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201-Commercial-Banking-Functional SalesforcenCino 201 Commercial Banking Functional Exam Questions and Answers

Questions 4

The Address is found on which object?

Options:

A.

Loan

B.

Collateral Pledged

C.

Lien

D.

Collateral Management

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Questions 5

Which section of your homepage can be configured to show the reports you choose to have displayed?

Options:

A.

Dashboard

B.

Contacts

C.

Calendar

D.

My Tasks

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Questions 6

True or False: The packaged Setup of nCino UI will have Risk Rating already configured.

Options:

A.

True

B.

False

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Questions 7

True or False? Updating the Status of the Covenant Management record will generate a Covenant Compliance record.

Options:

A.

True

B.

False

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Questions 8

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

Options:

A.

Leads

B.

Connections

C.

Contacts

D.

Overview

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Questions 9

Which process gives you the most similar view of nCino on your mobile device?

Options:

A.

Salesforce1 App

B.

Browser

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Questions 10

In the nCino UI, bold contents contained within a field denotes data:

Options:

A.

That has recently been saved

B.

That has been entered but not yet saved

C.

That is incorrect value for the field type it is entered in

D.

That is used in a formula field elsewhere in the system

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Questions 11

True or False? An Admin will Visit the ManageRates Visualforce Page to adjust the rate for a given index.

Options:

A.

True

B.

False

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Questions 12

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

Options:

A.

Lead

B.

Contact

C.

Loan

D.

Relationship

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Questions 13

True or False? You can add Fees from Product Package.

Options:

A.

True

B.

False

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Questions 14

True or False? A Loan that is processed through nCino will typically go through multiple approval processes.

Options:

A.

True

B.

False

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Questions 15

True or False: The Process Overview enables nCino users to have a comprehensive view of all Relationships in the system.

Options:

A.

True

B.

False

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Questions 16

True or False: Spelling and punctuation should match exactly when configuring back end product catalog and front end product catalog.

Options:

A.

True

B.

False

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Questions 17

After you begin Spreading, what is the first step a user must complete before adding income statements?

Options:

A.

Export the bundle

B.

Set Fiscal Year End

C.

Check the Common Sizing box

D.

Select number of months in a period

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Questions 18

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?

Options:

A.

Click edit page layout and search for the missing field

B.

Create the field

C.

Check with the knowledge team to make sure the article is up to date

D.

Chatter your team lead

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Questions 19

What tab should an admin navigate to for configuring Document Manager?

Options:

A.

Home

B.

nCino Administration

C.

DM Admin

D.

Docman Configuration Tool Suite

E.

Reports

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Questions 20

For a user to generate a record below the Main on the loan record in nCino, which button are you required to add to the page layout?

Options:

A.

Credit Memo

B.

Sharing

C.

Manage Customer Portal

D.

New Limit/Sub/Takedown

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Questions 21

True or False: The nCino Fees Feature can automatically calculate a fee as a fixed amount or a percentage of some other amount.

Options:

A.

True

B.

False

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Questions 22

True or False? Collateral Type is optional.

Options:

A.

True

B.

False

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Questions 23

Which of the following functions are available with the Schedule an Event feature?

Options:

A.

Create an All Day Event

B.

Create a Recurring Event

C.

Create a time block on your calendar for the event

D.

All of the above

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Questions 24

True or False: To access the Default Rate Indices one would navigate via Setup>Develop>Custom Settings>Manage records next to Index

Options:

A.

True

B.

False

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Questions 25

When setting a Route to look at a VisualForce Page what field holds the API name of the VisualForce Page?

Options:

A.

Route Name

B.

App Name

C.

Screen Name

D.

Body

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Exam Name: SalesforcenCino 201 Commercial Banking Functional Exam
Last Update: Oct 16, 2025
Questions: 169

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