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Salesforce nCino 201 Commercial Banking Functional Sample Questions:

1. What tab should be navigated to for Docman Configuration?

A) Reports
B) Home
C) DM Administration
D) nCino Administration
E) Docman Configuration Tool Suite

2. Select the options that best summarize what a Product Package is. (Choose all that apply)

A) Unified Credit Memo and Forms Gen
B) Bulk Actions to Loans (Modify/Renew, Submit for Approval, Review)
C) Manage Relationship Statistics
D) Aggregation of Loans and ancillary data (Fees, Collateral, etc.)

3. When using nCino Forms Generation, where are the templates stored so that a user can access to edit?

A) Templates can't be edited once saved
B) nCino Administration
C) Forms Manager
D) Forms Templates

4. Where can a User find "Recent Items"?

A) Side Pane
B) Center Pane

5. True or False? The roles used in loan team member alerts configuration are the standard Salesforce roles.

A) True
B) False

Solutions: