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Salesforce 201-Commercial-Banking-Functional Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Collateral, Covenant & Credit Management | 17% | - Collateral tracking and valuation - Covenant monitoring - Complex credit structures |
| Document Management & Compliance | 12% | - Document lifecycle - Audit trails and reporting - Regulatory requirements |
| Relationship Management & Hierarchy Modeling | 18% | - Organizational relationships - Contact and stakeholder mapping - Access control and permissions |
| Product Configuration & Pricing | 15% | - Rate, fee and payment structures - Commercial loan and deposit products - Product catalog setup |
| Client Onboarding & Account Management | 20% | - Customer data management - KYC and regulatory compliance - Multi-entity account structures |
| Loan Origination & Underwriting | 18% | - Underwriting workflows - Application intake and processing - Credit analysis and financial statements |
Salesforce nCino 201 Commercial Banking Functional Sample Questions:
Question 1
In order to configure the "Generate Forms" action within the Magic Wand/User Interface (UI) on the Loan object, which loan field value is required?
A. Principal Balance
B. Product Line
C. Record Type
D. Default App
Question 2
Covenant Compliance records are generated until:
A. A user deactivates the Covenant Management record
B. All Associated Loans are in the Complete Stage
C. the Status is changed
D. All associated Loans are in the Booked Stage
Question 3
What field on the Loan controls Total Reviewable Loan Facilities? (Pick one)
A. In Review
B. Is Ready Review
C. None of the above
D. Loan Number
Question 4
Which items must be created in order to configure a team key? (Select Two)
A. Loan field
B. Role
C. Role
D. Email alert
E. Email template
F. Email template
Question 5
What icon represents a Relationship record in nCino?
A. Money Bag
B. Coin
C. Folder
D. Small Green Man
Solutions:
| Question 1 Answer: B | Question 2 Answer: D | Question 3 Answer: B | Question 4 Answer: B,F | Question 5 Answer: C |




