Pass your actual test at first attempt with Salesforce 201-Commercial-Banking-Functional training material
Last Updated: Jul 25, 2026
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| Section | Objectives |
|---|---|
| Topic 1: Trade Finance | - Guarantees - Letters of credit - Export financing - International trade finance goods and services |
| Topic 2: Commercial Banking Fundamentals | - Account types and banking regulations - Commercial Banking Managers - Relationship Officers - Credit Analysts |
| Topic 3: Cash Management Services | - Cash management services provided to commercial clients |
| Topic 4: Commercial Lending | - Loan types - Risk assessment - Credit analysis |
1. What objects are standard supported for Document Manager?
A) -Relationship
B) -Deposits
C) -Collateral
D) -Product Package
E) -Loan
F) -Treasury Services
2. Which SOQL Query would return the fields: Name, Billing address (street,city,state,zip) and phone number of all Relationships (Account) with the billing state of North Carolina with no syntax errors?
A) SELECT NAME, BILLING ADDRESS, PHONE FROM ACCOUNT HAVING BILLINGSTATE =
'NC'
B) SELECT NAME, BILLING ADDRESS PHONE FROM ACCOUNT WHERE BILLINGSTATE = NC
C) SELECT NAME, BILLING ADDRESS, PHONE FROM ACCOUNT WHERE BILLINGSTATE =
'NC'
D) SELECT NAME, BILLING ADDRESS, FROM ACCOUNT WHERE BILLINGSTATE = 'NC'
3. True or False? During Approval Process, the Stage field on Product Package and Loan are what controls the syncing for Approval.
A) True
B) False
4. When are notifications sent out after a loan is approved or rejected?
A) Weekly
B) Automatically
C) Monthly
D) Daily
5. Where are the graphics for the nodes used on the Overview tab (Process View Images) housed?
A) Custom Labels
B) Apps
C) Installed Packages
D) Desktop Administration
E) Static Resources
Solutions:
| Question # 1 Answer: A,B,C,D,E,F | Question # 2 Answer: C | Question # 3 Answer: B | Question # 4 Answer: B | Question # 5 Answer: E |
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