--- title: Salesforce Sales Enablement Hub Gen 1 > Gen 2 Migration Instructions description: Salesforce Sales Enablement Hub Gen 1 > Gen 2 Migration Instructions --- [Skip to content](https://nexusengage.com/help/gen-1-gen-2-migration-instructions#main-content) English Show submenu for translations ![fb2acfcb-b621-467c-ac7f-d5d4beee378d-1](https://nexusengage.com/hs-fs/hubfs/fb2acfcb-b621-467c-ac7f-d5d4beee378d-1.png?width=200&height=53&name=fb2acfcb-b621-467c-ac7f-d5d4beee378d-1.png) Open main navigation Close main navigation - English Show submenu for translations - [Nexus Website](https://nexuscenter.io/) [Nexus Website](https://nexuscenter.io/) What are you looking for? - There are no suggestions because the search field is empty. 1. [Nexus Help Center](https://nexusengage.com/help) 2. [Sales Enablement Hub](https://nexusengage.com/help/sales-enablement-hub) 3. [Salesforce Application](https://nexusengage.com/help/sales-enablement-hub#salesforce-application) # Salesforce Sales Enablement Hub Gen 1 > Gen 2 Migration Instructions ### Perform backup of the configurations of the existing app 1.1 Please ensure that a backup of the **Field Mapping** configured in the application is performed. You may use a screenshot or another method for this task. It is important to consider that these configurations will need to be replicated in the new application. **How to access:** - App Launcher - All Items - Nexus/Salesforce Field Mapping ![](https://d33v4339jhl8k0.cloudfront.net/docs/assets/611aa3c462402b7b1189c148/images/670cfabf8af27b34842c0132/file-PuuGrMDP1w.png) 1.2 Please ensure that a backup of the **Nexus Configuration** configured in the application is performed. Both Nexus Managed Package Configuration and Nexus Connections should be saved. **How to access:** - App Launcher - All Items - Nexus Package Setup ![](https://d33v4339jhl8k0.cloudfront.net/docs/assets/611aa3c462402b7b1189c148/images/670cfac61198281bd8609e55/file-z0KyGUEdDe.png) 1.3 Please ensure that a backup of the **Permissions **configured in the application is performed. It should be done or 3 Nexus permission sets: Nexus Administrator, Nexus Api Access, and Nexus User. **How to access** - Settings - Permission Sets - Manage Assignments ### Uninstall Gen 1 application 2.1 After backing up the needed information, you must delete the gen 1 package from the org. 2.2 Before uninstalling the package, we **highly recommend** reading the Salesforce article on best practices for package uninstallation: [Help And Training Community](https://help.salesforce.com/s/articleView?language=en_US&id=000383933&type=1) **During package de-installation always select “Save a copy of this package's data for 48 hours after uninstall” to save backup data. Reimporting package backup data: **[Help And Training Community](https://help.salesforce.com/s/articleView?id=sf.distribution_reimport_package_data.htm&type=5) ### Install Gen 2 3.1 [Install ](https://briefingedge.helpscoutdocs.com/article/406-gen-2-v5-17-0-salesforce-nex-managed-package-installation)the gen 2 package to the org. - **Step 1: **Install the Package - **Step 2: **Nexus Package Setup**. **Can be manually copied over from Gen 1 Package backup of configuration (**1.2**) or set up from the scratch. - **Step 3**: Add / Edit Buttons in Account & Opportunity Page Layout - **Step 4**: Salesforce → Nexus Field Mapping. Can be manually copied over from Gen 1 Package backup of configuration (**1.1**) or set up from the scratch. - **Step 5**: Permissions. Can be manually copied over from Gen 1 Package backup of configuration (**1.3**) or set up from the scratch. - **Step 6**: Installation and Initial Configuration is complete! - **Step 7**: Testing the Interface ### Import Data to Gen 2 **This step will be done by Nexus Team** 4.1 The Nexus Team pushes all Visits from Past X months & Future X months to populate Gen 2 Package Nexus 'Engagements' Object. Any date range can be populated based on your requirements; please provide the necessary details. - [Engagement Hub](https://nexusengage.com/help/engagement-hub#main-content) - [Release Notes](https://nexusengage.com/help/engagement-hub#release-notes) - [Dashboard and Calendar](https://nexusengage.com/help/engagement-hub#dashboard-and-calendar) - [Visit Requests and Form](https://nexusengage.com/help/engagement-hub#visit-requests-and-form) - [Visit Scheduling and Management](https://nexusengage.com/help/engagement-hub#visit-scheduling-and-management) - [Site and Room Administration](https://nexusengage.com/help/engagement-hub#site-and-room-administration) - [User Management and Profiles](https://nexusengage.com/help/engagement-hub#user-management-and-profiles) - [System Configurations](https://nexusengage.com/help/engagement-hub#system-configurations) - [API](https://nexusengage.com/help/engagement-hub#api) - [Domain](https://nexusengage.com/help/engagement-hub#domain) - [Topics/Agenda](https://nexusengage.com/help/engagement-hub#topics-agenda) - [Global Settings](https://nexusengage.com/help/engagement-hub#global-settings) - [Visit Types](https://nexusengage.com/help/engagement-hub#visit-types) - [Admin](https://nexusengage.com/help/engagement-hub#admin) - [Communication](https://nexusengage.com/help/engagement-hub#communication) - [Visit Management](https://nexusengage.com/help/engagement-hub#visit-management) - [Artificial Intelligence (AI)](https://nexusengage.com/help/engagement-hub#artificial-intelligence-ai) - [Availability](https://nexusengage.com/help/engagement-hub#availability) - [Visit List](https://nexusengage.com/help/engagement-hub#visit-list) - [Export](https://nexusengage.com/help/engagement-hub#export) - [Requestor](https://nexusengage.com/help/engagement-hub#requestor) - [FAQ](https://nexusengage.com/help/engagement-hub#faq) - [Login Access](https://nexusengage.com/help/engagement-hub#login-access) - [Coordinator](https://nexusengage.com/help/engagement-hub#coordinator) - [Visit Status](https://nexusengage.com/help/engagement-hub#visit-status) - [Individual Time Block](https://nexusengage.com/help/engagement-hub#individual-time-block) - [Navigation](https://nexusengage.com/help/engagement-hub#navigation) - [Itinerary](https://nexusengage.com/help/engagement-hub#itinerary) - [Invitation](https://nexusengage.com/help/engagement-hub#invitation) - [Speakers](https://nexusengage.com/help/engagement-hub#speakers) - [Off-Site](https://nexusengage.com/help/engagement-hub#off-site) - [Survey](https://nexusengage.com/help/engagement-hub#survey) - [Attendee](https://nexusengage.com/help/engagement-hub#attendee) - [Sales Enablement Hub](https://nexusengage.com/help/sales-enablement-hub#main-content) - [Dynamics Application](https://nexusengage.com/help/sales-enablement-hub#dynamics-application) - [Salesforce Application](https://nexusengage.com/help/sales-enablement-hub#salesforce-application) - [Release Notes](https://nexusengage.com/help/sales-enablement-hub#release-notes) - [Experience Hub](https://nexusengage.com/help/experience-hub#main-content) - [Customer Portal](https://nexusengage.com/help/experience-hub#customer-portal) - [Onsite Channels](https://nexusengage.com/help/experience-hub#onsite-channels) - [Program Site](https://nexusengage.com/help/experience-hub#program-site) - [Content Management](https://nexusengage.com/help/experience-hub#content-management) - [Analytics](https://nexusengage.com/help/experience-hub#analytics) - [Nexus Experience Hub Single Sign On](https://nexusengage.com/help/experience-hub#nexus-experience-hub-single-sign-on) - [Content Chapters](https://nexusengage.com/help/experience-hub#content-chapters) - [Door Monitor](https://nexusengage.com/help/experience-hub#door-monitor) - [Media](https://nexusengage.com/help/experience-hub#media) - [Home Screen](https://nexusengage.com/help/experience-hub#home-screen) [![Nexus-Logo](https://nexusengage.com/hs-fs/hubfs/Nexus-Logo.jpg?width=143&height=50&name=Nexus-Logo.jpg "Nexus-Logo")](http://www.signet.tv) Nexus Help Center  Contact Nexus Support: [support@nexuscenter.io](mailto:support@nexuscenter.io)  Copyright © 2025, Nexus ```json { "@context" : "https://schema.org", "@id" : "https://nexusengage.com/#organization", "@type" : "Organization", "description" : "AI-powered customer engagement platform for enterprise teams.", "knowsAbout" : [ "Customer Engagement", "Briefing Programs", "Customer Experience", "Sales Enablement", "Executive Briefings", "Customer Advocacy" ], "logo" : { "@type" : "ImageObject", "height" : 32, "url" : "https://nexusengage.com/hubfs/raw_assets/public/nexus-theme/images/theme/nexus-logo.svg", "width" : 160 }, "name" : "Nexus", "sameAs" : [ "https://www.linkedin.com/company/nexus-hub/" ], "url" : "https://nexusengage.com" } ``` ```json { "@context" : "https://schema.org", "@id" : "https://nexusengage.com/#website", "@type" : "WebSite", "inLanguage" : "en", "name" : "Nexus", "publisher" : { "@id" : "https://nexusengage.com/#organization" }, "url" : "https://nexusengage.com" } ```