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Salesforce 201-Commercial-Banking-Functional Exam Syllabus Topics:

Salesforce nCino 201 Commercial Banking Functional Sample Questions:

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

A) True
B) False

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

3. What data points related to Collateral MGMT is recommended to be used when starting Collateral Docman Smart Checklists?

A) Address
B) Loan to Value
C) Collateral History
D) Collateral Pledge
E) Collateral Type-> Type/Subtype

4. When using nCino Forms Generation, where are the templates stored so that a user can access to edit?

A) Forms Templates
B) nCino Administration
C) Forms Manager
D) Templates can't be edited once saved

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

A) True
B) False

Solutions: