26R2.0 Release Notes

Dates to Remember

  • July 30, 2026 – Release Notes available
  • August 6, 2026 – Sandbox Release
  • August 20, 2026 – Production Release

Release Notes

The following items are now available:

  • What's New in Vault CRM 26R2.0 :
  • Announcements
  • Core
  • Vault AI in CRM
  • Align
  • Approved Email
  • Campaign Manager
  • Engage
  • Events Management
  • Service Center
  • User Visible and Behavior Changes (UVCs)
  • Additional Resources
  • What's New in Patient CRM 26R2.0
  • 26R2.0 Maintenance Notes
    • Popular Topics

    About Vault CRM Releases

    Transitioning to Vault CRM for Veeva CRM Users

    Platform Functionality

    Using the Data Lakehouse for Vault CRM

    Integrating My Schedule and Microsoft Outlook Calendars

    Announcements

    Vault CRM Online Help Documentation via MCP

    Starting August 10, 2026, you can query Vault CRM online help documentation directly within AI tools like Claude Code and Gemini CLI using a Model Context Protocol (MCP) server (...)

    Changes to Data Lakehouse Infrastructure in 26R2.0

    Data Lakehouse infrastructure is scheduled to be updated with the 26R2.0 Production Release (...)

    Data Model Updates for Documented Interest

    Capturing Standing Requests for Medical Using Documented Interest will be updated in a future release to allow users to select multiple documented interest records, logging scientific topics discussed with an HCP within a single Call Report interface (...)

    X-Pages as Configuration Data

    With the 26R2.0 release, X-Page records are considered as Configuration Data, allowing for the cloning of existing X-Page records when duplicating Vault environments.

    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 (...)

    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 (...)