Built + nCino Implementation Guide

Testing Phase

Creating a Salesforce Connected App

  1. Login to Salesforce
  2. Click the Gear  button on the top right of the Screen
  3. Click “Setup
  4. Type in “App Manager” in the quick find bar on the left side of the screen
  5. Click
  6. Populate the following fields –
    • Connected App Name = Built Technologies
    • API Name = Built_Technologies
    • Contact Email = integrations@getbuilt.com
    • Enable OAuth Settings = Checked
    • Enable for Device Flow = Checked
    • Callback URL = https://login.salesforce.com/services/oauth2/success
    • Selected OAuth Scopes = Access and manage your data(api); Perform requests on your behalf at any time(refresh_token, offline_access)
    • Require Secret of Web Server Flow = Checked
  7. Click
  8. Stay on this screen for next step

Create User for Built Integration

  1. Login to Salesforce
  2. Click the Gear  button on the top right of the Screen
  3. Click “Setup
  4. Type and select “Users” in the quick find box
  5. Click “New User
  6. Create user
    • First Name = Built
    • Last Name = Integration
    • Email address = integrations@getbuilt.com
    • Username = integrations@getbuilt.com.”companyname
    • Profile = System Administrator
    • Role = leave empty (or the highest role in hierarchy)
    • Generate Password = Checked

Create the Built Project Button on the Loan Object

  1. Login to Salesforce
  2. Click the Gear  button on the top right of the Screen
  3. Click “Setup
  4. Click
  5. In the quickfind type “Loan
  6. Click Loan (api name = LLC_BI__Loan__c)
  7. Select  and then click “New Button or Link
  8. Populate the following fields –
    • Label = Built Project
    • Name = Built_Project
    • Description = Navigate to a project in the Built system
    • Display Type = Detail Page Button
    • Behavior = Display in new window
    • Content Source = URL
    • Large formula box = https://console.getbuilt.com/apps/ncino/?Customer={!$Organization.Id}&Loan={!LLC_BI__Loan__c.Id}

At Go-Live

Add the Built Project Button to Page Layouts

  1. Login to Salesforce
  2. Click the Gear  button on the top right of the Screen
  3. Click “Setup
  4. Click
  5. In the quickfind type “Loan
  6. Click Loan (api name = LLC_BI__Loan__c)
  7. Select  and then click applicable page layout (typically, nCino UI Hybrid)
  8. Select “Mobile and Lightning Actions
  9. Drag “Built Project” button down to the Salesforce Mobile and Lightning Experience Actions section
  10. Click “Save