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Salesforce nCino 201 Commercial Banking Functional Sample Questions:

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

A) False
B) True

2. In the nCino UI, bold contents contained within a field denotes data:

A) That has recently been saved
B) That is used in a formula field elsewhere in the system
C) That has been entered but not yet saved
D) That is incorrect value for the field type it is entered in

3. Once the Covenant Compliance record is set to Compliant status, the Next Evaluation Date on the parent Covenant automatically moves forward based on the frequency set on the parent Covenant. This is accomplished via workflow rules and can be customized.
Which of the following is necessary for a sync with records coming from the Core?

A) A match on the lookupKey value for the record
B) A match on the Relationship Social Security Number or Tax ID
C) A Salesforce ID match
D) A match on the name of the record

4. When using Spreads, what is the most likely reason an end user is unable to select the Show operations checkbox?

A) They are not an administrator
B) Missing Underwriting Permission Set
C) Spreads was configured incorrectly
D) Field level security is too high

5. 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

Solutions: