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Salesforce 201-Commercial-Banking-Functional Exam Syllabus Topics:
| Section | Objectives |
|---|---|
| Topic 1: Commercial Banking Fundamentals | - Account types and banking regulations - Credit Analysts - Relationship Officers - Commercial Banking Managers |
| Topic 2: Commercial Lending | - Credit analysis - Loan types - Risk assessment |
| Topic 3: Cash Management Services | - Cash management services provided to commercial clients |
| Topic 4: Trade Finance | - Export financing - Letters of credit - International trade finance goods and services - Guarantees |
Salesforce nCino 201 Commercial Banking Functional Sample Questions:
1. What determines the available choices of Product Line, Product Type, and Product picklists?
A) Clickback protection
B) Field Level Security
C) Field Dependencies
D) Workflow + Field update
2. True or False? If you assign a task to someone, they will receive email notification letting them know that they have been assigned a new task.
A) True
B) False
3. When configuring nCino feature from a knowledge base article and a necessary field is not available on the page layout what is the best FIRST step to take to locate the field?
A) Chatter your team lead
B) Click edit page layout and search for the missing field
C) Check with the knowledge team to make sure the article is up to date
D) Create the field
4. When using Spreads, what is the most likely reason an end user is unable to select the Show operations checkbox?
A) Spreads was configured incorrectly
B) Field level security is too high
C) They are not an administrator
D) Missing Underwriting Permission Set
5. You can use the Log a Call function on which of the following pages
A) All of the above
B) Relationship
C) Contact
D) Lead
E) Loan
Solutions:
| Question # 1 Answer: C | Question # 2 Answer: A | Question # 3 Answer: B | Question # 4 Answer: D | Question # 5 Answer: A |






