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What is configured that determines the approval process a record will go through?
A. Original Step
B. Entry Criteria
C. Beginning Process
D. Final approval action
Which Salesforce features are commonly used to support flexible configuration in nCino features? 9Select all that apply)
A. Field Sets
B. All options listed are correct
C. Permission sets
D. Custom Settings
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.
A. True
B. False
Where should an end user begin spreading from?
A. Loan
B. Relationship
C. Primary Contact
D. Credit Memo Summary Page
True or False: An approval process can fire email alerts to a group of users.
A. True
B. False
True or False: The roles used in loan team member alerts configuration are the standard Salesforce roles.
A. True
B. False
Covenant Compliance records are generated until:
A. the Status is changed
B. A user deactivates the Covenant Management record
C. All associated Loans are in the Booked Stage
D. All Associated Loans are in the Complete Stage
Covenant Compliance records are created "X" days prior to the "Next Evaluation Date" based on?
A. The number of days specified by the user
B. The Covenant type
C. The frequency
D. The status