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Full Access Salesforce 201-Commercial-Banking-Functional Tutorials

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Question 24

True or False? A Change Memo is used to request an approval to change terms, rate, amount, etc. AFTER the Loan has already been approved - but BEFORE the Loan has been closed/booked.

Options:

A.

True

B.

False

Question 25

When configuring Loan Team Member alerts, what workflow action is utilized?

Options:

A.

Outbound message

B.

Email alert

C.

Field update

D.

Create task

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Exam Name: SalesforcenCino 201 Commercial Banking Functional Exam
Last Update: Nov 23, 2024
Questions: 169
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