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Free Salesforce 201-Commercial-Banking-Functional Practice Exam with Questions & Answers | Set: 2

Questions 11

When configuring Loan Team Member alerts, what workflow action is utilized?

Options:
A.

Outbound message

B.

Email alert

C.

Field update

D.

Create task

Questions 12

Where can a User find "Recent Items"?

Options:
A.

Side Pane

B.

Center Pane

Questions 13

What field on the Loan controls Total Reviewable Loan Facilities? (Pick one)

Options:
A.

In Review

B.

Is Ready Review

C.

Loan Number

D.

None of the above

Questions 14

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

Options:
A.

Contact

B.

Lead

C.

Loan

D.

Relationship

E.

All of the above

Questions 15

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

Options:
A.

Qualitative

B.

Narratives

C.

Quantitative

D.

Template

Questions 16

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

Options:
A.

Home

B.

nCino Administration

C.

DM Admin

D.

Docman Configuration Tool Suite

E.

Reports

Questions 17

___________ is used to notate the reasons for denial of the Loan - and after approval, this record is stored on the Loan page for future reference.

Options:
A.

Decline Loan Reasons

B.

Reasons for Denial

C.

Covenant Compliance

D.

Adverse Action

Questions 18

True or False: A Limit or Sub Limit adds additional exposure to the overall hierarchy.

Options:
A.

True

B.

False

Questions 19

When creating new screen sections for a credit memo, which field determines the order in which screen sections appear?

Options:
A.

Render Order

B.

Widget Order

C.

Display Order

D.

Section Order

Questions 20

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

Options:
A.

True

B.

False