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Salesforce 201-Commercial-Banking-Functional Exam Syllabus Topics:

SectionWeightObjectives
Topic 1: Client Onboarding & Account Management20%- Multi-entity account structures
- KYC and regulatory compliance
- Customer data management
Topic 2: Loan Origination & Underwriting18%- Credit analysis and financial statements
- Application intake and processing
- Underwriting workflows
Topic 3: Collateral, Covenant & Credit Management17%- Complex credit structures
- Collateral tracking and valuation
- Covenant monitoring
Topic 4: Relationship Management & Hierarchy Modeling18%- Access control and permissions
- Contact and stakeholder mapping
- Organizational relationships
Topic 5: Product Configuration & Pricing15%- Rate, fee and payment structures
- Commercial loan and deposit products
- Product catalog setup
Topic 6: Document Management & Compliance12%- Audit trails and reporting
- Regulatory requirements
- Document lifecycle

Salesforce nCino 201 Commercial Banking Functional Sample Questions:

1. What objects are standard supported for Document Manager?

A) Treasury Services
B) All of the Above
C) Deposits
D) Collateral
E) Loan
F) Product Package
G) Relationship


2. True or False: A Loan that is processed through nCino will typically go through multiple approval processes.

A) False
B) True


3. What Icon represents a Loan record in nCino?

A) Coin
B) Money Bag
C) Folder
D) Small Green Man


4. Select the options that best summarize what a Product Package is. (Choose all that apply)

A) Manage Relationship Statistics
B) Bulk Actions to Loans (Modify/Renew, Submit for Approval, Review)
C) Aggregation of Loans and ancillary data (Fees, Collateral, etc.)
D) Unified Credit Memo and Forms Gen


5. What determines the available choices of Product Line, Product Type, and Product picklists?

A) Workflow + Field update
B) Field Level Security
C) Field Dependencies
D) Clickback protection


Solutions:

Question # 1
Answer: B
Question # 2
Answer: B
Question # 3
Answer: B
Question # 4
Answer: B,C,D
Question # 5
Answer: C

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