AIM for Admins

  • How to Navigate the Setup Menu

    Overview The Setup link in AIM is where an admin user can manage the technical configuration of AIM. Step...

    Sep 26, 2016 03:58PM MDT
  • How to Review Company Information

    Overview The Company Information section of the Setup menu is a reference for the system administrator and m...

    Feb 25, 2017 06:12AM MST
  • How to Add a New Field

    Overview Learn how to create a new field on a record to track new pieces of information. Follow the steps b...

    Feb 25, 2017 06:13AM MST
  • How to Edit Picklist Values

    Overview The dropdown or pulldown menus within Salesforce are referred to as picklists within the system. C...

    Feb 25, 2017 06:14AM MST
  • How to generate an Audit or History Report

    Have you been searching for a single report to show all the historical activity of an individual user? Alth...

    Feb 25, 2017 06:15AM MST
  • How to Change User Information

    Overview Learn how to edit a user's email address or username. Steps In AIM, navigate to Setup > ...

    Mar 06, 2017 02:26PM MST
  • How to change the default Entity for a Deal or Fund

    Overview Learn how to change the default Entity option that appears when creating a new Deal or Fund. In ...

    Mar 31, 2017 01:23PM MDT
  • How to Reset Password

    Overview Learn how to reset passwords for users in your Salesforce org. Follow the instructions below, or c...

    Mar 23, 2017 09:59AM MDT
  • How to Mass Edit from a List View

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

    Mar 30, 2017 01:45PM MDT
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