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

SectionObjectives
Commercial Banking Fundamentals- Account types and banking regulations
- Relationship Officers
- Commercial Banking Managers
- Credit Analysts
Commercial Lending- Loan types
- Credit analysis
- Risk assessment
Trade Finance- International trade finance goods and services
- Export financing
- Letters of credit
- Guarantees
Cash Management Services- Cash management services provided to commercial clients

Salesforce nCino 201 Commercial Banking Functional Sample Questions:

1. When setting a Route to look at a VisualForce Page what field holds the API name of the VisualForce Page?

A) App Name
B) Body
C) Route Name
D) Screen Name


2. How do I Modify/Renew a Loan from Product Package?

A) Navigate to loan and then modify/renew
B) Manage Loan button
C) Bulk Actions button
D) Credit Actions button


3. When configuring a form template from the Loan object and attempting to capture the values for fields on a related object, how must the start of the query be configured to "call-out" to that other object?

A) {{LIST="Field_API_Name"}}
B) {{"API_Name"}}
C) {{LIST="Object_API_Name"}}
D) {{FIELD="API_Name"}}


4. True or False? List views should be created for each Stage on the Loan Object.

A) True
B) False


5. What controls where Loan appears in Non-Pending Facilities and Pending Facilities on Product Package?

A) Stage
B) Product State Config
C) Status
D) Custom Settings


Solutions:

Question # 1
Answer: B
Question # 2
Answer: D
Question # 3
Answer: C
Question # 4
Answer: A
Question # 5
Answer: A,B,C,D

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