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Salesforce 201-Commercial-Banking-Functional Exam Syllabus Topics:
| Section | Objectives |
|---|---|
| nCino Platform Functional Usage | - Document Management and Compliance Tracking - Customer & Account Management - Workflow Configuration |
| Commercial Lending & Credit Analysis | - Loan Approval Workflow in nCino - Credit Risk Assessment - Loan Types and Structures |
| Cash Management Services | - Corporate Cash Management Products - Payment and Liquidity Management |
| Commercial Banking Fundamentals | - Roles in Commercial Banking - Banking Regulations Overview - Account Structures and Banking Operations |
| Trade Finance | - Bank Guarantees - Letters of Credit - Export / Import Financing |
Salesforce nCino 201 Commercial Banking Functional Sample Questions:
Which SOQL Query would return the fields: Name, Billing address (street,city,state,zip) and phone number of all Relationships (Account) with the billing state of North Carolina with no syntax errors?
- A. SELECT NAME, BILLING ADDRESS PHONE FROM ACCOUNT WHERE BILLINGSTATE = NC
- B. SELECT NAME, BILLING ADDRESS, PHONE FROM ACCOUNT WHERE BILLINGSTATE =
'NC' - C. SELECT NAME, BILLING ADDRESS, FROM ACCOUNT WHERE BILLINGSTATE = 'NC'
- D. SELECT NAME, BILLING ADDRESS, PHONE FROM ACCOUNT HAVING BILLINGSTATE =
'NC'
Which SOQL Query would return all Loan ID's?
- A. SELECT ID FROM LLC_BI__LOAN__C
- B. SELECT ID FROM ACCOUNT.LLC_BI__LOAN__C
- C. SELECT ID, FROM LLC_BI__LOAN__C
Covenant Compliance records are created "X" days prior to the "Next Evaluation Date" based on?
- A. The Covenant type
- B. The number of days specified by the user
- C. The status
- D. The frequency
Which nCino feature is required to be utilized when setting up multi-tiered loan structure?
- A. Product Package
- B. Rate Structure
- C. Spreads
- D. Credit Memo
To access the Default Rate Indices one would navigate via Setup>Develop>Custom Settings>Manage records next to Index
- A. True
- B. False

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