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

SectionObjectives
Topic 1: Cash Management Services- Cash management services provided to commercial clients
Topic 2: Commercial Lending- Risk assessment
- Loan types
- Credit analysis
Topic 3: Commercial Banking Fundamentals- Commercial Banking Managers
- Credit Analysts
- Relationship Officers
- Account types and banking regulations
Topic 4: Trade Finance- Export financing
- Letters of credit
- International trade finance goods and services
- Guarantees

Salesforce nCino 201 Commercial Banking Functional Sample Questions:

Question 1

True or False: The Process Overview enables nCino users to have a comprehensive view of all Relationships in the system.

A. True
B. False


Question 2

The nCino UI provides the users with all of the following, except:

A. Consistent experience across devices
B. A 1-to-1 replacement of native Salesforce Ul functionality
C. An intuitive layout that reduces learning curve in adapting to and using the layout effectively
D. 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)


Question 3

Which of the following are true about the LLC_BI__Fee__c object? (Choose 2)

A. It has a Lookup Relationship up to the Loan object.
B. One Fee record is used to store all the Fees for a Loan.
C. It has a Master Detail Relationship up to the Loan object.
D. Every Fee on a loan has a separate unique record to represent that Fee.


Question 4

True or False? The Loan Exception file catches loan duplicates from coming into the system.

A. True
B. False


Question 5

When using nCino Forms Generation, where are the templates stored so that a user can access to edit?

A. nCino Administration
B. Templates can't be edited once saved
C. Forms Templates
D. Forms Manager


Solutions:

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

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