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Salesforce nCino 201 Commercial Banking Functional Sample Questions:

1. Connections is used to join what 2 type of records.

A) Relationships with other Relationships
B) Reports to Dashboards
C) Relationships to Loans
D) Loans with other Loans

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

A) Template
B) Narratives
C) Qualitative
D) Quantitative

3. What data points related to Collateral MGMT is recommended to be used when starting Collateral Docman Smart Checklists?

A) Address
B) Collateral Type-> Type/Subtype
C) Collateral Pledge
D) Collateral History
E) Loan to Value

4. True of False? Individual Relationship records also have Contact records linked to them - and on the Contact record is where the customer's CIP information is stored.

A) False
B) True

5. When configuring a form template from the Loan object and attempting to capture the values for fields on a related object, how must the start of the query be configured to "call-out" to that other object?

A) {{FIELD="API_Name"}}
B) {{LIST="Field_API_Name"}}
C) {{"API_Name"}}
D) {{LIST="Object_API_Name"}}

Solutions: