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Salesforce nCino 201 Commercial Banking Functional Sample Questions:

1. The 'Decline Loan' button is at the top of the ______ page.

A) Contact
B) Loan
C) Relationship
D) Lead

2. True or False? An approval process can fire email alerts to groups of users.

A) False
B) True

3. When converting a lead, what is NOT created?

A) Loan
B) Memo
C) Individual Relationship
D) Business Relationship

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

5. What tab should an admin navigate to for configuring Document Manager?

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

Solutions: