Setup Steps
DLH.io Setup Guide for nCino
Setup Guide
Setup Steps uses the Salesforce platform behinds the scenese, so you will want to use our Salesforce connector to integrate with your Setup Steps instance/account.
Integrate with a best practices approach, using DLH.io, for performance, manageability, and reduction of throttling requirements. This will save you time and energy and get you the data that you need.