Description
|
Created by Christen Ort
over 7 years ago
|
|
Page 1
Apps, Objects, Tabs Company Profile User Setup and Login Security Overview Profiles Permission Sets Roles Groups Manual Record Sharing Delegated Admin Object Relationships Home page Layouts Page Layouts Buttons & Links List Views Search Layouts Fields Fieldsets Field History Tracking Lookup/Master Details Many to Many Relationships Formulas Record Types Activities Chatter Record Ids Importing Validation Rules Worflow Process Builder Visual Flow nCino --- Lead/Opportunity Conversion to nCino Products Stage and Status DocMan Loan Collateral Covenants Legal Entities Fees Memo Modificaitons Renewals Reviews Product Package Credit Memo Common nCino Scenerios --- Community vs Regional vs Enterprise Exposure Relationships Collateral nCino "Case Studies" --- BofA TD Bank of the West Santander M&T
Want to create your own Notes for free with GoConqr? Learn more.