Salesforce NCINO Training Certification Course Online

18 Lesson

24 Hours

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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.

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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

Instructor Led Training: 24 Hrs
Experienced & Professional Trainers
Flexible Schedule
24 X 7 Lifetime Support
100% Money-Back Guarantee
1 On 1 Training Option Available

Curriculum

Lesson 1 - Introduction to nCino and Borrower Management

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

Lesson 2 - Toggle Loan Name ON/OFF

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

Lesson 3 - Display Additional Loan 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

Lesson 4 - Working with Entity Involvement

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

Lesson 5 - Configure the Product Catalog

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

Lesson 6 - Stage-Change Validation Rule

1. Enforcing Mandatory Fields on Stage Change

2. Restricting Backward Stage Movement

Lesson 7 - Configure a Team Loan Alert

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

Lesson 8 - Configure Standard Fee

1. Enable Standard Fee Object

2. Create a Fee Schedule

3. Assign Fees to

Lesson 9 - Configure Covenant Management

1. Enable Covenant Management in FSC

2. Configure Custom Objects and Fields

3. Set Up Covenant Rules and Alerts

Lesson 10 - Configure Collateral Types

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

Lesson 11 - Update Facilities Views

1. Navigate to the Facilities Tab

2. Identify the View to Update

3. Edit the List View

Lesson 12 - Configure Edit Facility Model

1. Set Up the Financial Account Object

2. Configure Facility Fields

3. Edit the Financial Account Layout

4. Create Facility Records

Lesson 13 - Configure Document Manager

1. Set Up Salesforce Files

2. Enable Document Manager in FSC

3. Configure Content Types and Record Types

4. Configure Document Relationships

Lesson 14 - Add an Administrative Section to the Credit Memo

1. Create a Custom Object for Credit Memos

2. Add Custom Fields to Existing Objects

Lesson 15 - Configure a New Form Template

1. Enable Financial Services Cloud

2. Navigate to Form Templates

3. Create a New Form Template

4. Define the Layout

5. Customize the Template

Lesson 16 - Build a User Interface (nCino + Salesforce UI)

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

Lesson 17 - Set a Route to Conditionally Render

1. Use lightning-navigation to Handle Routes

2. Conditionally Render Content in LWC

Lesson 18 - Set the Loan Purpose to Read Only

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
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WATCH 1st CLASS FREE

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

Customized Training Delivery Model
Flexible Training Schedule Options
Industry Experienced Trainers
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Want to know Today's Offer

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.

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Salesforce NCINO Training Certification Course Online