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Salesforce 201-Commercial-Banking-Functional Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Collateral, Covenant & Credit Management | 17% | - Covenant monitoring - Collateral tracking and valuation - Complex credit structures |
| Client Onboarding & Account Management | 20% | - KYC and regulatory compliance - Customer data management - Multi-entity account structures |
| Relationship Management & Hierarchy Modeling | 18% | - Contact and stakeholder mapping - Organizational relationships - Access control and permissions |
| Document Management & Compliance | 12% | - Regulatory requirements - Audit trails and reporting - Document lifecycle |
| Product Configuration & Pricing | 15% | - Commercial loan and deposit products - Rate, fee and payment structures - Product catalog setup |
| 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 Icon represents a Loan record in nCino?
A) Folder
B) Coin
C) Small Green Man
D) Money Bag
2. True or False? Document Manager requires permission sets in order for users to upload documents.
A) False
B) True
3. When configuring Loan Team Member alerts, what workflow action is utilized?
A) Create task
B) Outbound message
C) Email alert
D) Field update
4. Connections is used to join what 2 type of records.
A) Loans with other Loans
B) Relationships with other Relationships
C) Relationships to Loans
D) Reports to Dashboards
5. When configuring Credit Memo, which section resource should be used to display information from a child object to the Loan?
A) MappedSObjectScreenResource
B) ConfiguredSObjectScreenResource
C) SObjectScreenResource
D) MappedSObjectHierarchyScreenResource
Solutions:
| Question # 1 Answer: D | Question # 2 Answer: B | Question # 3 Answer: C | Question # 4 Answer: B | Question # 5 Answer: D |

PDF Version Demo





