How to Create Reports and Charts
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. Steps to Create a Report: Steps to Add a Chart to a Report: Note: You can add a chart to any report that’s grouped by rows (summary report) or […]
Email Notification Options When Uploading a Document to ShareSecure
Email Notifications (by default) are sent out to the users that you share a Document within ShareSecure. Below are a couple of options available to ShareSecure Admins to change this behavior. Notification Example: Option 1 When uploading a Document, there are multiple options to look at before completing the upload. One of which is called […]
How to Create a Link or Button that Sends You to a Dynamic Salesforce Report
Steps
How to Add Advanced Reporting Features
Cross Filters Identify records in AIM with or without related records (Ex. Accounts without Contacts) After the Cross Filter has been added: Buckets Use buckets to categorize a group of values. After clicking “Add Bucket Column” you’ll select which field you want to bucket, give the bucket a name, and then select which values from […]
How to Use Email to Salesforce (E2SF) to Create Interactions and Interaction References
Users can send or forward emails to their specified Email to Salesforce (E2SF) email address to add the email as a new Interaction record in AIM. E2SF will automatically create an Interaction and Interaction References for any Contacts whose email addresses are found in the email (From, To, CC, and Email Body). References will also […]
AIM Interactions and Interaction References – Everything You Need To Know
Interactions represent communication between your organization and other individuals and firms. The purpose of Interactions is to log events and accompanying notes that can be valuable to understanding the status of relationships and active fundraising or investing opportunities. Interactions provide transparency across your organization, track emails and calls for compliance, provide insight on coverage and […]
Anatomy of a Record
Within AIM, all of the information you are storing is saved on records. Records are specific to an object in the database. Think of a record as a row in a spreadsheet, and the object as the tab or sheet where the row can be found. Below is a breakdown of the key components of […]
How to Configure State and Country Picklists
Having complete and accurate address data is important when you are planning trips to visit your investors, fund managers, or portfolio companies. By setting up and configuring State and Country picklists for all address fields, you help ensure data integrity. This helps with trip planning (e.g. which of my Investors live in Seattle) as well […]
How to Export Data from AIM
Admin users may want another way of receiving automated exported backup data from Salesforce instead of the manual process involving exporting data from a Salesforce report. Salesforce provides Admins the ability to run an ongoing export of their data from AIM. Prerequisite Steps **Note: You may also want to check the box for “Include images, […]
How to Merge Accounts
Do you have a potential duplicate account? Merging two or more accounts into one account record is available in Lightning with the Manage Duplicates component. Steps *Note: This process is the same when merging contacts.
