Veeva Manages many Sandbox and Production orgs for our customers as part of the standard
upgrade and release process of Veeva CRM. Each of these orgs are automatically upgraded by
Veeva for each release and patch. This includes the Veeva CRM application and any content
and reporting data the customer may be using with that org. We refer to these orgs as Veeva
Managed Orgs. Any customer org, Sandbox, QA, Dev can be registered to be managed by Veeva.
Many Customers also have additional Dev and QA orgs that are not registered with Veeva
and therefore are not managed. These orgs are not automatically upgraded by Veeva. It is
the responsibility of the customer to manually upgrade these orgs and to maintain the associated
content and reporting data. Veeva refers to these orgs as Unmanaged Orgs.
Managed Orgs receive:
- Automatic Upgrades
- Content preservation on moves (Support case needed to Migrate CLM)
- Reporting data preservation on moves
- Notifications of planned upgrades and patches for these orgs
Note: Managed DEV or QA orgs can be flagged as manual upgrades only if automatic upgrades
are not desired.
- Manually Upgraded by Customers
- Content and reporting data is not managed and can be cleared at any time with an org refresh
- Upgrades and patches
- Not included in release notifications
Note: Because upgrades are handled by customers manually and may not be up to
date, Veeva reserves the right to discontinue support of very old versions of CRM.
There is no additional cost to have orgs registered as Managed and Veeva encourages all
customers to register all their Veeva Orgs regardless of the environment as this ensures excellent Veeva service.
To request an Org to be Managed, open a new Support Ticket
and provide the Vadmin
username and password.
The following CRM functionality requires the customer org to be Managed:
- Approved Email
- Concur Integration
- Fixed Report - Analytics (Call Activity)
Note: Veeva Managed Orgs are managed internally by Veeva in our CRM Managed Console (CMC). CMC was previously known as iVod.