201-Commercial-Banking-Functional Salesforce nCino 201 Commercial Banking Functional Exam Question and Answers

True or False: Spelling and punctuation should match exactly when configuring back end product catalog and front end product catalog.

The Address is found on which object?

When configuring a form template from the Loan object and attempting to capture the values for fields on a related object, how must the start of the query be configured to "call-out" to that other object?

True or False: When Creating a New Route you should always click the New Button.

What tab should be navigated to for Docman Configuration?

From the default structure hierarchy in nCino, which options can have one or many options below them in the hierarchy? (Choose three)

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

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

Connections is used to join what 2 type of records.

True or False? You can add Fees from Product Package.

True or False? Activity History shows any prior CRM activities performed (phone calls, email sent, meetings, etc) and Open Activities shows any pending tasks.

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.

True or False? The roles used in loan team member alerts configuration are the standard Salesforce roles.

Where can the Interest Accrual Method be changed?

When configuring nCino feature from a knowledge base article and a necessary field is not available on the page layout what is the best FIRST step to take to locate the field?

True or False? If you assign a task to someone, they will receive email notification letting them know that they have been assigned a new task.

What is the name of the junction object that typically ties Loans to Relationships and Deposits?

Which of the following is NOT an example of a Fee that should be tracked using the nCino Fee Management feature?

nCino Forms Generation can be deployed on which of the following objects?

Which one of the following is NOT a tab available on your Homepage toolbar?

In the nCino UI, bold contents contained within a field denotes data:

The Financial Indicator Value is determined by: