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Using Salesforce nCino Architecture for Best Testing Results

 a computer tab is open on the Salesforce platform to represent the gateway to nCino architecture

The expectations of today’s market are ever changing, especially when it comes to user experience. Through the myriad of fluctuating demands, one remains constant: convenience.  Accordingly, companies have turned to innovative technologies to uphold their competitive edge. 

For the banking industry, this likely includes adopting nCino architecture to enhance customer and employee relations. The following article will serve as a financial project manager’s guide to nCino architecture uses, testing, and more. 

Which companies should use nCino architecture?

nCino is a bank operating system built on the Salesforce platform. nCino architecture is cloud-based and inherently versatile. As a third-party application, it can integrate seamlessly with your core system and combine with other Salesforce tools—for example, the Salesforce service cloud or marketing cloud. Although most modern businesses can benefit from its integration capabilities, it's particularly useful for Salesforce-savvy companies in the finance industry. 


Typically, organizations host an extensive portfolio of applications, all of which must operate harmoniously to avoid lapses in security and functionality. nCino architecture is built to help those businesses manage customer relations, loan management, risk assessment, and compliance without complicating the existing application infrastructure.

Using nCino Architecture to Boost Automation Efforts

One of the biggest software industry trends of 2021 was hyper-automation, and for a good reason. Automated solutions have overhauled the testing process, allowing testers and QA to focus solely on tasks that require human judgment, like exploratory testing methods. Wasting resources on repetitive processes like regression testing has primarily become a thing of the past. Where does nCino architecture fit into all this? Let’s discuss a couple of its automation-friendly features below.


The foundation of nCino architecture is flexibility, particularly when it comes to integrations. nCino partners with system integrators (SI) to connect with third-party providers of all kinds. Efficient integrations allow companies to apply automation to existing systems without disturbing the larger infrastructure. 


System integrators (SI) provide companies with the resources to build direct integrations to nCino architecture.

Leveraging AI 

Artificial intelligence and machine learning are built-in features of nCino architecture. Collecting and reporting valuable data regarding your business processes helps companies delegate tasks more efficiently and accurately manage feedback. Additionally, risk management is a high priority in the banking industry. By introducing automation and AI to the risk management process, companies can eliminate human errors that result in avoidable losses. 

Biggest Pain Points of nCino Architecture

Anyone familiar with Salesforce knows that its dynamic elements can become stumbling blocks when they’re not adequately monitored; nCino is no exception. A couple of the most common challenges include:

  • Incompatible release timelines. Updates and other nCino release changes can throw a wrench into the works without a compatible test schedule. Align your nCino architecture tests with release changes for best results. 

  • Poor configuration. Data governance is a top priority in the finance and banking industries. It’s important to keep in mind that security is a shared responsibility among your business and Salesforce. Although nCino architecture has built-in security features, your organization is responsible for the configuration and development of any applications run on the platform. 

Addressing nCino Architecture Testing Challenges

The best testing tools for Salesforce will work in tandem with Salesforce releases and support nCino architecture security with its own DevSecOps measures. A few other elements to look for in a testing solution include the following:

  • Low-code capabilities. The best test automation solutions are built with DevOps methodology in mind. Low-code solutions allow members of your organization without extensive knowledge of development to create and implement their own test cases. This accessibility helps bridge the communication gap between the operational and development teams. Since nCino architecture is built on a single platform, collaboration is critical. 

  • Platform adaptability. nCino may be built for comprehensiveness, but it’s unlikely that Salesforce is the only platform your company utilizes. Salesforce compatibility is critical, but your testing solution must be adaptable enough to test across multiple platforms and applications. For example, if your developers are porting third-party risk management software to the Salesforce cloud, your testing solution must be able to detect defects that could arise during the conversion process. 

Partner with a test automation solution made for Salesforce

Copado was initially designed for Salesforce before growing and adapting to support clouds like MuleSoft and Google. Actions speak louder than words, so feel free to check out the cold hard facts in our 2022 State of Salesforce Testing Report. Not to brag, but studies show that teams with test automation are deploying 50% faster.