Has anyone integrated with nCino Bank Operating System (Salesforce-based)?

Anonymous
Not applicable

Has anyone integrated with nCino Bank Operating System (Salesforce-based)?

We are implementing nCino which is wrapped around a Salesforce database. Does anyone have any experience with this integration?

Any help would be greatly appreciated.

  1. Does it use standard objects below?

i. Lead

ii. Contact

iii. Account

iv. Opportunity

  1. How does Lead Conversion work?
  2. Do you have limited API calls on SFDC APIs?
  3. Do you use Person Accounts?

Thanks!

Carol