What are Veeva Managed Orgs?
- 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
The following CRM functionality requires the customer org to be Managed:
- Approved Email
- Concur Integration
- Fixed Report - Analytics (Call Activity)
- MyInsights Studio
- Lightning Ready
- 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: Veeva Managed Orgs are managed internally by Veeva in our CRM Managed Console (CMC). CMC was previously known as iVod.
CRM Help Documentation:
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