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Salesforce nCino 201 Commercial Banking Functional Sample Questions:

1. The following are the Related Lists (also called "hovers" or "quick links") that store any CRM activities for the relationship that have been closed/completed.

A) Connections
B) Contacts
C) Activity History
D) Open Activities

2. When copying/cloning Collateral Management records in nCino, which field allows an end-user to include associated sub collateral records?

A) Bulk Update
B) Include Collateral Children
C) Include Collateral Hierarchy
D) Quantity
E) Advance Rate

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

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

4. In nCino, which designation in the default structure hierarchy captures the record of principal advance?

A) Main
B) Sub Limit
C) Limit
D) Current Takedown

5. Which section of your homepage can be configured to show the reports you choose to have displayed?

A) My Tasks
B) Calendar
C) Dashboard
D) Contacts

Solutions: