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Salesforce 201-Commercial-Banking-Functional Exam Syllabus Topics:

SectionObjectives
Commercial Banking Fundamentals- Roles in Commercial Banking
- Account Structures and Banking Operations
- Banking Regulations Overview
Commercial Lending & Credit Analysis- Loan Approval Workflow in nCino
- Loan Types and Structures
- Credit Risk Assessment
nCino Platform Functional Usage- Document Management and Compliance Tracking
- Workflow Configuration
- Customer & Account Management
Trade Finance- Bank Guarantees
- Export / Import Financing
- Letters of Credit
Cash Management Services- Payment and Liquidity Management
- Corporate Cash Management Products

Salesforce nCino 201 Commercial Banking Functional Sample Questions:

Question 1

True or False: Spelling and punctuation should match exactly when configuring back end product catalog and front end product catalog.

A. True
B. False


Question 2

In order to configure the "Generate Forms" action within the Magic Wand/User Interface (UI) on the Loan object, which loan field value is required?

A. Principal Balance
B. Record Type
C. Default App
D. Product Line


Question 3

What Icon represents a Loan record in nCino?

A. Small Green Man
B. Money Bag
C. Folder
D. Coin


Question 4

The nCino UI provides the users with all of the following, except:

A. Consistent experience across devices
B. A 1-to-1 replacement of native Salesforce Ul functionality
C. A Streamlined navigation and presentation of data by keeping all relevant information in one view pane (you are only presented with the information you need to know)
D. An intuitive layout that reduces learning curve in adapting to and using the layout effectively


Question 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. Chatter your team lead
B. Create the field
C. Click edit page layout and search for the missing field
D. Check with the knowledge team to make sure the article is up to date


Solutions:

Question 1
Answer: A
Question 2
Answer: D
Question 3
Answer: B
Question 4
Answer: C
Question 5
Answer: C

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