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Salesforce nCino 201 Commercial Banking Functional Sample Questions:
1. An Advance Rate override will impact which record?
A) Collateral Management
B) Collateral Pledged
C) All of the Above
D) Collateral Type
2. What is the proper way to enter in a weight value of 50 percent for Risk Grade?
A) 50
B) 0.05
C) 0.5
D) 50%
3. True or False? Collateral Placeholders can be imported into Loan Documan.
A) False
B) True
4. Covenant Compliance records are created "X" days prior to the "Next Evaluation Date" based on?
A) The frequency
B) The status
C) The number of days specified by the user
D) The Covenant type
5. Once the Covenant Compliance record is set to Compliant status, the Next Evaluation Date on the parent Covenant automatically moves forward based on the frequency set on the parent Covenant. This is accomplished via workflow rules and can be customized.
Which of the following is necessary for a sync with records coming from the Core?
A) A match on the Relationship Social Security Number or Tax ID
B) A match on the name of the record
C) A Salesforce ID match
D) A match on the lookupKey value for the record
Solutions:
| Question # 1 Answer: B | Question # 2 Answer: C | Question # 3 Answer: B | Question # 4 Answer: D | Question # 5 Answer: D |





