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Salesforce nCino 201 Commercial Banking Functional Sample Questions:

1. What is the name of the junction object that typically ties Loans and Deposits to Relationships?

A) Entity Engagement
B) Entity Involvement
C) Connection Plus
D) Collateral Management

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

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

3. True of False? Individual Relationship records also have Contact records linked to them - and on the Contact record is where the customer's CIP information is stored.

A) True
B) False

4. True or False? The Loan Exception file catches loan duplicates from coming into the system.

A) True
B) False

5. The nCino UI provides the users with all of the following, except:

A) A 1-to-1 replacement of native Salesforce Ul functionality
B) A Streamlined navigation and presentation of data by keeping all relevant information in one view pane (you are only presented with the information you need to know)
C) Consistent experience across devices
D) An intuitive layout that reduces learning curve in adapting to and using the layout effectively

Solutions: