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Salesforce 201-Commercial-Banking-Functional Exam Syllabus Topics:
| Section | Objectives |
|---|---|
| Commercial Banking Fundamentals | - Banking Regulations Overview - Roles in Commercial Banking - Account Structures and Banking Operations |
| Trade Finance | - Export / Import Financing - Letters of Credit - Bank Guarantees |
| nCino Platform Functional Usage | - Document Management and Compliance Tracking - Customer & Account Management - Workflow Configuration |
| Commercial Lending & Credit Analysis | - Credit Risk Assessment - Loan Approval Workflow in nCino - Loan Types and Structures |
| Cash Management Services | - Payment and Liquidity Management - Corporate Cash Management Products |
Salesforce nCino 201 Commercial Banking Functional Sample Questions:
1. What controls where Loans appear in Non-Pending Facilities and Pending Facilities on Product Package?
A) Stage
B) Status
C) Product State Config
D) All of the Above
E) Custom Settings
2. 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) Create the field
B) Click edit page layout and search for the missing field
C) Check with the knowledge team to make sure the article is up to date
D) Chatter your team lead
3. When converting a lead, what is NOT created?
A) Business Relationship
B) Loan
C) Individual Relationship
D) Memo
4. True or False? A Limit or a Sub Limit adds additional exposure to the overall hierarchy.
A) True
B) False
5. True or False: To access the Default Rate Indices one would navigate via Setup>Develop>Custom Settings>Manage records next to Index
A) True
B) False
Solutions:
| Question # 1 Answer: D | Question # 2 Answer: B | Question # 3 Answer: D | Question # 4 Answer: B | Question # 5 Answer: B |
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