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Salesforce 201-Commercial-Banking-Functional Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Product Configuration & Pricing | 15% | - Commercial loan and deposit products - Rate, fee and payment structures - Product catalog setup |
| Loan Origination & Underwriting | 18% | - Application intake and processing - Credit analysis and financial statements - Underwriting workflows |
| Document Management & Compliance | 12% | - Audit trails and reporting - Regulatory requirements - Document lifecycle |
| Collateral, Covenant & Credit Management | 17% | - Covenant monitoring - Complex credit structures - Collateral tracking and valuation |
| Client Onboarding & Account Management | 20% | - KYC and regulatory compliance - Customer data management - Multi-entity account structures |
| Relationship Management & Hierarchy Modeling | 18% | - Organizational relationships - Contact and stakeholder mapping - Access control and permissions |
Salesforce nCino 201 Commercial Banking Functional Sample Questions:
1. When renewing/modifying a loan, an appendage is added to the loan number. This is configured where?
A) nCino Administration
B) CFG_ConfigKeys
C) CFG_ConfigValues
D) Custom Settings
2. The navigation items organized vertically across the left side of the nCino User Interface are called:
A) Parent routes
B) Tertiary routes
C) Sub-routes
D) Alternate routes
3. Covenant Compliance records are created "X" days prior to the "Next Evaluation Date" based on?
A) The number of days specified by the user
B) The frequency
C) The status
D) The Covenant type
4. True or False? Informatica loads run on a manual sync. The admin must tell the sync to run.
A) False
B) True
5. What controls where Loans appear in Non-Pending Facilities and Pending Facilities on Product Package?
A) All of the Above
B) Stage
C) Status
D) Custom Settings
E) Product State Config
Solutions:
| Question # 1 Answer: C | Question # 2 Answer: C | Question # 3 Answer: D | Question # 4 Answer: B | Question # 5 Answer: A |




