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Salesforce 201-Commercial-Banking-Functional Exam Syllabus Topics:
| Section | Objectives |
|---|---|
| Cash Management Services | - Corporate Cash Management Products - Payment and Liquidity Management |
| nCino Platform Functional Usage | - Workflow Configuration - Customer & Account Management - Document Management and Compliance Tracking |
| Commercial Lending & Credit Analysis | - Loan Approval Workflow in nCino - Credit Risk Assessment - Loan Types and Structures |
| Commercial Banking Fundamentals | - Banking Regulations Overview - Account Structures and Banking Operations - Roles in Commercial Banking |
| Trade Finance | - Bank Guarantees - Letters of Credit - Export / Import Financing |
Salesforce nCino 201 Commercial Banking Functional Sample Questions:
1. The 'Decline Loan' button is at the top of the ______ page.
A) Contact
B) Loan
C) Lead
D) Relationship
2. True or False: Collateral Type is optional.
A) True
B) False
3. A loan with loan number 12345 is renewed. This creates a new Loan record with Loan number 12345R-1.
When Loan 12345R-1 books the stage is updated to the 'booked' stage.
What happens to the original loan's loan number when the 12345R-1 books?
A) All appendages are removed from the original loan's loan number
B) The original loan is deleted
C) _ORG is appended to the original loan's loan number
D) R-2 is appended to the original loan's loan number
4. True or False? During Approval Process, the Stage field on Product Package and Loan are what controls the syncing for Approval.
A) True
B) False
5. When setting a Route to look at a VisualForce Page what field holds the API name of the VisualForce Page?
A) Route Name
B) App Name
C) Screen Name
D) Body
Solutions:
| Question # 1 Answer: D | Question # 2 Answer: B | Question # 3 Answer: C | Question # 4 Answer: B | Question # 5 Answer: D |






