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Salesforce 201-Commercial-Banking-Functional Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Client Onboarding & Account Management | 20% | - Multi-entity account structures - KYC and regulatory compliance - Customer data management |
| Topic 2: Document Management & Compliance | 12% | - Document lifecycle - Regulatory requirements - Audit trails and reporting |
| Topic 3: Relationship Management & Hierarchy Modeling | 18% | - Access control and permissions - Organizational relationships - Contact and stakeholder mapping |
| Topic 4: Loan Origination & Underwriting | 18% | - Credit analysis and financial statements - Application intake and processing - Underwriting workflows |
| Topic 5: Collateral, Covenant & Credit Management | 17% | - Collateral tracking and valuation - Covenant monitoring - Complex credit structures |
| Topic 6: Product Configuration & Pricing | 15% | - Rate, fee and payment structures - Commercial loan and deposit products - Product catalog setup |
Salesforce nCino 201 Commercial Banking Functional Sample Questions:
1. Where can a User find "Recent Items"?
A) Center Pane
B) Side Pane
2. True or False? When Creating a New Risk Grade Template you should Always use the Create New Risk Grade Template Button.
A) False
B) True
3. When renewing/modifying a loan, an appendage is added to the loan number. This is configured where?
A) nCino Administration
B) CFG_ConfigValues
C) Custom Settings
D) CFG_ConfigKeys
4. True or False? An Admin will Visit the ManageRates Visualforce Page to adjust the rate for a given index.
A) False
B) True
5. True or False? A Limit or a Sub Limit adds additional exposure to the overall hierarchy.
A) False
B) True
Solutions:
| Question # 1 Answer: B | Question # 2 Answer: B | Question # 3 Answer: B | Question # 4 Answer: A | Question # 5 Answer: A |







