![]() Veeva components (mobile device sync, ATL, Zip-to-terr, and all other components related to territories) are non-operational in developer sandboxes using older versions of the application. In this new sandbox, admins can make and test changes to custom code, integrations, Salesforce components (for example, reports and sharing rules), and 3rd party apps necessary for the migration to TM2.0. To begin the remediation process, admins can create a developer sandbox and contact Veeva Support to enable TM2.0 in that sandbox. If these visualizations or custom visualizations derived from them are in use, ensure the latest version of these files are download from the Developer Portal. ![]() The out-of-the-box Territory Insights and WeChat Rep Dashboard MyInsights visualizations support both TM1.0 and TM2.0. CLM content and custom MyInsights visualizations referencing territory.Integrations with applications outside of Veeva CRM.The following areas of Veeva CRM are not included in the provided impact assessment and should be thoroughly assessed by the administrator to address any functionality gaps from TM1.0 to 2.0: RemediationĬonfigurations and code identified by the impact assessment must be appropriately modified and tested by admins. If you have not received it, or are unsure who at your organization received it, contact your Account Executive. Veeva provides an impact assessment report for each org to identify configurations, reports, and custom code affected by the transition to TM2.0.Īll Veeva customers should have already received the assessment. New orgs provisioned by Veeva automatically have TM2.0 enabled. The transition to TM2.0 occurs in three phases, each one requiring action by the administrator and coordination with Veeva Support: Veeva recommends reviewing the Salesforce Migration FAQ and Veeva’s Support Article on Territory Management 2.0 before transitioning. TM2.0 replaces the original Territory Management Salesforce module (TM1.0).Īll Veeva customers must migrate to TM2.0 before June 2021. This change requires action from all Veeva CRM customers. Veeva CRM supports Salesforce’s Territory Management 2.0 (TM2.0).
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