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Salesforce 201-Commercial-Banking-Functional Exam Syllabus Topics:
| Section | Objectives |
|---|---|
| Topic 1: Commercial Banking Fundamentals | - Commercial Banking Managers - Account types and banking regulations - Credit Analysts - Relationship Officers |
| Topic 2: Cash Management Services | - Cash management services provided to commercial clients |
| Topic 3: Trade Finance | - International trade finance goods and services - Guarantees - Export financing - Letters of credit |
| Topic 4: Commercial Lending | - Risk assessment - Credit analysis - Loan types |
Salesforce nCino 201 Commercial Banking Functional Sample Questions:
1. Which Risk Grade Factor Type would you use for a number based selection?
A) Quantitative
B) Template
C) Qualitative
D) Unit
2. True or False: Spelling and punctuation should match exactly when configuring back end product catalog and front end product catalog.
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. What is configured that determines the approval process a record will go through?
A) Beginning Process
B) Original Step
C) Final approval action
D) Entry Criteria
5. A loan with loan number 12345 is renewed. This creates a new Loan record with Loan number 12345R-1.
When Loan 12345R-1 books the stage is updated to the 'booked' stage.
What happens to the 12345R-1 loan's loan number when the 12345R-1 loan books?
A) Loan 12345R-1 updates to 12345R-2
B) The loan is deleted
C) The R-1 appendage on loan 12345R-1 is removed
D) The loan number for loan 12345R-1 is updated to 12345_ORG
Solutions:
| Question # 1 Answer: A | Question # 2 Answer: A | Question # 3 Answer: B | Question # 4 Answer: D | Question # 5 Answer: C |








