Engagement Hub-Salesforce - Integration Updates

Overview

Major improvements have been introduced to the synchronization between Salesforce and the Nexus Engagement Hub, including, Instantaneous updates between systems, a bi-direction integration allowing data to be updated in Salesforce and sent to Nexus, and additional engagement data now shared from Nexus to Salesforce.

Additional Engagement Details

The additional engagement details are displayed in the "Additional Details" section of the Visit Overview page as well as an entirely new section, labeled "Agenda", which includes all key Agenda details for the engagement.

New Engagement Fields

Sections	Fields
Additional Details	Visit Room(s) Briefing Manager(s) Off-site location Voice of the Customer (for Visits in the status “Completed) Post-Visit Comments (for Visits in the status “Completed)
Agenda	Agenda Item start & end time in the Visit Time Zone Topic Name / Topic Name Override Topic Abstract / Topic Abstract Override Topic Room / Topic Room Override Speaker First & Last Name / Name Override Speaker Title / Title Override

Topics and speakers hidden from the agenda in the Engagement Hub will remain visible in the Salesforce application. Speakers will also be displayed regardless of their invitation status.

Visit Accounts Updates

Salesforce side

Sales reps can now add accounts to a visit in Salesforce from the list of existing accounts they have access to. An account can be added to a visit regardless of its status. The "Recently Viewed" accounts will appear at the top of the "Visit Accounts" lookup, while other existing accounts can be searched for as needed.

Accounts can also be removed from a visit, regardless of its status, by clicking the "More" menu and selecting the "Remove" button next to the specific account. Additionally, users can review all accounts assigned to the visit by clicking the "View All" button, as only up to three accounts are displayed on the Visit Overview page.

Upon adding/removing an account to the visit, it will be immediately reflected in the Engagement Hub.

Engagement Hub side

When adding an account into the Engagement Hub directly, if the account has a valid Account ID from Salesforce, when that account is synchronized from Nexus to Salesforce, the associated standard Salesforce account will be linked to the visit. If a valid Account ID is not found, a ‘Nexus Visit Account’ will be created and added to the visit. The Account Icon used for ‘Nexus Visit Account’ objects uses a different color pattern so it can be differentiated from a standard Salesforce Account.

*Nexus Visit Account - Custom Nexus object created within the app

Note: If the Engagement Hub tenant is integrated with multiple Salesforce instances, all Visit Accounts linked to this Engagement Hub account and not associated with a standard account across all organizations will be updated.

Visit Opportunity Updates

Salesforce side

Sales representatives can now add opportunities of any status to a visit in Salesforce from the list of existing Salesforce opportunities to which they have access and which are assigned to the visit account(s). An opportunity can be added to a visit regardless of its status. The "Recently Viewed" opportunities will appear at the top of the "Visit Opportunities " lookup, while other existing opportunities assigned to the visit account(s) can be searched for as well.

Opportunities can also be removed from a visit, regardless of its status, by clicking the "More" menu and selecting the "Remove" button next to the specific opportunity. Additionally, users can review all opportunities assigned to the visit by clicking the "View All" button, as only up to three opportunities are displayed on the Visit Overview page.

Upon adding/removing an opportunity to the visit, the pre or post visit opportunity will be immediately reflected in the Engagement Hub.

Engagement Hub side

The Briefing Manager also has the ability to add or remove opportunities from a visit. When adding an opportunity, if it has a valid CRM ID, the standard Salesforce opportunity will be added to the visit. If not, a Nexus Visit Opportunity will be created and added to the visit. Different icons will be used to distinguish between standard and custom opportunities.

*Visit Opportunity - Custom object created within the app

When editing an opportunity in the Engagement Hub, only Nexus Visit Opportunities linked to this Engagement Hub opportunity and not associated with a standard Salesforce opportunity will be updated in Salesforce.

Note: If the Engagement Hub tenant is integrated with multiple Salesforce instances, all Visit Opportunities linked to this Engagement Hub account and not associated with a standard opportunity across all organizations will be updated.

Visit External Attendees Updates

Salesforce side

Sales representatives can now add external attendees to a visit in Salesforce from the list of existing Salesforce contacts to which they have access and which are assigned to the visit account(s). Contact can be added to a visit regardless of its status. The "Recently Viewed" contacts will appear at the top of the "External Attendees " lookup, while other existing contacts assigned to the visit account(s) can be searched for as well. All contacts added under the “External Attendees” section will also be displayed as external attendees in the Engagement Hub.

Contacts can also be removed from a visit, regardless of its status, by clicking the "More" menu and selecting the "Remove" button next to the specific contact. Contacts who have already received a meeting invitation in Engagement Hub will receive a cancellation email.

Additionally, users can review all contacts assigned to the visit by clicking the "View All" button, as only up to three contacts are displayed on the Visit Overview page.

Upon adding/removing a contact to the visit, it it will be immediately reflected in the Engagement Hub.

Engagement Hub side

The Briefing Manager also has the ability to add or remove external attendees from a visit. When adding an external attendee, if they a valid CRM ID, the standard Salesforce contact will be added to the visit. If not, a Nexus Visit Attendee will be created and added to the visit. Different icons will be used to distinguish between standard and custom contacts.

*Visit Attendee - Custom object created within the app

When editing an external attendee in the Engagement Hub, only Nexus Visit Attendee linked to this Engagement Hub Attendee and not associated with a standard Salesforce contact will be updated in Salesforce.

Note: If the Engagement Hub tenant is integrated with multiple Salesforce instances, all Visit Attendees linked to this Engagement Hub attendee and not associated with a standard contact across all organizations will be updated.

Visit Internal Attendees Updates

Salesforce side

Sales representatives can now add internal attendees to a visit in Salesforce from the list of existing Salesforce users to which they have access. User can be added to a visit regardless of its status. The "Recently Viewed" users will appear at the top of the "Internal Attendees " lookup, while other existing users can be searched for as well. All users added under the “Internal Attendees” section will also be displayed as internal attendees in the Engagement Hub.

Users can also be removed from a visit, regardless of its status, by clicking the "More" menu and selecting the "Remove" button next to the specific user. Users who have already received a meeting invitation in Engagement Hub will receive a cancellation email.

Additionally, users can review all users assigned to the visit by clicking the "View All" button, as only up to three users are displayed on the Visit Overview page.

Upon adding/removing a user to the visit, it it will be immediately reflected in the Engagement Hub.

Engagement Hub side

The Briefing Manager also has the ability to add or remove internal attendees from a visit. When adding an internal attendee, if they a valid CRM ID, the standard Salesforce user will be added to the visit. If not, a Nexus Visit Attendee will be created and added to the visit. Different icons will be used to distinguish between standard and custom users.

*Visit Attendee - Custom object created within the app

When editing an internal attendee in the Engagement Hub, only Nexus Visit Attendee linked to this Engagement Hub Attendee and not associated with a standard Salesforce user will be updated in Salesforce.