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Salesforce 201-Commercial-Banking-Functional Exam Syllabus Topics:
| Section | Objectives |
|---|---|
| Commercial Lending | - Credit analysis - Risk assessment - Loan types |
| Trade Finance | - International trade finance goods and services - Guarantees - Letters of credit - Export financing |
| Commercial Banking Fundamentals | - Commercial Banking Managers - Relationship Officers - Credit Analysts - Account types and banking regulations |
| Cash Management Services | - Cash management services provided to commercial clients |
Salesforce nCino 201 Commercial Banking Functional Sample Questions:
1. The Address is found on which object?
A) Collateral Management
B) Lien
C) Collateral Pledged
D) Loan
2. The nCino UI provides the users with all of the following, except:
A) An intuitive layout that reduces learning curve in adapting to and using the layout effectively
B) A 1-to-1 replacement of native Salesforce Ul functionality
C) A Streamlined navigation and presentation of data by keeping all relevant information in one view pane (you are only presented with the information you need to know)
D) Consistent experience across devices
3. When configuring the form template, which of the following items are nCino's recommended best practices?
A) Copy field API values from the "Show Available Fields" window to eliminate any misspellings caused by manual entry
B) Utilize the Schema Builder functionality when uncertain about how to query to a certain field on a related object to understand the data structure and how the objects are connected
C) When configuring a query within a table, navigate to Table Properties and uncheck the "Automatically Resize" checkbox
D) Ensure that all quotation marks within queries are the straight quotes " " instead of utilizing the curly Microsoft Word quotation marks " "
4. Nodes in the Overview Tab can be directed to which of the following?
A) A specific List View or a specific Report
B) The Loan Object or the the Report Object
C) A specific List View or a specific Dashboard
D) The Loan Object or the Dashboard Object
5. True or False? The Loan Exception file catches loan duplicates from coming into the system.
A) True
B) False
Solutions:
| Question # 1 Answer: A | Question # 2 Answer: C | Question # 3 Answer: A,B,C,D | Question # 4 Answer: A | Question # 5 Answer: A |






