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Salesforce 201-Commercial-Banking-Functional Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Loan Origination & Underwriting | 18% | - Application intake and processing - Underwriting workflows - Credit analysis and financial statements |
| Topic 2: Relationship Management & Hierarchy Modeling | 18% | - Contact and stakeholder mapping - Organizational relationships - Access control and permissions |
| Topic 3: Collateral, Covenant & Credit Management | 17% | - Collateral tracking and valuation - Complex credit structures - Covenant monitoring |
| Topic 4: Product Configuration & Pricing | 15% | - Product catalog setup - Rate, fee and payment structures - Commercial loan and deposit products |
| Topic 5: Client Onboarding & Account Management | 20% | - KYC and regulatory compliance - Customer data management - Multi-entity account structures |
| Topic 6: Document Management & Compliance | 12% | - Regulatory requirements - Document lifecycle - Audit trails and reporting |
Salesforce nCino 201 Commercial Banking Functional Sample Questions:
1. Collateral Management records must have what child record?
A) Collateral Ownership
B) All of the Above
C) Lien
D) Collateral Pledged
2. True or False: An approval process can fire email alerts to a group of users.
A) True
B) False
3. The Address is found on which object?
A) Loan
B) Lien
C) Collateral Management
D) Collateral Pledged
4. The following are the Related Lists (also called "hovers" or "quick links") that store any CRM activities for the relationship that have been closed/completed.
A) Open Activities
B) Connections
C) Activity History
D) Contacts
5. Covenant Compliance records are created "X" days prior to the "Next Evaluation Date" based on?
A) The frequency
B) The number of days specified by the user
C) The Covenant type
D) The status
Solutions:
| Question # 1 Answer: A | Question # 2 Answer: A | Question # 3 Answer: C | Question # 4 Answer: C | Question # 5 Answer: C |
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