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PDF 201-Commercial-Banking-Functional Study Guide

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Total 169 questions
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Salesforce nCino 201 Commercial Banking Functional Exam Questions and Answers

Question 21

Which of the following ways can a Loan be created in nCino (Select 2)

Options:

A.

Converting a Lead to a Loan

B.

Adding from Entity involvement related list

C.

New Loan Product button from Relationship

D.

New Loan Product button from Relationship

Question 22

Covenant Compliance records are created "X" days prior to the "Next Evaluation Date" based on?

Options:

A.

The number of days specified by the user

B.

The Covenant type

C.

The frequency

D.

The status

Question 23

True or False: An approval process can fire email alerts to a group of users.

Options:

A.

True

B.

False

Question 24

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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Total 169 questions
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