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Salesforce 201-Commercial-Banking-Functional Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Relationship Management & Hierarchy Modeling | 18% | - Contact and stakeholder mapping - Organizational relationships - Access control and permissions |
| Collateral, Covenant & Credit Management | 17% | - Covenant monitoring - Complex credit structures - Collateral tracking and valuation |
| Client Onboarding & Account Management | 20% | - Customer data management - KYC and regulatory compliance - Multi-entity account structures |
| Product Configuration & Pricing | 15% | - Commercial loan and deposit products - Rate, fee and payment structures - Product catalog setup |
| Document Management & Compliance | 12% | - Regulatory requirements - Audit trails and reporting - Document lifecycle |
| Loan Origination & Underwriting | 18% | - Application intake and processing - Credit analysis and financial statements - Underwriting workflows |
Salesforce nCino 201 Commercial Banking Functional Sample Questions:
1. What is configured that determines the approval process a record will go through?
A) Entry Criteria
B) Final approval action
C) Beginning Process
D) Original Step
2. Nodes in the Overview Tab can be directed to which of the following?
A) A specific List View or a specific Dashboard
B) The Loan Object or the Dashboard Object
C) A specific List View or a specific Report
D) The Loan Object or the the Report Object
3. Which SOQL Query would return the fields: Name, Billing address (street,city,state,zip) and phone number of all Relationships (Account) with the billing state of North Carolina with no syntax errors?
A) SELECT NAME, BILLING ADDRESS, FROM ACCOUNT WHERE BILLINGSTATE = 'NC'
B) SELECT NAME, BILLING ADDRESS, PHONE FROM ACCOUNT HAVING BILLINGSTATE =
'NC'
C) SELECT NAME, BILLING ADDRESS PHONE FROM ACCOUNT WHERE BILLINGSTATE = NC
D) SELECT NAME, BILLING ADDRESS, PHONE FROM ACCOUNT WHERE BILLINGSTATE =
'NC'
4. What tab should be navigated to for Docman Configuration?
A) DM Administration
B) Home
C) Docman Configuration Tool Suite
D) Reports
E) nCino Administration
5. 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.
A) False
B) True
Solutions:
| Question # 1 Answer: A | Question # 2 Answer: C | Question # 3 Answer: D | Question # 4 Answer: E | Question # 5 Answer: B |


