Nektar Transform lets you populate any field on Salesforce — built-in or custom — using your own full-featured mini programs that run within Nektar. It is incredibly powerful, but it can be a bit hard to come up with ideas for how to best use it to solve your team’s problems.

To inspire you, here are some of the ways customers are using transforms today.

Engagement Score

Quantifies the depth of engagement by analyzing the recency, frequency of communications, and other relevant signals.

Available at an Account, Opportunity, Lead, Contact and Opportunity Contact Role level.

Multi-threading level

Measures the number of unique contacts engaged within an account or opportunity, indicating the breadth of relationships across stakeholders.

Available at an Account and Opportunity level.

First/Last Email/Meeting Date

Tracks the initial and most recent communication dates to highlight engagement timelines and identify potential gaps.

Available at an Account, Opportunity, Lead, Contact and Opportunity Contact Role level.

Count of Emails/Meetings in Last x days

Quantifies recent interactions to assess activity levels, helping to spot active deals or accounts at risk due to low engagement.

Available at an Account, Opportunity, Lead, Contact and Opportunity Contact Role level.

Conditional Creation

Restricts the creation of contacts and opportunity contact roles under accounts and opportunities based on engagement levels, engagement types, and other predefined criteria, ensuring only relevant records are added to the CRM.

Available at Contacts and Opportunity Contact Role level.

Role/Type Identification

Auto-classifies contacts into roles like Economic Buyer, Champion, or Influencer based on job titles and engagement behavior, aiding in stakeholder mapping at Opportunity level.

Available at Opportunity and Opportunity Contact Role level.

Auto-classifies emails & meetings into types like Demo meeting, Business Review meeting, Cadence call, based on subject lines, body content and stakeholders involved, aiding in meeting type identification at Event level.

Available at Event level.

Job Change

Detects when key contacts switch companies, allowing timely updates to CRM records and proactive relationship management.

Available at Contact level.