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Salesforce 201-Commercial-Banking-Functional Exam Dumps
SalesforcenCino 201 Commercial Banking Functional Exam
Total Questions : 169
Update Date : November 01, 2024
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Salesforce 201-Commercial-Banking-Functional Sample Question Answers
Question # 1When configuring the form template, which of the following items are nCino's recommended best practices?
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 the objects are connected
Question # 2
After you begin Spreading, what is the first step a user must complete before adding income statements?
A. Export the bundle
B. Set Fiscal Year End
C. Check the Common Sizing box
D. Select number of months in a period
Question # 3
How do I Modify/Renew a Loan from Product Package?
A. Credit Actions button
B. Navigate to loan and then modify/renew
C. Manage Loan button
D. Bulk Actions button
Question # 4
True or False: The nCino Fees Feature can automatically calculate a fee as a fixed amount or a percentage of some other amount.
A. True
B. False
Question # 5
True or False: When creating a New Risk Grade Template you should Always use the Create New Risk Grade Template Button.
A. True
B. False
Question # 6
True or False: To access the Default Rate Indices one would navigate via Setup>Develop>Custom Settings>Manage records next to Index
A. True
B. False
Question # 7
True or False: When curating data in an excel sheet, leading zeros are sometimes hidden.
A. True
B. False
Question # 8
True or False? An Admin will Visit the ManageRates Visualforce Page to adjust the rate for a given index.
A. True
B. False
Question # 9
Which loan field is Not required to be filled out to initially create a Rate and Payment Stream?
A. Loan Amount
B. First Payment Date
C. Amortized Terms (Months)
D. Index
E. Loan Term (Months)
Question # 10
True or False? You can add Fees from Product Package.
A. True
B. False
Question # 11
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?
A. Click edit page layout and search for the missing field
B. Create the field
C. Check with the knowledge team to make sure the article is up to date
D. Chatter your team lead
Question # 12
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. True
B. False
Question # 13
True or False: New Covenant Management records are created when the "Next Evaluation Date" is met.
A. True
B. False
Question # 14
What field on relationship is recommended to be used when starting Relationship Docman Smart Checklists?
A. Type
B. Name
C. Industry
D. LookupKey
Question # 15
True or False? The Process Overview enables nCino users to have a comprehensive view of all Relationships in the system.
A. True
B. False
Question # 16
You can use the Log a Call function on which of the following pages
A. Contact
B. Lead
C. Loan
D. Relationship
E. All of the above
Question # 17
Collateral Management records must have what child record?
A. Collateral Pledged
B. Lien
C. Collateral Ownership
D. All of the Above
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