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Salesforce nCino 201 Commercial Banking Functional Sample Questions:

1. True or False? On a Change Memo, you have to manually go back into the Loan record to update any new changes to fields like terms, rate, amount, etc.

A) False
B) True

2. When copying/cloning Collateral Management records in nCino, which field allows an end-user to include associated sub collateral records?

A) Include Collateral Hierarchy
B) Quantity
C) Bulk Update
D) Include Collateral Children
E) Advance Rate

3. Which section of your homepage can be configured to show the reports you choose to have displayed?

A) Contacts
B) My Tasks
C) Calendar
D) Dashboard

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

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

5. Once the Covenant Compliance record is set to Compliant status, the Next Evaluation Date on the parent Covenant automatically moves forward based on the frequency set on the parent Covenant. This is accomplished via workflow rules and can be customized.
Which of the following is necessary for a sync with records coming from the Core?

A) A Salesforce ID match
B) A match on the name of the record
C) A match on the lookupKey value for the record
D) A match on the Relationship Social Security Number or Tax ID

Solutions: