--- title: Salesforce 'Add From CRM' Function in Nexus description: Salesforce 'Add From CRM' Function in Nexus --- [Skip to content](https://nexusengage.com/help/link-update-nexus-add-from-crm-function#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 'Add From CRM' Function in Nexus ### Overview The Nexus ‘Add From CRM’ function is an optional component that allows users to retrieve Accounts, Contacts, and Opportunities from Salesforce while working on a visit within Nexus. This is configured completely by the Nexus Support Team. ### Requirements - The [Salesforce-Nexus Managed Package](https://nexusengage.com/help/gen-2-nexus-sales-enablement-hub-app-installation) must be installed on the client instance of Salesforce - The [Salesforce to Nexus Field Mapping](https://nexusengage.com/help/gen-2-nexus-sales-enablement-hub-app-installation#ConfigureSalesforceFieldMapping) must be completed for Account, Contact, and Opportunity objects in Salesforce. Screen shots of the field mapping details for these 3 objects must be sent to Nexus. - The [Salesforce Org ID, Consumer Key, and Consumer Secret](https://nexusengage.com/help/nexus-salesforce-data-exchange-handshake-procedure) must be sent to Nexus ### How it works - New buttons are added to the Customer, Opportunity and Attendee screens in Nexus to launch this new component that searches data in the CRM that the user has permission to access. ![](https://d33v4339jhl8k0.cloudfront.net/docs/assets/611aa3c462402b7b1189c148/images/670cfcd58af27b34842c0137/file-7j3PSKhO7t.png) - The user will be able to search through the results in a window, and select the items they wish to add to the visit. - Nexus replicates the field mapping in the CRM to pull the same data into the scheduling fields as a visit request initiated from within the CRM. ### Add Account From CRM ![](https://d33v4339jhl8k0.cloudfront.net/docs/assets/611aa3c462402b7b1189c148/images/670cfcdf15d0b822330654bb/file-KPYjnBINc3.png) - This window will return the “Recently Viewed” Accounts that the user has permission to view in the CRM. - User can also search for a specific account by typing in at least 3 characters into the search field and clicking the search button. - User can select accounts by checking the box next to each account they want to add to the visit and clicking the ‘OK’ button. ### Add Attendee From CRM ![](https://d33v4339jhl8k0.cloudfront.net/docs/assets/611aa3c462402b7b1189c148/images/670cfce78af27b34842c0138/file-7oayQ572nT.png) - This window returns contacts linked to the account(s) currently added to the visit from the CRM. - The search function works the same way as account search, where user must type in 3 or more characters and the results are returned matching contacts across all accounts (Matching on first or last name) ### Add Opportunity From CRM ![](https://d33v4339jhl8k0.cloudfront.net/docs/assets/611aa3c462402b7b1189c148/images/670cfcf144628317ef9052a8/file-h3u9gvNOkO.png) - This windows returns CRM opportunities tied to the accounts added to the customer screen retrieved from the CRM. - 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