Veeva 22R3 Release Questions and Answers || Veeva 22R3 New Features || Veeva Vault Certification

This video provides an in-depth exploration of the new features introduced in the Veeva Vault 22R3 release, specifically tailored for individuals preparing for the Veeva Vault certification exam. The speaker, Vaibhav Agrawal, begins by outlining critical information regarding the certification process, including deadlines, the number of attempts allowed, and passing score requirements. He then systematically delves into several key new features, explaining their functionality, configuration steps, and practical implications for administrators and users within the Veeva Vault ecosystem. The presentation emphasizes how these updates address common challenges and enhance the platform's capabilities in areas such as data management, workflow automation, and reporting.

The core of the video focuses on practical enhancements that improve user experience and administrative control within Veeva Vault. Each new feature is presented with a clear explanation of its purpose and how it can be configured or utilized. For instance, the discussion on "Person Object Duplicate Detection" highlights a solution to prevent redundant user accounts, detailing the configuration settings for matching rules based on various parameters like email or name. Similarly, the "Notification Email Notification Status" feature is presented as a crucial tool for troubleshooting email delivery issues, providing administrators with visibility into the success or failure of notifications. The speaker's approach is highly practical, often relating the features back to real-world scenarios and potential exam questions.

Further into the presentation, the video covers more technical and administrative improvements. The "Object Reference Field Formula" feature is explained as an advancement that allows for more complex formula configurations by enabling the use of object reference fields within text or ID functions, thereby enriching reporting and automation possibilities. The introduction of "Output Package Support for Migrating Group Data" addresses a significant pain point for administrators, allowing for the automated migration of user groups between Veeva Vault environments, which previously required manual effort. The discussion culminates with features like "Limit Workflow Participants" and "Document with Object Report Type," which offer enhanced control over workflow assignments and more flexible reporting capabilities by linking documents with related business objects. The speaker concludes by reiterating key points that are likely to appear on the certification exam, reinforcing the practical and exam-oriented nature of the content.

Key Takeaways:

• Veeva Vault 22R3 Certification Details: The certification exam for the 22R3 release must be completed by April 14, 2023. Candidates are allowed two attempts; a score of 80% or higher on the first attempt qualifies, while a score above 50% but below 80% allows for a second attempt. Scoring below 50% on the first attempt disqualifies the candidate.
• Person Object Duplicate Detection: This new feature helps prevent the creation of duplicate person records (e.g., user accounts) in Veeva Vault. Administrators can configure detection settings to check for duplicates based on parameters like first name, last name, email address, or username, with options for exact or fuzzy matching.
• Notification Email Notification Status: A highly valuable feature for troubleshooting, it allows administrators to check the delivery status of email notifications sent to specific users or roles. This can be accessed via the "Operations" tab, providing clarity on whether a notification was successfully sent or if there were delivery issues.
• Object Reference Field Formula: Veeva Vault 22R3 enhances formula capabilities by allowing the use of object reference fields within formulas. This means administrators can now reference related objects directly within text functions (to retrieve names) or ID functions (to retrieve IDs), enabling more dynamic and powerful calculations and data displays.
• Output Package Support for Migrating Group Data: Previously, migrating user groups between Veeva Vault environments required manual recreation. With 22R3, administrators can now include user groups in outbound packages, streamlining the migration process and reducing manual effort when moving configurations between sandboxes and production environments.
• Limit Workflow Participants: This feature allows administrators to set a maximum number of participants for a specific role within a workflow start step. This prevents scenarios where a workflow task is assigned to an excessively large group (e.g., thousands of users), which could lead to operational inefficiencies. The default maximum is 5000, but it can be configured to a lower limit (e.g., 100).
• Workflow Participant Limit Error Handling: If a workflow is initiated with a group that exceeds the configured maximum number of participants for a specific role, the system will now throw an error, preventing the workflow from starting. This ensures adherence to the defined participant limits and avoids unintended mass assignments.
• Document with Object Report Type: This new report type enables users to create reports that use a document as the primary object and any related business object (e.g., Product, Country) as the secondary object. This allows for more comprehensive reporting that links document-centric data with other critical business information.
• Standard Report Type Object Limit: When creating a standard report type in Veeva Vault, a maximum of 10 objects can be selected for inclusion. This is an important limitation to be aware of for report design and certification exam questions.
• Permissions for Glossary and Glossary Definition: To view Glossary and Glossary Definition records in Veeva Vault, users require the "Content View Content" permission. This ensures controlled access to critical terminology and definitions within the system.

Key Concepts:

• Veeva Vault 22R3 Release: The latest major update to the Veeva Vault platform, introducing new features and enhancements.
• Veeva Vault Certification: An examination validating an individual's knowledge and proficiency in configuring and managing Veeva Vault.
• Person Object: A standard object in Veeva Vault representing individuals (e.g., users, external collaborators).
• Outbound Package: A mechanism in Veeva Vault to package and migrate configurations, data, and components from one environment to another.
• Workflow: An automated sequence of tasks and approvals within Veeva Vault, often used for document review, approval, or process management.
• Report Type: A predefined structure in Veeva Vault that specifies which objects and fields are available for reporting, serving as the basis for creating reports.

Examples/Case Studies:

• Duplicate Person Records: The speaker provides an example of a user, Vaibhav Agrawal, having two accounts created due to lack of duplicate detection, leading to wasted licenses and administrative issues. The new feature resolves this by flagging potential duplicates during record creation.
• Email Notification Troubleshooting: The speaker recounts personal experiences where he was unsure if a configured email notification was sent due to Outlook settings. The "Notification Email Notification Status" feature provides a direct way to verify delivery within Veeva Vault.
• Workflow Participant Overload: An example is given where a workflow task might be assigned to a group of 1000 users, causing inefficiency. The "Limit Workflow Participants" feature allows setting a maximum (e.g., 100) to prevent such scenarios and ensure tasks are assigned to manageable groups.