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Salesforce 201-Commercial-Banking-Functional Exam Syllabus Topics:
| Section | Objectives |
|---|---|
| Trade Finance | - Letters of Credit - Bank Guarantees - Export / Import Financing |
| nCino Platform Functional Usage | - Document Management and Compliance Tracking - Workflow Configuration - Customer & Account Management |
| Commercial Lending & Credit Analysis | - Loan Types and Structures - Loan Approval Workflow in nCino - Credit Risk Assessment |
| Commercial Banking Fundamentals | - Roles in Commercial Banking - Account Structures and Banking Operations - Banking Regulations Overview |
| Cash Management Services | - Corporate Cash Management Products - Payment and Liquidity Management |
Salesforce nCino 201 Commercial Banking Functional Sample Questions:
Question 1
When configuring Credit Memo, which section resource should be used to display information from a child object to the Loan?
A. MappedSObjectHierarchyScreenResource
B. ConfiguredSObjectScreenResource
C. MappedSObjectScreenResource
D. SObjectScreenResource
Question 2
Collateral pledged impacts which calculation?
A. Available lendable value
B. None of the above
C. Debt Service coverage ratio
D. Loan to value
Question 3
Any financial documents for your borrower should be saved in the __________.
A. Relationship Document Manager
B. Overview
C. Connections
D. Loan Document Manager
Question 4
True or False: The packaged Setup of nCino UI will have Risk Rating already configured.
A. False
B. True
Question 5
The following are the Related Lists (also called "hovers" or "quick links") that store any CRM activities for the relationship that have been closed/completed.
A. Contacts
B. Open Activities
C. Activity History
D. Connections
Solutions:
| Question 1 Answer: A | Question 2 Answer: D | Question 3 Answer: A | Question 4 Answer: B | Question 5 Answer: C |







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