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Salesforce 201-Commercial-Banking-Functional Exam Syllabus Topics:
| Section | Objectives |
|---|---|
| Topic 1: Cash Management Services | - Cash management services provided to commercial clients |
| Topic 2: Commercial Banking Fundamentals | - Account types and banking regulations - Credit Analysts - Relationship Officers - Commercial Banking Managers |
| Topic 3: Commercial Lending | - Loan types - Risk assessment - Credit analysis |
| Topic 4: Trade Finance | - International trade finance goods and services - Letters of credit - Export financing - Guarantees |
Salesforce nCino 201 Commercial Banking Functional Sample Questions:
1. True or False? When curating data in an excel sheet, Leading zeros are sometimes hidden.
A) False
B) True
2. True or False: The packaged Setup of nCino UI will have Risk Rating already configured.
A) False
B) True
3. True or False: New Covenant Management records are created when the "Next Evaluation Date" is met.
A) False
B) True
4. True or False? A Loan converts to a lead through the "Convert to nCino" button.
A) False
B) True
5. Which of the following is NOT an example of a Fee that should be tracked using the nCino Fee Management feature?
A) Attorney
B) Appraisal
C) Credit Card Late Payment Charge
D) Loan Origination
Solutions:
| Question # 1 Answer: B | Question # 2 Answer: B | Question # 3 Answer: A | Question # 4 Answer: A | Question # 5 Answer: C |



