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Salesforce 201-Commercial-Banking-Functional Exam Syllabus Topics:
| Section | Objectives |
|---|---|
| Commercial Banking Fundamentals | - Banking Regulations Overview - Account Structures and Banking Operations - Roles in Commercial Banking |
| Trade Finance | - Export / Import Financing - Bank Guarantees - Letters of Credit |
| Commercial Lending & Credit Analysis | - Loan Approval Workflow in nCino - Credit Risk Assessment - Loan Types and Structures |
| nCino Platform Functional Usage | - Customer & Account Management - Document Management and Compliance Tracking - Workflow Configuration |
| Cash Management Services | - Corporate Cash Management Products - Payment and Liquidity Management |
Salesforce nCino 201 Commercial Banking Functional Sample Questions:
1. True of False? Risk rating can include both qualitative and quantitative values.
A) True
B) False
2. True of False? By default, the total exposure includes any proposed direct or indirect exposure.
A) True
B) False
3. Which of the following are true about the LLC_BI__Fee__c object? (Choose 2)
A) It has a Master Detail Relationship up to the Loan object.
B) One Fee record is used to store all the Fees for a Loan.
C) It has a Lookup Relationship up to the Loan object.
D) Every Fee on a loan has a separate unique record to represent that Fee.
4. Where would a Route with the App Name of 'third-party-reports' display if you assigned it to a Group via Route Group and did NOT give it a Parent Route?
A) The Main Navigation
B) It won't render because it doesn't have a Parent Route
C) In the Magic Wand
D) The Secondary Navigation
5. Any financial documents for your borrower should be saved in the __________.
A) Overview
B) Loan Document Manager
C) Connections
D) Relationship Document Manager
Solutions:
| Question # 1 Answer: A | Question # 2 Answer: A | Question # 3 Answer: C,D | Question # 4 Answer: A | Question # 5 Answer: D |
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