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Salesforce 201-Commercial-Banking-Functional Exam Syllabus Topics:
| Section | Objectives |
|---|---|
| Topic 1: Commercial Lending | - Credit analysis - Loan types - Risk assessment |
| Topic 2: Cash Management Services | - Cash management services provided to commercial clients |
| Topic 3: Commercial Banking Fundamentals | - Credit Analysts - Account types and banking regulations - Relationship Officers - Commercial Banking Managers |
| Topic 4: Trade Finance | - Guarantees - Export financing - International trade finance goods and services - Letters of credit |
Salesforce nCino 201 Commercial Banking Functional Sample Questions:
Once the Covenant Compliance record is set to Compliant status, the Next Evaluation Date on the parent Covenant automatically moves forward based on the frequency set on the parent Covenant. This is accomplished via workflow rules and can be customized.
Which of the following is necessary for a sync with records coming from the Core?
- A. A match on the lookupKey value for the record
- B. A match on the name of the record
- C. A match on the Relationship Social Security Number or Tax ID
- D. A Salesforce ID match
Correct Answer: A 🗳️
Select the options that best summarize what a Product Package is. (Choose all that apply)
- A. Bulk Actions to Loans (Modify/Renew, Submit for Approval, Review)
- B. Manage Relationship Statistics
- C. Aggregation of Loans and ancillary data (Fees, Collateral, etc.)
- D. Unified Credit Memo and Forms Gen
Correct Answer: A,C,D 🗳️
Which of the following ways can a Loan be created in nCino? (Select Two)
- A. New Loan Product button from Relationship
- B. Adding from Entity Involvement Related List
- C. Collateral Management Manage Collateral Button
- D. Converting a Lead to a Loan
Correct Answer: A,C 🗳️
What is the name of the junction object that typically ties Loans and Deposits to Relationships?
- A. Entity Involvement
- B. Connection Plus
- C. Collateral Management
- D. Entity Engagement
Correct Answer: A 🗳️
What objects are standard supported for Document Manager?
- A. -Deposits
- B. -Product Package
- C. -Relationship
- D. -Loan
- E. -Collateral
- F. -Treasury Services
Correct Answer: A,B,C,D,E,F 🗳️

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