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Salesforce 201-Commercial-Banking-Functional Exam Syllabus Topics:
| Section | Objectives |
|---|---|
| Cash Management Services | - Payment and Liquidity Management - Corporate Cash Management Products |
| Trade Finance | - Letters of Credit - Export / Import Financing - Bank Guarantees |
| Commercial Banking Fundamentals | - Account Structures and Banking Operations - Banking Regulations Overview - Roles in Commercial Banking |
| nCino Platform Functional Usage | - Document Management and Compliance Tracking - Workflow Configuration - Customer & Account Management |
| Commercial Lending & Credit Analysis | - Loan Approval Workflow in nCino - Credit Risk Assessment - Loan Types and Structures |
Salesforce nCino 201 Commercial Banking Functional Sample Questions:
1. True or False? Fields can be made Editable in the Pending Facilities section in Product Package.
A) True
B) False
2. For a user to add a 'Non-Standard' Fee to a loan:
A) They need a special custom object to track Non-Standard Fees
B) They need access to a text field labeled 'other' to enter the fee type
C) The Fee must exist as a record of the Template Object
D) The Fee must exist as an option in the 'Fee Type' picklist on the Fee Object
3. True or False? Once a loan has been put into the approval process, the record will be locked until an action is taken.
A) True
B) False
4. True or False? The Product Catalog can dictate the type of placeholders that render in Document Manager.
A) True
B) False
5. When using reports to assist in a data load, which file type should that report be saved as?
A) CSV (Comma Delimited)
B) PDF
C) CSV MS-DOC
D) Excel Workbook
Solutions:
| Question # 1 Answer: A | Question # 2 Answer: D | Question # 3 Answer: A | Question # 4 Answer: A | Question # 5 Answer: A |






