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Salesforce 201-Commercial-Banking-Functional Exam Syllabus Topics:
| Section | Objectives |
|---|---|
| Topic 1: Cash Management Services | - Cash management services provided to commercial clients |
| Topic 2: Commercial Lending | - Credit analysis - Loan types - Risk assessment |
| Topic 3: Commercial Banking Fundamentals | - Relationship Officers - Account types and banking regulations - Commercial Banking Managers - Credit Analysts |
| Topic 4: Trade Finance | - Guarantees - International trade finance goods and services - Export financing - Letters of credit |
Salesforce nCino 201 Commercial Banking Functional Sample Questions:
Question 1
ncDataGrid can access field sets from what Objects?
A. The Source Object the UI is on
B. A related - related Object to the Object the UI is on
C. a visualforce page
D. A related Object to the Object the UI is on
Question 2
True or False? Document Manager requires permission sets in order for users to upload documents.
A. True
B. False
Question 3
True or False? The roles used in loan team member alerts configuration are the standard Salesforce roles.
A. True
B. False
Question 4
The following are the Related Lists (also called "hovers" or "quick links") that store any CRM activities for the relationship that have been closed/completed.
A. Open Activities
B. Contacts
C. Activity History
D. Connections
Question 5
Where can the Interest Accrual Method be changed?
A. Product Line
B. Manage Rates Tab
C. Product Type
D. Index
Solutions:
| Question 1 Answer: A | Question 2 Answer: A | Question 3 Answer: B | Question 4 Answer: C | Question 5 Answer: A |
