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Guide for Salesforce nCino 201 Commercial Banking Functional

Quiz Salesforce nCino 201 Commercial Banking Functional

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/ 10

Quiz

1/10
The Product Catalog is configured on the back end by using what tool?
Select the answer
1 correct answer
A.
Copy Loan Plus Tool
B.
DM Admin Tool
C.
Standard Cloner Tool
D.
Document Manager Tab

Quiz

2/10
To use RLTV, financial institutions need to ensure they currently use which of the following features?
Select the answer
1 correct answer
A.
Both Enhanced Collateral Management and Total Exposure
B.
Enhanced Collateral Management
C.
Total Exposure
D.
None of the above

Quiz

3/10
When copying/cloning Collateral Management records in nCino, which field allows an end-user to include associated sub collateral records?
Select the answer
1 correct answer
A.
Quantity
B.
Bulk Update
C.
Include Collateral Children
D.
Advance Rate
E.
Include Collateral Hierarchy

Quiz

4/10
What determines the available choices of Product Line, Product Type, and Product picklists?
Select the answer
1 correct answer
A.
Field Level Security
B.
Field Dependencies
C.
Clickback protection
D.
Workflow + Field update

Quiz

5/10
True or False? A Loan converts to a lead through the "Convert to nCino" button.
Select the answer
1 correct answer
A.
True
B.
False

Quiz

6/10
Which of the following ways can a Loan be created in nCino? (Select Two)
Select the answer
2 correct answers
A.
Converting a Lead to a Loan
B.
New Loan Product button from Relationship
C.
Adding from Entity Involvement Related List
D.
Collateral Management Manage Collateral Button

Quiz

7/10
When converting a lead, what is NOT created?
Select the answer
1 correct answer
A.
Loan
B.
Memo
C.
Individual Relationship
D.
Business Relationship

Quiz

8/10
What is the name of the junction object that typically ties Loans to Relationships and Deposits?
Select the answer
1 correct answer
A.
Collateral Management
B.
Entity Management
C.
Connections Plus
D.
Entity Involvement

Quiz

9/10
Which fields must be filled out when converting a Lead to a Loan?
Select the answer
1 correct answer
A.
Product Information
B.
Customer Contact Information
C.
Related Entities
D.
Relationship and Loan Lookups

Quiz

10/10
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?
Select the answer
1 correct answer
A.
In the Magic Wand
B.
It won't render because it doesn't have a Parent Route
C.
The Main Navigation
D.
The Secondary Navigation
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Info quiz:

  • Quiz name:Salesforce nCino 201 Commercial Banking Functional
  • Total number of questions:169
  • Number of questions for the test:50
  • Pass score:80%

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