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Salesforce 201-Commercial-Banking-Functional Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Relationship Management & Hierarchy Modeling | 18% | - Access control and permissions - Contact and stakeholder mapping - Organizational relationships |
| Topic 2: Client Onboarding & Account Management | 20% | - Customer data management - KYC and regulatory compliance - Multi-entity account structures |
| Topic 3: Collateral, Covenant & Credit Management | 17% | - Collateral tracking and valuation - Complex credit structures - Covenant monitoring |
| Topic 4: Product Configuration & Pricing | 15% | - Rate, fee and payment structures - Product catalog setup - Commercial loan and deposit products |
| Topic 5: Loan Origination & Underwriting | 18% | - Underwriting workflows - Application intake and processing - Credit analysis and financial statements |
| Topic 6: Document Management & Compliance | 12% | - Document lifecycle - Audit trails and reporting - Regulatory requirements |
Salesforce nCino 201 Commercial Banking Functional Sample Questions:
1. True or False: Once the entire Loan term is defined, the payment structure data from the first payment stream is pushed back to the loan object and saved. This overwrites existing data on the loan object.
A) True
B) False
2. True or False? Document Manager requires permission sets in order for users to upload documents.
A) True
B) False
3. When configuring Loan Team Member alerts, what loan field is populated via workflow to initiate the notification?
A) Notification Alert
B) Team Member Alerts
C) Team Alerts
D) Loan Alerts
4. True or False? A Limit or a Sub Limit adds additional exposure to the overall hierarchy.
A) True
B) False
5. What field on relationship is recommended to be used when starting Relationship Docman Smart Checklists?
A) Name
B) Industry
C) Type
D) LookupKey
Solutions:
| Question # 1 Answer: A | Question # 2 Answer: A | Question # 3 Answer: C | Question # 4 Answer: B | Question # 5 Answer: C |




