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Salesforce 201-Commercial-Banking-Functional Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Document Management & Compliance | 12% | - Document lifecycle - Regulatory requirements - Audit trails and reporting |
| Topic 2: Product Configuration & Pricing | 15% | - Commercial loan and deposit products - Rate, fee and payment structures - Product catalog setup |
| Topic 3: Loan Origination & Underwriting | 18% | - Credit analysis and financial statements - Underwriting workflows - Application intake and processing |
| Topic 4: Relationship Management & Hierarchy Modeling | 18% | - Contact and stakeholder mapping - Organizational relationships - Access control and permissions |
| Topic 5: Client Onboarding & Account Management | 20% | - Customer data management - Multi-entity account structures - KYC and regulatory compliance |
| Topic 6: Collateral, Covenant & Credit Management | 17% | - Covenant monitoring - Collateral tracking and valuation - Complex credit structures |
Salesforce nCino 201 Commercial Banking Functional Sample Questions:
Question 1
When using Spreads, what is the most likely reason an end user is unable to select the Show operations checkbox?
A. They are not an administrator
B. Field level security is too high
C. Missing Underwriting Permission Set
D. Spreads was configured incorrectly
Question 2
When loans are renewed or modified, the financial institution would like to ensure that Loan Team Members (related list) are not copied from the original loan. Which ConfigVal setting should be reviewed or edited to prevent this?
A. Renewal_Fields_To_Clone
B. Relatives_To_Clone
C. Renewal_Feature_Enabled
D. Relative_Fields_To_Clone
Question 3
Where are the graphics for the nodes used on the Overview tab (Process View Images) housed?
A. Custom Labels
B. Installed Packages
C. Static Resources
D. Desktop Administration
E. Apps
Question 4
What method of organization should be used to create the Loan Document Manager Smart Checklists?
A. Start with least common documents with broad criteria, work your way down to smaller groups
B. Start with most common documents with broad criteria, work your way down to smaller groups with more granular criteria
C. Use Loan Amount and Product Line only
D. Start with random documents, no one way is easier
Question 5
What controls where Loans appear in Non-Pending Facilities and Pending Facilities on Product Package?
A. Custom Settings
B. Stage
C. All of the Above
D. Product State Config
E. Status
Solutions:
| Question 1 Answer: C | Question 2 Answer: B | Question 3 Answer: C | Question 4 Answer: B | Question 5 Answer: C |







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