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Salesforce nCino 201 Commercial Banking Functional Sample Questions:

1. For a user to generate a record below the Main on the loan record in nCino, which button are you required to add to the page layout?

A) Sharing
B) Credit Memo
C) New Limit/Sub/Takedown
D) Manage Customer Portal

2. A loan with loan number 12345 is renewed. This creates a new Loan record with Loan number 12345R-1.
When Loan 12345R-1 books the stage is updated to the 'booked' stage.
What happens to the 12345R-1 loan's loan number when the 12345R-1 loan books?

A) The R-1 appendage on loan 12345R-1 is removed
B) Loan 12345R-1 updates to 12345R-2
C) The loan is deleted
D) The loan number for loan 12345R-1 is updated to 12345_ORG

3. Any financial documents for your borrower should be saved in the __________.

A) Overview
B) Relationship Document Manager
C) Loan Document Manager
D) Connections

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

A) When configuring a query within a table, navigate to Table Properties and uncheck the "Automatically Resize" checkbox
B) Copy field API values from the "Show Available Fields" window to eliminate any misspellings caused by manual entry
C) Ensure that all quotation marks within queries are the straight quotes " " instead of utilizing the curly Microsoft Word quotation marks " "
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 the objects are connected

5. The Customer Information (CIP information - i.e. date of birth, drivers license) for an Individual Relationship is stored here.

A) Overview
B) Leads
C) Contacts
D) Connections

Solutions: