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

Question 1

What Icon represents a Loan record in nCino?

A. Small Green Man

B. Coin

C. Money Bag

D. Folder

Correct Answer: C

Question 2

True or False? You can add Fees from Product Package.

A. False

B. True

Correct Answer: A

Question 3

True or False? When you log a call, you are also given the ability to create a follow-up task on the same page, if needed.

A. False

B. True

Correct Answer: B

Question 4

True or False? A Loan converts to a lead through the "Convert to nCino" button.

A. False

B. True

Correct Answer: A

Question 5

The 'Loan Details' Main Navigation has Sub Navigation called Questionnaire that should be the first Route that is seen when clicking the 'Loan Details'. Where is the 'Default Context' checkbox checked to make the Questionnaire show up first?

A. Route

B. Route Group

C. Screen Section

D. Group

Correct Answer: B

Question 6

Which SOQL Query would return the fields: Name, Billing address (street,city,state,zip) and phone number of all Relationships (Account) with the billing state of North Carolina with no syntax errors?

A. SELECT NAME, BILLING ADDRESS, PHONE FROM ACCOUNT HAVING BILLINGSTATE =
'NC'

B. SELECT NAME, BILLING ADDRESS, PHONE FROM ACCOUNT WHERE BILLINGSTATE =
'NC'

C. SELECT NAME, BILLING ADDRESS, FROM ACCOUNT WHERE BILLINGSTATE = 'NC'

D. SELECT NAME, BILLING ADDRESS PHONE FROM ACCOUNT WHERE BILLINGSTATE = NC

Correct Answer: B

Question 7

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

A. Allows use of an Approval Process to manage requests

B. Customize Rating Worksheets

C. Customize Rating Worksheets

D. Automatically updates all Rating Worksheets

Correct Answer: A

Question 8

Connections is used to join what 2 type of records.

A. Relationships to Loans

B. Relationships with other Relationships

C. Loans with other Loans

D. Reports to Dashboards

Correct Answer: B

Question 9

True or False? A Change Memo is used to request an approval to change terms, rate, amount, etc. AFTER the Loan has already been approved - but BEFORE the Loan has been closed/booked.

A. False

B. True

Correct Answer: B

Question 10

Which process gives you the most similar view of nCino on your mobile device?

A. Salesforce1 App

B. Browser

Correct Answer: B

Question 11

The Process Overview provides a visual representation of the number of Loans categorized by which of the following?

A. Loan Stage

B. Loan Status

C. Loan Product

D. Loan Amount

Correct Answer: A

Question 12

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

A. Qualitative

B. Narratives

C. Template

D. Quantitative

Correct Answer: A,D

Question 13

Where can a User find "Recent Items"?

A. Side Pane

B. Center Pane

Correct Answer: A

Question 14

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

A. Copy field API Values from the "Show Available Fields" window to eliminate any misspellings caused by manual entry.

B. 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 objects are connected.

C. When configuring a query within a table, navigate to Table Properties and uncheck the "Automatically Resize" checkbox.

D. Ensure that all quotation marks within queries are the straight quotes " " instead of utilizing the curly Microsoft Word quotation marks.

Correct Answer: A,B,C,D

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Salesforce nCino 201 Commercial Banking Functional (201-Commercial-Banking-Functional) Free Practice Test