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Salesforce nCino 201 Commercial Banking Functional Sample Questions:

1. True or False? Collateral Placeholders can be imported into Loan Documan.

A) True
B) False

2. What icon represents a Relationship record in nCino?

A) Small Green Man
B) Coin
C) Money Bag
D) Folder

3. True or False? If you assign a task to someone, they will receive email notification letting them know that they have been assigned a new task.

A) True
B) False

4. What field on relationship is recommended to be used when starting Relationship Docman Smart Checklists?

A) LookupKey
B) Name
C) Type
D) Industry

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

A) True
B) False

Solutions: