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Salesforce nCino 201 Commercial Banking Functional Sample Questions:

1. What tab should an admin navigate to for configuring Document Manager?

A) DM Admin
B) Home
C) nCino Administration
D) Docman Configuration Tool Suite
E) Reports

2. True or False? When you log a call, you are also given the ability to create a follow-up task on the same page, if needed.

A) False
B) True

3. 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?

A) The loan number for loan 12345R-1 is updated to 12345_ORG
B) Loan 12345R-1 updates to 12345R-2
C) The R-1 appendage on loan 12345R-1 is removed
D) The loan is deleted

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

A) False
B) True

5. True or False? The roles used in loan team member alerts configuration are the standard Salesforce roles.

A) False
B) True

Solutions: