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Salesforce nCino 201 Commercial Banking Functional Sample Questions:

1. The Customer Information (CIP information - i.e. date of birth, drivers license) for an Individual Relationship is stored here.

A) Overview
B) Contacts
C) Leads
D) Connections

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

A) False
B) True

3. Which of the following is a Data Loader option?

A) Secondary Delete
B) Check and Return
C) Side Slide
D) Update

4. The Process Overview provides a visual representation of the number of Loans categorized by which of the following?

A) Loan Status
B) Loan Product
C) Loan Stage
D) Loan Amount

5. True or False: Collateral Type is optional.

A) False
B) True

Solutions: