--- version: "SUM26" language: "en" --- # Nimble AMS Help ## Find Nimble AMS documentation to help you succeed. ## Release Notes ### ![image2019-12-12_15-1-1.png](https://help.nimbleams.com/__attachments/a_6919bfcae3a058842aceb5bd1dc4ec3a7122aacbd29d98477f726e70214e0a01/image2019-12-12_15-1-1.png?cb=e534323b9e7bd078fbc057d9dcb8ab57) Getting Started New to Nimble AMS, or just looking to expand your knowledge? Check out the [Basics](https://help.nimbleams.com/help/live/basics.md) or go to [Salesforce Trailhead](https://trailhead.salesforce.com/), which is loaded with interactive modules for learning. The better you are at Salesforce, the better you are at Nimble AMS! *** ** * ** *** #### ![image2019-12-12_15-1-1.png](https://help.nimbleams.com/__attachments/a_6919bfcae3a058842aceb5bd1dc4ec3a7122aacbd29d98477f726e70214e0a01/image2019-12-12_15-1-1.png?cb=e534323b9e7bd078fbc057d9dcb8ab57) Best Practices Learn about Nimble AMS best practices, including working on the Salesforce platform. [Read more](https://nimbleamshelp.atlassian.net/wiki/spaces/HELPSITE/pages/401965505/WIN26+Nimble+Design+Guidelines) #### ![image2019-12-12_15-1-1.png](https://help.nimbleams.com/__attachments/a_6919bfcae3a058842aceb5bd1dc4ec3a7122aacbd29d98477f726e70214e0a01/image2019-12-12_15-1-1.png?cb=e534323b9e7bd078fbc057d9dcb8ab57) Resources [Nimbleland](http://nimble.land/) - Nimble AMS User Community [Nimble AMS API Docs](https://nimbleuser.github.io/nams-api-docs/#/) - API documentation resources for developers. [Open a Case with Support](http://www.nimbleams.com/support) ## Summer '26 Major Features ### ![image2019-12-12_15-1-1.png](https://help.nimbleams.com/__attachments/a_6919bfcae3a058842aceb5bd1dc4ec3a7122aacbd29d98477f726e70214e0a01/image2019-12-12_15-1-1.png?cb=e534323b9e7bd078fbc057d9dcb8ab57) Major Features Check out the new features and capabilities in the latest release of Nimble AMS. Go to the [Summer '26 Major Features page](https://help.nimbleams.com/help/live/major-features.md) to learn more. Here's a quick overview: * GL Override/Split Revenue * Bulk Billing (Pro forma) * Member Portal * Processing Fee * Event Registration * Template Viewer * Membership Information Card To view the latest Fixes and Improvements for the Summer '26 Release, go to the [Summer '26 Changelog](https://help.nimbleams.com/help/live/summer-26-seasonal-release.md). #### ![image2019-12-12_15-1-1.png](https://help.nimbleams.com/__attachments/a_6919bfcae3a058842aceb5bd1dc4ec3a7122aacbd29d98477f726e70214e0a01/image2019-12-12_15-1-1.png?cb=e534323b9e7bd078fbc057d9dcb8ab57) How Releases Work We upgrade Nimble AMS three times a year, on top of Salesforce's upgrades three times a year. In addition, we release fixes and improvements, between our seasonal releases and maintenance releases. Learn about the [Release Dates](https://help.nimbleams.com/help/live/release-dates.md), the [Feature Lifecycle](https://nimbleamshelp.atlassian.net/wiki/spaces/HELPSITE/pages/401901703/WIN26+Feature+Lifecycle), or the [Release Channels](https://nimbleamshelp.atlassian.net/wiki/spaces/HELPSITE/pages/401738600/WIN26+Release+Channels). *** ** * ** *** ## Transactions ### ![image2019-12-12_15-1-1.png](https://help.nimbleams.com/__attachments/a_6919bfcae3a058842aceb5bd1dc4ec3a7122aacbd29d98477f726e70214e0a01/image2019-12-12_15-1-1.png?cb=e534323b9e7bd078fbc057d9dcb8ab57) [Accounting](https://nimbleamshelp.atlassian.net/wiki/spaces/HELPSITE/pages/476315699/SPR26+Accounting) Nimble AMS includes a full accounting sub-ledger with multi-entity management and constituent billing. [Read more](https://nimbleamshelp.atlassian.net/wiki/spaces/HELPSITE/pages/401997995/WIN26+Accounting) [(Go back to the top)](https://nimbleamshelp.atlassian.net/wiki/pages/resumedraft.action?draftId=24018966#id-(SPR24)NimbleAMSHelp-thetop) #### ![image2019-12-12_15-1-1.png](https://help.nimbleams.com/__attachments/a_6919bfcae3a058842aceb5bd1dc4ec3a7122aacbd29d98477f726e70214e0a01/image2019-12-12_15-1-1.png?cb=e534323b9e7bd078fbc057d9dcb8ab57) [Products](https://nimbleamshelp.atlassian.net/wiki/spaces/HELPSITE/pages/401932528/WIN26+Products) In Nimble AMS, you use products to represent the goods or services your association offers to your constituents. Your products are set up using product types which define what attributes the products have. For example, an event session product has a start and end date, but a merchandise product does not. Your products are purchased by your constituent using orders. [Read more](https://nimbleamshelp.atlassian.net/wiki/spaces/HELPSITE/pages/401932528/WIN26+Products) #### ![image2019-12-12_15-1-1.png](https://help.nimbleams.com/__attachments/a_6919bfcae3a058842aceb5bd1dc4ec3a7122aacbd29d98477f726e70214e0a01/image2019-12-12_15-1-1.png?cb=e534323b9e7bd078fbc057d9dcb8ab57) [Deals](https://nimbleamshelp.atlassian.net/wiki/spaces/HELPSITE/pages/476152217/SPR26+Deals) Deals let staff manage their current, future (pipeline), and past sales opportunities, and is a great first step for an organization that is centralizing and automating their existing sales process. For even more advanced sales management tools, an organization can enhance the process further by using [Salesforce Sales Cloud](https://www.salesforce.com/products/sales-cloud/overview/). For more robust capabilities, leverage [Sales Cloud Optimization](https://help.nimbleams.com/help/live/sales-cloud-connector.md) feature built by Nimble AMS. [Read more](https://nimbleamshelp.atlassian.net/wiki/spaces/HELPSITE/pages/401836474/WIN26+Deals) #### ![image2019-12-12_15-1-1.png](https://help.nimbleams.com/__attachments/a_6919bfcae3a058842aceb5bd1dc4ec3a7122aacbd29d98477f726e70214e0a01/image2019-12-12_15-1-1.png?cb=e534323b9e7bd078fbc057d9dcb8ab57) [Orders](https://nimbleamshelp.atlassian.net/wiki/spaces/HELPSITE/pages/475856901/SPR26+Orders) There are many products that a constituent might want to purchase from an association, such as a membership, event registration, subscription, certification/accreditation fee, or store merchandise. Constituents can also make donations. For any other types of products, Nimble AMS can track them as "miscellaneous" products. [Read more](https://nimbleamshelp.atlassian.net/wiki/spaces/HELPSITE/pages/401867218/WIN26+Orders) #### ![image2019-12-12_15-1-1.png](https://help.nimbleams.com/__attachments/a_6919bfcae3a058842aceb5bd1dc4ec3a7122aacbd29d98477f726e70214e0a01/image2019-12-12_15-1-1.png?cb=e534323b9e7bd078fbc057d9dcb8ab57) [Payments](https://nimbleamshelp.atlassian.net/wiki/spaces/HELPSITE/pages/476348718/SPR26+Payments) Administrators can set up payment preferences to support your associations business process. You can control means of payment available in Community Hub and Staff View, as well as how those payments are associated to the different entities your association manages. [Read more](https://nimbleamshelp.atlassian.net/wiki/spaces/HELPSITE/pages/401670154/WIN26+Payments) #### ![image2019-12-12_15-1-1.png](https://help.nimbleams.com/__attachments/a_6919bfcae3a058842aceb5bd1dc4ec3a7122aacbd29d98477f726e70214e0a01/image2019-12-12_15-1-1.png?cb=e534323b9e7bd078fbc057d9dcb8ab57) [Coupons](https://nimbleamshelp.atlassian.net/wiki/spaces/HELPSITE/pages/401868104/WIN26+Coupons) Coupons allow staff to create codes that can be used by Community Hub users to receive dollar amount or percentage-based discounts on eligible order items. The checkout page will show a Coupon card if there are active coupon codes for the primary entity and the current cart is over $0. [Read more](https://nimbleamshelp.atlassian.net/wiki/spaces/HELPSITE/pages/401868104/WIN26+Coupons) ## Constituents ### ![image2019-12-12_15-1-1.png](https://help.nimbleams.com/__attachments/a_6919bfcae3a058842aceb5bd1dc4ec3a7122aacbd29d98477f726e70214e0a01/image2019-12-12_15-1-1.png?cb=e534323b9e7bd078fbc057d9dcb8ab57) [Accounts](https://nimbleamshelp.atlassian.net/wiki/spaces/HELPSITE/pages/401966288/WIN26+Accounts) Your constituents are represented in Nimble AMS as account records which contain demographic and historical information of their interactions with your association. [Read more](https://nimbleamshelp.atlassian.net/wiki/spaces/HELPSITE/pages/401966288/WIN26+Accounts) [(Go back to the top)](https://nimbleamshelp.atlassian.net/wiki/pages/resumedraft.action?draftId=24018966#id-(SPR24)NimbleAMSHelp-thetop) #### ![image2019-12-12_15-1-1.png](https://help.nimbleams.com/__attachments/a_6919bfcae3a058842aceb5bd1dc4ec3a7122aacbd29d98477f726e70214e0a01/image2019-12-12_15-1-1.png?cb=e534323b9e7bd078fbc057d9dcb8ab57) [Affiliations](https://nimbleamshelp.atlassian.net/wiki/spaces/HELPSITE/pages/401801489/WIN26+Affiliations) Your constituents are represented in Nimble AMS as account records which contain demographic and historical information of their interactions with your association. [Read more](https://nimbleamshelp.atlassian.net/wiki/spaces/HELPSITE/pages/401801489/WIN26+Affiliations) #### ![image2019-12-12_15-1-1.png](https://help.nimbleams.com/__attachments/a_6919bfcae3a058842aceb5bd1dc4ec3a7122aacbd29d98477f726e70214e0a01/image2019-12-12_15-1-1.png?cb=e534323b9e7bd078fbc057d9dcb8ab57) [Community Hub](https://nimbleamshelp.atlassian.net/wiki/spaces/HELPSITE/pages/401440771/WIN26+Community+Hub) Administrators can set up one or more Community Hub to create a custom online experience(s) for your constituents. A Community Hub is composed of different components which work together to shape the experience and behavior of the site. [Read more](https://nimbleamshelp.atlassian.net/wiki/spaces/HELPSITE/pages/401440771/WIN26+Community+Hub) #### ![image2019-12-12_15-1-1.png](https://help.nimbleams.com/__attachments/a_6919bfcae3a058842aceb5bd1dc4ec3a7122aacbd29d98477f726e70214e0a01/image2019-12-12_15-1-1.png?cb=e534323b9e7bd078fbc057d9dcb8ab57) [Data Protection and Privacy](https://nimbleamshelp.atlassian.net/wiki/spaces/HELPSITE/pages/401900425/WIN26+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. [Read more](https://nimbleamshelp.atlassian.net/wiki/spaces/HELPSITE/pages/401900425/WIN26+Data+Protection+and+Privacy) #### ![image2019-12-12_15-1-1.png](https://help.nimbleams.com/__attachments/a_6919bfcae3a058842aceb5bd1dc4ec3a7122aacbd29d98477f726e70214e0a01/image2019-12-12_15-1-1.png?cb=e534323b9e7bd078fbc057d9dcb8ab57) [Data Quality](https://nimbleamshelp.atlassian.net/wiki/spaces/HELPSITE/pages/401572522/WIN26+Duplicate+Management) You can use Salesforce Duplicate Management throughout Staff View and Community Hub to ensure your business account and company account data remains clean, dupe-free, and accurate. [Read more](https://nimbleamshelp.atlassian.net/wiki/spaces/HELPSITE/pages/401998634/WIN26+Duplicate+Account+Management) ## Engagement ### ![image2019-12-12_15-1-1.png](https://help.nimbleams.com/__attachments/a_6919bfcae3a058842aceb5bd1dc4ec3a7122aacbd29d98477f726e70214e0a01/image2019-12-12_15-1-1.png?cb=e534323b9e7bd078fbc057d9dcb8ab57) [Committees](https://nimbleamshelp.atlassian.net/wiki/spaces/HELPSITE/pages/476348885/SPR26+Committees) In Nimble AMS, staff can create and manage committees, committee positions, and committee memberships to track and facilitate constituent interactions. [Read more](https://nimbleamshelp.atlassian.net/wiki/spaces/HELPSITE/pages/401900981/WIN26+Committees) [(Go back to the top)](https://nimbleamshelp.atlassian.net/wiki/pages/resumedraft.action?draftId=24018966#id-(SPR24)NimbleAMSHelp-thetop) #### ![image2019-12-12_15-1-1.png](https://help.nimbleams.com/__attachments/a_6919bfcae3a058842aceb5bd1dc4ec3a7122aacbd29d98477f726e70214e0a01/image2019-12-12_15-1-1.png?cb=e534323b9e7bd078fbc057d9dcb8ab57) [Engagements](https://nimbleamshelp.atlassian.net/wiki/spaces/HELPSITE/pages/401575976/WIN26+Engagements) Use engagements to track and manage your constituents' involvement with your association. [Read more](https://nimbleamshelp.atlassian.net/wiki/spaces/HELPSITE/pages/401575976/WIN26+Engagements) #### ![image2019-12-12_15-1-1.png](https://help.nimbleams.com/__attachments/a_6919bfcae3a058842aceb5bd1dc4ec3a7122aacbd29d98477f726e70214e0a01/image2019-12-12_15-1-1.png?cb=e534323b9e7bd078fbc057d9dcb8ab57) [Memberships](https://nimbleamshelp.atlassian.net/wiki/spaces/HELPSITE/pages/401868003/WIN26+Memberships) The Nimble AMS Membership object and process enables you to easily manage your association's current, future, and past memberships. This can be tuned to a professional association where the memberships are primarily individuals, to a trade association where the memberships are at the organization level with complex flow-down rules, or to a combination of both professional and trade membership features within the same organization. [Read more](https://nimbleamshelp.atlassian.net/wiki/spaces/HELPSITE/pages/401868003/WIN26+Memberships) #### ![image2019-12-12_15-1-1.png](https://help.nimbleams.com/__attachments/a_6919bfcae3a058842aceb5bd1dc4ec3a7122aacbd29d98477f726e70214e0a01/image2019-12-12_15-1-1.png?cb=e534323b9e7bd078fbc057d9dcb8ab57) [Programs](https://nimbleamshelp.atlassian.net/wiki/spaces/HELPSITE/pages/401965061/WIN26+Programs) Nimble AMS Programs allow associations to track term-based education, accreditation, and certification programs. Program records are created in Nimble AMS through the order wizard, whether the program is cost-based or complimentary. [Read more](https://nimbleamshelp.atlassian.net/wiki/spaces/HELPSITE/pages/401965061/WIN26+Programs) #### ![image2019-12-12_15-1-1.png](https://help.nimbleams.com/__attachments/a_6919bfcae3a058842aceb5bd1dc4ec3a7122aacbd29d98477f726e70214e0a01/image2019-12-12_15-1-1.png?cb=e534323b9e7bd078fbc057d9dcb8ab57) [Donations](https://nimbleamshelp.atlassian.net/wiki/spaces/HELPSITE/pages/475726299/SPR26+Donations) Nimble AMS provides functionality that allows staff to configure donation products and process them in Staff View. Constituents can also easily make monetary donations to your association from Community Hub. [Read more](https://nimbleamshelp.atlassian.net/wiki/spaces/HELPSITE/pages/401442109/WIN26+Donations) #### ![image2019-12-12_15-1-1.png](https://help.nimbleams.com/__attachments/a_6919bfcae3a058842aceb5bd1dc4ec3a7122aacbd29d98477f726e70214e0a01/image2019-12-12_15-1-1.png?cb=e534323b9e7bd078fbc057d9dcb8ab57) [Events](https://nimbleamshelp.atlassian.net/wiki/spaces/HELPSITE/pages/401868138/WIN26+Events) Staff can set up events of any size, from webinars to large, week-long conferences. Your event can be as simple or as advanced as you need, and your constituents can register and modify their registration in Community Hub; so staff focus on planning a great event. [Read more](https://nimbleamshelp.atlassian.net/wiki/spaces/HELPSITE/pages/401868138/WIN26+Events) #### ![image2019-12-12_15-1-1.png](https://help.nimbleams.com/__attachments/a_6919bfcae3a058842aceb5bd1dc4ec3a7122aacbd29d98477f726e70214e0a01/image2019-12-12_15-1-1.png?cb=e534323b9e7bd078fbc057d9dcb8ab57) [Merchandise](https://nimbleamshelp.atlassian.net/wiki/spaces/HELPSITE/pages/401670620/WIN26+Merchandise) Merchandise Product Records, like Miscellaneous or Subscription Product Records, are created through the Product tab. You can learn more about this process on the [Product Configuration Page](https://help.nimbleams.com/help/live/product-configuration.md). [Read more](https://nimbleamshelp.atlassian.net/wiki/spaces/HELPSITE/pages/401670620/WIN26+Merchandise) #### ![image2019-12-12_15-1-1.png](https://help.nimbleams.com/__attachments/a_6919bfcae3a058842aceb5bd1dc4ec3a7122aacbd29d98477f726e70214e0a01/image2019-12-12_15-1-1.png?cb=e534323b9e7bd078fbc057d9dcb8ab57) [Subscriptions](https://nimbleamshelp.atlassian.net/wiki/spaces/HELPSITE/pages/401735713/WIN26+Subscriptions) Staff can manage your constituents' subscriptions with your association, for specific publications, and individual issues. [Read more](https://nimbleamshelp.atlassian.net/wiki/spaces/HELPSITE/pages/401735713/WIN26+Subscriptions) ## Integrations ### ![image2019-12-12_15-1-1.png](https://help.nimbleams.com/__attachments/a_6919bfcae3a058842aceb5bd1dc4ec3a7122aacbd29d98477f726e70214e0a01/image2019-12-12_15-1-1.png?cb=e534323b9e7bd078fbc057d9dcb8ab57) [Integration Setup](https://nimbleamshelp.atlassian.net/wiki/spaces/HELPSITE/pages/401671883/WIN26+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. [Read more](https://nimbleamshelp.atlassian.net/wiki/spaces/HELPSITE/pages/401671883/WIN26+Nimble+Fuse) [(Go back to the top)](https://nimbleamshelp.atlassian.net/wiki/pages/resumedraft.action?draftId=24018966#id-(SPR24)NimbleAMSHelp-thetop) #### ![image2019-12-12_15-1-1.png](https://help.nimbleams.com/__attachments/a_6919bfcae3a058842aceb5bd1dc4ec3a7122aacbd29d98477f726e70214e0a01/image2019-12-12_15-1-1.png?cb=e534323b9e7bd078fbc057d9dcb8ab57) [Specific Integrations](https://nimbleamshelp.atlassian.net/wiki/spaces/HELPSITE/pages/401834054/WIN26+Integrations) Administrators can integrate Nimble AMS with other Community Brands applications to meet all of your association's needs. Nimble AMS is part of the larger Community Brands family of solutions. [Read more](https://nimbleamshelp.atlassian.net/wiki/spaces/HELPSITE/pages/401834054/WIN26+Integrations) ## Security ### ![image2019-12-12_15-1-1.png](https://help.nimbleams.com/__attachments/a_6919bfcae3a058842aceb5bd1dc4ec3a7122aacbd29d98477f726e70214e0a01/image2019-12-12_15-1-1.png?cb=e534323b9e7bd078fbc057d9dcb8ab57) [Security](https://nimbleamshelp.atlassian.net/wiki/spaces/HELPSITE/pages/401965116/WIN26+Security) Nimble AMS utilizes platform security tools provided by Salesforce. This section contains information about security configuration specific to Nimble AMS, such as the **Nimble AMS Standard** profile. [Read more](https://nimbleamshelp.atlassian.net/wiki/spaces/HELPSITE/pages/401965116/WIN26+Security) ## Tools ### ![image2019-12-12_15-1-1.png](https://help.nimbleams.com/__attachments/a_6919bfcae3a058842aceb5bd1dc4ec3a7122aacbd29d98477f726e70214e0a01/image2019-12-12_15-1-1.png?cb=e534323b9e7bd078fbc057d9dcb8ab57) [Analytics](https://nimbleamshelp.atlassian.net/wiki/spaces/HELPSITE/pages/401999194/WIN26+Analytics) The term analytics is used in many different manners, depending on how a company processes and views their data. In Nimble AMS and Salesforce, analytics are tied together in a neat little bow through the use of point-and-click reports and dashboards that leave plenty of room for unique configurations. [Read more](https://nimbleamshelp.atlassian.net/wiki/spaces/HELPSITE/pages/401999194/WIN26+Analytics) [(Go back to the top)](https://nimbleamshelp.atlassian.net/wiki/pages/resumedraft.action?draftId=24018966#id-(SPR24)NimbleAMSHelp-thetop) #### ![image2019-12-12_15-1-1.png](https://help.nimbleams.com/__attachments/a_6919bfcae3a058842aceb5bd1dc4ec3a7122aacbd29d98477f726e70214e0a01/image2019-12-12_15-1-1.png?cb=e534323b9e7bd078fbc057d9dcb8ab57) [Nimble Create Help](https://nimbleamshelp.atlassian.net/wiki/spaces/HELPSITE/pages/401671806/WIN26+Nimble+Create) Nimble Create gives admins the power to create very flexible, dynamic custom reports and communication templates formatted with HTML to meet your specific needs, all without code. They can even be presented to constituents in Community Hub. [Read more](https://nimbleamshelp.atlassian.net/wiki/spaces/HELPSITE/pages/401671806/WIN26+Nimble+Create) #### ![image2019-12-12_15-1-1.png](https://help.nimbleams.com/__attachments/a_6919bfcae3a058842aceb5bd1dc4ec3a7122aacbd29d98477f726e70214e0a01/image2019-12-12_15-1-1.png?cb=e534323b9e7bd078fbc057d9dcb8ab57) [Nimble Query Help](https://nimbleamshelp.atlassian.net/wiki/spaces/HELPSITE/pages/401571856/WIN26+Nimble+Query) Nimble Query makes it extremely easy to build SOQL Queries. This section of Help explains how the Nimble Query (NQ) package works and provides detailed information about how SOQL queries work for those who are new to it. [Read more](https://nimbleamshelp.atlassian.net/wiki/spaces/HELPSITE/pages/401571856/WIN26+Nimble+Query) #### ![image2019-12-12_15-1-1.png](https://help.nimbleams.com/__attachments/a_6919bfcae3a058842aceb5bd1dc4ec3a7122aacbd29d98477f726e70214e0a01/image2019-12-12_15-1-1.png?cb=e534323b9e7bd078fbc057d9dcb8ab57) [Business Events](https://nimbleamshelp.atlassian.net/wiki/pages/createpage.action?spaceKey=HELP&title=Business%20Events) Business Events make it simple for app builders and administrators to use declarative tools to react to common system actions and activities. For example, rather than building elaborate triggering criteria for when a process should execute, wouldn't it be convenient if the triggering criteria could just be a simple, predefined platform event? This prevents repetitive setup across multiple processes and makes it simpler for non-technical users, abstracting out the complicated condition building in a process. Now, they can just ask, "What do I want to have happen when the complicated thing happens?" This also empowers app builders and admins to trigger processes in a powerful new way: time-based events that trigger when date and time fields elapse! [Read more](https://nimbleamshelp.atlassian.net/wiki/spaces/HELPSITE/pages/401735742/WIN26+Business+Events) #### ![image2019-12-12_15-1-1.png](https://help.nimbleams.com/__attachments/a_6919bfcae3a058842aceb5bd1dc4ec3a7122aacbd29d98477f726e70214e0a01/image2019-12-12_15-1-1.png?cb=e534323b9e7bd078fbc057d9dcb8ab57) [Business Rules](https://nimbleamshelp.atlassian.net/wiki/pages/createpage.action?spaceKey=HELP&title=Business%20Rules) When customizing Nimble AMS to fit your business process, admins can use a business rule configured through point-and-click to control the behavior of a technical process based on a **True** or **False** result or customize business rules to suit your Organization through a developer. In the Business Rules tab, admins can set what evaluations are made to determine how the business rule resolves. [Read more](https://nimbleamshelp.atlassian.net/wiki/spaces/HELPSITE/pages/401934120/WIN26+Business+Rules) ## Not Finding the Help You Need? [++Contact Support++](https://www.nimbleams.com/get-help/) --- version: "SUM26" language: "en" --- # About FASB Regulations and Using New Deferred Revenue Functionality Nimble AMS has made enhancements to the revenue recognition engine that allows your association to have much greater flexibility around revenue recognition. This flexibility empowers associations to set up revenue recognition in compliance with updated FASB regulations. According to FASB regulations, associations are required to recognize the revenue related to membership and subscriptions in greater detail. Updated FASB regulations want associations to recognize revenue when they deliver the service to the consumer. For example: * If you have a publication product with twelve monthly issues shipped over the course of a year, then your association should recognize an appropriate portion of revenue every time an issue is shipped/delivered. * If an event registration is sold, then your association should have the ability to recognize the revenue for it on a date when they consider that the service has been delivered (and/or the revenue is guaranteed), which is usually when the event has commenced or completed. * If a membership is purchased, your association should recognize the revenue monthly, quarterly, or semi-annually based on the accounting period that you want to follow and the service that you believe has been delivered. With updates to Nimble AMS made in the Spring '19 release, associations can now set up the number of pieces in which revenue recognition should be broken into, how much each piece will recognize, and when each of those pieces will be recognized. In a nutshell, associations can now configure: * if revenue should be recognized in one lump amount or if it should be broken into multiple pieces. * when each piece should be recognized. * how much each piece of revenue recognition should be. All existing products and custom products can use these new capabilities. Continue reading to learn how to enable your products to use this enhanced revenue recognition. All deferred revenue capability that was available prior to Spring '19 is still fully supported with the new functionality. We have just added even more functionality as well as a simpler configuration. So it's a no brainer to switch! Not quite ready to make the switch? No problem: we continue to support products using the old deferred revenue fields, but encourage you to update your products in time to comply with updated FASB regulations. ## Update Deferred Revenue Methods to Use New Deferred Revenue Functionality The new deferred revenue functionality introduced in Spring '19 is practically ready to use out of the box because it really just comes down to using a new field named `Recognition` on the **Deferred Revenue Method** object instead of the legacy fields. Staff need to populate the new field instead of the old fields, and then an administrator needs to update page layouts to show the right fields. Specifically: 1. **Accounting Staff** : Update each deferred revenue method record by manually transferring the value stored in the legacy field (`Membership Recognition` or `Event Recognition`) into the new `Recognition` field. We recommend deleting the value in the legacy field after the transfer to avoid confusion down the road. We recommend using a list view for deferred revenue methods to easily see all the information you need in a single window and make inline edits to the records. What happens if I leave the legacy fields populated? Nimble AMS first checks the new `Recognition` field. If it finds a value, it uses that value. However, if `Recognition` is blank, only then does it look to the `Membership Recognition` or the `Event Recognition` fields. This ensures backwards compatibility with deferred revenue methods using the legacy configuration. In other words, if you've populated the new `Recognition` field, it makes no difference whether or not the legacy fields are populated (but as mentioned earlier, we recommend clearing it out to avoid confusion, such as when reports are run). 2. **Admins**: Modify each of the existing page layouts for the Deferred Revenue Method object by doing the following: 1. Remove the legacy `Membership Recognition` (NU__MembershipRecognition__c) field. 2. Remove the legacy `Event Recognition` (NU__EventRecognition__c) field. 3. Add the new `Recognition `(NU__Recognition__c) field. While creating a new Recognition field on the page layout, mark the field as `Required`. By default, Nimble AMS includes page layouts for Membership, Registration, and Subscription so be sure to update each one. 3. **Admins** : Set the correct `Recognition` Picklist Values Available for Editing: 1. For the Membership record type: 1. All On Start Date 2. Frequency 3. Straightline 2. For the Subscription record type: 1. All On Start Date 2. Frequency 3. Publication 4. Straightline 3. For the Registration record type: 1. End Date 2. Event End Month 3. Event Start Month 4. Start Date 5. X Days from Start Date By default, because the Membership, Subscription and Registration record types pre-exist in orgs, all picklist values will be available for editing. That is why this step is necessary. 4. **Admins**: For the Membership and Subscription Deferred Revenue Method page layouts: 1. Add the new `Frequency` (NU__Frequency__c) lookup field for Frequency based recognition support. 5. **Admins**: For the Subscription Deferred Revenue Method page layout only: 1. Add the new `Publication` (NU__Publication__c) lookup field for Publication Issue based recognition support. ## Other Changes to Legacy Functionality Here are other notable changes made to deferred revenue methods * **Base Deferred Schedule Calculators Made Global and Extensible** : The existing `MembershipDeferredScheduleCalculator`, `RegistrationDeferredScheduleCalculator`, and `SubscriptionDeferredScheduleCalculator` classes have been made global, and virtual, for easy extension. This makes it easier for developers to create customizations to meet unique revenue recognition requirements. ## Reference: How Legacy Recognition Used to Work For reference, the legacy fields only supported the following recognition methods, which is insufficient for the updated FASB regulations: * `Membership Recognition`: * **Straightline**---takes an equal amount of the recognition for each deferral, for a length of a term until all revenue is recognized. * **All On Start Date**---recognizes all of the deferred amount at once on the first day of the term. These were also the only available values for subscription deferred revenue methods. * `Event Recognition`: * **End Date** * **Event End Month** * **Event Start Month** * **Start Date** * **X Days from Start Date** ## Next Steps The deferred revenue method documentation was updated in Spring '19 to include the additional capabilities. Specifically, you should read: * The overview [Deferred Revenue](https://help.nimbleams.com/help/live/deferred-revenue.md) page includes updated general information as well as specifics about new fields for deferred revenue methods like `Frequency` and `Publication`. * The [Create a Deferred Revenue Method](https://help.nimbleams.com/help/live/create-a-deferred-revenue-method.md) is updated to explain all the recognition types available for each record type, and what fields need to be populated based on the selected `Recognition`. --- version: "SUM26" language: "en" --- # About Your Donation Card Type The About Your Donation card type displays a field set on the Donation object as a collection of editable fields. The card type uses a data source to create a new donation record and when users submit the page, the values they entered in the editable fields are populated on the donation record. The field set must be on the Donation object and the data source must return a Donation sObject, like the [NewDonation Data Source](https://help.nimbleams.com/help/live/newdonation-data-source.md). ## Card Type Information | Name | AboutYourDonation | | Card Component Constructor | FieldSetCardComponentFactory | | Class Name | FieldSetCard | | Controller Name | AboutYourDonationComponentController | | Display Name | About Your Donation | |----------------------------|--------------------------------------| --- version: "SUM26" language: "en" --- # Access Controls To control what components constituents can view and interact with in Community Hub, you can grant or revoke user access to menu items, pages, cards, and buttons based on criteria you define. You make components accessible to users by creating access controls which determine who can access what component based on criteria defined using: * A true or false field on the Account object. * A business rule record. * An assigned or not assigned permission set. * A SOQL query record. * Custom criteria defined with development effort. You can use access controls to grant access when criteria is met, or when it is not met; it is all up to how you set it up. As an example, say you have a custom card in Community Hub which displays member-only news and announcements. To ensure only members can view and interact with this card, you could create a "MembersOnly" access control which evaluates whether the `Member` on the Account is selected, meaning the user is in fact a member. Adding this access control to the card ensures only member users can access it. ## Best Practices When Using Access Controls As you use access controls, it's important to keep in mind that evaluating the criteria you define takes time, and can lead to a poor user experience if not done with a few considerations. Access controls involving permission sets, or those using a field on the Account object will have little effect on the the user experience, as the effort to evaluate this type of criteria is small. In contrast, access controls that use a SOQL query record can take much more effort to evaluate, and can have a negative impact page load time and performance. You can check the access query linked to access control in `Additional Settings` column of **Configure Access Control** and click the query to navigate to access query details page directly. Here are a few tips for using access controls in Community Hub: * As with everything, test first in your staging org. Test out the experience without the access control, and then enable the access control to see how that impacts the amount of time it take for the component to load. This will give you a good idea of what your constituents will experience. * When working with an access control that uses a SOQL query record, ensure you [maximize the performance of the SOQL query](https://developer.salesforce.com/blogs/engineering/2013/07/maximizing-the-performance-of-force-com-soql-reports-and-list-views.html) (external). While configuring the Cards on a page from Community Hub Setup app → **Pages** tab, the access control details can be easily seen without navigating to the Access Control tab. Once you select a page to configure, you can view the Access Control linked to a card in the column `Access Control Setting` on the Cards on Pagesection. Show Me An Image ![image2021-10-13_13-55-37.png](https://help.nimbleams.com/__attachments/a_9f10c7bcee6eb826dbfc52d25b513639e83c505460901406a73c192eb3d71748/image2021-10-13_13-55-37.png?cb=fd6e5f14f4333ac4f82491265b72ba00) ## Customize Access Controls Administrators use Access Control Configuration to customize access controls. Administrators can: * View access controls * Create an access control * Edit an access control While editing an access control, administrators can customize the: * Name of the access control * Type of criteria to evaluate * Status of the access control --- version: "SUM26" language: "en" --- # Access Controls Used in Community Hub * [ShouldAskForConsent Access Control](https://help.nimbleams.com/help/live/shouldaskforconsent-access-control.md) --- version: "SUM26" language: "en" --- # Account Configuration Accounts are your source of truth for your Company and Individual Members, housing all of their details through fields on the initial page and related lists. This lets you see everything you need on one page, and easily drill down to the most important details, such as orders, affiliations, memberships, and beyond. ## Account Record Types Account record types enable you to offer different picklist values, processes, and page layouts to different users, based on individual needs. For example, you might create a record type for non-profit companies and another for for-profit companies, they display the same fields, but you can adjust the displays on their page layouts and create different picklist values that are relevant to one or the other, while still displaying the values that may be needed for both. [Learn more](https://help.nimbleams.com/help/live/account-record-types.md) ## Authorized Email Domains Authorized email domain(s) in Community Hub ensures only employees and company locations of the company are affiliated within the association and helps staff save time in reviewing and validating the affiliations between individuals, company locations, and parent companies are accurate. Authorized email domain(s) maintain that: * Individuals can only affiliate themselves with their company if their email has a valid domain * Company managers can only affiliate their company to a company location whose primary contact has an email with a valid domain Staff can set a valid email domain(s) for a company in Staff View and, when enabled in Community Hub, company managers can set a valid email domain(s) on the Edit Company page. [Learn more](https://help.nimbleams.com/help/live/authorized-email-domains.md) ## Change the Calculate Account Financials Batch Size The CalculateAccountFinancials automated job runs daily---typically at night---and updates the `Account Balance` on each account. By default, the CalculateAccountFinancials automated job updates 1000 accounts at a time, but in some cases, you may need to set it to process fewer accounts per batch. [Learn more](https://help.nimbleams.com/help/live/change-the-calculate-account-financials-batch-size.md) ## Community Hub Users, Accounts, Permission Sets, and Profiles Community Hub uses a combination of users, accounts, permission sets, and profiles to provide access, personalization, and security. Community Hub user permissions and access settings are specified using profiles and permission sets. It's important to understand the differences between profiles and permission sets so you can use them effectively. For more details, see the Related Links. [Learn more](https://help.nimbleams.com/help/live/community-hub-users-accounts-permission-sets-and-p.md) --- version: "SUM26" language: "en" --- # Account Created Broadcast Card Controller Card Type The Account Created Broadcast Card Controller card type displays a field set on the Account object as a collection of editable fields. When constituents submit a page containing a card of this type, a data source, like the [DataSource$NewAccount Data Source](https://help.nimbleams.com/help/live/datasource-newaccount-data-source.md), is used to create a new account with the populated information. ## Card Type Information | Name | AccountCreatedBroadcast | | Class Name | FieldSetCard | | Display Name | Account Created Broadcast Card Controller | | Card Component Constructor | AccountCreatedBrdCardConstructor | | Controller Name | AccountCreatedBroadcastCardController | |----------------------------|-------------------------------------------| --- version: "SUM26" language: "en" --- # Account Management Community Hub provides administrators and staff the ability to manage users and perform the tasks needed to maintain their user base. With the proper permissions, staff can assist in password resets, and even log in as Community Hub user to provide further assistance. If the need should arise for a user to be denied access to Community Hub, staff can freeze that user so that they cannot log in. ## Managing Specific Accounts Staff can create or edit a company or individual account so you can track and manage your constituent's activity and demographics. While editing, there are a few fields that must have a value to save the changes and other fields that ought to be left alone, as they will be populated automatically. [Learn more](https://help.nimbleams.com/help/live/managing-specific-accounts.md) ## Account Security, Privacy, and GDPR As of May 25, 2018, the European Union put the General Data Protection Regulation into effect, which requires businesses to protect the personal data and privacy of European Union citizens. In order to comply with this Nimble AMS has created features to assist organizations to help their constituents feel more secure and provide options to anonymize their data if need be. [Learn more](https://help.nimbleams.com/help/live/account-security-privacy-and-gdpr.md) ## External Profiles To help connect Nimble AMS with external apps, gateways, and services, the External Profile object represents an external user account in an external app and provides an External ID which you can use to connect a Nimble AMS account to an account in another system. [Learn more](https://help.nimbleams.com/help/live/external-profiles.md) --- version: "SUM26" language: "en" --- # Account Record Types Account record types enable you to offer different picklist values, processes, and page layouts to different users, based on individual needs. For example, you might create a record type for non-profit companies and another for for-profit companies, they display the same fields, but you can adjust the displays on their page layouts and create different picklist values that are relevant to one or the other, while still displaying the values that may be needed for both. ## Designate Which Account Record Types Can See a Card Community Hub provides administrators the ability to show Cards to Users who have those Account Record Types configured in staff view. This is useful in situations where you might want show different functionality, information, and/or fields to different types of Users in Community Hub. [Learn more](https://help.nimbleams.com/help/live/designate-which-account-record-types-can-see-a-car.md) ## Enabling Account Record Type Selection on Add My Company [Learn more](https://help.nimbleams.com/help/live/enable-account-record-type-selection-on-add-my-com.md) ## Enable Account Record Type Selection on Create My Account and Add to Roster [Learn more](https://help.nimbleams.com/help/live/enable-account-record-type-selection-on-create-my-.md) --- version: "SUM26" language: "en" --- # Account Security, Privacy, and GDPR As of May 25, 2018, the European Union put the General Data Protection Regulation into effect, which requires businesses to protect the personal data and privacy of European Union citizens. In order to comply with this Nimble AMS has created features to assist organizations to help their constituents feel more secure and provide options to anonymize their data if need be. Learn more about the [General Data Protection Regulation](https://eugdpr.org/) (external) ## Anonymize an Individual Staff can anonymize all personally identifiable information for an individual account in response to a constituent's request to be forgotten. Values in populated fields are anonymized in different ways depending on the field type, and all field history is deleted. [Learn more](https://help.nimbleams.com/help/live/anonymize-an-individual.md) ## Set Consent Preferences Staff can edit an individual account to update your constituent's privacy consent information. [Learn more](https://help.nimbleams.com/help/live/set-consent-preferences.md) ## View a Data Export Request Staff can view a task related to individual account to see when constituent requested their data be exported and when that data must be given to them. [Learn more](https://help.nimbleams.com/help/live/view-a-data-export-request.md) --- version: "SUM26" language: "en" --- # AccountDynamicPage Page Template The AccountDynamicPage page template shows the account secondary navigation menu and is only available to logged-in users. --- version: "SUM26" language: "en" --- # Accounting Nimble AMS includes a full accounting sub-ledger with multi-entity management and constituent billing. ## Accounting Configuration A large part of Accounting with Nimble AMS is your initial Accounting Configuration; the 'set-it-and-forget-it' tasks that provide your constituents with the best possible experience, and your Staff with the easiest way to balance credits and debits across transactions and orders. ## Accounting Management After you're completed your initial accounting configuration, now comes time to manage it and ensure that everything continues to move forward - batches stay healthy, emails for orders are sent (automatically or manually), and end of the month books are completed properly. --- version: "SUM26" language: "en" --- # Accounting Configuration A large part of Accounting with Nimble AMS is your initial Accounting Configuration; the 'set-it-and-forget-it' tasks that provide your constituents with the best possible experience, and your Staff with the easiest way to balance credits and debits across transactions and orders. ## Accrual Dues Administrators can configure accrual billing to meet your association's needs, after minimal initial setup from our implementation team, who will work together with your organization to ensure this feature meets your needs. Using the Accrual Dues method over the Cash Billing method, the accounting impact of an order happens when your organization generates the membership renewals rather than recognition only occurring when the membership join or renewal is actually paid. At the actual time of billing, the membership income will be recognized, along with AR and later, when the payment is received, the payment is applied against the outstanding AR balance. ## Bulk Billing Nimble AMS can configure Billing History to meet your association's needs. ## Entities With Nimble AMS you can track and manage one or more financial entities. Each financial entity of your association managed within Nimble AMS is represented by an entity record. The entity holds a variety of settings and information used when entering orders and other financial processes, as well as analytics. ## Sales Taxes You can charge and collect sales taxes on the merchandise products you sell to your constituents. --- version: "SUM26" language: "en" --- # Accounting Management After you're completed your initial accounting configuration, now comes time to manage it and ensure that everything continues to move forward - batches stay healthy, emails for orders are sent (automatically or manually), and end of the month books are completed properly. ## Batches In Nimble AMS, all financial transactions are associated with a batch. With batches you can group financial transactions by entity and transaction date. Batches are posted to finalize the transactions within the batch, and you can export them from Nimble AMS to import into your general ledger. [Learn more](https://help.nimbleams.com/help/live/batches.md) ## Deferred Revenue Deferred revenue is a liability that is created when money is received by your association for goods and services that are not yet provided. Revenue is recognized, and then the deferred revenue liability is eliminated when the services are provided. In Nimble AMS, deferred revenue is recorded for products that are related to a `Deferred Revenue Method` record. A deferred revenue method sets the type of revenue that will be deferred (membership, event, etc.) and the GL account where the deferred revenue will be recorded. [Learn more](https://help.nimbleams.com/help/live/deferred-revenue.md) --- version: "SUM26" language: "en" --- # Accounts Your constituents are represented in Nimble AMS as account records which contain demographic and historical information of their interactions with your association. ## Account Configuration Accounts are your source of truth for your Company and Individual Members, housing all of their details through fields on the initial page and related lists. This lets you see everything you need on one page, and easily drill down to the most important details, such as orders, affiliations, memberships, and beyond. [Learn more](https://help.nimbleams.com/help/live/account-configuration.md) ## Account Management Community Hub provides administrators and staff the ability to manage users and perform the tasks needed to maintain their user base. With the proper permissions, staff can assist in password resets, and even log in as Community Hub user to provide further assistance. If the need should arise for a user to be denied access to Community Hub, staff can freeze that user so that they cannot log in. [Learn more](https://help.nimbleams.com/help/live/account-management.md) ## Accounts and Person Accounts A constituent company is represented by an account record for B2B and an individual constituent is represented by a person account record, which is Salesforce's B2C solution combining an account and contact record. You can use accounts and person accounts to clearly define between individuals and companies, and give both equal access to all facets of Nimble AMS. Learn more about [Person Accounts](https://help.salesforce.com/articleView?id=account_person.htm&type=5) (external). Person Account changes are best completed in Salesforce Classic, as not all features have been implemented into Lightning. Learn more about the [Person Accounts Beta in Lightning](https://releasenotes.docs.salesforce.com/en-us/spring16/release-notes/rn_lex_gaps_limitations_sales.htm) (external) ## Automated Information To give you a full view of your constituents' interactions with your association, some information is automatically added or updated on their account: ### Account Financials So you can see the constituent's current balance with your association, `Account Balance` is updated each day---typically at night---by the CalculateAccountFinancials scheduled job. You can also manually update this before or after this job has run by clicking the "Calculate Financials" link on in the Account Links section of the page layout of a single Account. The CalculateAccountFinancials automated job updates 1000 accounts at a time by default. The number of accounts processed at a time can be adjusted at any time. Learn how to [Change the Calculate Account Financials Batch Size](https://help.nimbleams.com/help/live/change-the-calculate-account-financials-batch-size.md). The CalculateAccountFinancials automated job filters and does not update accounts if there are no changes to the below fields: * AccountBalance * AccountMoneySpent * TotalAffiliateBalance * CreditBalance * TotalAffiliateMoneySpent ### Membership Status Membership related fields automatically populate when a constituent becomes a member and update throughout their membership term: * `Status Membership Flag`, `Member Type`, `Member` , and `Lapsed` display the constituent's membership type and status. * `Join On`, `Member Thru`, and `Lapsed On` display important dates for the membership. You can update `Member Override` or `Lapsed On Override` to manually update the values in `Member` and `Lapsed`. This can be helpful if you've configured a process to determine membership terms, or if you want staff to be able to quickly change a status. ### Flexible Payments An admin can add the Scheduled Payments flow to an account record page to display recent or upcoming schedule lines with a particular status to staff. The list of schedule lines is retrieved in realtime when you view an account record. [Learn more about viewing a constituent's flexible payments.](https://help.nimbleams.com/help/live/view-flexible-payments.md) ## Account Best Practices ### Deleting Accounts Salesforce has their own [guidelines for deleting accounts](https://help.salesforce.com/articleView?id=account_del.htm&type=5) (external) and [certain relationships between objects](https://help.salesforce.com/articleView?id=relationships_considerations.htm&type=5) (external), such as master detail relationships, ensure that is the parent record is deleted, the child record will be as well. Nimble AMS uses lookup relationships between objects to ensure ease of access in Community Hub for constituents; however, these relationships are not marked to be deleted automatically if a parent record is. In the event that your organization needs to remove accounts, such as test accounts, it is greatly recommended that your administrator first review your object structure to ensure that child relationships are deleted first. --- version: "SUM26" language: "en" --- # AccountWideDynamicPage Page Template The AccountWideDynamicPage page template shows the account secondary navigation menu and is only available to logged-in users. The page template is also slightly wider than the AccountDynamicPage to accommodate displaying a card over top of the page on small screens and on the right side of the page on large screens. --- version: "SUM26" language: "en" --- # Accrual Dues Administrators can configure accrual billing to meet your association's needs, after minimal initial setup from our implementation team, who will work together with your organization to ensure this feature meets your needs. Using the Accrual Dues method over the Cash Billing method, the accounting impact of an order happens when your organization generates the membership renewals rather than recognition only occurring when the membership join or renewal is actually paid. At the actual time of billing, the membership income will be recognized, along with AR and later, when the payment is received, the payment is applied against the outstanding AR balance. If you are interested in moving from Cash Billing to Accrual Dues post-implementation, this feature will first need to be added to your organization by Nimble AMS Support. ## Running Accrual Dues 1. In the tab bar, click ![AppLauncher.png](https://help.nimbleams.com/__attachments/a_6bf286eb1541ad6c2b43c67d33fb1accacea282d4a7c10045a4c6eeb95142378/AppLauncher.png?cb=a01edd61b4aec4d6d9cfbe6ecd055a56) , or in Salesforce Classic, click ![search.png](https://help.nimbleams.com/__attachments/a_d3c629f26d87aa8702e446efcacf652ab1f6943983e4eaf5effb0349f237d833/search.png?cb=9d73aef9022a5a8de1ef0dc8455cbb7c) Nimble AMS, Staff View, Button, All Tabs. 2. Navigate to the **Accrual Dues** tab. 3. Click **New**. 4. Select the **Membership Type**. 5. Set the **Current Membership End Date** and**New Membership Start Date**to their respective dates. 6. Set the **Invoice Date** and**Transaction Date**. 7. View the **Billing Preview**. 1. If no Memberships will be created by running Accrual Dues using the criteria provided, a pop-up message will appear and the Accrual Dues process will not run. 8. Click **Run Billing**. Memberships created through the Accrual Dues process are created within Orders - not carts - so they can not be deleted if a Member does not renew and will instead need to be cancelled. Visual Example \[Salesforce Classic\] ![RunAccrualDues-SFClassic.gif](https://help.nimbleams.com/__attachments/a_7b139879fa02f1e29e6332decb2e539d018dc1ccf5d97fd3cb9aec20c887f790/RunAccrualDues-SFClassic.gif?cb=1592c6607055448eb812f0bf23d84362) Visual Example \[Lightning Experience\] ![RunAccrualDues-SFLightning.gif](https://help.nimbleams.com/__attachments/a_07b5c83667076544925c1f70c82fac9316e1c4197f31681effbbe901971b7c98/RunAccrualDues-SFLightning.gif?cb=ec7517b893be40c8f97d5ffd51543dc1) --- version: "SUM26" language: "en" --- # Action For Card Type The Action For card type displays when there is an affiliation whose ID is stored in a cookie. When displayed, the card type contains a message to constituents letting them know they are "Creating Location Affiliation For: " an account. The displayed account name is the parent account on the affiliation whose ID is stored in a cookie. This is useful when company managers are viewing their company roster. With this card type on the page, the parent account---their company---from their affiliation displays. ## Card Type Information | Name | ActionFor | | Card Component Constructor | PlainTextCardComponentFactory | | Controller Name | ActionForComponentController | | Display Name | Action For | |----------------------------|-------------------------------| --- version: "SUM26" language: "en" --- # Action For Individual Card Type The Action For Individual card type displays when there is an affiliation whose ID is stored in a cookie. When displayed, the card type contains a message to constituents letting them know they are "Creating Individual Affiliation For: " an account. The displayed account name is the parent account on the affiliation whose ID is stored in a cookie. ## Card Type Information | Name | ActionForIndividual | | Card Component Constructor | PlainTextCardComponentFactory | | Controller Name | IndividualActionForComponentController | | Display Name | Action For Individual | |----------------------------|----------------------------------------| --- version: "SUM26" language: "en" --- # Add a Button to a Card Certain card types allow an administrator to add a button that can be used to provide additional functionality and interactivity to users. 1. In the Force.com App Menu, select **Community Hub Setup**. 2. In the tab bar, click **Pages**. 3. In `Page to configure:`, select the page you want to customize. 4. Click **Edit** next to the card you want to customize. 5. In `Buttons`, select one or more buttons. Press CTRL/CMND to select multiple buttons. 6. Click **Save**. --- version: "SUM26" language: "en" --- # Add a Card Layout to a Card Administrators can add layouts to Community Hub cards to determine how the card looks to users. 1. In the Force.com App Menu, select **Community Hub Setup**. 2. In the tab bar, click **Pages**. 3. In `Page to configure:`, select the page you want to customize. 4. Click **Edit** next to the card you want to customize. 5. In `Card Layout`, select the card layout you want to use. 6. Click **Save**. --- version: "SUM26" language: "en" --- # Add a CSS Class to a Menu Item Administrators can add a CSS class to a Navigational Menu Item so it can have a custom style in Community Hub. 1. In the Force.com App Menu, select **Community Hub Setup**. 2. In the tab bar, click **Navigation**. 3. In `Navigation to configure:`, select the menu you want to customize. 4. Click **Edit** next to the menu item you want to customize. 5. In `CSS Class`, enter one or more CSS classes separated by a space. Example: **bg-danger big-menu-item**. 6. Click **Save**. --- version: "SUM26" language: "en" --- # Add a Custom Header and Footer Now you can perform these Community Hub configurations from Community Hub Settings. Follow the listed steps to add a custom header and footer. 1. In the tab bar, click ![applauncher.png](https://help.nimbleams.com/__attachments/a_a57f1eba6a3d86e132933b9a3bfcdcf7703689109269f8aa36db8b696350edce/applauncher.png?cb=a01edd61b4aec4d6d9cfbe6ecd055a56) App Launcher. 2. Search for **Community Hub Settings.** 3. Go to the **Customization Settings** custom setting. 4. Click **Edit** next to customization in the **Customization Settings**. 5. To add a header, in the `Header Component Service`, enter the Apex Class that implements the \|ComponentService to return a custom Visualforce component to use in place of the stock header. 6. To add a footer, in the `Footer Component Service`, enter the Apex Class that implements the \|ComponentService to return a custom Visualforce component to use in place of the stock footer. 7. Click **Save**. --- version: "SUM26" language: "en" --- # Add a Data Source to a Card Certain card types allow an administrator to add a data source that can be used to control what content is seen by users. 1. In the Force.com App Menu, select **Community Hub Setup**. 2. In the tab bar, click **Pages**. 3. In `Page to configure:`, select the page you want to customize. 4. Click **Edit** next to the card you want to customize. 5. In `Data Source`, select the data source to display information on the card. 6. In `Field Set`, select the field set containing the fields you want to display on the card or click Add to create a new one. The field set must include only fields referenced in the SOQL query used by the data source. Create a Field Set... 1. Enter a value in `Field Set Label`. 2. Enter a value in `Field Set Name`. 3. Enter a value in `Where is this used?`. 4. Click **Save**. 5. Click and drag fields from the palette into the In the Field Set area in the order you want them to appear on the card. 6. Click **Save**. 7. In your browser, close the Field Sets tab and click the previous tab. 8. Click Field Set Refresh next to `Field Set` and in `Field Set`, select the field set you just created. 7. Click **Save**. --- version: "SUM26" language: "en" --- # Add a Favicon A favicon is an image that can be used to replace the Salesforce cloud icon in browser tabs. Administrators can add a favicon to Community Hub from Community Hub Settings. 1. In the tab bar, click ![applauncher.png](https://help.nimbleams.com/__attachments/a_0673e1d08cef2b1e57b7f96b3c4edb61dabd9a9366811b406c4761d54d1edf80/applauncher.png?cb=a01edd61b4aec4d6d9cfbe6ecd055a56) App Launcher. 2. Search for **Community Hub Settings** from the search tab in ![applauncher.png](https://help.nimbleams.com/__attachments/a_0673e1d08cef2b1e57b7f96b3c4edb61dabd9a9366811b406c4761d54d1edf80/applauncher.png?cb=a01edd61b4aec4d6d9cfbe6ecd055a56) App Launcher. 3. Go to **Customization Settings** custom setting. 4. Click **Edit** next to **Customization**. 5. In `Favicon Static Resource Name`, enter the name of an image static resource to be used as browser favorite icon in Community Hub. If left blank, the default favicon is the Salesforce cloud icon. 6. Click **Save**. Learn how to add a [static resource](https://help.salesforce.com/HTViewHelpDoc?id=pages_static_resources.htm&language=en_US) (external) --- version: "SUM26" language: "en" --- # Add a Field to Anonymize Administrators can specify custom fields you have added to individual accounts that contain personally identifiable information. This ensures that all personally identifiable information is anonymized when staff respond to a constituent's request to be forgotten. 1. From Setup, enter **Custom Code** in the `Quick Find` box, then select **Custom Metadata Types**. 2. Click **Manage Records** next to **Personally Identifiable Data**. 3. Click **New**. 4. In `Label`, enter the name of the object containing the custom field field in pascal case, a period, and the name of the custom field in pascal case. For example: **Account.CustomField**. 5. In `Personally Identifiable Data Name`, enter the name of the object containing the field in pascal case, an underscore, and the name of the custom field in pascal case. For example: **Account_CustomField**. 6. In `Object API Name`, enter the API name of the object containing the custom field. Learn how to [Find the API Name of an Object](https://help.salesforce.com/articleView?id=000007594&type=1) (external). 7. In `Field API Name`, enter the API name of the custom field. Learn how to [Find the API Name of a Field](https://help.salesforce.com/articleView?id=000007594&type=1) (external). 8. Click **Save**. --- version: "SUM26" language: "en" --- # Add a Logo To set a set a custom logo, you will first need to upload the image file as a static resource and then add the name of the static resource to a custom setting. After the Static Resource has been created; contact Nimble AMS Support to complete the required backend adjustments via custom settings. 1. From Setup, click **Develop** \| **Custom Settings**. 2. Click **Manage** next to the Customization Settings custom setting. 3. Click **Edit** next to the customization setting for the Community Hub you want to customize. 4. In `Logo Static Resource Name`, enter the name of an image static resource to be used as the logo in Community Hub. Learn how to add a [static resource](https://help.salesforce.com/HTViewHelpDoc?id=pages_static_resources.htm&language=en_US) (external) 5. In `Logo Click URL`, enter the path to send constituents to when they click the logo in the Community Hub header. If left blank, users will be directed to the Personal Snapshot page. 6. Click **Save**. --- version: "SUM26" language: "en" --- # Add a Product Category for the Staff View Order Process Administrators can create a product category record to provide a custom result in the Staff View order process. A product category record can be used to display results like "New Merchandise" or "Highest Selling Merchandise". 1. From Setup, enter **Custom Metadata Types** in the `Quick Find` box, then select **Custom Metadata Types**. 2. Click **Manage Records** next to the Product Category custom metadata type. 3. Click **New**. 4. In `Label`, enter an easily recognizable term to identify this product category using Pascal Case. 5. In `Display Name`, enter the name of custom label to be used as the product category text. 6. Optionally, in `Query`, enter the name of the the query record that controls what is shown in this product category. The `WHERE` clause on the query record must include **Name LIKE '%:searchQuery%** and `Entity`. Example: **Name LIKE '%:searchQuery% AND Entity__c = :entityId**. 7. Optionally, in `Class Name`, enter the name of the Apex class that controls what is shown in this product category. You can either use a query or an Apex class to control what is shown in this product category. When using one method, be sure to leave the field for the other empty. Example: `Query`: **ExampleQuery**, `Class Name`: (**empty**). 8. Optionally, in `Display Order`, enter a number to signify where within the list of categories this product category should be shown in the Staff View order process. The lower the number, the higher the name is shown on the page. The number should be 0 - 999. Consider spacing out your numbers to accommodate future additions to the category. Avoid: Category 1: **1**, Category 2: **2**, Category 3: **3**, Category 4: **4** Better: Category 1: **10**, Category 2: **20**, Category 3: **100**, Category 4: **500** 9. Click **Save**. --- version: "SUM26" language: "en" --- # Add a Stylesheet Resource You can perform these Community Hub configurations from Community Hub Settings. Follow the listed steps to add a stylesheet resource. 1. In the tab bar, click ![applauncher.png](https://help.nimbleams.com/__attachments/a_e1b11f06f04ea86c6472f7f1c233b60fcf96715324b8d603d327d57cd48b82ca/applauncher.png?cb=a01edd61b4aec4d6d9cfbe6ecd055a56) App Launcher. 2. Search and select **Community Hub Settings.** 3. Go to the **Customization Settings.** 4. Click **Edit** next to customization in **Customization Settings**. 5. In `Stylesheet Resource Name`, enter the name of Static Resource containing a CSS file. 6. Click **Save**. Learn how to add a [static resource](https://help.salesforce.com/HTViewHelpDoc?id=pages_static_resources.htm&language=en_US) (external). --- version: "SUM26" language: "en" --- # Add a Template to a Lightning Page You can easily display your Nimble Create template on any Lightning page, such as a record page, app page, or home page by using a custom Lightning component where you can select the template and specify the parameters. These steps assume you are already familiar with Lightning App Builder. To learn about this tool, check out the [Lightning App Builder Trailhead module](https://trailhead.salesforce.com/en/content/learn/modules/lightning_app_builder). Show Me an Image... On this account record page, a Nimble Create template named **Opportunities and Contact Roles** is displayed in a **Summary** tab in the context of the **Twin Peaks** account. ![Template Viewer Lightning Component for Nimble Create](https://help.nimbleams.com/__attachments/a_c53104845f89d990401e32d4f293a59a434ee50cdc30ff349000aa4099e8fe45/image2018-11-13_10-30-40.png?cb=14fca1499c176f9aa0af7fcff09142af) 1. Open the Lightning page where you want to add the Nimble Create template. 2. In the **Lightning Components** Pane, in the list of **Custom** components, add the **Template Viewer** component to the Lightning page. ![Add Template Viewer to Lightning Page](https://help.nimbleams.com/__attachments/a_dca28b232b6c39bf08a7bde7b1055a30a6d4a54f1d1cbf97e1ec41f32118ec33/Template.gif?cb=8dd17cb39ccf1d6e9c3899043cf28eb1) 3. in the Properties Pane: 1. Specify which `Template` to use. ![image2018-11-19_11-36-17.png](/__attachments/a_cf4cdf819db188804910c8ebf76f9fd2204e97b4318d445a60b270fadd038ab1/image2018-11-19_11-36-17.png?cb=2e585707937273ed89c1cb89e37741b9) 2. If the template requires a parameter, in `Parameters` enter it as a key-value pair. For example: **param1=0016300000bUGheAAG** -- For `Parameters` on record pages, if your parameter key references a record ID, you can enter the value **recordId** to have the template dynamically render the template in the context of the record being viewed. Assuming the first parameter, the syntax is: **param1=recordId** -- You can enter multiple `Parameters` using an ampersand as a delimiter. For example, for three parameters you can enter: **param1=0016300000bUGheAAG¶m2=recordId¶m3=****0016300000bILACAAU** From here, you can save your Lightning page and test to ensure your Nimble Create template correctly renders. --- version: "SUM26" language: "en" --- # Add Affiliation Button The AddAffiliation button takes constituent's to the Add Affiliation page. ## Button Information | Name | Add Affiliation | | Is Primary Action | Yes | | Label | AddAffiliation | | Location | Right | | Target | _self | | URL | /addaffiliation | |-------------------|-----------------| ## Cards Using This Button | JoinCompany | |-------------| --- version: "SUM26" language: "en" --- # Add Affiliation Page ## Individuals On the Add Affiliation page, individuals can search for and affiliate themselves to an existing company. Individuals can click Add Affiliation next to a company in the search results to primarily affiliate themselves to the company and are taken to the My Affiliations page. ### Affiliating an Individual to a Company with an Invalid Email Domain If the company has an authorized email domain(s) set and the individual has an email that is invalid, Add Affiliation does not display next to the company in the search results and a message displays under the company letting them know their email does not match the company's supported email domain(s) and lets them know they can change their email by browsing to the Edit My Profile page. ## Company Managers Company managers can also use the Add Affiliation page to search for and affiliate a company location to their company. Additionally, company managers can affiliate a child company location to one of their company locations. For example: A company manger can affiliate ISEN New York as a location under ISEN and also affiliate ISEN Rochester under ISEN New York. For company managers, a message displays at the top of the page letting them know the company to which they are affiliating a company location. Company managers can click Add Affiliation next to a company in the search results to primarily affiliate it to the company and are taken to the Company Roster page where a message displays letting them know the affiliation was added. ### Affiliating a Company Location to a Company with an Invalid Email Domain If the company has an authorized email domain(s) set, and the `Primary Contact Email` on the company location account has an email that is invalid, Add Affiliation does not display next to the company in the search results and a message displays under the company letting company managers know that either the company location is already affiliated to their company or the email does not match the company's authorized email domain(s). `Primary Contact Email` on the company location account must be populated in order for it to be affiliated to a company using an authorized email domain(s). ## Searching While searching, the entered information is checked against existing records to identify any matching company accounts that exist. If a matching account(s) exists, a list of companies displays in the Search Results card below. If more than 1000 results are returned in the search, the first 1000 display and a message displays at the top of the page suggesting company managers narrow their search results by adding additional criteria. Additionally, if more than 10 potentially matching individuals are found, the first 10 results are displayed, and they can click **Next** to see the next 10 results, etc. Finally, a message displays if no results are found. The limit of 1000 records displayed is a Salesforce limit that can not be customized. ## Creating a New Company Individuals and company managers can also click Add Affiliation to go to the Create New Company page and create a new company. ## Page Information | Name | /addaffiliation | | Display Name | Add Affiliation | | Heading Label | AddAffiliation | | Description Label | JoinCompanyDescription | | Controller | CompanySearchController | |-------------------|-------------------------| ## Cards on the Page | Name | | CreateNewCompanyButtonRow | | CompanySearchInformation | | CompanySearchResults | |---------------------------| --- version: "SUM26" language: "en" --- # Add Affiliation Snapshot Button The Add Affiliation Snapshot button, labeled Add Affiliation, displays when constituents have no active affiliations and takes them to the Add Affiliation page. ## Button Information | Name | Add Affiliation Snapshot | | Class | RenderedIfNoRecordsButton | | Is Primary Action | No | | Label | AddAffiliation | | Location | Bottom | | Target | _self | | URL | /addaffiliation | |-------------------|---------------------------| ## Cards Using This Button | SnapshotAffiliations | |----------------------| --- version: "SUM26" language: "en" --- # Add an Existing Card to a Page 1. In the Force.com App Menu, select **Community Hub Setup**. 2. In the tab bar, click **Pages**. 3. In `Page to configure:`, select the page you want to customize. 4. In `Add A Card...`, select the name of the existing card you want to add to the page. The characters and spaces in the names of the cards on a page, together with the commas inserted between each on the Page Custom Setting may not exceed 255. Once reached, administrators will not be allowed to add additional cards to a page. If you are not allowed to add a card to a page, it is because the cards on the page have names that are too long, and must be shortened, or one or more cards must be removed or disabled. --- version: "SUM26" language: "en" --- # Add Bill Me Payment URL to the Order Summary Page If your association uses bill me to let constituents check out without paying right away and express payments, you can can streamline the billing process by giving constituents a payment URL they can easily share with a trusted individual in their company who can pay the invoice. By adding the `Payment URL` field to the Order Summary page and the order summary email, trusted individuals can pay the invoice on the Express Payment page without even having to log in. Show Me an Image... ![Nimble AMS, Staff View, Recipe, Bill Me Payment URL On The Order Summary](https://help.nimbleams.com/__attachments/a_02c751257e52c275bced9842b57931b6362a4669424b7dfd4768e175d8239742/_StaffView_Recipe_Image_BillMePaymentURLOnTheOrderSummary.gif?cb=fc3fd210e9bd362c3d7f5056f1c1e341) Nimble AMS, Staff View, Recipe, Bill Me Payment URL On The Order Summary ## Recipe Prep Keep these things in mind: * You are using Community Hub in your org * You are using Bill Me in your org. * You are using express payment in your org. To make this recipe, you should understand: * How to [Create a SOQL Query](https://help.nimbleams.com/help/live/create-a-soql-query.md) * How to [Create a Data Source](https://help.nimbleams.com/help/live/create-a-data-source.md) * How to [Create a Card](https://help.nimbleams.com/help/live/managing-specific-cards.md) * How to update your order summary email This recipe will be even better if you understand: * Salesforce email templates * The Nimble Templating Framework ## Ingredients You will mix these ingredients together to make this recipe: | **Suggested Name** | **Type** | **Description** | |--------------------|-------------|---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | OrderHasBalance | Query | This SOQL query is used to check whether the placed order has an outstanding balance, which would be the case if constituents check out using Bill Me. This will be used with the data source to control whether the card displays on the Order Summary page. | | OrderHasBalance | Data Source | This data source uses the SOQL query to control the visibility of the card. | | BillMePaymentURL | Card | This card displays depending on whether the order has an outstanding balance, and displays the `Payment URL` field with some instructional text letting constituents know how to use express payment. | ## Directions You can follow these directions to make this recipe in your org: 1. Create a Query 1. In `Label`, enter `OrderHasBalance`. 2. In `SELECT`, enter `NU__PaymentUrl__c`. 3. In `SObject`, enter `NU__Order__c`. 4. In `WHERE`, enter: SQL Id = {!oid} AND NU__PaymentUrl__c != 'Balance is paid.' 2. Create a Data Source 1. In `Name`, enter `OrderHasBalance`. 2. In `Class`, enter `SOQLDataSource`. 3. In `Context`, enter `OrderHasBalance`. 3. Create a Card 1. In `Type`, select `Plain Text`. 2. In `Name`, enter `BillMePaymentURL`. 3. in `CSS Class`, enter `m-card-as-alert alert-info`. 4. In `Heading Label`, create a new custom label, something like: `Pay The Invoice`. 5. In `Description Label`, create a new custom label, something like: `Share this URL with anyone to pay the order balance, without even logging in: {!NU__Order__c.nu__PaymentUrl__c}`. 6. In `Object`, select `NU__Order__c`. 7. In `Data Source`, select `OrderHasBalance`. 8. In `Card Layout`, select `Display HTML`. 4. Update your order summary email to display the `Payment URL` field along with sharing instructions. --- version: "SUM26" language: "en" --- # Add Custom Styles to a Card An Administrator can add a CSS class to any card to apply custom styles. 1. In the Force.com App Menu, select **Community Hub Setup**. 2. In the tab bar, click **Pages**. 3. In `Page to configure:`, select the page you want to customize. 4. Click **Edit** next to the card you want to customize. 5. In `CSS Class`, enter one or more CSS classes separated by a space. Example: **bg-promoted bold-card**. 6. Click **Save**. The CSS classes that support Card Types on Community Hub can be accessed from [Bootstrap](https://getbootstrap.com/). Here are a few examples of CSS classes. m-card-as-alert alert-success m-card-as-alert alert-info m-card-as-alert alert-warning m-card-as-alert alert-danger --- version: "SUM26" language: "en" --- # Add Donation Page ## New Order When placing a one-time donation for a constituent, the Add Donation page is the part of the order process where you select the donation options to include in a donation cart item. Donation is a type of product in Nimble AMS, and is created to represent a one-time donation toward the entity of your choice. When you are done using this page, the selected product(s) is added to a donation cart item, which is added to the cart. ### Getting Started #### Choosing a Customer You can use `Customer` to select the constituent who is the customer making the donation. This determines who will be listed on the donation cart item. By default, the `Bill To` account for the cart is selected as the customer but you can change this by entering the full or partial name of the individual or company and clicking **Search** button (Bill To Lookup), a **Lookup** window will appear where you can search for the appropriate name. Once you find the name you're looking for in the search results, click on it and the respective name will auto-populate in the `Bill To` filed. If more than one account is found that matches the name entered, a message displays to let you know and you can choose which account to use as the customer. #### Choosing an Entity If your association has multiple entities, you can use `Entity` to select the entity offering the product(s) you would like to select. By default, the configured primary product is selected. #### Choosing a Price Class You can use `Price Class` to select the price class to use for the attendee which controls the prices for the displayed donation products(s). If the customer is a current member, the selection defaults to **Member**. If the customer is not a member, the selection defaults to **Default**. ### Selecting Products Donation products for the entity display and you can hover over each product name to see some record detail or browse the record for more information. You can select the Donation products(s) for the customer and to which appeal the donation applies. Only appeals where `Status` is **Active** display. You can also change the `Unit Price` and `Quantity` for each Donation product in the list, you can set the gift amount and accept multiple gifts to the same Ones. ### Adding Selections Once your selections are complete, you can click **Save** to add the cart item to the cart or **Cancel** to discard your selections. You will then be taken to the Verify Cart step. If you forget to click **Save** and browse to another page, your selections will be lost. ## Editing an Order After submitting a cart, you may want to edit a cart item with Donation products if you need to correct a mistake, add or remove a donation, change a gift amount, or refund the gift. When you are done using this page, the selected products(s) are added to a donation cart item, which is added to the cart, with the chosen term and price with deselected Donation products(s) removed. ### Reviewing and Adjusting Information To help set the context for changes to the cart item, you can review the selected customer and entity. These selections cannot be changed, but highlight to whom selections are designated and the entity offering the selected Donation products(s). If you would like to change the customer or entity for a donation in the cart item, we recommend you delete the current cart item on the [Verify Cart Step](https://help.nimbleams.com/help/live/verify-cart-step.md) of the order process, and add a new cart item with your desired settings and products selections. Also, you can select the price class that controls the prices for the displayed registration products. ### Adjusting Selections When you are editing, the Donations section displays the previously selected registration products(s), prices, and quantity. You can select a registration product (s) with a click, which is then displayed in green. When a registration product selection is removed, it displays in red. In addition to changing selections, you can change selected appeals as well as adjust the `Unit Price` and `Quantity`. The price is of each is updated with each adjustment so you can see the impact of each change. If you change the `Unit Price` or `Quantity` of a registration products(s) that was selected previously, it will not display in green. ### Adding Selection Adjustments Once your adjustments are complete, you can click **Save** to add the cart item to the cart or **Cancel** to discard your changes. You will then be taken to the Verify Cart step. If you forget to click **Save** and browse to another page, your adjustments will be lost. --- version: "SUM26" language: "en" --- # Add Edit External Payment Profile Card Type The Add Edit External Payment Profile card type displays a field set on the External Payment Profile object as a collection of editable fields. If the data source for the card returns an existing external payment profile, the fields on the cards are populated with the values on the record. To use this card type to capture a billing address when verifying credit cards, you will need to activate the Address Verification Service in Authorize.Net. [Learn more](https://support.authorize.net/authkb/index?page=content&id=A649) (external). You will also want to edit the field set used by the card and require appropriate billing address fields. ## Card Type Information | Name | ManagePmtProfileInformation | | Card Component Constructor | FieldSetCardComponentFactory | | Class Name | FieldSetCard | | Controller Name | ManageExtPmtAddressProfileCompController | | Display Name | Add Edit External Payment Profile | |----------------------------|------------------------------------------| --- version: "SUM26" language: "en" --- # Add Help Text to Fields on Cards You now have the ability for an admin, through point and click, to set help text for fields within a field set form card type on Community Hub. Administrators can add informational help text that can be viewed when hovering over a specific field. Help text mapping is stored as JSON, with key-value pairs mapping the field's API name to the custom label API name to use. \` { "FieldAPIName__c": "CustomLabelAPIName" } Also, please note that the Help Text Mapping Field is limited to 255 characters. If you wish to use more than 255 characters you should separate fields onto multiple Field Set Form cards. **Help Text Below** 1. **Set the Help Text Mapping** to map one field. {"FirstName": "AccountExistsContactOffice"} 2. Leave the **Position Help Text Above** box **unchecked** 3. Go to the page in Community Hub. 4. Help text appears only under the field you set in the map. 5. You will need to navigate within Community Hub Setup to the card on which the Custom Labels are used and ensure that the **Card Layout** picklist does not have "Allow In Place Editing" selected. ## What it should look like **Multiple fields, help text above** 1. **Set the Help Text Mapping** to map multiple fields. {"FirstName": "AccountExistsContactOffice", "LastName": "GotItThanks"} 1. **Check** the **Position Help Text Above** box. 2. Go to the page in Community Hub. 3. Help text appears above only the fields you set in the map. **What it should look like** ![https://nimbleuser.jira.com/wiki/download/thumbnails/683508412/Screen%20Shot%202019-04-23%20at%2015.59.36.png?version=1&modificationDate=1556060664392&cacheVersion=1&api=v2&width=400&height=126](https://nimbleuser.jira.com/wiki/download/thumbnails/683508412/Screen%20Shot%202019-04-23%20at%2015.59.36.png?version=1&modificationDate=1556060664392&cacheVersion=1&api=v2&width=400&height=126) --- version: "SUM26" language: "en" --- # Add HTML to a Menu Item Title Administrators can add HTML to a Navigational Menu Item so it is displayed in the menu item title in Community Hub. 1. In the Force.com App Menu, select **Community Hub Setup**. 2. In the tab bar, click **Navigation**. 3. In `Navigation to configure:`, select the menu you want to customize. 4. Click **Edit** next to the menu item you want to customize. 5. In `Title`, enter the title of the page with any custom HTML. Example: ** Upcoming Events**. 6. Click **Save**. --- version: "SUM26" language: "en" --- # Add HTML to a Plain Text Card Plain Text Cards allow administrators to add HTML to display rich content to users. To do this, administrators will need to create a new Custom Label with the HTML content to show users and Nimble AMS Support can create a Card Layout to designate that the card should render the label as HTML, and not simply as text. Adding HTML to a plain text card can be used to add active details such as links or hyperlinks to cards. 1. Create a Custom Label with the Value field containing HTML content you wish to show users. 2. Create a Card Layout with the Escape HTML field set to "FALSE". 3. Add the name of the Card Layout to the Card Layout field on your Plain Text Card. 4. Enter the name of the custom label to the Heading Label and Description Label field on the Card. --- version: "SUM26" language: "en" --- # Add Individual Button The Add Individual creates an affiliation between two accounts based on the ID of the record and the record ID returned by the data source. It also takes constituents to the Company Roster page where a success message displays on a Cookie Message Card Type ## Button Information | Name | Add Individual | | Class | AddBranchAffiliationButton | | Is Primary Action | No | | Label | AddIndividual | | Location | Right | | URL | /companyroster | | Target | _self | | Data Source | [CookieAccount Data Source](https://help.nimbleams.com/help/live/cookieaccount-data-source.md) | | Success Label | GotItThanks | |-------------------|----------------------------------------------------------------------| ## Cards Using This Button | Name | Type | | IndividualSearchResults | [Received Record List Card Type](https://help.nimbleams.com/help/live/received-record-list-card-type.md) | |-------------------------|--------------------------------------------------------------------------------| --- version: "SUM26" language: "en" --- # Add Individual Page On the Add Individual page, company managers can search for and affiliate existing individuals to their company or click to add a new individual. ## Searching for Individuals A message displays at the top of the page letting company managers know the company to which they are adding an individual, and they can enter information for the individual to affiliate to their company and search for it. While searching, the entered information is checked against active accounts records to identify any matching individuals that exist. If a matching account(s) exists, a list of individuals displays in the Search Results card below. If more than 1000 results are returned in the search, the first 1000 display and a message displays at the top of the page suggesting company managers narrow their search results by adding additional criteria. Additionally, if more than 10 potentially matching individuals are found, the first 10 results are displayed, and they can click **Next** to see the next 10 results, etc. Finally, a message displays if no results are found. The limit of 1000 records displayed is a Salesforce limit that can not be customized. ## Adding Individuals Company managers can click Add Individual next to an individual in the search results to primarily affiliate the individual to their company and are taken to the Company Roster page where a message displays letting them know the affiliation was added. ### Individuals Who Do not Have a Valid Email Domain If the company has an authorized email domain(s) set, Add Individual does not display next to individuals with non-matching email addresses and company mangers cannot affiliate them to the company. ## Creating a New Individual If no matching individuals are found, or if company managers don't want to search, they can click Add Individual to go to the Create New Individual page to create and affiliate a new individual to the company. ## Page Information | Name | /addindividual | | Display Name | Add Individual | | Heading Label | AddIndividual | | Description Label | SearchForIndividual | | Controller | AddIndividualController | |-------------------|-------------------------| ## Cards on the Page | Name | | ActionForIndividual | | IndividualSearchInformation | | IndividualSearchResults | |-----------------------------| --- version: "SUM26" language: "en" --- # Add Individual Parent Redirect Button The Add Individual Parent Redirect button, labeled Add Individual, is only displayed for company managers and takes them to the Add Individual page. ## Button Information | Name | Add Individual Parent Redirect | | Class | AffiliationCookieRedirectButton | | Is Primary Action | No | | Label | AddIndividual | | Location | Right | | URL | /addindividual | | Target | _self | | Data Source | [Affiliation Data Source](https://help.nimbleams.com/help/live/affiliation-data-source.md) | |-------------------|------------------------------------------------------------------| ## Button Menus Using This Button | Name | |----------------------------------------------------------------------------------------------------| | [Company Roster Parent Button Menu Button](https://help.nimbleams.com/help/live/company-roster-parent-button-menu-button.md) | --- version: "SUM26" language: "en" --- # Add Individual Redirect Button The Add Individual Redirect button, labeled Add Individual, is only displayed for company managers and takes them to the Add Individual page. ## Button Information | Name | Add Individual Redirect | | Class | CompanyProfileButton | | Is Primary Action | No | | Label | AddIndividual | | Location | Right | | URL | /addindividual | | Target | _self | |-------------------|-------------------------| ## Cards Using This Button | MyAffiliations | |----------------| ## Button Menus Using This Button | Name | |------------------------------------------------------------------------| | [Company Roster Menu Button](https://help.nimbleams.com/help/live/company-roster-menu-button.md) | --- version: "SUM26" language: "en" --- # Add Items Step The Add Items step of the order process is where you select the products you want to include in the cart item. You will be brought to this step each time you choose to add a cart item to the cart. You will see a different page in this step depending on what type of cart item you are adding to the cart. Recurring Eligible Products If a membership or donation product is recurring eligible, `Yes` will be displayed with the recurring frequency in the recurring column, on this step of the order process. As an example, if monthly is the recurring frequency but more are available, **Recurring Frequency** will be `Yes, Monthly+`. ## Add Donation When placing a one-time donation for a constituent, the Add Donation page is the part of the order process where you select the donation options to include in a donation cart item. Donation is a type of product in Nimble AMS, and is created to represent a one-time donation toward the entity of your choice. When you are done using this page, the selected product(s) is added to a donation cart item, which is added to the cart. [Learn more.](https://help.nimbleams.com/help/live/add-donation-page.md) ## Add Membership When a constituent is joining or renewing as a member, the Add Membership page is the part of the order process where you select the membership type and related options to include in the membership cart item. Membership is a type of product in Nimble AMS, and is created to represent membership dues, chapter dues, or other types of membership options offered by your association. When you are done using this page, the selected membership products(s) are added to a membership cart item, which is added to the cart. [Learn more.](https://help.nimbleams.com/help/live/add-membership-page.md) ## Add Merchandise When ordering merchandise for a constituent, the Add Merchandise page is the part of the order process where you select the merchandise to include in the merchandise cart item. Merchandise is a type of product in Nimble AMS, and is created with information on the merchandise, pricing, inventory, and shipping weight. When you are done using this page, the selected merchandise products are added to a merchandise cart item, which is added to the cart. [Learn more.](https://help.nimbleams.com/help/live/add-merchandise-page.md) ## Add Miscellaneous When ordering custom items for a constituent, the Add Miscellaneous page is the part of the order process where you select the miscellaneous items to include in a miscellaneous cart item. Miscellaneous is a type of product in Nimble AMS, and is created to represent a one-off item your association sells. When you are done using this page, the selected product(s) is added to a miscellaneous cart item, which is added to the cart. [Learn more.](https://help.nimbleams.com/help/live/add-miscellaneous-page.md) ## Add Registration When registering a constituent for an event, the Add Registration page is part of the order process where you select the registration options to include in a registration cart item. Registration is a type of product in Nimble AMS, and is created to represent an event pass, session, option to bring a guest, or other types of event options like seats at a banquet. When you are done using this page, the selected registration products are added to a registration cart item, which is added to the cart. When editing a cart on this page, selected registration products are updated and any cancellation fee products are added to the registration cart item, which is added to the cart. [Learn more.](https://help.nimbleams.com/help/live/add-registration-page.md) ## Add Subscription When subscribing or renewing a subscription for a constituent, the Add Subscription page is the part of the order process where you select the subscription option to include in a subscription cart item. Subscription is a type of product in Nimble AMS, and is created to represent a subscription that takes place over a period of time which your association sells. When you are done using this page, the selected product(s) is added to a subscription cart item, which is added to the cart. [Learn more.](https://help.nimbleams.com/help/live/add-subscription-page.md) Add Item Step Page in Internationalization If you have enabled Salesforce multi-currency, you will start viewing the amount in the **Currency ISO Code** on all layouts within your org. The ISO Code that you view on the Add Items page will match with the Currency field value on the Entity that you have selected. If the logged-in staff users Currency field value does not match with the Currency field value of the Entity record that he is placing an order for, you will also see the approximations displayed within the braces. --- version: "SUM26" language: "en" --- # Add Location Affiliation Button The Add Location Affiliation button, labeled Add Location, creates an affiliation between two accounts based on the ID of the record (the current company account you are managing) and the record ID returned by the data source (the company account you are identifying as a location). It also takes constituents to the Company Roster page where a success message displays on a [Cookie Message Card Type](https://help.nimbleams.com/help/live/cookie-message-card-type.md). ## Button Information | Name | Add Location Affiliation | | Class | AddBranchAffiliationButton | | Is Primary Action | No | | Label | AddLocation | | Location | Right | | URL | /companyroster | | Target | _self | | Data Source | [CookieAccount Data Source](https://help.nimbleams.com/help/live/cookieaccount-data-source.md) | | Success Label | GotItThanks | |-------------------|----------------------------------------------------------------------| ## Cards Using This Button | Name | Type | | CompanySearchResults | [Received Record List Card Type](https://help.nimbleams.com/help/live/received-record-list-card-type.md) | |----------------------|--------------------------------------------------------------------------------| --- version: "SUM26" language: "en" --- # Add Location Button The Add Location button, labeled Create New Location, is only displayed for company managers and takes them to the Create New Company page. ## Button Information | Name | Add Location | | Class | AddLocationButton | | Is Primary Action | No | | Label | CreateNewLocation | | Location | Right | | URL | /new-company | | Target | _self | | Data Source | [CookieAccount Data Source](https://help.nimbleams.com/help/live/cookieaccount-data-source.md) | |-------------------|----------------------------------------------------------------------| --- version: "SUM26" language: "en" --- # Add Location Parent Search Button The Add Location Parent Search button, labeled Add Location, is only displayed for company managers and takes them to the Add Affiliation page. ## Button Information | Name | Add Location Parent Search | | Class | AffiliationCookieRedirectButton | | Is Primary Action | No | | Label | AddLocation | | Location | Right | | URL | /addaffiliation | | Target | _self | | Data Source | [Affiliation Data Source](https://help.nimbleams.com/help/live/affiliation-data-source.md) | |-------------------|------------------------------------------------------------------| ## Button Menus Using This Button | Name | |----------------------------------------------------------------------------------------------------| | [Company Roster Parent Button Menu Button](https://help.nimbleams.com/help/live/company-roster-parent-button-menu-button.md) | --- version: "SUM26" language: "en" --- # Add Location Search Button The Add Location Search button, labeled Add Location, is only displayed for company managers and takes them to the Add Affiliation page. ## Button Information | Name | Add Location Search | | Class | CompanyProfileButton | | Is Primary Action | No | | Label | AddLocation | | Location | Right | | URL | /addaffiliation | | Target | _self | |-------------------|----------------------| ## Cards Using This Button | MyAffiliations | |----------------| ## Button Menus Using This Button | Name | |------------------------------------------------------------------------| | [Company Roster Menu Button](https://help.nimbleams.com/help/live/company-roster-menu-button.md) | [Next Page](https://help.nimbleams.com/llms-full.txt/1)