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Salesforce nCino 201 Commercial Banking Functional Sample Questions:

1. Which items must be created in order to configure a team key? (Select Two)

A) Email template
B) Role
C) Email template
D) Loan field
E) Role
F) Email alert


2. What method of organization should be used to create the Loan Document Manager Smart Checklists?

A) Use Loan Amount and Product Line only
B) Start with random documents, no one way is easier
C) Start with most common documents with broad criteria, work your way down to smaller groups with more granular criteria
D) Start with least common documents with broad criteria, work your way down to smaller groups


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

A) True
B) False


4. An Advance Rate override will impact which record?

A) Collateral Pledged
B) Collateral Type
C) Collateral Management
D) All of the Above


5. When renewing/modifying a loan, an appendage is added to the loan number. This is configured where?

A) nCino Administration
B) CFG_ConfigKeys
C) Custom Settings
D) CFG_ConfigValues


Solutions:

Question # 1
Answer: B,C
Question # 2
Answer: C
Question # 3
Answer: B
Question # 4
Answer: A
Question # 5
Answer: D

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