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Salesforce 201-Commercial-Banking-Functional Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Relationship Management & Hierarchy Modeling | 18% | - Organizational relationships - Access control and permissions - Contact and stakeholder mapping |
| Client Onboarding & Account Management | 20% | - KYC and regulatory compliance - Multi-entity account structures - Customer data management |
| Loan Origination & Underwriting | 18% | - Credit analysis and financial statements - Underwriting workflows - Application intake and processing |
| Product Configuration & Pricing | 15% | - Product catalog setup - Commercial loan and deposit products - Rate, fee and payment structures |
| Collateral, Covenant & Credit Management | 17% | - Complex credit structures - Covenant monitoring - Collateral tracking and valuation |
| Document Management & Compliance | 12% | - Regulatory requirements - Document lifecycle - Audit trails and reporting |
Salesforce nCino 201 Commercial Banking Functional Sample Questions:
1. 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_Feature_Enabled
B) Relatives_To_Clone
C) Renewal_Fields_To_Clone
D) Relative_Fields_To_Clone
2. When using Spreads, what is the most likely reason an end user is unable to select the Show operations checkbox?
A) Field level security is too high
B) Spreads was configured incorrectly
C) They are not an administrator
D) Missing Underwriting Permission Set
3. When creating new screen sections for a credit memo, which field determines the order in which screen sections appear?
A) Section Order
B) Render Order
C) Widget Order
D) Display Order
4. For a user to add a 'Non-Standard' Fee to a loan:
A) They need a special custom object to track Non-Standard Fees
B) The Fee must exist as an option in the 'Fee Type' picklist on the Fee Object
C) The Fee must exist as a record of the Template Object
D) They need access to a text field labeled 'other' to enter the fee type
5. True or False? Collateral Placeholders can be imported into Loan Documan.
A) True
B) False
Solutions:
| Question # 1 Answer: B | Question # 2 Answer: D | Question # 3 Answer: D | Question # 4 Answer: B | Question # 5 Answer: A |








