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Salesforce nCino 201 Commercial Banking Functional Sample Questions:

1. How Does nCino use Risk Rating? (Choose 2 answers)

A) Automatically updates all Rating Worksheets
B) Allows use of an Approval Process to manage requests
C) Customize Rating Worksheets
D) Customize Rating Worksheets

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

A) False
B) True

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

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

4. Where are the graphics for the nodes used on the Overview tab (Process View Images) housed?

A) Installed Packages
B) Custom Labels
C) Desktop Administration
D) Apps
E) Static Resources

5. Connections is used to join what 2 type of records.

A) Relationships to Loans
B) Relationships with other Relationships
C) Reports to Dashboards
D) Loans with other Loans

Solutions: