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Salesforce nCino 201 Commercial Banking Functional Sample Questions:

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

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

2. True or False? Updating the Status of the Covenant Management record will generate a Covenant Compliance record.

A) False
B) True

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

A) False
B) True

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

A) Entity Involvement
B) Collateral Management
C) Entity Engagement
D) Connection Plus

5. You can use the Log a Call function on which of the following pages

A) Relationship
B) Lead
C) Contact
D) Loan
E) All of the above

Solutions: