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Salesforce 201-Commercial-Banking-Functional Exam Syllabus Topics:
| Section | Objectives |
|---|---|
| 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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