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Salesforce nCino 201 Commercial Banking Functional Sample Questions:

1. How Does nCino use Risk Rating? (Choose 2 answers)

A) Customize Rating Worksheets
B) Customize Rating Worksheets
C) Automatically updates all Rating Worksheets
D) Allows use of an Approval Process to manage requests

2. True or False: A Loan that is processed through nCino will typically go through multiple approval processes.

A) True
B) False

3. The Product Catalog is configured on the back end by using what tool?

A) Standard Cloner Tool
B) Copy Loan Plus Tool
C) Document Manager Tab
D) DM Admin Tool

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

A) True
B) False

5. What tab should be navigated to for Docman Configuration?

A) Docman Configuration Tool Suite
B) Reports
C) DM Administration
D) Home
E) nCino Administration

Solutions: