Salesforce 201-Commercial-Banking-Functional - SalesforcenCino 201 Commercial Banking Functional Exam
Total 169 questions
True or False? Activity History shows any prior CRM activities performed (phone calls, email sent, meetings, etc) and Open Activities shows any pending tasks.
True or False? The roles used in loan team member alerts configuration are the standard Salesforce roles.
True or False? A Change Memo is used to request an approval to change terms, rate, amount, etc. AFTER the Loan has already been approved - but BEFORE the Loan has been closed/booked.
True or False: When creating a New Risk Grade Template you should Always use the Create New Risk Grade Template Button.
The Address is found on which object?
True or False? The packaged Setup of nCino UI will have Risk Rating already configured.
How Does nCino use Risk Rating? (Choose 2 answers)
When are notifications sent out after a loan is approved or rejected?
True or False? When curating data in an excel sheet, Leading zeros are sometimes hidden.
You can create a new task off of which of the following objects?
