Free Salesforce nCino 201 Commercial Banking Functional Exam 201-Commercial-Banking-Functional Exam Practice Test

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

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

When are notifications sent out after a loan is approved or rejected?

• Weekly
• Daily
• Monthly
• Automatically

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

• Home
• nCino Administration
• DM Admin
• Docman Configuration Tool Suite
• Reports

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

• Dashboard
• Contacts
• Calendar
• My Tasks

How can you calculate a risk rating (Select 2)?

• Qualitative
• Narratives
• Quantitative
• Template

What is the name of the junction object that typically ties Loans to Relationships and Deposits?

• Collateral Management
• Entity Management
• Connections Plus
• Entity Involvement

What icon represents a Relationship record in nCino?

• Money Bag
• Small Green Man
• Coin
• Folder

True or False? New Covenant Management records are created when the "Next Evaluation Date" is met.

• True
• False

True of False? By default, the total exposure includes any proposed direct or indirect exposure.

• True
• False

Nodes in the Overview Tab can be directed to which of the following?

• A specific List View or a specific Dashboard
• A specific List View or a specific Report
• The Loan Object or the the Report Object
• The Loan Object or the Dashboard Object