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201-Commercial-Banking-Functional SalesforcenCino 201 Commercial Banking Functional Exam Questions and Answers

Questions 4

Nodes in the Overview Tab can be directed to which of the following?

Options:

A.

A specific List View or a specific Dashboard

B.

A specific List View or a specific Report

C.

The Loan Object or the the Report Object

D.

The Loan Object or the Dashboard Object

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Questions 5

When converting a lead, what is NOT created?

Options:

A.

Loan

B.

Memo

C.

Individual Relationship

D.

Business Relationship

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Questions 6

True or False: It is NOT important to have a corresponding customer request/permission before attempting to data load.

Options:

A.

True

B.

False

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Questions 7

True or False: You don't need a field set in order to Build the Layout for a Screen Section.

Options:

A.

True

B.

False

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Questions 8

True or False? Collateral Type is optional.

Options:

A.

True

B.

False

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Questions 9

True or False? An approval process can fire email alerts to groups of users.

Options:

A.

True

B.

False

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Questions 10

What objects are standard supported for Document Manager?

Options:

A.

-Loan

B.

-Relationship

C.

-Deposits

D.

-Collateral

E.

-Treasury Services

F.

-Product Package

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Questions 11

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

Options:

A.

True

B.

False

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Questions 12

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

Options:

A.

Sub Limit

B.

Current Takedown

C.

Main

D.

Limit

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Questions 13

True or False? A Loan that is processed through nCino will typically go through multiple approval processes.

Options:

A.

True

B.

False

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Questions 14

True or False: The packaged Setup of nCino UI will have Risk Rating already configured.

Options:

A.

True

B.

False

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Questions 15

A loan with loan number 12345 is renewed. This creates a new Loan record with Loan number 12345R-1. When Loan 12345R-1 books the stage is updated to the 'booked' stage.

What happens to the 12345R-1 loan's loan number when the 12345R-1 loan books?

Options:

A.

The loan is deleted

B.

Loan 12345R-1 updates to 12345R-2

C.

The R-1 appendage on loan 12345R-1 is removed

D.

The loan number for loan 12345R-1 is updated to 12345_ORG

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Questions 16

True or False? Appending 'tool-' or 'action-' to the beginning of an App Name on the Route object will make the Route display in the Magic Wand.

Options:

A.

True

B.

False

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Questions 17

True or False: A Loan that is processed through nCino will typically go through multiple approval processes.

Options:

A.

True

B.

False

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Questions 18

The Product Catalog is configured on the back end by using what tool?

Options:

A.

Copy Loan Plus Tool

B.

DM Admin Tool

C.

Standard Cloner Tool

D.

Document Manager Tab

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Questions 19

True or False? A Limit or a Sub Limit adds additional exposure to the overall hierarchy.

Options:

A.

True

B.

False

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Questions 20

True of False? Risk rating can include both qualitative and quantitative values.

Options:

A.

False

B.

True

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Questions 21

An Advance Rate override will impact which record?

Options:

A.

Collateral Type

B.

Collateral Pledged

C.

Collateral Management

D.

All of the Above

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Questions 22

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

Options:

A.

Outbound message

B.

Email alert

C.

Field update

D.

Create task

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Questions 23

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?

Options:

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

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Questions 24

True or False? Collateral Placeholders can be imported into Loan Documan.

Options:

A.

True

B.

False

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Questions 25

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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Exam Name: SalesforcenCino 201 Commercial Banking Functional Exam
Last Update: Dec 2, 2024
Questions: 169

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