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Salesforce 201-Commercial-Banking-Functional Exam Syllabus Topics:
| Section | Objectives |
|---|---|
| Trade Finance | - Letters of credit - Guarantees - Export financing - International trade finance goods and services |
| Commercial Banking Fundamentals | - Relationship Officers - Commercial Banking Managers - Credit Analysts - Account types and banking regulations |
| Commercial Lending | - Loan types - Risk assessment - Credit analysis |
| Cash Management Services | - Cash management services provided to commercial clients |
Salesforce nCino 201 Commercial Banking Functional Sample Questions:
1. True or False: New Covenant Management records are created when the "Next Evaluation Date" is met.
A) False
B) True
2. True or False? When curating data in an excel sheet, Leading zeros are sometimes hidden.
A) False
B) True
3. Which Selection is NOT a Modification Frequency Value that can be set per index?
A) Adjusted Daily
B) Adjusted Hourly
C) Adjusted Yearly
D) Adjusted as needed
4. True or False: When Creating a New Route you should always click the New Button.
A) False
B) True
5. What needs to be configured in order to have access to the 'Edit Field set' button in the UI.
A) Custom Settings > System Properties. Change a value to true
B) Create Remote Site Settings for your current salesforce instance
C) Create a fieldset on whatever object the UI is on
D) None of these options are correct
Solutions:
| Question # 1 Answer: A | Question # 2 Answer: B | Question # 3 Answer: A | Question # 4 Answer: A | Question # 5 Answer: C |

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