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Salesforce 201-Commercial-Banking-Functional Exam Syllabus Topics:

Salesforce nCino 201 Commercial Banking Functional Sample Questions:

Question 1

The nCino solution is compatible with Salesforce Lightning user experience.

A. False
B. True

Question 2

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

A. Ensure that all quotation marks within queries are the straight quotes " " instead of utilizing the curly Microsoft Word quotation marks.
B. Copy field API Values from the "Show Available Fields" window to eliminate any misspellings caused by manual entry.
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.

Question 3

Covenant Compliance records are generated until:

A. the Status is changed
B. All associated Loans are in the Booked Stage
C. All Associated Loans are in the Complete Stage
D. A user deactivates the Covenant Management record

Question 4

True of False? Individual Relationship records also have Contact records linked to them - and on the Contact record is where the customer's CIP information is stored.

A. False
B. True

Question 5

For a user to generate a record below the Main on the loan record in nCino, which button are you required to add to the page layout?

A. Sharing
B. Manage Customer Portal
C. Credit Memo
D. New Limit/Sub/Takedown

Solutions: