Salesforce 201-Commercial-Banking-Functional Actual Free Exam Questions & Community Discussion
You can create a new task off of which of the following objects?
Correct Answer: A
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When configuring Credit Memo, which section resource should be used to display information from a child object to the Loan?
Correct Answer: A
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True or False: The Process Overview enables nCino users to have a comprehensive view of all Relationships in the system.
Correct Answer: B
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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?
Which of the following is necessary for a sync with records coming from the Core?
Correct Answer: D
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Which of the following ways can a Loan be created in nCino (Select 2)
Correct Answer: A
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True or False? On a Change Memo, you have to manually go back into the Loan record to update any new changes to fields like terms, rate, amount, etc.
Correct Answer: B
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The following are the Related Lists (also called "hovers" or "quick links") that store any CRM activities for the relationship that have been closed/completed.
Correct Answer: A
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A loan with loan number 12345 is renewed. This creates a new Loan record with Loan number 12345R-1.
When Loan 12345R-1 books the stage is updated to the 'booked' stage.
What happens to the original loan's loan number when the 12345R-1 books?
When Loan 12345R-1 books the stage is updated to the 'booked' stage.
What happens to the original loan's loan number when the 12345R-1 books?
Correct Answer: B
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