Salesforce 201-Commercial-Banking-Functional - SalesforcenCino 201 Commercial Banking Functional Exam
Total 169 questions
What icon represents a Relationship record in nCino?
True or False: Once the entire Loan term is defined, the payment structure data from the first payment stream is pushed back to the loan object and saved. This overwrites existing data on the loan object.
True or False: You don't need a field set in order to Build the Layout for a Screen Section.
True or False: A loan converts to a lead through the "Convert to nCino" button.
True or False? The nCino Fees Feature can automatically calculate a fee as a fixed amount or a percentage of some other amount.
Which loan field is Not required to be filled out to initially create a Rate and Payment Stream?
A "Standard Fee" is defined as: (Choose 3)
Covenant Compliance records are created "X" days prior to the "Next Evaluation Date" based on?
Where would a Route with the App Name of 'third-party-reports' display if you assigned it to a Group via Route Group and did NOT give it a Parent Route?
True or False? The Process Overview enables nCino users to have a comprehensive view of all Relationships in the system.
