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Salesforce nCino 201 Commercial Banking Functional Sample Questions:

1. For a user to add a 'Non-Standard' Fee to a loan:

A) They need access to a text field labeled 'other' to enter the fee type
B) The Fee must exist as an option in the 'Fee Type' picklist on the Fee Object
C) The Fee must exist as a record of the Template Object
D) They need a special custom object to track Non-Standard Fees

2. True or False? An Admin will Visit the ManageRates Visualforce Page to adjust the rate for a given index.

A) True
B) False

3. Select the options that best summarize what a Product Package is. (Choose all that apply)

A) Bulk Actions to Loans (Modify/Renew, Submit for Approval, Review)
B) Unified Credit Memo and Forms Gen
C) Aggregation of Loans and ancillary data (Fees, Collateral, etc.)
D) Manage Relationship Statistics

4. When configuring the form template, which of the following items are nCino's recommended best practices?

A) Ensure that all quotation marks within queries are the straight quotes " " instead of utilizing the curly Microsoft Word quotation marks " "
B) When configuring a query within a table, navigate to Table Properties and uncheck the "Automatically Resize" checkbox
C) 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 the objects are connected
D) Copy field API values from the "Show Available Fields" window to eliminate any misspellings caused by manual entry

5. Which of the following ways can a Loan be created in nCino? (Select Two)

A) Adding from Entity Involvement Related List
B) Converting a Lead to a Loan
C) New Loan Product button from Relationship
D) Collateral Management Manage Collateral Button

Solutions: