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Salesforce 201-Commercial-Banking-Functional Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Loan Origination & Underwriting | 18% | - Underwriting workflows - Credit analysis and financial statements - Application intake and processing |
| Document Management & Compliance | 12% | - Audit trails and reporting - Document lifecycle - Regulatory requirements |
| Collateral, Covenant & Credit Management | 17% | - Complex credit structures - Collateral tracking and valuation - Covenant monitoring |
| Relationship Management & Hierarchy Modeling | 18% | - Access control and permissions - Contact and stakeholder mapping - Organizational relationships |
| Client Onboarding & Account Management | 20% | - Customer data management - KYC and regulatory compliance - Multi-entity account structures |
| Product Configuration & Pricing | 15% | - Commercial loan and deposit products - Product catalog setup - Rate, fee and payment structures |
Salesforce nCino 201 Commercial Banking Functional Sample Questions:
1. True or False? An approval process can fire email alerts to groups of users.
A) True
B) False
2. True of False? In order to override a risk grade computed value, you must add comments in order for it to be saved.
A) True
B) False
3. Which of the following ways can a Loan be created in nCino? (Select Two)
A) New Loan Product button from Relationship
B) Adding from Entity Involvement Related List
C) Collateral Management Manage Collateral Button
D) Converting a Lead to a Loan
4. What is configured that determines the approval process a record will go through?
A) Final approval action
B) Original Step
C) Entry Criteria
D) Beginning Process
5. Which Salesforce features are commonly used to support flexible configuration in nCino features? 9Select all that apply)
A) Field Sets
B) All options listed are correct
C) Permission sets
D) Custom Settings
Solutions:
| Question # 1 Answer: A | Question # 2 Answer: A | Question # 3 Answer: A,C | Question # 4 Answer: C | Question # 5 Answer: B |
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