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Salesforce nCino 201 Commercial Banking Functional Sample Questions:

1. What data points related to Collateral MGMT is recommended to be used when starting Collateral Docman Smart Checklists?

A) Collateral History
B) Address
C) Collateral Pledge
D) Loan to Value
E) Collateral Type-> Type/Subtype

2. True or False? On a Change Memo, you have to manually go back into the Loan record to update any new changes to fields like terms, rate, amount, etc.

A) False
B) True

3. Where would a Route with the App Name of 'third-party-reports' display if you assigned it to a Group via Route Group and did NOT give it a Parent Route?

A) In the Magic Wand
B) It won't render because it doesn't have a Parent Route
C) The Secondary Navigation
D) The Main Navigation

4. When configuring Loan Team Member alerts, what workflow action is utilized?

A) Email alert
B) Outbound message
C) Create task
D) Field update

5. Which section of your homepage can be configured to show the reports you choose to have displayed?

A) My Tasks
B) Contacts
C) Dashboard
D) Calendar

Solutions: