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Salesforce 201-Commercial-Banking-Functional Exam Syllabus Topics:

Salesforce nCino 201 Commercial Banking Functional Sample Questions:

1. Once the Covenant Compliance record is set to Compliant status, the Next Evaluation Date on the parent Covenant automatically moves forward based on the frequency set on the parent Covenant. This is accomplished via workflow rules and can be customized.
Which of the following is necessary for a sync with records coming from the Core?

A) A match on the Relationship Social Security Number or Tax ID
B) A match on the name of the record
C) A match on the lookupKey value for the record
D) A Salesforce ID match

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

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

3. An Advance Rate override will impact which record?

A) Collateral Management
B) Collateral Type
C) Collateral Pledged
D) All of the Above

4. True or False: The Process Overview enables nCino users to have a comprehensive view of all Relationships in the system.

A) True
B) False

5. Collateral Management records must have what child record?

A) Lien
B) Collateral Pledged
C) All of the Above
D) Collateral Ownership

Solutions: