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Salesforce 201-Commercial-Banking-Functional Exam Syllabus Topics:
| Section | Objectives |
|---|---|
| Commercial Lending | - Risk assessment - Loan types - Credit analysis |
| Commercial Banking Fundamentals | - Account types and banking regulations - Relationship Officers - Credit Analysts - Commercial Banking Managers |
| Trade Finance | - International trade finance goods and services - Guarantees - Letters of credit - Export financing |
| Cash Management Services | - Cash management services provided to commercial clients |
Salesforce nCino 201 Commercial Banking Functional Sample Questions:
1. What field on relationship is recommended to be used when starting Relationship Docman Smart Checklists?
A) Type
B) LookupKey
C) Name
D) Industry
2. 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) Click edit page layout and search for the missing field
B) Chatter your team lead
C) Create the field
D) Check with the knowledge team to make sure the article is up to date
3. Connections is used to join what 2 type of records.
A) Loans with other Loans
B) Reports to Dashboards
C) Relationships with other Relationships
D) Relationships to Loans
4. Which items must be created in order to configure a team key? (Select Two)
A) Role
B) Email template
C) Loan field
D) Email template
E) Email alert
F) Role
5. What icon represents a Relationship record in nCino?
A) Folder
B) Money Bag
C) Coin
D) Small Green Man
Solutions:
| Question # 1 Answer: A | Question # 2 Answer: A | Question # 3 Answer: C | Question # 4 Answer: B,F | Question # 5 Answer: A |
