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Free Salesforce 201-Commercial-Banking-Functional Practice Exam with Questions & Answers

Questions 1

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

Options:
A.

Lead

B.

Contact

C.

Loan

D.

Relationship

Questions 2

True or False? The packaged Setup of nCino UI will have Risk Rating already configured.

Options:
A.

True

B.

False

Questions 3

When loans are renewed or modified, the financial institution would like to ensure that Loan Team Members (related list) are not copied from the original loan. Which ConfigVal setting should be reviewed or edited to prevent this?

Options:
A.

Relatives_To_Clone

B.

Renewal_Fields_To_Clone

C.

Relative_Fields_To_Clone

D.

Renewal_Feature_Enabled

Questions 4

True or False: Spelling and punctuation should match exactly when configuring back end product catalog and front end product catalog.

Options:
A.

True

B.

False

Questions 5

True or False? Informatica loads run on a manual sync. The admin must tell the sync to run.

Options:
A.

True

B.

False

Questions 6

Which fields must be filled out when converting a Lead to a Loan?

Options:
A.

Product Information

B.

Customer Contact Information

C.

Related Entities

D.

Relationship and Loan Lookups

Questions 7

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

Options:
A.

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

B.

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

C.

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

D.

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.

Questions 8

The nCino UI provides the users with all of the following, except:

Options:
A.

An intuitive layout that reduces learning curve in adapting to and using the layout effectively

B.

A Streamlined navigation and presentation of data by keeping all relevant information in one view pane (you are only presented with the information you need to know)

C.

A 1-to-1 replacement of native Salesforce Ul functionality

D.

Consistent experience across devices

Questions 9

True or False? The Product Catalog can dictate the type of placeholders that render in Document Manager.

Options:
A.

True

B.

False

Questions 10

True or False? Risk Grade Groups can be associated with Multiple Risk Grade Templates.

Options:
A.

True

B.

False