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Salesforce 201-Commercial-Banking-Functional - SalesforcenCino 201 Commercial Banking Functional Exam

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Total 169 questions

Which one of the following is NOT a tab available on your Homepage toolbar?

A.

Loans

B.

Summary

C.

Overview

D.

Reports

True or False? Document Manager requires permission sets in order for users to upload documents.

A.

True

B.

False

The nCino UI provides the users with all of the following, except:

A.

An intuitive layout that reduces learning curve in adapting to and using the layout effectively

B.

A Streamlined navigation and presentation of data by keeping all relevant information in one view pane (you are only presented with the information you need to know)

C.

A 1-to-1 replacement of native Salesforce Ul functionality

D.

Consistent experience across devices

True or False: Spelling and punctuation should match exactly when configuring back end product catalog and front end product catalog.

A.

True

B.

False

What tab should be navigated to for Docman Configuration?

A.

nCino Administration

B.

DM Administration

C.

Docman Configuration Tool Suite

D.

Home

E.

Reports

True or False? When you log a call, you are also given the ability to create a follow-up task on the same page, if needed.

A.

True

B.

False

In the nCino UI, bold contents contained within a field denotes data:

A.

That has recently been saved

B.

That has been entered but not yet saved

C.

That is incorrect value for the field type it is entered in

D.

That is used in a formula field elsewhere in the system

True or False: New Covenant Management records are created when the "Next Evaluation Date" is met.

A.

True

B.

False

Which SOQL Query would return the fields: Name, Billing address (street,city,state,zip) and phone number of all Relationships (Account) with the billing state of North Carolina with no syntax errors?

A.

SELECT NAME, BILLING ADDRESS, PHONE FROM ACCOUNT WHERE BILLINGSTATE = 'NC'

B.

SELECT NAME, BILLING ADDRESS PHONE FROM ACCOUNT WHERE BILLINGSTATE = NC

C.

SELECT NAME, BILLING ADDRESS, PHONE FROM ACCOUNT HAVING BILLINGSTATE = 'NC'

D.

SELECT NAME, BILLING ADDRESS, FROM ACCOUNT WHERE BILLINGSTATE = 'NC'

True or False? An approval process can fire email alerts to groups of users.

A.

True

B.

False