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Salesforce 201-Commercial-Banking-Functional Exam Syllabus Topics:
| Section | Objectives |
|---|---|
| Trade Finance | - Export / Import Financing - Letters of Credit - Bank Guarantees |
| Commercial Banking Fundamentals | - Roles in Commercial Banking - Banking Regulations Overview - Account Structures and Banking Operations |
| Commercial Lending & Credit Analysis | - Loan Approval Workflow in nCino - Loan Types and Structures - Credit Risk Assessment |
| nCino Platform Functional Usage | - Workflow Configuration - Document Management and Compliance Tracking - Customer & Account Management |
| Cash Management Services | - Corporate Cash Management Products - Payment and Liquidity Management |
Salesforce nCino 201 Commercial Banking Functional Sample Questions:
1. True or False? When you log a call, you are also given the ability to create a follow-up task on the same page, if needed.
A) True
B) False
2. Covenant Compliance records are created "X" days prior to the "Next Evaluation Date" based on?
A) The frequency
B) The number of days specified by the user
C) The Covenant type
D) The status
3. Which SOQL Query would return all Loan ID's?
A) SELECT ID, FROM LLC_BI__LOAN__C
B) SELECT ID FROM ACCOUNT.LLC_BI__LOAN__C
C) SELECT ID FROM LLC_BI__LOAN__C
4. 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) Every Fee on a loan has a separate unique record to represent that Fee.
D) It has a Lookup Relationship up to the Loan object.
5. The Customer Information (CIP information - i.e. date of birth, drivers license) for an Individual Relationship is stored here.
A) Connections
B) Leads
C) Overview
D) Contacts
Solutions:
| Question # 1 Answer: A | Question # 2 Answer: C | Question # 3 Answer: B | Question # 4 Answer: C,D | Question # 5 Answer: D |
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