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Add a New Connection Type

Admin

Overview: Add a new connection type when your desired connection type is not an existing option. In this example, we add a relationship between two fundraising records.

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Create a New Field

Admin

Overview: Create a new field on a record to track new pieces of information. In this example, we create a new checkbox field on the Account record.

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Create an Interaction

Accounts, Contacts, Interactions, Connections

Overview: Create Interactions to keep track of your emails, meetings, calls, etc… and link additional records to the Interaction using References. In this example, we create a new Interaction for a call and add a Contact Reference.

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Create and Edit a List View

The Basics

Overview: Create and edit a List View of record data using filters to return the desired data. In this example, we create a new List View that returns contacts in the state of Colorado.

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Custom Mass Email Series – Part 1 – Create Letterhead

The Basics

Overview: Create a letterhead to style the look and feel of HTML templates using logos, colors, and borders.

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Custom Mass Email Series – Part 2 – Create HTML Email

The Basics

Overview: Create an HTML email template to send custom styled and structured emails of your Salesforce data.

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Custom Mass Email Series – Part 3 – Send Email

The Basics

Overview: Use Mass Email to send email templates to multiple contacts. In this example, we send a mass email to the Holiday Card List.

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Customize Navigation Tabs

The Basics

Overview: Add or remove the tabs that appear on the top navigation bar for easier, cleaner navigation.

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Customize Search Results Layout

The Basics

Overview: Customize the search results layout for a particular record by changing the fields that are displayed in the search results.

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e2sf User Guide

The Basics

Overview: Create Interactions using AIM’s e2sf (Email to Salesforce) functionality.

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Edit Page Layouts

Admin

Overview: Edit the information (i.e. fields, related lists, etc…) presented on a record’s page layout using the Page Layout Editor. In this example, we edit an Account page layout.

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Edit Records in Bulk from a List View

The Basics

Overview: Edit multiple records at once from a list view. In this example, we make mass edits to Contact records

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Global Search: What Is It?

The Basics

Overview: Use Global Search to search through all records, fields and record types for a specified search term. Global Search also keeps track of your most frequently searched records (i.e. Accounts, Contacts, Deal, etc.) and arranges them accordingly in the search results.

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How to Upload Content

The Basics

Overview: Upload Content directly into Salesforce and by using e2sf.

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Installing Chatter Desktop

The Basics

Overview: Learn how to install Chatter Desktop.

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Merge Accounts

Admin

Overview: Merge two or more accounts into one account record.

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Merge Contacts

Admin

Overview: Merge two or more contacts into one contact record within the same account.

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Move Contact to a Different Account

Accounts, Contacts, Interactions, Connections

Overview: Move a contact from one account to another while also creating a new connection between the previous account and the contact.

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Password Reset

Admin

Overview: Reset passwords for user in your Salesforce org.

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Reporting Series – Part 1 – Reports and Charts

Reporting

Overview: Generate a new report and create a chart using the data in your Salesforce org. In this example, we create a report on Entities with Investors.

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Reporting Series – Part 2 – Dashboards

Reporting

Overview: Add a chart to a dashboard and change the dashboard that displays on the homepage. In this example, we edit the Investor Dashboard and add it to the Home tab.

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Salesforce for Outlook Installation & User Guide

The Basics

Overview: Learn how to install and use Salesforce for Outlook.

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Schedule a Report to be Emailed

Admin

Overview: Schedule future reports to run and to be emailed to specified users.

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Send Notification after Creating an Interaction

Accounts, Contacts, Interactions, Connections

Overview: Send Interaction notifications after meetings/correspondence in which you’d like to share notes and/or other relevant information to the specific parties involved.

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Update Field Picklist Values

Admin

Overview: Add new picklist values to a field on a record. In this example, we update the picklist values on the Industry field on the Account record.

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Free Data Tools

Analysis of different free Salesforce and third party tools for manipulating data in AIM.

Data Tools

Mass Email Tools

Analysis of different Salesforce and third party tools for sending mass emails from AIM.

Mass Email Tools

Mobile Apps

Analysis of different Salesforce and third party mobile applications for accessing AIM on mobile devices.

Mobile Apps

Email Integration Tools

Analysis of different third party tools for integrating AIM with Outlook and Gmail.

mail Integration Tools

Document Storage Apps

Analysis of different Salesforce and third party applications for incorporating document storage with AIM.

Document Storage Apps

Business Card Scanner Apps

Analysis of different third party applications for scanning and importing business card data into AIM.

Business Card Apps

Mapping Apps

Analysis of different third party applications for mapping out trip plans using AIM data.

Mapping Apps