answers
What are the 5 core nCino configuration types? -
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CORRECT ANSWERS ✔✔- Record Based Configuration |\ |\ |\ |\ |\
- Custom Settings
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- Field Sets
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- Automation
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- Object Metadata
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What configuration type is Product Catalog & Document
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Manager examples of? - CORRECT ANSWERS ✔✔Record
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Based Configuration |\
Where can you find pre-configured bundles of
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functionality that can be turned on and off within nCino? - |\ |\ |\ |\ |\ |\ |\ |\ |\ |\
CORRECT ANSWERS ✔✔Custom Settings
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True or False: Manual or automatic loan naming can be
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set using custom settings? - CORRECT ANSWERS ✔✔True
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What are the 5 Salesforce automation tools? - CORRECT
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ANSWERS ✔✔- Workflow Rule |\ |\ |\
, - Approval Process
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- Process Builder
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- Flow
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- Apex
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Which automation is the best for when a record needs to
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be approved? - CORRECT ANSWERS ✔✔Approval Process
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Which automation works the best for simple if/statements
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with typically only two possible outcomes? - CORRECT
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ANSWERS ✔✔Workflow Rules |\ |\
Which automation is best when there are multiple if/then
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statements and related records are the target? -
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CORRECT ANSWERS ✔✔Process Builder |\ |\ |\
How many Process Builders should a single Object have in
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Salesforce? What is gold standard?
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A: 1 |\
B: 5 |\
C: 10 |\
D: Unlimited - CORRECT ANSWERS ✔✔1
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