance for compliance documents if in use. For more information on compliance documents for Agentic Text Monitoring, see Configuring Agentic Text Monitoring.
