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Salesforce 201-Commercial-Banking-Functional Exam Syllabus Topics:

Salesforce nCino 201 Commercial Banking Functional Sample Questions:

1. Which one of the following is NOT a tab available on your Homepage toolbar?

A) Summary
B) Reports
C) Overview
D) Loans

2. True or False? When curating data in an excel sheet, Leading zeros are sometimes hidden.

A) False
B) True

3. Which of the following ways can a Loan be created in nCino? (Select Two)

A) Converting a Lead to a Loan
B) New Loan Product button from Relationship
C) Adding from Entity Involvement Related List
D) Collateral Management Manage Collateral Button

4. True or False? When you log a call, you are also given the ability to create a follow-up task on the same page, if needed.

A) False
B) True

5. Which fields must be filled out when converting a Lead to a Loan?

A) Related Entities
B) Relationship and Loan Lookups
C) Product Information
D) Customer Contact Information

Solutions: