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Salesforce 201-Commercial-Banking-Functional Exam Syllabus Topics:

Salesforce nCino 201 Commercial Banking Functional Sample Questions:

Question 1

True or False? A Change Memo is used to request an approval to change terms, rate, amount, etc. AFTER the Loan has already been approved - but BEFORE the Loan has been closed/booked.

A. False
B. True

Question 2

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

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

Question 3

True or False? A Limit or a Sub Limit adds additional exposure to the overall hierarchy.

A. False
B. True

Question 4

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

Question 5

When configuring a form template from the Loan object and attempting to capture the values for fields on a related object, how must the start of the query be configured to "call-out" to that other object?

A. {{FIELD="API_Name"}}
B. {{"API_Name"}}
C. {{LIST="Object_API_Name"}}
D. {{LIST="Field_API_Name"}}

Solutions: