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Salesforce 201-Commercial-Banking-Functional Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Client Onboarding & Account Management | 20% | - Multi-entity account structures - KYC and regulatory compliance - Customer data management |
| Topic 2: Collateral, Covenant & Credit Management | 17% | - Covenant monitoring - Collateral tracking and valuation - Complex credit structures |
| Topic 3: Document Management & Compliance | 12% | - Document lifecycle - Audit trails and reporting - Regulatory requirements |
| Topic 4: Loan Origination & Underwriting | 18% | - Credit analysis and financial statements - Application intake and processing - Underwriting workflows |
| Topic 5: Product Configuration & Pricing | 15% | - Rate, fee and payment structures - Commercial loan and deposit products - Product catalog setup |
| Topic 6: Relationship Management & Hierarchy Modeling | 18% | - Contact and stakeholder mapping - Organizational relationships - Access control and permissions |
Salesforce nCino 201 Commercial Banking Functional Sample Questions:
Question 1
When configuring the form template, which of the following items are nCino's recommended best practices?
A. Ensure that all quotation marks within queries are the straight quotes " " instead of utilizing the curly Microsoft Word quotation marks.
B. Copy field API Values from the "Show Available Fields" window to eliminate any misspellings caused by manual entry.
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.
Question 2
A loan with loan number 12345 is renewed. This creates a new Loan record with Loan number 12345R-1.
When Loan 12345R-1 books the stage is updated to the 'booked' stage.
What happens to the original loan's loan number when the 12345R-1 books?
A. _ORG is appended to the original loan's loan number
B. All appendages are removed from the original loan's loan number
C. The original loan is deleted
D. R-2 is appended to the original loan's loan number
Question 3
Which nCino feature is required to be utilized when setting up multi-tiered loan structure?
A. Spreads
B. Credit Memo
C. Product Package
D. Rate Structure
Question 4
The Product Catalog is configured on the back end by using what tool?
A. Copy Loan Plus Tool
B. Document Manager Tab
C. DM Admin Tool
D. Standard Cloner Tool
Question 5
Which of the following are true about the LLC_BI__Fee__c object? (Choose 2)
A. One Fee record is used to store all the Fees for a Loan.
B. Every Fee on a loan has a separate unique record to represent that Fee.
C. It has a Master Detail Relationship up to the Loan object.
D. It has a Lookup Relationship up to the Loan object.
Solutions:
| Question 1 Answer: A,B,C,D | Question 2 Answer: A | Question 3 Answer: C | Question 4 Answer: C | Question 5 Answer: B,D |




