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Salesforce nCino 201 Commercial Banking Functional Sample Questions:

1. nCino Forms Generation can be deployed on which of the following objects?

A) Custom Objects
B) All options listed are correct
C) Account, Loan, Contact & Collateral objects
D) Standard Objects

2. True or False? Activity History shows any prior CRM activities performed (phone calls, email sent, meetings, etc) and Open Activities shows any pending tasks.

A) False
B) True

3. For a user to add a 'Non-Standard' Fee to a loan:

A) The Fee must exist as an option in the 'Fee Type' picklist on the Fee Object
B) The Fee must exist as a record of the Template Object
C) They need a special custom object to track Non-Standard Fees
D) They need access to a text field labeled 'other' to enter the fee type

4. True or False: It is NOT important to have a corresponding customer request/permission before attempting to data load.

A) False
B) True

5. True or False: An approval process can fire email alerts to a group of users.

A) False
B) True

Solutions: