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Salesforce 201-Commercial-Banking-Functional Exam Syllabus Topics:

SectionWeightObjectives
Loan Origination & Underwriting18%- Underwriting workflows
- Credit analysis and financial statements
- Application intake and processing
Relationship Management & Hierarchy Modeling18%- Organizational relationships
- Contact and stakeholder mapping
- Access control and permissions
Client Onboarding & Account Management20%- Customer data management
- KYC and regulatory compliance
- Multi-entity account structures
Collateral, Covenant & Credit Management17%- Covenant monitoring
- Collateral tracking and valuation
- Complex credit structures
Product Configuration & Pricing15%- Rate, fee and payment structures
- Commercial loan and deposit products
- Product catalog setup
Document Management & Compliance12%- Document lifecycle
- Regulatory requirements
- Audit trails and reporting

Salesforce nCino 201 Commercial Banking Functional Sample Questions:

1. What determines the available choices of Product Line, Product Type, and Product picklists?

A) Clickback protection
B) Field Level Security
C) Workflow + Field update
D) Field Dependencies


2. True or False? You don't need a field set in order to Build the Layout for a Screen Section.

A) True
B) False


3. The Customer Information (CIP information - i.e. date of birth, drivers license) for an Individual Relationship is stored here.

A) Connections
B) Contacts
C) Leads
D) Overview


4. True or False: Collateral Type is optional.

A) True
B) False


5. Where should an end user begin spreading from?

A) Relationship
B) Loan
C) Credit Memo Summary Page
D) Primary Contact


Solutions:

Question # 1
Answer: D
Question # 2
Answer: B
Question # 3
Answer: B
Question # 4
Answer: B
Question # 5
Answer: B

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