Setup

Set up Nimble AMS to work within your association's processes.

Staff View

Administrators can enable and customize features to enhance your staff's experience.

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Community Hub

Built on the Salesforce Community Cloud, Community Hub is the constituent-facing portal to Nimble AMS, making it easy for constituent to take advantage of their benefits on any device they choose. Even better, administrators can configure Community Hub extensively via point-and-click with no code.

Queries

Administrator's can use query records to create a SOQL query that can be used to create custom logic in Staff View and Community Hub. Each query can return up to 50,000 results, which include desired fields on a given object, and can be ordered to suit a variety of situations.

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Nimble Create

Nimble Create harnesses the power of SOQL to create custom reports and templates formatted to your specific needs. Using Nimble Create you can:

  • Create reports, documents, and emails that are formatted using your corporate style (fonts, logos, colors)

  • Include subreports

  • Display information from different, unrelated objects and tabs, which can otherwise be challenging to display in reports

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Nimble Query

Queries let you filter your Salesforce data for specific information. With Nimble Query, you can examine your Salesforce data in almost infinite combinations, display it in easy-to-understand formats, and use the resulting SOQL query with AppExchange apps like Nimble AMS and Salesforce customizations.

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Nimble Fuse

Administrators can create integration settings to pass information to and from Nimble AMS using the Nimble Fuse API or a third-party API.

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Data protection and Privacy

Learn about the guidance and tools in Nimble AMS and Salesforce that help your association comply with various data protection and privacy regulations.

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Component Standards

Component standards provide guidelines for naming and configuring metadata in Staff View and Community Hub. Components include, but are not limited to, apps, fields, list views, page layouts, search layouts, as well as Community Hub components such as cards and pages.

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Managing Sandbox Environments

A Sandbox environment allows you to test, develop, and troubleshoot, without affecting your Production records; the number of which is based on your Salesforce edition. To complete a basic Salesforce Sandbox refresh, you need only click a button, however, we have a myriad of steps to follow that ensure that your constituents are not receiving emails from the test environment, nor will payment tests go through your Production payment gateway.

Managing Sandbox Environments

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