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Edit an Entity

Administrators can update entities as needed, for example, when the remittance address changes, or the logo needs to be updated.

  1. In the tab bar, click 
    App Launcher, or in Salesforce Classic, click 
    Nimble AMS, Staff View, Button, All Tabs.
  2. Click Entities.
  3. Select a list view—like All Active Entities—and click Go!
  4. Click Edit next to the Entity you want to modify.
  5. Make the desired changes.
  6. Click Save.

Entity in Internationalization

If you have enabled Salesforce multi-currency, Salesforce introduces the Currency field on all object layouts within your org. 

Due to data sanity, you will not be allowed to edit the value of the Currency field.

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