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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 |
| Document Management & Compliance | 12% | - Document lifecycle - Regulatory requirements - Audit trails and reporting |
| 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 |
| Relationship Management & Hierarchy Modeling | 18% | - Organizational relationships - Access control and permissions - Contact and stakeholder mapping |
| Client Onboarding & Account Management | 20% | - Customer data management - Multi-entity account structures - KYC and regulatory compliance |
Salesforce nCino 201 Commercial Banking Functional Sample Questions:
1. Which nCino feature is required to be utilized when setting up multi-tiered loan structure?
A) Credit Memo
B) Spreads
C) Rate Structure
D) Product Package
2. When configuring Loan Team Member alerts, what workflow action is utilized?
A) Field update
B) Create task
C) Email alert
D) Outbound message
3. Which child object of a Covenant Management record can have multiple records? (Select 2).
A) Account Covenant
B) Loan Covenant
C) Covenant Compliance
D) Covenant Type
4. In the nCino UI, bold contents contained within a field denotes data:
A) That has recently been saved
B) That has been entered but not yet saved
C) That is used in a formula field elsewhere in the system
D) That is incorrect value for the field type it is entered in
5. When configuring the form template, which of the following items are nCino's recommended best practices?
A) Copy field API Values from the "Show Available Fields" window to eliminate any misspellings caused by manual entry.
B) Ensure that all quotation marks within queries are the straight quotes " " instead of utilizing the curly Microsoft Word quotation marks.
C) When configuring a query within a table, navigate to Table Properties and uncheck the "Automatically Resize" checkbox.
D) Utilize the Schema Builder functionality when uncertain about how to query to a certain field on a related object to understand the data structure and how objects are connected.
Solutions:
| Question # 1 Answer: D | Question # 2 Answer: C | Question # 3 Answer: B,C | Question # 4 Answer: D | Question # 5 Answer: A,B,C,D |




