2023 Salesforce Updated Test 201-Commercial-Banking-Functional Sample Online

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Salesforce nCino 201 Commercial Banking Functional Exam Sample Questions (Q29-Q34):

NEW QUESTION # 29
When copying/cloning Collateral Management records in nCino, which field allows an end-user to include associated sub collateral records?

A. Include Collateral Hierarchy
B. Bulk Update
C. Include Collateral Children
D. Quantity
E. Advance Rate

Answer: C

NEW QUESTION # 30
What field on the Loan controls Total Reviewable Loan Facilities? (Pick one)

A. Loan Number
B. In Review
C. None of the above
D. Is Ready Review

Answer: D

NEW QUESTION # 31
True or False? You can access your dashboards using the Salesforce1 mobile app.

A. False
B. True

Answer: B

NEW QUESTION # 32
True or False? Activity History shows any prior CRM activities performed (phone calls, email sent, meetings, etc) and Open Activities shows any pending tasks.

A. False
B. True

Answer: B

NEW QUESTION # 33
When configuring the form template, which of the following items are nCino's recommended best practices?

A. When configuring a query within a table, navigate to Table Properties and uncheck the "Automatically Resize" checkbox
B. Copy field API values from the "Show Available Fields" window to eliminate any misspellings caused by manual entry
C. Ensure that all quotation marks within queries are the straight quotes " " instead of utilizing the curly Microsoft Word quotation marks " "
D. Utilize the Schema Builder functionality when uncertain about how to query to a certain field on a related object to understand the data structure and how the objects are connected

Answer: A,B,C,D

NEW QUESTION # 34
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