As a new Nimble AMS user, there are some things you should know to make your experience productive. You can learn all the basics here, and use some of the many resources available to you to learn even more about Salesforce and Nimble AMS.
Administrators can also learn about the Lightning Platform, App Cloud, Community Cloud, and customizing Nimble AMS for your association.
Salesforce is your constituent success platform, designed to help you sell, service, market, analyze, and connect with your constituents. Salesforce has a beautiful, intuitive, and intelligent interface—Lightning Experience—that helps your teams work more naturally and more productively. Learn more (external).
Nimble AMS is an AppExchange app on Salesforce that provides a one stop solution for association management, designed to help you manage all aspects of your constituents' journey with your organization.
To start using Nimble AMS, log into Salesforce in your favorite modern web browser.
When your Salesforce login information is first created, you will receive an email to help you get started. Learn more (external).
Once you know your login information, you can log into Salesforce at: login.salesforce.com (external).
When you log in, the Home page displays. The Home page is a great place to start your day by reviewing news related to constituents, view important dashboards, and take action on upcoming events and assigned tasks. Your administrators can customize the Home page with information and actions that are most important to your association, so be sure to reach out to them with any ideas for improvements.
Along the top is the navigation bar, which lets you complete actions and access recent records and lists with a single click. Think of the navigation bar as a container for a set of items and functionality. It is always there, but the items within it change based on the app you are using. Learn more (external).
Nimble AMS includes several Lightning apps which different teams can use to interact with your data. If the standard apps do not meet your needs, your administrator can create a custom app as well. To switch apps, you can click Learn more (external).and select the app to use; the navigation bar updates with the relevant items and functionality for that app.
To help you quickly access your data, the search box is always at the top and starts working for you as soon as you click in the box. At first, a list of recent records displays, and as you type, the list changes to provide potentially matching results. You can click on a result to view the record or hit Enter/Return to see even more potential results. Learn more (external).
Favorites let you quickly favorite important records, lists, groups, and other frequently used pages in Salesforce and then navigate to them quickly. Learn more (external).
The utility bar lets you access common productivity tools, like Notes, Recent Items, and Recent Accounts. It appears as a fixed footer throughout Salesforce you can access to open utilities in docked panels. Each utility in the utility bar is a Lightning component, so if you have a great idea for a utility to add, grab a ☕️ with your administrator and share your thought. Learn more (external).
The details for a specific record displays on a record page. A record page lays out all sorts of different components that contain information about the record as well as actions.
Layouts display records and their corresponding field values to staff. There are several types of layouts and they each display in different areas of Staff View. The types of layouts are compact layouts, list views, page layouts, and search layouts.
Three core aspects of the architecture of Nimble AMS are the Lightning Platform, App Cloud, and Community Cloud.