What is a Managed Org:

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 is 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, or Dev can be registered to be managed by Veeva.

• Receive Automatic Upgrades.
• Has content and reporting data preservation on moves.
• Notifications of planned upgrades and patches for these orgs.

 

What is an Unmanaged Org:

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.

The following CRM functionality requires the customer org to be in Veeva Managed Orgs:

• Approved Email License Management
• Configuring Concur Sync
• Call Activity Data Loading Process
• Virtual Events
• Lightning Ready
• MyInsights Studio
• Events Management
  
  

Requesting Unmanaged Orgs to be Managed:

If a customer requests that a CRM Sandbox Org using an older version of CRM be updated to the current version, that Sandbox must be on a CRM Version within the last major CRM release. If the Sandbox's version of Veeva CRM is further back than the last major release of CRM, the Sandbox must be Refreshed from Production before being added to Managed Orgs or upgraded to the latest version 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.