Salesforce 201-Commercial-Banking-Functional - SalesforcenCino 201 Commercial Banking Functional Exam
Total 169 questions
True or False? When Creating a New Route you should always click the New Button.
Where can a User find "Recent Items"?
What field on the Loan controls Total Reviewable Loan Facilities? (Pick one)
True or False: The Process Overview enables nCino users to have a comprehensive view of all Relationships in the system.
The navigation items organized vertically across the left side of the nCino User Interface are called:
What tab should an admin navigate to for configuring Document Manager?
True or False: Collateral Type is optional.
For a user to generate a record below the Main on the loan record in nCino, which button are you required to add to the page layout?
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?
The 'Loan Details' Main Navigation has Sub Navigation called Questionnaire that should be the first Route that is seen when clicking the 'Loan Details'. Where is the 'Default Context' checkbox checked to
make the Questionnaire show up first?
