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Salesforce 201-Commercial-Banking-Functional Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Loan Origination & Underwriting | 18% | - Application intake and processing - Credit analysis and financial statements - Underwriting workflows |
| Product Configuration & Pricing | 15% | - Rate, fee and payment structures - Product catalog setup - Commercial loan and deposit products |
| Relationship Management & Hierarchy Modeling | 18% | - Contact and stakeholder mapping - Access control and permissions - Organizational relationships |
| Collateral, Covenant & Credit Management | 17% | - Complex credit structures - Covenant monitoring - Collateral tracking and valuation |
| Document Management & Compliance | 12% | - Regulatory requirements - Audit trails and reporting - Document lifecycle |
| Client Onboarding & Account Management | 20% | - KYC and regulatory compliance - Multi-entity account structures - Customer data management |
Salesforce nCino 201 Commercial Banking Functional Sample Questions:
Question 1
What needs to be configured in order to have access to the 'Edit Field set' button in the UI.
A. Create a fieldset on whatever object the UI is on
B. None of these options are correct
C. Create Remote Site Settings for your current salesforce instance
D. Custom Settings > System Properties. Change a value to true
Question 2
When configuring Loan Team Member alerts, what loan field is populated via workflow to initiate the notification?
A. Team Member Alerts
B. Team Alerts
C. Notification Alert
D. Loan Alerts
Question 3
What Icon represents a Loan record in nCino?
A. Money Bag
B. Small Green Man
C. Coin
D. Folder
Question 4
True or False? When curating data in an excel sheet, Leading zeros are sometimes hidden.
A. False
B. True
Question 5
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
Solutions:
| Question 1 Answer: A | Question 2 Answer: B | Question 3 Answer: A | Question 4 Answer: B | Question 5 Answer: B,C |
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