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Salesforce 201-Commercial-Banking-Functional Exam Syllabus Topics:
| Section | Objectives |
|---|---|
| nCino Platform Functional Usage | - Customer & Account Management - Document Management and Compliance Tracking - Workflow Configuration |
| Trade Finance | - Letters of Credit - Export / Import Financing - Bank Guarantees |
| Commercial Banking Fundamentals | - Banking Regulations Overview - Account Structures and Banking Operations - Roles in Commercial Banking |
| Commercial Lending & Credit Analysis | - Loan Types and Structures - Credit Risk Assessment - Loan Approval Workflow in nCino |
| Cash Management Services | - Corporate Cash Management Products - Payment and Liquidity Management |
Salesforce nCino 201 Commercial Banking Functional Sample Questions:
Question 1
Where can the Interest Accrual Method be changed?
A. Product Type
B. Index
C. Product Line
D. Manage Rates Tab
Question 2
True or False? You can access your dashboards using the Salesforce1 mobile app.
A. False
B. True
Question 3
True or False? List views should be created for each Stage on the Loan Object.
A. False
B. True
Question 4
What method of organization should be used to create the Loan Document Manager Smart Checklists?
A. Start with random documents, no one way is easier
B. Start with most common documents with broad criteria, work your way down to smaller groups with more granular criteria
C. Use Loan Amount and Product Line only
D. Start with least common documents with broad criteria, work your way down to smaller groups
Question 5
nCino Forms Generation can be deployed on which of the following objects?
A. All options listed are correct
B. Standard Objects
C. Account, Loan, Contact & Collateral objects
D. Custom Objects
Solutions:
| Question 1 Answer: C | Question 2 Answer: B | Question 3 Answer: B | Question 4 Answer: B | Question 5 Answer: A |
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