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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 Banking Fundamentals | - Commercial Banking Managers - Credit Analysts - Account types and banking regulations - Relationship Officers |
| Topic 3: Commercial Lending | - Credit analysis - Loan types - Risk assessment |
| 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
True or False? When you log a call, you are also given the ability to create a follow-up task on the same page, if needed.
A. True
B. False
Question 2
True or False? The Product Catalog can dictate the type of placeholders that render in Document Manager.
A. True
B. False
Question 3
True or False? Workbench can be used to query salesforce records that are otherwise difficult to report on.
A. True
B. False
Question 4
Where can a User find "Recent Items"?
A. Center Pane
B. Side Pane
Question 5
In the nCino UI, bold contents contained within a field denotes data:
A. That is used in a formula field elsewhere in the system
B. That has recently been saved
C. That has been entered but not yet saved
D. That is incorrect value for the field type it is entered in
Solutions:
| Question 1 Answer: A | Question 2 Answer: A | Question 3 Answer: A | Question 4 Answer: B | Question 5 Answer: D |



