Salesforce NCINO Training Certification Course Online

SKU: 1032
18 Lesson
|
24 Hours
igmGuru's offer the Salesforce NCINO Training online program which is developed by experienced and professionals trainers. In this Course, our mentors will teach you, introduction to SFDC, building data model, formulas and validations and others advance topics as well. After the course completion, you will be prepared to clear the developer certification exam.

Salesforce NCINO Training Overview

Prerequisites:

  • Knowledge of Salesforce Platform
  • Strong Programming skills in Java, JavaScript or similar languages.
  • Prior Experience in Salesforce Development will be an advantage. 
  • Any Salesforce Certifications will be add on.

What Will You Learn in this Program

  • Introduction to nCino and Salesforce Platform
  • Understanding nCino Lending Lifecycle
  • Create and Manage Borrower Records
  • Define Borrower Roles and Relationships
  • Work with Loan Origination Process
  • Configure Financial Products and Facilities
  • Manage Collateral, Covenants, and Fees
  • Use Entity Involvement for Relationships
  • Create Validation Rules for Loan Processes
  • Use Flow Builder for Automation
  • Manage Documents using Document Manager
  • Customize Loan and Borrower Page Layouts
  • Overview of Data Security and Permissions
  • Create Reports and Dashboards

Who Should Enroll

  • Salesforce Administrators and Developers
  • Banking and Financial Services Professionals
  • CRM Consultants
  • Business Analysts
  • IT Professionals implementing nCino

Key Features

Curriculum

1. Overview of nCino Bank Operating System
2. Understanding nCino on Salesforce Platform
3. Navigate nCino Interface (Tabs, Apps, Records)
4. Overview of Lending Lifecycle in nCino
5. Introduction to Core Objects (Borrower, Loan, Facility)
6. Create and Manage Borrower Records (Individual/Business)
7. Define Borrower Roles (Borrower, Co-borrower, Guarantor)
8. Understand Relationships Between Borrowers and Entities
9. Basic Data Access and Visibility in nCino
1. Use Field-Level Security (FLS)
2. Use Page Layouts to Show/Hide Loan Name
3. Use Dynamic Forms (Lightning Record Pages)
4. Use Validation Rules or Formula Fields
1. Identify the Object and Fields
2. Add Custom Fields
3. Update Page Layouts
4. Modify Lightning Record Page
5. Update Related Lists
6. Check Permissions
1. Enable & Configure Entity Involvement
2. Create an Entity Involvement Record
3. Use Entity Involvement in Relationship Mapping
4. Automate Entity Involvement
5. Reporting & Dashboards
1. Enable and Access the Product Catalog
2. Define Product Categories and Types
3. Create and Configure Financial Products
4. Associate with Other FSC Features
1. Enforcing Mandatory Fields on Stage Change
2. Restricting Backward Stage Movement
1. Identify the Alert Criteria
2. Create a New Flow in Flow Builder
3. Set Up the Flow Trigger
4. Fetch Team Members
5. Send Notifications to the Team
6. Save and Activate the Flow
1. Enable Standard Fee Object
2. Create a Fee Schedule
3. Assign Fees to
1. Enable Covenant Management in FSC
2. Configure Custom Objects and Fields
3. Set Up Covenant Rules and Alerts
1. Create a Custom Object or Field
2. Configure Record Types
3. Define Picklist Values for Collateral Type
4. Create a Collateral Relationship
5. Configure Page Layouts
6. Set Validation Rules or Workflow Rules
1. Navigate to the Facilities Tab
2. Identify the View to Update
3. Edit the List View
1. Set Up the Financial Account Object
2. Configure Facility Fields
3. Edit the Financial Account Layout
4. Create Facility Records
1. Set Up Salesforce Files
2. Enable Document Manager in FSC
3. Configure Content Types and Record Types
4. Configure Document Relationships
1. Create a Custom Object for Credit Memos
2. Add Custom Fields to Existing Objects
1. Enable Financial Services Cloud
2. Navigate to Form Templates
3. Create a New Form Template
4. Define the Layout
5. Customize the Template
1. Understand nCino UI within Salesforce Lightning Experience
2. Customize Lightning Record Pages for Loan and Borrower Objects
3. Use Dynamic Forms for Conditional Field Display
4. Configure Page Layouts for Lending Workflows
5. Build Custom Components using Lightning Web Components (LWC)
6. Integrate LWC with nCino Loan Data
7. Use Flow Builder to Enhance UI Interactions
8. Implement Conditional Visibility and Business Logic
9. Configure Navigation for Loan and Credit Processes
10. Optimize UI for Banker Productivity and User Experience
11. Ensure Role-Based UI Access and Permissions
1. Use lightning-navigation to Handle Routes
2. Conditionally Render Content in LWC
1. Field-Level Security
2. Page Layouts
3. Validation Rule
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Fees

SELF PACED LEARNING

US $ 399.00
Refund Policy
  • Duration : 24 hrs
  • Lifetime Free Upgrade
  • Reference Documents
  • 24x7 Support & Access

Online Class Room Program

US $ 799.00
100% Money Back Guarantee
  • Duration : 24 Hrs
  • Plus Self Paced

Classes Starting From

  • Fast Track Batch 13 Jun 2026
  • Weekday Batch 15 Jun 2026
  • Weekend Batch 13 Jun 2026

Corporate Training

Corporate Training
  • Customized Training Delivery Model
  • Flexible Training Schedule Options
  • Industry Experienced Trainers
  • 24x7 Support

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Want to know Today's Offer

X

Salesforce nCino Certification Exam

  • Exam Name: nCino Platform Certification (offered by nCino, Inc.)
  • Format: 30-60 multiple-choice questions
  • Duration: 60-120 minutes
  • Passing Score: 65%
  • Type: Multiple-choice and scenario-based questions

Certification Tracks:

  • nCino Functional Certification
  • nCino Administrator Certification
  • Role-based Configuration Certifications

This certification validates your skills in configuring, administering, and implementing the nCino Bank Operating System on the Salesforce platform.

Salesforce nCino Certification Exam

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