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Salesforce 201-Commercial-Banking-Functional Exam Syllabus Topics:
| Section | Objectives |
| Cash Management Services | - Payment and Liquidity Management
- Corporate Cash Management Products
|
| Commercial Banking Fundamentals | - Account Structures and Banking Operations
- Roles in Commercial Banking
- Banking Regulations Overview
|
| Trade Finance | - Export / Import Financing
- Letters of Credit
- Bank Guarantees
|
| nCino Platform Functional Usage | - Workflow Configuration
- Customer & Account Management
- Document Management and Compliance Tracking
|
| Commercial Lending & Credit Analysis | - Loan Types and Structures
- Credit Risk Assessment
- Loan Approval Workflow in nCino
|
Salesforce nCino 201 Commercial Banking Functional Sample Questions:
1. True or False: New Covenant Management records are created when the "Next Evaluation Date" is met.
A) False
B) True
2. When configuring the form template, which of the following items are nCino's recommended best practices?
A) Ensure that all quotation marks within queries are the straight quotes " " instead of utilizing the curly Microsoft Word quotation marks " "
B) When configuring a query within a table, navigate to Table Properties and uncheck the "Automatically Resize" checkbox
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 the objects are connected
D) Copy field API values from the "Show Available Fields" window to eliminate any misspellings caused by manual entry
3. True or False: When Creating a New Route you should always click the New Button.
A) False
B) True
4. From the default structure hierarchy in nCino, which options can have one or many options below them in the hierarchy? (Choose three)
A) Current Takedown
B) Sub Limit
C) Limit
D) Main
5. When configuring nCino feature from a knowledge base article and a necessary field is not available on the page layout what is the best FIRST step to take to locate the field?
A) Check with the knowledge team to make sure the article is up to date
B) Create the field
C) Chatter your team lead
D) Click edit page layout and search for the missing field
Solutions:
Question # 1 Answer: A | Question # 2 Answer: A,B,C,D | Question # 3 Answer: A | Question # 4 Answer: B,C,D | Question # 5 Answer: D |