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Salesforce 201-Commercial-Banking-Functional Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Product Configuration & Pricing | 15% | - Commercial loan and deposit products - Product catalog setup - Rate, fee and payment structures |
| Collateral, Covenant & Credit Management | 17% | - Complex credit structures - Covenant monitoring - Collateral tracking and valuation |
| Loan Origination & Underwriting | 18% | - Underwriting workflows - Application intake and processing - Credit analysis and financial statements |
| Document Management & Compliance | 12% | - Regulatory requirements - Document lifecycle - Audit trails and reporting |
| Client Onboarding & Account Management | 20% | - Customer data management - KYC and regulatory compliance - 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. What icon represents a Relationship record in nCino?
A) Folder
B) Coin
C) Money Bag
D) Small Green Man
2. True or False? You don't need a field set in order to Build the Layout for a Screen Section.
A) True
B) False
3. How Does nCino use Risk Rating? (Choose 2 answers)
A) Customize Rating Worksheets
B) Automatically updates all Rating Worksheets
C) Customize Rating Worksheets
D) Allows use of an Approval Process to manage requests
4. What controls where Loan appears in Non-Pending Facilities and Pending Facilities on Product Package?
A) Product State Config
B) Status
C) Stage
D) Custom Settings
5. What is the proper way to enter in a weight value of 50 percent for Risk Grade?
A) 0.5
B) 50%
C) 0.05
D) 50
Solutions:
| Question # 1 Answer: A | Question # 2 Answer: B | Question # 3 Answer: D | Question # 4 Answer: A,B,C,D | Question # 5 Answer: A |






