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nCino Salesforce Testing Tool Training Syllabus, tailored for QA professionals, test
engineers, and system administrators working with nCino on the Salesforce platform. The course includes manual + automation testing, use of ACCELQ, Copado Robotic Testing, and Salesforce-native testing features, with real-time assignments and projects.
Curriculum Designed by Experts
• Overview of nCino Digital Banking Platform
• nCino Modules: Commercial Banking, Retail, SBA, Treasury
• Understanding Salesforce as a Platform
• Role of Testing in nCino implementations
� Assignment: Document the business process flow of a sample nCino module
• Salesforce Architecture for QA
• Types of Testing: UI, Functional, Regression, UAT, API
• Salesforce Data Model: Objects, Fields, Relationships
• Testing Declarative vs Programmatic Components
� Assignment: Create test cases for a custom Salesforce object used in nCino
• Navigating nCino User Interfaces
• Manual Test Case Design Techniques
• End-to-End Test Scenario Planning
• Business Process Testing (Loan Origination, Credit Memo)
� Project: Create a manual test suite for a loan origination process in nCino
• Introduction to ACCELQ
• Setting up Projects and Repositories
• Building No-Code Test Scenarios
• Validating Fields, Workflows, and Document Generation
• Self-Healing Automation and Cross-Browser Testing
� Assignment: Automate a customer onboarding flow using ACCELQ
• Overview of Copado RPA Testing for Salesforce/nCino
• Creating and Executing Test Plans
• Working with Templates and Smart Tests
• Integration with CI/CD Pipelines
� Lab: Build and run a regression test suite for nCino change request flow
• Managing Test Data in nCino and Salesforce
• Using Data Loader / Dataloader.io
• Anonymizing Production Data for Testing
• Best Practices for Test Data Integrity
� Assignment: Import mock customer and loan data for a test cycle
• Introduction to REST/SOAP APIs in nCino
• Testing External Integrations (e.g., Core Banking, Credit Bureau)
• Tools: Postman, SoapUI
• Validating API Responses, Status Codes, Data Integrity
� Project: Build API tests for loan status check via third-party service
• Load Testing nCino Apps using JMeter
• Identifying Bottlenecks in nCino Flows
• Salesforce Shield & Security Settings
• Static Code Analysis for Apex Triggers/Classes
� Assignment: Simulate 100 concurrent user scenarios on the nCino credit request
flow
• Version Control with Git
• Continuous Testing in Jenkins or GitHub Actions
• Integrating Test Suites in Deployment Pipelines
• Test Result Dashboards and Logs
� Lab: Integrate an automated nCino test with a Jenkins pipeline
• Planning and Executing UAT Cycles
• Creating Traceability Matrix
• Regression Testing Strategy for nCino Monthly Releases
• Using Sandbox for User Acceptance Testing
� Project: Prepare a UAT test plan for a Treasury Management rollout
1. Loan Origination End-to-End Testing
2. Document Generation Validation
3. Underwriting Workflow Testing
4. Credit Memo Field & Flow Validation
5. nCino to Core Banking System Integration Testing
� Capstone Project: End-to-End QA Strategy & Test Automation Plan for Commercial
Banking Module in nCino
• 50+ Real-Time Test Case Templates
• Sample Automation Scripts (ACCELQ/Copado/Postman)
• Reusable Test Data Sets
• API Test Plans
• UAT Sign-oh Templates
• Interview Questions (Manual + Automation in nCino)
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