Post-update configurations

v 6.1.0, February 21, 2025

The following actions are required for clients upgrading from version 6.0.0. All other users will receive the widget automatically upon installation.

EBC Total Revenue Impact

In this release, we have introduced a metric to measure the financial impact of Executive Briefing Center (EBC) engagements by tracking how associated opportunity values increase following a visit.

The EBC Total Revenue Impact report will be automatically created and added to the Nexus Enablement Hub App Reports; however, the widget must be added manually.


To add the widget:

  1. Navigate to Dashboards → Sales Impact Dashboard
  2. Click Edit
  3. Select +Widget
  4. Choose EBC Total Revenue Impact report
  5. Set the:
  • Display format to “Donut Chart”
  • Value= Revenue Impact
  • Max Values Displayed = 100
  • Show Values = Yes
  • Combine Small Groups into "Others" = Yes
  • Show Total = Yes

The widget can display up to 100 opportunities.


v 6.0.0, February 3, 2025

Please notify the Nexus Team about the v6 installation for them to perform the additional configurations required to enable integration with the Engagement Hub.

Sales Impact Dashboard

After installing or updating the app to version 6, only the Admin User will have access to the Sales Impact Reports and Dashboard. To grant access to other users, the Admin needs to follow these steps:


For Reports

  1. Open Reports - All Folders.
  2. Locate the 'Nexus Enablement Hub App Reports' folder.
  3. Click 'Share.'
  4. Select the users or groups with whom you want to share the reports in this folder.

For Dashboards

  1. Open Dashboards - All Folders.
  2. Locate the 'Nexus Enablement Hub App Dashboards' folder.
  3. Click 'Share.'
  4. Select the users or groups with whom you want to share the reports in this folder.

For convenience, we recommend sharing the folder with the Public Group 'All Internal Users,' provided there are no concerns regarding data privacy. Alternatively, the folder can be shared with specific users or roles.


Visit Status Options

The options available in the Engagement -Visit Status field are customizable. The list may vary depending on the statuses synced for each client.

To add options, please follow these steps:
  1. Navigate to Settings > Object Manager > Engagement > Fields > Visit Status > Values

The common statuses used by every client:

  • Tentative
  • Confirmed
  • Completed
  • Closed
  • Cancelled
Once added, the value will appear in Reports, ensuring that all relevant Visits are displayed.

v 5.22.0, January 10, 2025

This is applicable only for clients using a non-admin integration user.

If you are using an integration user other than an Admin, you need to grant "Edit Access" to Events for your integrated user.


To do this:

  1. Create a new permission set or open an existing one.
  2. Navigate to Permission Sets → Object Settings.
  3. Locate Events in the list and click Edit.
  4. Check the Edit Access column.
  5. Click Save.
  6. Assign this permission set to your integrated user if it has not already been assigned.

This will ensure your integration functions properly.





v 5.14.0, August 16, 2024


To properly use the "Access Nexus Engagement Hub" functionality, which allows navigation to the Engagement Hub, users now need to allow pop-ups on the "Access Nexus Engagement Hub" page. This should be done the first time the page is opened in the browser, and the response will be preserved for future sessions.

This change was necessary to comply with SF security regulations.




v 5.13.0, July 24, 2024


To track changes in Opportunities, Contacts, and Accounts in Salesforce, the Nexus App was utilizing triggers. However, since some programs perform batch updates of these elements and the trigger approach does not provide the necessary control, a job has been introduced.

To view updates of Opportunities, Contacts, and Accounts in Engagement Hub, additional job configurations are required. Without this step, changes made to Opportunities, Contacts, and Accounts in Salesforce will not be reflected in Engagement Hub.

For that open Nexus Configurations > Automatic Updates Settings

  • set “Schedule Batch Updates” to ON
  • set “Run Updates Every (hours)” to any needed value (1-23 h)

“Sync Now” pushes the job instantly.

v 5.10.0, June 6, 2024


If your program updates a large number of records at once, we recommend to fill in the following fields under the BriefingEdge Package Setup:


  1. Sync Objects via Batch: The recommended value is “Yes” if your program updates a large number of records at once. If the checkbox is not checked, all records will be updated immediately in the trigger that can cause SQL Query Errors.
  2. Schedule Job In (min): Job execution frequency
  3. Max Trigger Runs Count ( < 5): Max number of records per run, no more than 5.

Thus, 200*maxTriggerRunsCount records will be updated at once in the trigger, while all other records will be updated by the job that runs after the number of minutes specified in Job Scheduled In (min).