--- title: Salesforce engagement sync destinations description: View, share, or export a one-page AI Executive Brief with a visit's objectives, accounts, attendees, and agenda. --- [Skip to content](https://nexusengage.com/support/salesforce-engagement-sync-destinations#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. [Engagement Hub](https://nexusengage.com/support/engagement-hub) 3. [System Configurations](https://nexusengage.com/support/engagement-hub#system-configurations) # Salesforce engagement sync destinations ## \<\> Admins can choose which Salesforce organizations receive Nexus Engagements, send Engagements to Salesforce even without a valid Salesforce Account or Opportunity, and send the same Engagement to more than one Salesforce organization. These Salesforce sync settings change *where* an eligible Engagement is sent. They don't change *when* an Engagement becomes eligible. Your existing Salesforce sync rules still decide that. ### Before you start - **Who can use it:** Admins - ***Action required: Upgrade the Nexus Salesforce managed package to version 7.0 in each Salesforce organization, then turn on the settings you need in Nexus. Both settings are off by default.*** - **Where to find it:** **Settings \> Global Settings \> Miscellaneous** **Heads up:** Upgrade the Nexus Salesforce managed package to version 7.0 *before* turning on these settings. Without the upgrade, Salesforce can't receive Engagements through the new sync options. This usually needs your Salesforce admin. ### How do I sync Engagements that don't have a valid Salesforce Account or Opportunity? Turn on the option in **Settings \> Global Settings \> Miscellaneous** that allows Engagements without a valid Salesforce Account or Opportunity to sync, then select the Salesforce instance that should receive them. 1. Confirm the Nexus Salesforce managed package is on version 7.0. 2. Go to **Settings \> Global Settings \> Miscellaneous**. 3. Turn on the option for syncing Engagements without a valid Salesforce Account or Opportunity. 4. Select the Salesforce instance that should receive these Engagements. 5. Save. ![image-20260927-093608](https://nexusengage.com/hs-fs/hubfs/image-20260927-093608.png?width=670&height=403&name=image-20260927-093608.png) When this option is on, a missing or invalid Salesforce Account or Opportunity no longer stops an otherwise eligible Engagement from syncing. This includes Engagements created directly in Nexus, and Engagements with neither an Account nor an Opportunity. ### How do I send all Engagements to one or more Salesforce organizations? Turn on **Sync all engagements to Salesforce** and select the Salesforce instances that should receive every eligible Engagement. 1. Go to **Settings \> Global Settings \> Miscellaneous**. 2. Turn on **Sync all engagements to Salesforce**. 3. In **Salesforce Instances**, select one or more Salesforce instances. At least one must be selected. 4. Save. The Salesforce instances selected under Sync all engagements to Salesforce are **added** destinations. Each eligible Engagement still goes to the Salesforce organization it's already linked to, and is also sent once to each selected instance. For example, if an Engagement belongs to Salesforce Instance A and you select Instance B, the Engagement syncs to both A and B. ### What happens when I turn off Sync all engagements to Salesforce? Engagements stop going to the extra Salesforce instances, and normal Salesforce sync continues as before. Existing links between Engagements and Salesforce aren't removed. ### What should I know about Salesforce sync destinations? - These are organization-wide settings that apply to all Nexus-to-Salesforce Engagement sync. - Only active Salesforce instances can be selected. Dynamics, Oracle, and other CRM integrations aren't included. - If a selected Salesforce instance becomes inactive, Engagements stop being sent to it. - An Engagement is sent once per Salesforce organization, even if that organization is both its existing destination and a Sync all engagements to Salesforce destination. Nexus doesn't create duplicates within one Salesforce organization. - Salesforce Accounts and Opportunities are matched separately in each Salesforce organization. An Account in one Salesforce organization isn't treated as valid in another. - Immediate and scheduled sync use the same destination rules. ### Frequently asked questions #### Does turning on these settings send every Engagement to Salesforce right away? No. An Engagement is only sent once it meets your existing Salesforce sync rules, such as reaching the required visit status. These settings only decide where eligible Engagements go. #### Can I turn on these settings before upgrading the Salesforce package? **Upgrade the Nexus Salesforce managed package to version 7.0 first. The new sync options depend on it.** #### Why can't I select a Salesforce instance? Your organization needs at least one active Salesforce integration. Inactive Salesforce instances and other CRM integrations don't appear in the list. #### Why hasn't a Nexus Engagement appeared in Salesforce? **Check that the Salesforce package is on version 7.0, the Engagement meets your Salesforce sync status and date rules, Salesforce push is enabled, the Salesforce integration is active and authenticated, and the right Salesforce instance is selected.** #### Why did an Engagement appear in more than one Salesforce organization? 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[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" } ```