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Salesforce nCino 201 Commercial Banking Functional Sample Questions:

1. In order to configure the "Generate Forms" action within the Magic Wand/User Interface (UI) on the Loan object, which loan field value is required?

A) Record Type
B) Principal Balance
C) Product Line
D) Default App

2. What objects are standard supported for Document Manager?

A) -Loan
B) -Collateral
C) -Treasury Services
D) -Deposits
E) -Product Package
F) -Relationship

3. When using reports to assist in a data load, which file type should that report be saved as?

A) Excel Workbook
B) CSV (Comma Delimited)
C) CSV MS-DOC
D) PDF

4. Where would a Route with the App Name of 'third-party-reports' display if you assigned it to a Group via Route Group and did NOT give it a Parent Route?

A) In the Magic Wand
B) The Main Navigation
C) It won't render because it doesn't have a Parent Route
D) The Secondary Navigation

5. When configuring a form template from the Loan object and attempting to capture the values for fields on a related object, how must the start of the query be configured to "call-out" to that other object?

A) {{LIST="Object_API_Name"}}
B) {{FIELD="API_Name"}}
C) {{"API_Name"}}
D) {{LIST="Field_API_Name"}}

Solutions: