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201-Commercial-Banking-Functional Exam Dumps : SalesforcenCino 201 Commercial Banking Functional Exam

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SalesforcenCino 201 Commercial Banking Functional Exam Questions and Answers

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Question 1

When configuring the form template, which of the following items are nCino's recommended best practices?

Options:

A.

Copy field API Values from the "Show Available Fields" window to eliminate any misspellings caused by manual entry.

B.

Ensure that all quotation marks within queries are the straight quotes " " instead of utilizing the curly Microsoft Word quotation marks.

C.

When configuring a query within a table, navigate to Table Properties and uncheck the "Automatically Resize" checkbox.

D.

Utilize the Schema Builder functionality when uncertain about how to query to a certain field on a related object to understand the data structure and how objects are connected.

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Question 2

True or False: New Covenant Management records are created when the "Next Evaluation Date" is met.

Options:

A.

True

B.

False

Question 3

The following are the Related Lists (also called "hovers" or "quick links") that store any CRM activities for the relationship that have been closed/completed.

Options:

A.

Contacts

B.

Activity History

C.

Connections

D.

Open Activities

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