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

SectionObjectives
Topic 1: Commercial Lending & Credit Analysis- Credit Risk Assessment
- Loan Approval Workflow in nCino
- Loan Types and Structures
Topic 2: Trade Finance- Letters of Credit
- Export / Import Financing
- Bank Guarantees
Topic 3: Cash Management Services- Payment and Liquidity Management
- Corporate Cash Management Products
Topic 4: nCino Platform Functional Usage- Workflow Configuration
- Customer & Account Management
- Document Management and Compliance Tracking
Topic 5: Commercial Banking Fundamentals- Roles in Commercial Banking
- Banking Regulations Overview
- Account Structures and Banking Operations

Salesforce nCino 201 Commercial Banking Functional Sample Questions:

Question 1

You can use the Log a Call function on which of the following pages

A. All of the above
B. Contact
C. Loan
D. Relationship
E. Lead


Question 2

In nCino, which designation in the default structure hierarchy captures the record of principal advance?

A. Limit
B. Current Takedown
C. Main
D. Sub Limit


Question 3

The Product Catalog is configured on the back end by using what tool?

A. DM Admin Tool
B. Standard Cloner Tool
C. Document Manager Tab
D. Copy Loan Plus Tool


Question 4

The navigation items organized vertically across the left side of the nCino User Interface are called:

A. Sub-routes
B. Tertiary routes
C. Parent routes
D. Alternate routes


Question 5

In order to configure the "Generate Forms" action within the Magic Wand/User Interface (UI) on the Loan object, which loan field value is required?

A. Principal Balance
B. Record Type
C. Product Line
D. Default App


Solutions:

Question 1
Answer: A
Question 2
Answer: B
Question 3
Answer: A
Question 4
Answer: A
Question 5
Answer: C

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