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Salesforce nCino 201 Commercial Banking Functional Sample Questions:

1. When converting a lead, what is NOT created?

A) Individual Relationship
B) Memo
C) Business Relationship
D) Loan

2. What is the name of the junction object that typically ties Loans and Deposits to Relationships?

A) Connection Plus
B) Collateral Management
C) Entity Involvement
D) Entity Engagement

3. Which of the following is NOT an example of a Fee that should be tracked using the nCino Fee Management feature?

A) Credit Card Late Payment Charge
B) Loan Origination
C) Appraisal
D) Attorney

4. What method of organization should be used to create the Loan Document Manager Smart Checklists?

A) Start with most common documents with broad criteria, work your way down to smaller groups with more granular criteria
B) Start with least common documents with broad criteria, work your way down to smaller groups
C) Start with random documents, no one way is easier
D) Use Loan Amount and Product Line only

5. Which of the following functions are available with the Schedule an Event feature?

A) Create a Recurring Event
B) All of the above
C) Create a time block on your calendar for the event
D) Create an All Day Event

Solutions: