Salesforce ADM 201

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