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

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

Salesforce nCino 201 Commercial Banking Functional Sample Questions:

1. The Financial Indicator Value is determined by:

A) The Covenant Type
B) The Covenant Compliance
C) The value specified by the user
D) The Loan Covenant


2. What is configured that determines the approval process a record will go through?

A) Beginning Process
B) Original Step
C) Entry Criteria
D) Final approval action


3. The Product Catalog is configured on the back end by using what tool?

A) Document Manager Tab
B) Standard Cloner Tool
C) DM Admin Tool
D) Copy Loan Plus Tool


4. True or False? The roles used in loan team member alerts configuration are the standard Salesforce roles.

A) True
B) False


5. Which one of the following is NOT a tab available on your Homepage toolbar?

A) Reports
B) Loans
C) Summary
D) Overview


Solutions:

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

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