Veeva CRM 18R1
Release Date: April 13th, 2018
This document provides information for each new feature as well as updates to existing features. See the CRM Online Documentation for more information.
MyInsights
Permission-based Visualizations
Developers can create visualizations to display information based on the current user's permissions. Developers can also view available objects and fields for each profile.
Use the following methods to customize your visualizations based on user's permissions:
- getAvailableObjects — Retrieves a list of objects for which the user has Read permissions to in their org
- getObjectMetadata — Retrieves the list of fields the user has Read permissions for a specific objects.
- getRecordTypeLabels — Retrieves the record type API name and the translated label of the record type in a specific object.
Smart Linking Updates
The following updates are now available in MyInsights Smart Linking:
-
Creating record details for the following objects using the newRecord method:
Order_vod__c
Inventory_Monitoring_vod__c
Medical_Insight_vod__c
Medical_Inquiry_vod__c
-
Viewing record details for the following objects using the viewRecord method:
Survey_Target_vod__c
Medical_Insight_vod__c
Medical_Inquiry_vod__c
- Custom Objects - Users can create their own objects to store records in their orgs.
getDataForCurrentObject Update
The getDataForCurrentObject method can now query the fields Account
, TSF
, User
, Inventory Monitoring
, and HTML Report
from the Inventory Monitoring entry point.
Template Updates
We updated the following templates in the 18R1 Release:
-
Account Plan Dashboard now uses MyInsights Smart Linking
-
Account Sales Dashboard now uses querySalesData(queryConfig)
-
Product Group Subtotals now uses the MyInsights 2.0 library
-
Interaction Summary now uses the MyInsights 2.0 library
-
Inventory Monitoring Dashboard is now available
CLM
Library Updates
The following onExit methods are now supported on the Windows 8 and 10 platforms: