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Salesforce 201-Commercial-Banking-Functional Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Collateral, Covenant & Credit Management | 17% | - Collateral tracking and valuation - Complex credit structures - Covenant monitoring |
| Product Configuration & Pricing | 15% | - Rate, fee and payment structures - Commercial loan and deposit products - Product catalog setup |
| Document Management & Compliance | 12% | - Regulatory requirements - Document lifecycle - Audit trails and reporting |
| Relationship Management & Hierarchy Modeling | 18% | - Contact and stakeholder mapping - Organizational relationships - Access control and permissions |
| Loan Origination & Underwriting | 18% | - Underwriting workflows - Credit analysis and financial statements - Application intake and processing |
| Client Onboarding & Account Management | 20% | - KYC and regulatory compliance - Customer data management - Multi-entity account structures |
Salesforce nCino 201 Commercial Banking Functional Sample Questions:
1. True or False: A Limit or Sub Limit adds additional exposure to the overall hierarchy.
A) True
B) False
2. True of False? The relationship statistics section comes with a default collection of exposure calculations.
A) True
B) False
3. True or False? Fields can be made Editable in the Pending Facilities section in Product Package.
A) True
B) False
4. When configuring a form template from the Loan object and attempting to capture the values for fields on a related object, how must the start of the query be configured to "call-out" to that other object?
A) {{"API_Name"}}
B) {{LIST="Object_API_Name"}}
C) {{LIST="Field_API_Name"}}
D) {{FIELD="API_Name"}}
5. True or False: An approval process can fire email alerts to a group of users.
A) True
B) False
Solutions:
| Question # 1 Answer: B | Question # 2 Answer: A | Question # 3 Answer: A | Question # 4 Answer: B | Question # 5 Answer: A |
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