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If you’re happy with your change, you can push the adjustment to production, directly from your sandbox. Utilizing the Salesforce sandbox is a fantastic way to check configurations and integrations before launching them for your entire association.

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With Nimble AMS, each association gets access to one free Salesforce sandbox, a like-for-like version of your product, so admins can test new operations before making any changes. Nimble AMS simplifies permission tools through point-and-click solutions but keeps your association data secure by limiting access to admins only.ĥ. You can control who accesses what information through clicks-not-code, controlling who edits or shares specific data by creating staff user profiles. Nimble AMS provides robust permission tools for admins to manage who has access to all member records. Salesforce admins can rest assured that security is a priority for Nimble AMS.

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“They alleviate a lot of manual processes, common issues, or mistakes.

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Whether you need to build a new form, create a member notification, or update a record, flows are your new answer. Flows are so powerful because they run in the background, streamlining staff processes and improving association efficiencies. Clicks-not-code empowers admins yet again to build a flow and target any organizational problem. With the Flow Builder tool, admins can address any association issue and quickly create an automation. Flows are a vital tool for any Salesforce administrator. Whether you need a powerful survey solution like Survey Monkey or a secure documentation tool like Adobe Sign, Salesforce AppExchange has admins covered.ģ.

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One aspect admins love about Nimble AMS is that the software is connected to the Salesforce AppExchange, a store with more than 7,000 apps that extend the functionality of Nimble AMS and Salesforce.Īdministrators can search for the best app to meet their association’s needs and further the reach of Nimble AMS. Salesforce admins feel empowered by Nimble AMS because it’s built on Salesforce and is part of the robust Salesforce ecosystem. Tasks that take them hours or even days in a legacy AMS can be accomplished in Nimble AMS with a much lower level of effort,” says Logan Heaney, Salesforce Certified Administrator (SCA).Ģ. End-users of other AMS’ don’t have this luxury, unfortunately. “We’re so used to being able to create reports, objects, fields, and more with just clicks and zero development effort, that sometimes we take the ease of use with Nimble AMS for granted. Salesforce admins can build branded, personalized, and information – rich content, with the click of their mouse, to inspire an amazing member experience. Creating objects or new fields and making changes based on your association’s needs is simpl ified through clicks – not – code. With Nimble AMS you can build a report and dashboard through point – and – click actions, within a matter of minutes. Salesforce administrators love Nimble AMS because it’s so simple to use. Here are six tools that will help you get the job done:ġ.

With the powerful combination of Nimble AMS and Salesforce, rest assured admins, you’ll be able to address any need in your organization. Nimble AMS is built on the world’s #1 CRM, Salesforce. Six features of Nimble AMS that will inspire Salesforce administrators Admins from any association can use Nimble AMS to drive lasting organizational change. Nimble AMS empower s the role of the S alesforce administrator, allowing admins to streamline any task, and work more efficient ly and eas il y. The association management software (AMS) leverages artificial in telligence, predictive analytics, and automation to assist your staff as they increase efficiency, become data-driven, and improve the member experience.īut did you know that Nimble AMS was built to empower Salesforce administrators ? “There’s so much for admins in Nimble AMS because of how Salesforce leverages solutions like clicks-not-codes, drag-and-drop widgets, the AppExchange, and Flows,” says Scott Sales, Salesforce Certified Administrator (SCA). You already know that Nimble AMS is for innovative associations looking to blaze technological trails and offer the best member benefits.