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Salesforce nCino 201 Commercial Banking Functional Exam Sample Questions (Q59-Q64):

NEW QUESTION # 59
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. False
• B. True

Answer: B
NEW QUESTION # 60
What needs to be configured in order to have access to the 'Edit Field set' button in the UI.

• A. Create Remote Site Settings for your current salesforce instance
• B. Create a fieldset on whatever object the UI is on
• C. None of these options are correct
• D. Custom Settings > System Properties. Change a value to true

Answer: B
NEW QUESTION # 61
Any financial documents for your borrower should be saved in the __________.

• A. Overview
• B. Relationship Document Manager
• C. Connections
• D. Loan Document Manager

Answer: B
NEW QUESTION # 62
What controls where Loan appears in Non-Pending Facilities and Pending Facilities on Product Package?

• A. Stage
• B. Custom Settings
• C. Product State Config
• D. Status

Answer: A,B,C,D
NEW QUESTION # 63
What Collateral MGMT Placeholders are generated in Loan Docman when Collateral is pledged?

• A. All Placeholders
• B. Only Approved Documents
• C. Those marked as in file
• D. 5 Oldest Placeholders
• E. Those flagged with "Import Me" checkbox

Answer: B
NEW QUESTION # 64
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