Salesforce NCINO Training Certification Course Online

82 Lessons

40 hours

kodestree’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 Certification Course Online

About Course

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

Course Curriculum

Course Content

Lesson 1 – Introduction to nCino and Borrower Management

Overview of nCino Bank Operating System
Understanding nCino on Salesforce Platform
Navigate nCino Interface (Tabs, Apps, Records)
Overview of Lending Lifecycle in nCino
Introduction to Core Objects (Borrower, Loan, Facility)
Create and Manage Borrower Records (Individual/Business)
Define Borrower Roles (Borrower, Co-borrower, Guarantor)
Understand Relationships Between Borrowers and Entities
Basic Data Access and Visibility in nCino

Lesson 2 – Toggle Loan Name ON/OFF

Lesson 3 – Display Additional Loan Fields

Lesson 4 – Working with Entity Involvement

Lesson 5 – Configure the Product Catalog

Lesson 6 – Stage-Change Validation Rule

Lesson 7 – Configure a Team Loan Alert

Lesson 8 – Configure Standard Fee

Lesson 9 – Configure Covenant Management

Lesson 10 – Configure Collateral Types

Lesson 11 – Update Facilities Views

Lesson 12 – Configure Edit Facility Model

Lesson 13 – Configure Document Manager

Lesson 14 – Add an Administrative Section to the Credit Memo

Lesson 15 – Configure a New Form Template

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

Understand nCino UI within Salesforce Lightning Experience
Customize Lightning Record Pages for Loan and Borrower Objects
Use Dynamic Forms for Conditional Field Display
Configure Page Layouts for Lending Workflows
Build Custom Components using Lightning Web Components (LWC)
Integrate LWC with nCino Loan Data
Use Flow Builder to Enhance UI Interactions
Implement Conditional Visibility and Business Logic
Configure Navigation for Loan and Credit Processes
Optimize UI for Banker Productivity and User Experience
Ensure Role-Based UI Access and Permissions

Lesson 17 – Set a Route to Conditionally Render

Lesson 18 – Set the Loan Purpose to Read Only

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Self Paced Learning

₹47,940.00

✓ Refund Policy

Duration: 40 hrs
82 Lessons & Practical Labs
Lifetime Full Access & Free Upgrades
Downloadable Study Materials & Code Labs
Recognized Certification of Completion
24x7 Online Support & Learner Forum

Placement Partners

Want to know Today's Offer

Salesforce NCINO Training Certification Course Online Certification Exam

Upon completing the Salesforce NCINO Training Certification Course Online, you will receive a globally recognized certification that validates your expertise in Salesforce CRM, automation, and cloud ecosystem. This certification is a testament to your practical knowledge, hands-on skills, and professional readiness.

The Salesforce certification exam assesses your ability to apply real-world concepts, tools, and techniques learned during the course. Certified professionals are in high demand across industries, opening doors to exciting career opportunities and higher salary potential.

Our certification is recognized by top employers and organizations worldwide. Whether you are looking to advance your current career, switch to a new role, or demonstrate your expertise to clients, this certification gives you the competitive edge you need in today’s fast-paced technology landscape.

Frequently Asked Questions

The Salesforce NCINO Training Certification Course Online is designed to provide comprehensive, in-depth training in Salesforce NCINO Training Certification. Prerequisites:Knowledge of Salesforce PlatformStrong Programming skills in Java, JavaScript or similar languages.Prior Experience in Salesforce Development will be an advantage. Any Salesforce Certifications will be add on. The program covers foundational concepts through to advanced techniques to ensure you gain job-ready expertise.

This course is ideal for beginners, IT enthusiasts, and working professionals who want to build or advance their career in Salesforce NCINO Training Certification and qualify for manager positions. There are no stringent prerequisites—basic computer proficiency and a willingness to learn are all that is required. Foundational topics are thoroughly covered during onboarding.

The course is delivered through interactive, live online sessions led by industry experts. You will also have 24/7 access to LMS resources, study materials, and session recordings so you can catch up or revise at your convenience if you miss any live classes.

Yes, hands-on learning is a core component of this course. You will work on practical assignments, real-life use cases, and capstone projects using Salesforce NCINO Training Certification tools and best practices, helping you build a portfolio to showcase to hiring managers.

Upon successful completion of the course curriculum and project assessments, you will be awarded an industry-recognized Certificate of Completion from Kodestree. We also offer career assistance, including resume-building workshops, mock technical interviews, and job opportunities to help you transition into manager positions.

Contact Us Worldwide

Call:
+91 7204614489

WhatsApp:
+91 7204614489

Email:
admissions@kodestree.com

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The trainers explained concepts through real-world attack scenarios, which I was able to apply on the job right after the course. Structured curriculum and hands-on labs were the best part.

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Agile concepts were explained clearly, especially backlog management and team facilitation. A bit more time would have made it even better, but overall a solid course.

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Salesforce NCINO Training Certification Course Online

About Course

Prerequisites:

What Will You Learn in this Program

Who Should Enroll

Course Curriculum

Course Content

Lesson 1 – Introduction to nCino and Borrower Management

Overview of nCino Bank Operating System

Understanding nCino on Salesforce Platform

Navigate nCino Interface (Tabs, Apps, Records)

Overview of Lending Lifecycle in nCino

Introduction to Core Objects (Borrower, Loan, Facility)

Create and Manage Borrower Records (Individual/Business)

Define Borrower Roles (Borrower, Co-borrower, Guarantor)

Understand Relationships Between Borrowers and Entities

Basic Data Access and Visibility in nCino

Lesson 2 – Toggle Loan Name ON/OFF

Use Field-Level Security (FLS)

Use Page Layouts to Show/Hide Loan Name

Use Dynamic Forms (Lightning Record Pages)

Use Validation Rules or Formula Fields

Lesson 3 – Display Additional Loan Fields

Identify the Object and Fields

Add Custom Fields

Update Page Layouts

Modify Lightning Record Page

Update Related Lists

Check Permissions

Lesson 4 – Working with Entity Involvement

Enable & Configure Entity Involvement

Create an Entity Involvement Record

Use Entity Involvement in Relationship Mapping

Automate Entity Involvement

Reporting & Dashboards

Lesson 5 – Configure the Product Catalog

Enable and Access the Product Catalog

Define Product Categories and Types

Create and Configure Financial Products

Associate with Other FSC Features

Lesson 6 – Stage-Change Validation Rule

Enforcing Mandatory Fields on Stage Change

Restricting Backward Stage Movement

Lesson 7 – Configure a Team Loan Alert

Identify the Alert Criteria

Create a New Flow in Flow Builder

Set Up the Flow Trigger

Fetch Team Members

Send Notifications to the Team

Save and Activate the Flow

Lesson 8 – Configure Standard Fee

Enable Standard Fee Object

Create a Fee Schedule

Assign Fees to

Lesson 9 – Configure Covenant Management

Enable Covenant Management in FSC

Configure Custom Objects and Fields

Set Up Covenant Rules and Alerts

Lesson 10 – Configure Collateral Types

Create a Custom Object or Field

Configure Record Types

Define Picklist Values for Collateral Type

Create a Collateral Relationship

Configure Page Layouts

Set Validation Rules or Workflow Rules

Lesson 11 – Update Facilities Views

Navigate to the Facilities Tab

Identify the View to Update

Edit the List View

Lesson 12 – Configure Edit Facility Model

Set Up the Financial Account Object

Configure Facility Fields

Edit the Financial Account Layout

Create Facility Records

Lesson 13 – Configure Document Manager

Set Up Salesforce Files

Enable Document Manager in FSC

Configure Content Types and Record Types

Configure Document Relationships

Lesson 14 – Add an Administrative Section to the Credit Memo