Salesforce nCino 201 Commercial Banking Functional Exam pdf study material

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Salesforce nCino 201 Commercial Banking Functional Sample Questions:

1. The Customer Information (CIP information - i.e. date of birth, drivers license) for an Individual Relationship is stored here.

A) Connections
B) Overview
C) Leads
D) Contacts

2. True or False? During Approval Process, the Stage field on Product Package and Loan are what controls the syncing for Approval.

A) True
B) False

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

4. The Address is found on which object?

A) Collateral Management
B) Loan
C) Collateral Pledged
D) Lien

5. What field on relationship is recommended to be used when starting Relationship Docman Smart Checklists?

A) Type
B) Name
C) Industry
D) LookupKey

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