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Salesforce 201-Commercial-Banking-Functional Exam Syllabus Topics:
| Section | Objectives |
|---|---|
| Cash Management Services | - Cash management services provided to commercial clients |
| Trade Finance | - Guarantees - International trade finance goods and services - Letters of credit - Export financing |
| Commercial Lending | - Loan types - Risk assessment - Credit analysis |
| Commercial Banking Fundamentals | - Credit Analysts - Commercial Banking Managers - Relationship Officers - Account types and banking regulations |
Salesforce nCino 201 Commercial Banking Functional Sample Questions:
Question 1
True or False: Appending 'tool-' OR 'action-' to the beginning of an App Name on the Route object will make the Route display in the Magic Wand.
A. False
B. True
Question 2
True or False? Workbench can be used to query salesforce records that are otherwise difficult to report on.
A. False
B. True
Question 3
Collateral Management records must have what child record?
A. All of the Above
B. Collateral Ownership
C. Lien
D. Collateral Pledged
Question 4
True or False: A Loan that is processed through nCino will typically go through multiple approval processes.
A. False
B. True
Question 5
What determines the available choices of Product Line, Product Type, and Product picklists?
A. Workflow + Field update
B. Clickback protection
C. Field Level Security
D. Field Dependencies
Solutions:
| Question 1 Answer: B | Question 2 Answer: B | Question 3 Answer: B | Question 4 Answer: B | Question 5 Answer: D |
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