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Salesforce 201-Commercial-Banking-Functional Exam Syllabus Topics:
| Section | Objectives |
|---|---|
| Commercial Lending | - Credit analysis - Risk assessment - Loan types |
| Commercial Banking Fundamentals | - Credit Analysts - Account types and banking regulations - Commercial Banking Managers - Relationship Officers |
| Cash Management Services | - Cash management services provided to commercial clients |
| Trade Finance | - Letters of credit - Guarantees - International trade finance goods and services - Export financing |
Salesforce nCino 201 Commercial Banking Functional Sample Questions:
1. Covenant Compliance records are generated until:
A) All associated Loans are in the Booked Stage
B) All Associated Loans are in the Complete Stage
C) the Status is changed
D) A user deactivates the Covenant Management record
2. True or False: The packaged Setup of nCino UI will have Risk Rating already configured.
A) True
B) False
3. True or False? The roles used in loan team member alerts configuration are the standard Salesforce roles.
A) True
B) False
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. True or False: Once the entire Loan term is defined, the payment structure data from the first payment stream is pushed back to the loan object and saved. This overwrites existing data on the loan object.
A) True
B) False
Solutions:
| Question # 1 Answer: A | Question # 2 Answer: A | Question # 3 Answer: B | Question # 4 Answer: B | Question # 5 Answer: A |

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