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Salesforce 201-Commercial-Banking-Functional Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Collateral, Covenant & Credit Management | 17% | - Covenant monitoring - Complex credit structures - Collateral tracking and valuation |
| Loan Origination & Underwriting | 18% | - Credit analysis and financial statements - Underwriting workflows - Application intake and processing |
| Document Management & Compliance | 12% | - Audit trails and reporting - Document lifecycle - Regulatory requirements |
| Relationship Management & Hierarchy Modeling | 18% | - Contact and stakeholder mapping - Access control and permissions - Organizational relationships |
| Product Configuration & Pricing | 15% | - Commercial loan and deposit products - Product catalog setup - Rate, fee and payment structures |
| Client Onboarding & Account Management | 20% | - Multi-entity account structures - Customer data management - KYC and regulatory compliance |
Salesforce nCino 201 Commercial Banking Functional Sample Questions:
1. 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
2. True or False? During Approval Process, the Stage field on Product Package and Loan are what controls the syncing for Approval.
A) False
B) True
3. 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) All appendages are removed from the original loan's loan number
B) _ORG is appended to the original loan's loan number
C) The original loan is deleted
D) R-2 is appended to the original loan's loan number
4. Where would a Route with the App Name of 'third-party-reports' display if you assigned it to a Group via Route Group and did NOT give it a Parent Route?
A) It won't render because it doesn't have a Parent Route
B) The Secondary Navigation
C) In the Magic Wand
D) The Main Navigation
5. True or False? When curating data in an excel sheet, Leading zeros are sometimes hidden.
A) False
B) True
Solutions:
| Question # 1 Answer: B,C | Question # 2 Answer: A | Question # 3 Answer: B | Question # 4 Answer: D | Question # 5 Answer: B |
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