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Salesforce nCino 201 Commercial Banking Functional Sample Questions:

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

2. What icon represents a Relationship record in nCino?

A) Money Bag
B) Small Green Man
C) Folder
D) Coin

3. True or False: An approval process can fire email alerts to a group of users.

A) True
B) False

4. Which of the following object are commonly referred to as "Ticklers":

A) Covenant Management
B) Events
C) Loan Covenants
D) Covenant Compliance

5. What method of organization should be used to create the Loan Document Manager Smart Checklists?

A) Start with least common documents with broad criteria, work your way down to smaller groups
B) Start with random documents, no one way is easier
C) Use Loan Amount and Product Line only
D) Start with most common documents with broad criteria, work your way down to smaller groups with more granular criteria

Solutions: