---
title: Salesforce Sales Enablement Hub Post-Update Configurations
description: Salesforce Sales Enablement Hub Post-Update Configurations
---

[Skip to content](https://nexusengage.com/support/post-update-configurations#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 Support Center](https://nexusengage.com/support)
2. [Sales Enablement Hub](https://nexusengage.com/support/sales-enablement-hub)
3. [Salesforce Application](https://nexusengage.com/support/sales-enablement-hub#salesforce-application)

# Salesforce Sales Enablement Hub 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](mailto:support@nexuscenter.io)** 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.

![](https://d33v4339jhl8k0.cloudfront.net/docs/assets/611aa3c462402b7b1189c148/images/6717d3e144fbd7540103ba35/file-vOROV3jlBb.png)

#### **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**

![](https://d33v4339jhl8k0.cloudfront.net/docs/assets/611aa3c462402b7b1189c148/images/67c1ce8fa0a634459896d218/file-zuqVQLTTTw.png)

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.

![](https://d33v4339jhl8k0.cloudfront.net/docs/assets/611aa3c462402b7b1189c148/images/6786768b98abdd54ccf9e9aa/file-lkR5uW87Yh.png)

### 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.

![](https://d33v4339jhl8k0.cloudfront.net/docs/assets/611aa3c462402b7b1189c148/images/670cfa4b1198281bd8609e54/file-9jGnQ3NmsE.png)

### 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.

![](https://d33v4339jhl8k0.cloudfront.net/docs/assets/611aa3c462402b7b1189c148/images/670cfa6744628317ef9052a6/file-x6KXGQRsnE.png)

### 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).

![](https://d33v4339jhl8k0.cloudfront.net/docs/assets/611aa3c462402b7b1189c148/images/670cfa9715d0b822330654ba/file-FyIQZvY1ep.png)

<https://briefingedge.helpscoutdocs.com/category/405-data-synchronization>

- [Engagement Hub](https://nexusengage.com/support/engagement-hub#main-content)

    - [Release Notes](https://nexusengage.com/support/engagement-hub#release-notes)
    - [Dashboard and Calendar](https://nexusengage.com/support/engagement-hub#dashboard-and-calendar)
    - [Visit Requests and Form](https://nexusengage.com/support/engagement-hub#visit-requests-and-form)
    - [Visit Scheduling and Management](https://nexusengage.com/support/engagement-hub#visit-scheduling-and-management)
    - [Site and Room Administration](https://nexusengage.com/support/engagement-hub#site-and-room-administration)
    - [User Management and Profiles](https://nexusengage.com/support/engagement-hub#user-management-and-profiles)
    - [System Configurations](https://nexusengage.com/support/engagement-hub#system-configurations)
    - [API](https://nexusengage.com/support/engagement-hub#api)
    - [Domain](https://nexusengage.com/support/engagement-hub#domain)
    - [Topics/Agenda](https://nexusengage.com/support/engagement-hub#topics-agenda)
    - [Global Settings](https://nexusengage.com/support/engagement-hub#global-settings)
    - [Visit Types](https://nexusengage.com/support/engagement-hub#visit-types)
    - [Admin](https://nexusengage.com/support/engagement-hub#admin)
    - [Communication](https://nexusengage.com/support/engagement-hub#communication)
    - [Visit Management](https://nexusengage.com/support/engagement-hub#visit-management)
    - [Artificial Intelligence (AI)](https://nexusengage.com/support/engagement-hub#artificial-intelligence-ai)
    - [Availability](https://nexusengage.com/support/engagement-hub#availability)
    - [Visit List](https://nexusengage.com/support/engagement-hub#visit-list)
    - [Exports](https://nexusengage.com/support/engagement-hub#exports)
    - [Export](https://nexusengage.com/support/engagement-hub#export)
    - [Requestor](https://nexusengage.com/support/engagement-hub#requestor)
    - [FAQ](https://nexusengage.com/support/engagement-hub#faq)
    - [Login Access](https://nexusengage.com/support/engagement-hub#login-access)
    - [Coordinator](https://nexusengage.com/support/engagement-hub#coordinator)
    - [Visit Status](https://nexusengage.com/support/engagement-hub#visit-status)
    - [Individual Time Block](https://nexusengage.com/support/engagement-hub#individual-time-block)
    - [Navigation](https://nexusengage.com/support/engagement-hub#navigation)
    - [Itinerary](https://nexusengage.com/support/engagement-hub#itinerary)
    - [Invitation](https://nexusengage.com/support/engagement-hub#invitation)
    - [Speakers](https://nexusengage.com/support/engagement-hub#speakers)
    - [Off-Site](https://nexusengage.com/support/engagement-hub#off-site)
    - [Survey](https://nexusengage.com/support/engagement-hub#survey)
    - [Attendee](https://nexusengage.com/support/engagement-hub#attendee)
    - [Support](https://nexusengage.com/support/engagement-hub#support)
- [Sales Enablement Hub](https://nexusengage.com/support/sales-enablement-hub#main-content)

    - [Dynamics Application](https://nexusengage.com/support/sales-enablement-hub#dynamics-application)
    - [Salesforce Application](https://nexusengage.com/support/sales-enablement-hub#salesforce-application)
    - [Release Notes](https://nexusengage.com/support/sales-enablement-hub#release-notes)
- [Experience Hub](https://nexusengage.com/support/experience-hub#main-content)

    - [Customer Portal](https://nexusengage.com/support/experience-hub#customer-portal)
    - [Onsite Channels](https://nexusengage.com/support/experience-hub#onsite-channels)
    - [Program Site](https://nexusengage.com/support/experience-hub#program-site)
    - [Content Management](https://nexusengage.com/support/experience-hub#content-management)
    - [Analytics](https://nexusengage.com/support/experience-hub#analytics)
    - [Nexus Experience Hub Single Sign On](https://nexusengage.com/support/experience-hub#nexus-experience-hub-single-sign-on)
    - [Content Chapters](https://nexusengage.com/support/experience-hub#content-chapters)
    - [Door Monitor](https://nexusengage.com/support/experience-hub#door-monitor)
    - [Media](https://nexusengage.com/support/experience-hub#media)
    - [Home Screen](https://nexusengage.com/support/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"
}
```