0 Replies Latest reply on Sep 12, 2017 2:19 PM by Carol Schumaker

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

    Carol Schumaker

      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