Nimble Create

Nimble AMS The Nimble Create package gives administrators the tools to create custom reports and templates formatted to your specific needs.

Contact your NimbleUser customer success manager to have this package installed in your org.

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

Power to the Administrator

It has always been possible to create custom features as aSalesforce developer by using Visualforce pages and Apex code. The power of Nimble Create is a developer is not needed to create or update the templates. You may, however, need a few minutes of a developer’s time if you are not familiar with SOQL queries. 

Things to Keep in Mind

Before you get started as a template author, there are a couple things you should know: 

  • You will need to know how to write simple SOQL queries or use Nimble Query
  • Nimble Create supports limited emailing with the following criteria:
    • The email is initiated by a workflow, process builder, or flow

    • The email is delivered through the Salesforce mail server (for those clients using SendGrid, it will still run through the Salesforce mail server).


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