Description

Introduction

nCino, built on Salesforce, is a powerful cloud-based banking platform that streamlines financial services operations. Proper administration and configuration of nCino are essential for optimizing workflows, ensuring data integrity, and enhancing user experience. This training provides administrators with the knowledge and skills required to configure, customize, and manage nCino within Salesforce effectively.

Prerequisites

• Basic understanding of nCino’s functionalities.
• Familiarity with Salesforce administration.
• Knowledge of banking workflows and financial operations.
• Experience with Salesforce Flow, Process Builder, or automation tools is helpful but not required.

Table of Contents

1. Introduction to nCino and Salesforce Integration

1.1 Overview of nCino as a Salesforce-Based Solution
1.2 Understanding the nCino Data Model and Architecture
1.3 Key Features and Benefits for Financial Institutions
1.4 Role of Administrators in nCino Configuration

2. User and Security Management

2.1 Setting Up Users, Roles, and Profiles in Salesforce
2.2 Managing Permissions and Access Controls in nCino
2.3 Implementing Single Sign-On (SSO) and Multi-Factor Authentication (MFA)
2.4 Audit Trails and Compliance Logging

3. Configuring nCino Workflows and Automation

3.1 Setting Up Workflow Rules and Approval Processes
3.2 Using Process Builder and Salesforce Flow for Automation
3.3 Automating Task Assignments and Notifications
3.4 Optimizing Loan Origination and Credit Risk Workflows

4. Customizing nCino for Business Needs

4.1 Modifying Page Layouts and Record Types
4.2 Creating and Customizing nCino Reports and Dashboards
4.3 Implementing Custom Objects and Fields
4.4 Enhancing User Experience with Lightning Components

5. Data Management and Integration

5.1 Managing Data Import, Export, and Validation
5.2 Ensuring Data Integrity and Duplicate Prevention
5.3 Integrating nCino with Core Banking and Third-Party Systems
5.4 Best Practices for Data Security and Compliance

6. Loan and Credit Administration in nCino

6.1 Configuring Loan Origination and Servicing Processes
6.2 Managing Credit Risk and Financial Assessments
6.3 Automating Loan Document Management
6.4 Ensuring Compliance with Lending Regulations

7. Performance Monitoring and Troubleshooting

7.1 Tracking System Performance and Usage Analytics
7.2 Identifying and Resolving Common Configuration Issues
7.3 Optimizing nCino for Scalability and Growth
7.4 Implementing Best Practices for Continuous Improvement

8. Case Studies and Best Practices

8.1 Real-World Examples of nCino Administration Success
8.2 Common Challenges and How to Overcome Them
8.3 Best Practices for nCino Governance and Maintenance
8.4 Future Trends in nCino and Salesforce Administration

Effective administration and configuration of nCino within Salesforce enhance workflow efficiency, ensure data security, and optimize banking operations. By mastering core administration tasks, workflow automation, and data management, administrators can maximize the platform’s potential and drive better financial outcomes.