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Salesforce 201-Commercial-Banking-Functional Exam Syllabus Topics:

SectionObjectives
Topic 1: Commercial Lending & Credit Analysis- Loan Approval Workflow in nCino
- Credit Risk Assessment
- Loan Types and Structures
Topic 2: nCino Platform Functional Usage- Workflow Configuration
- Document Management and Compliance Tracking
- Customer & Account Management
Topic 3: Trade Finance- Letters of Credit
- Bank Guarantees
- Export / Import Financing
Topic 4: Commercial Banking Fundamentals- Account Structures and Banking Operations
- Banking Regulations Overview
- Roles in Commercial Banking
Topic 5: Cash Management Services- Corporate Cash Management Products
- Payment and Liquidity Management

Salesforce nCino 201 Commercial Banking Functional Sample Questions:

Question 1

When configuring a form template from the Loan object and attempting to capture the values for fields on a related object, how must the start of the query be configured to "call-out" to that other object?

A. {{LIST="Object_API_Name"}}
B. {{"API_Name"}}
C. {{FIELD="API_Name"}}
D. {{LIST="Field_API_Name"}}


Question 2

True of False? Individual Relationship records also have Contact records linked to them - and on the Contact record is where the customer's CIP information is stored.

A. True
B. False


Question 3

When configuring Loan Team Member alerts, what workflow action is utilized?

A. Field update
B. Email alert
C. Create task
D. Outbound message


Question 4

Which of the following is a Data Loader option?

A. Check and Return
B. Secondary Delete
C. Side Slide
D. Update


Question 5

Which section of your homepage can be configured to show the reports you choose to have displayed?

A. Calendar
B. My Tasks
C. Contacts
D. Dashboard


Solutions:

Question 1
Answer: A
Question 2
Answer: A
Question 3
Answer: B
Question 4
Answer: D
Question 5
Answer: D

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