Accounts


Your constituents are represented in Nimble AMS as account records which contain demographic and historical information of their interactions with your association.

Accounts and Person Accounts

A constituent company is represented by an account record for B2B and an individual constituent is represented by a person account record, which is Salesforce's B2C solution combining an account and contact record. You can use accounts and person accounts to clearly define between individuals and companies, and give both equal access to all facets of Nimble AMS. Learn more about Person Accounts (external).

Person Account changes are best completed in Salesforce Classic, as not all features have been implemented into Lightning. Learn more about the Person Accounts Beta in Lightning (external)

Automated Information

To give you a full view of your constituents' interactions with your association, some information is automatically added or updated on their account:

Account Financials

So you can see the constituent's current balance with your association, Account Balance is updated each day—typically at night—by the CalculateAccountFinancials scheduled job. You can also manually update this before or after this job has run by clicking the "Calculate Financials" link on in the Account Links section of the page layout of a single Account.

The CalculateAccountFinancials automated job updates 1000 accounts at a time by default.

Learn More

Accounts Success Guide (external)


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