Create an Account

Staff can create a company or individual account so you can track your constituent's activity and demographics.

  1. In the tab bar, click App Launcher, or in Salesforce Classic, click   Nimble AMS, Staff View, Button, All Tabs
  2. Click Accounts.
  3. Click New.
  4. In Record Type of new record, select the type of account to create.
  5. Enter the required demographic information:
    1. If you are creating an individual account, in Last Name, enter the constituent's last name.
    2. If you are creating a company account, in Account Name, enter the name of the constituent company.
  6. Enter optional demographic information:
    1. Optionally, to primarily affiliate this account with another, in Primary Affiliation, enter the name of the account with which to affiliate, click Nimble AMS, Staff View, Button, Lookup and select the account.

      If an affiliation does not currently exist between the accounts, one is created. Additionally, any configured information flow down will occur. Learn More.

    2. When creating a company account, don't worry about entering anything in Primary Contact or Primary Contact Email. These will be automatically populated when an affiliated individual account is set as the primary contact.
    3. Optionally, to have Billing Address kept in sync with Mailing Address, select Copy From Mailing To Billing.
    4. Optionally, to have Other Address kept in sync with Mailing Address, select Copy From Mailing To Other.
    5. Optionally, to have Shipping Address kept in sync with Mailing Address, select Copy From Mailing To Shipping.
    6. Optionally, to allow an individual account to use Bill Me in Community Hub, select Trusted.
  7. Click Save.

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