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Salesforce 201-COMMERCIAL-BANKING-FUNCTIONAL Exam
SalesforcenCino 201 Commercial Banking Functional Exam (Page 6 )

Updated On: 1-Feb-2026
Page 6 of 35
PDF with 169 Questions

Any financial documents for your borrower should be saved in the ______________.

  1. Relationship Document Manager
  2. Connections
  3. Loan Document Manager
  4. Overview

Answer(s): A



True of False? The relationship statistics section comes with a default collection of exposure calculations.

  1. False
  2. True

Answer(s): B



Which of the following functions are available with the Schedule an Event feature?

  1. Create an All Day Event
  2. Create a Recurring Event
  3. Create a time block on your calendar for the event
  4. All of the above

Answer(s): D



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.

  1. True
  2. False

Answer(s): A



True or False? Activity History shows any prior CRM activities performed (phone calls, email sent, meetings, etc) and Open Activities shows any pending tasks.

  1. True
  2. False

Answer(s): A



Viewing page 6 of 35
Viewing questions 26 - 30 out of 169 questions



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