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Salesforce nCino 201 Commercial Banking Functional Sample Questions:

1. What needs to be configured in order to have access to the 'Edit Field set' button in the UI.

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

2. The following are the Related Lists (also called "hovers" or "quick links") that store any CRM activities for the relationship that have been closed/completed.

A) Contacts
B) Activity History
C) Open Activities
D) Connections

3. A loan with loan number 12345 is renewed. This creates a new Loan record with Loan number 12345R-1.
When Loan 12345R-1 books the stage is updated to the 'booked' stage.
What happens to the 12345R-1 loan's loan number when the 12345R-1 loan books?

A) The R-1 appendage on loan 12345R-1 is removed
B) The loan number for loan 12345R-1 is updated to 12345_ORG
C) Loan 12345R-1 updates to 12345R-2
D) The loan is deleted

4. True of False? By default, the total exposure includes any proposed direct or indirect exposure.

A) False
B) True

5. True or False: A Limit or Sub Limit adds additional exposure to the overall hierarchy.

A) False
B) True

Solutions: