Pass the Salesforce nCino Certification 201-Commercial-Banking-Functional Questions and answers with CertsForce

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Viewing questions 21-30 out of questions
Questions # 21:

True or False? When Creating a New Route you should always click the New Button.

Options:

A.

True


B.

False


Expert Solution
Questions # 22:

In order to configure the "Generate Forms" action within the Magic Wand/User Interface (UI) on the Loan object, which loan field value is required?

Options:

A.

Record Type


B.

Product Line


C.

Default App


D.

Principal Balance


Expert Solution
Questions # 23:

You can use the Log a Call function on which of the following pages

Options:

A.

Contact


B.

Lead


C.

Loan


D.

Relationship


E.

All of the above


Expert Solution
Questions # 24:

When configuring nCino feature from a knowledge base article and a necessary field is not available on the page layout what is the best FIRST step to take to locate the field?

Options:

A.

Click edit page layout and search for the missing field


B.

Create the field


C.

Check with the knowledge team to make sure the article is up to date


D.

Chatter your team lead


Expert Solution
Questions # 25:

Which fields must be filled out when converting a Lead to a Loan?

Options:

A.

Product Information


B.

Customer Contact Information


C.

Related Entities


D.

Relationship and Loan Lookups


Expert Solution
Questions # 26:

What field on the Loan controls Total Reviewable Loan Facilities? (Pick one)

Options:

A.

In Review


B.

Is Ready Review


C.

Loan Number


D.

None of the above


Expert Solution
Questions # 27:

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

Options:

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


Expert Solution
Questions # 28:

True or False? Collateral Type is optional.

Options:

A.

True


B.

False


Expert Solution
Questions # 29:

Where can a User find "Recent Items"?

Options:

A.

Side Pane


B.

Center Pane


Expert Solution
Questions # 30:

___________ is used to notate the reasons for denial of the Loan - and after approval, this record is stored on the Loan page for future reference.

Options:

A.

Decline Loan Reasons


B.

Reasons for Denial


C.

Covenant Compliance


D.

Adverse Action


Expert Solution
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