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

SectionObjectives
Topic 1: nCino Platform Functional Usage- Customer & Account Management
- Document Management and Compliance Tracking
- Workflow Configuration
Topic 2: Cash Management Services- Payment and Liquidity Management
- Corporate Cash Management Products
Topic 3: Commercial Banking Fundamentals- Account Structures and Banking Operations
- Banking Regulations Overview
- Roles in Commercial Banking
Topic 4: Commercial Lending & Credit Analysis- Loan Approval Workflow in nCino
- Loan Types and Structures
- Credit Risk Assessment
Topic 5: Trade Finance- Export / Import Financing
- Letters of Credit
- Bank Guarantees

Salesforce nCino 201 Commercial Banking Functional Sample Questions:

When configuring the form template, which of the following items are nCino's recommended best practices?

  • A. Utilize the Schema Builder functionality when uncertain about how to query to a certain field on a related object to understand the data structure and how the objects are connected
  • B. When configuring a query within a table, navigate to Table Properties and uncheck the "Automatically Resize" checkbox
  • C. Ensure that all quotation marks within queries are the straight quotes " " instead of utilizing the curly Microsoft Word quotation marks " "
  • D. Copy field API values from the "Show Available Fields" window to eliminate any misspellings caused by manual entry
Reveal Solution  Discussion  0

Correct Answer: A,B,C,D  🗳️

When using Spreads, what is the most likely reason an end user is unable to select the Show operations checkbox?

  • A. They are not an administrator
  • B. Spreads was configured incorrectly
  • C. Missing Underwriting Permission Set
  • D. Field level security is too high
Reveal Solution  Discussion  0

Correct Answer: C  🗳️

In nCino, which designation in the default structure hierarchy captures the record of principal advance?

  • A. Sub Limit
  • B. Main
  • C. Current Takedown
  • D. Limit
Reveal Solution  Discussion  0

Correct Answer: C  🗳️

True or False? A Limit or a Sub Limit adds additional exposure to the overall hierarchy.

  • A. True
  • B. False
Reveal Solution  Discussion  0

Correct Answer: B  🗳️

The 'Loan Details' Main Navigation has Sub Navigation called Questionnaire that should be the first Route that is seen when clicking the 'Loan Details'. Where is the 'Default Context' checkbox checked to make the Questionnaire show up first?

  • A. Screen Section
  • B. Group
  • C. Route
  • D. Route Group
Reveal Solution  Discussion  0

Correct Answer: D  🗳️

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