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Salesforce nCino 201 Commercial Banking Functional Sample Questions:

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

A) False
B) True

2. When configuring the form template, which of the following items are nCino's recommended best practices?

A) Ensure that all quotation marks within queries are the straight quotes " " instead of utilizing the curly Microsoft Word quotation marks " "
B) When configuring a query within a table, navigate to Table Properties and uncheck the "Automatically Resize" checkbox
C) Copy field API values from the "Show Available Fields" window to eliminate any misspellings caused by manual entry
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

3. The 'Decline Loan' button is at the top of the ______ page.

A) Lead
B) Relationship
C) Contact
D) Loan

4. Which loan field is Not required to be filled out to initially create a Rate and Payment Stream?

A) Loan Amount
B) First Payment Date
C) Loan Term (Months)
D) Amortized Terms (Months)
E) Index

5. 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?

A) Check with the knowledge team to make sure the article is up to date
B) Create the field
C) Click edit page layout and search for the missing field
D) Chatter your team lead

Solutions: