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nCino Certification Questions

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nCino Certification Questions True or False? Spelling and punctuation should match exactly when configuring back end product catalog and front end product catalog. True False - ✔✔True What is the Hierarchy of the Product Catalog? Product Line - Product Type - Product Product Line - Product - Product Type Product - Product Line - Product Type Product Actual - Product Type - Product Line - ✔✔Product Line - Product Type - Product The Product Catalog is configured on the back end by using what tool? Copy Loan Plus Tool DM Admin Tool Standard Cloner Tool Document Manager Tab - ✔✔DM Admin Tool What determines the available choices of Product Line, Product Type, and Product picklists? Field Level Security Field Dependencies Clickback protection Workflow + Field update - ✔✔Field Dependencies True or False? A Loan converts to a lead through the "Convert to nCino" button. True False - ✔✔False Which of the following ways can a Loan be created in nCino? (Select Two) Converting a Lead to a Loan New Loan Product button from Relationship Adding from Entity Involvement Related List Collateral Management Manage Collateral Button - ✔✔New Loan Product button from Relationship Collateral Management Manage Collateral Button When converting a lead, what is NOT created? Loan Memo Individual Relationship Business Relationship - ✔✔Memo What is the name of the junction object that typically ties Loans to Relationships and Deposits? Collateral Management Entity Management Connections Plus Entity Involvement - ✔✔Entity Envolvement Which fields must be filled out when converting a Lead to a Loan? Product Information Customer Contact Information Related Entities Relationship and Loan Lookups - ✔✔Product Information 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? In the Magic Wand It won't render because it doesn't have a Parent Route The Main Navigation The Secondary Navigation - ✔✔The Main Navigation True or False? Appending 'tool-' or 'action-' to the beginning of an App Name on the Route object will make the Route display in the Magic Wand. True False - ✔✔True ncDataGrid can access field sets from what Objects? The Source Object the UI is on A related Object to the Object the UI is on A related - related Object to the Object the UI is on a visualforce page - ✔✔The Source Object the UI is on When setting a Route to look at a VisualForce Page what field holds the API name of the VisualForce Page? Route Name App Name Screen Name Body - ✔✔Body The 'Loan Details' Main Navigation has Sub Navigation called Questionnaire that should be the first Route that is seen when clicking the 'Loan Details'. Where is the 'Default Context' checkbox checked to make the Questionnaire show up first? Route Route Group Group Screen Section - ✔✔Route Group True or False? An approval process can fire email alerts to groups of users. True False - ✔✔True True or False? A Loan that is processed through nCino will typically go through multiple approval processes. True False - ✔✔True What is configured that determines the approval process a record will go through? Original Step Entry Criteria Beginning Process Final approval action - ✔✔Entry Criteria What field on the Loan controls Total Reviewable Loan Facilities? (Pick one) In Review Is Ready Review Loan Number None of the above - ✔✔Is Ready Review Can you add Fees from Product Package?

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