True or False: Informatica loads run on a manual sync. The admin must tell the sync to run.
A. True
B. False
True or False: You don't need a field set in order to Build the Layout for a Screen Section.
A. True
B. False
True or False: The Process Overview enables nCino users to have a comprehensive view of all Relationships in the system.
A. True B. False
True or False: You don't need a field set in order to Build the Layout for a Screen Section.
A. True
B. False
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. Connections
D. Open Activities
True or False: A Loan that is processed through nCino will typically go through multiple approval processes.
A. True
B. False
ncDataGrid can access field sets from what Objects?
A. The Source Object the UI is on
B. A related Object to the Object the UI is on
C. A related - related Object to the Object the UI is on
D. a visualforce page
How Does nCino use Risk Rating? (Choose 2 answers)
A. Customize Rating Worksheets
B. Allows use of an Approval Process to manage requests
C. Automatically updates all Rating Worksheets
D. Customize Rating Worksheets
What Collateral MGMT Placeholders are generated in Loan Docman when Collateral is pledged?
A. Those flagged with "Import Me" checkbox
B. All Placeholders
C. 5 Oldest Placeholders
D. Only Approved Documents
E. Those marked as in file
When configuring nCino feature from a knowledge base article and a necessary field is not available on the page layout what is the best FIRST step to take to locate the field?
A. Click edit page layout and search for the missing field
B. Create the field
C. Check with the knowledge team to make sure the article is up to date
D. Chatter your team lead