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

SectionObjectives
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'
Answer: B

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
Answer: B

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
Answer: A

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
Answer: A

To access the Default Rate Indices one would navigate via Setup>Develop>Custom Settings>Manage records next to Index

  • A. True
  • B. False
Answer: B

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