AMIS TRAINING MATERIALS

Please select the links below to review AMIS training materials

• Training Manual: Getting Started - Navigating AMIS
• CDFI Fund AMIS - Service Request Quick Reference Guide
• CDFI Fund AMIS - Change Password Sequence

Information About AMIS Compliance and Performance Reporting

For AMIS IT support, please submit a Service Request.  Alternatively, you may contact us at AMIS@cdfi.treas.gov or (202) 653-0422

AMIS Lightning Resources

The CDFI Fund’s Awards Management Information System (AMIS) will be updated to the Salesforce Lightning interface on January 14th. Please take time to review the relevant training resources below. The materials will help all users navigate the updated AMIS interface.

Below is the Lightning version of our Navigating AMIS Training Manual

• AMIS Training Manual - Getting Started - Navigating AMIS

Below are AMIS-specific Lightning videos recorded by the CDFI Fund

• Lightning Basic Navigation for External Users
• How to launch a Lightning Application
• How to Start a Template Application in Lightning
• How to Create List Views in Lightning
• How to Create Service Request in Lightning
• How to Access CIMS in Lightning

Below are general Lightning videos recorded by Salesforce

• Search in Salesforce (Lightning Experience)
• How Do I Customize and Organize My Tabs in Lightning