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Salesforce 201-Commercial-Banking-Functional Exam Syllabus Topics:
| Section | Objectives |
|---|---|
| Topic 1: Cash Management Services | - Payment and Liquidity Management - Corporate Cash Management Products |
| Topic 2: Commercial Banking Fundamentals | - Roles in Commercial Banking - Banking Regulations Overview - Account Structures and Banking Operations |
| Topic 3: Trade Finance | - Bank Guarantees - Letters of Credit - Export / Import Financing |
| Topic 4: Commercial Lending & Credit Analysis | - Credit Risk Assessment - Loan Approval Workflow in nCino - Loan Types and Structures |
| Topic 5: nCino Platform Functional Usage | - Workflow Configuration - Document Management and Compliance Tracking - Customer & Account Management |
Salesforce nCino 201 Commercial Banking Functional Sample Questions:
Question 1
Which Collateral Management feature enables the functionality of comparing the value of a piece of collateral to the value of all loans pledged to that particular piece of collateral?
A. Loan Ratio
B. Collateral Pledged
C. Collateral Coverage Ratio
D. Complex Collateral
Question 2
When configuring the form template, which of the following items are nCino's recommended best practices?
A. Copy field API Values from the "Show Available Fields" window to eliminate any misspellings caused by manual entry.
B. Ensure that all quotation marks within queries are the straight quotes " " instead of utilizing the curly Microsoft Word quotation marks.
C. Utilize the Schema Builder functionality when uncertain about how to query to a certain field on a related object to understand the data structure and how objects are connected.
D. When configuring a query within a table, navigate to Table Properties and uncheck the "Automatically Resize" checkbox.
Question 3
What objects are standard supported for Document Manager?
A. -Loan
B. -Collateral
C. -Deposits
D. -Relationship
E. -Product Package
F. -Treasury Services
Question 4
Collateral Management records must have what child record?
A. Collateral Pledged
B. Lien
C. All of the Above
D. Collateral Ownership
Question 5
True or False: The packaged Setup of nCino UI will have Risk Rating already configured.
A. False
B. True
Solutions:
| Question 1 Answer: C | Question 2 Answer: A,B,C,D | Question 3 Answer: A,B,C,D,E,F | Question 4 Answer: D | Question 5 Answer: B |
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