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Salesforce 201-Commercial-Banking-Functional Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Document Management & Compliance | 12% | - Document lifecycle - Audit trails and reporting - Regulatory requirements |
| Relationship Management & Hierarchy Modeling | 18% | - Access control and permissions - Organizational relationships - Contact and stakeholder mapping |
| Product Configuration & Pricing | 15% | - Product catalog setup - Commercial loan and deposit products - Rate, fee and payment structures |
| Client Onboarding & Account Management | 20% | - Multi-entity account structures - Customer data management - KYC and regulatory compliance |
| Collateral, Covenant & Credit Management | 17% | - Covenant monitoring - Complex credit structures - Collateral tracking and valuation |
| Loan Origination & Underwriting | 18% | - Underwriting workflows - Credit analysis and financial statements - Application intake and processing |
Salesforce nCino 201 Commercial Banking Functional Sample Questions:
1. Which one of the following is NOT a tab available on your Homepage toolbar?
A) Overview
B) Summary
C) Reports
D) Loans
2. When configuring a form template from the Loan object and attempting to capture the values for fields on a related object, how must the start of the query be configured to "call-out" to that other object?
A) {{"API_Name"}}
B) {{FIELD="API_Name"}}
C) {{LIST="Field_API_Name"}}
D) {{LIST="Object_API_Name"}}
3. Where can the Interest Accrual Method be changed?
A) Product Line
B) Index
C) Manage Rates Tab
D) Product Type
4. True or False? Collateral Management records should be created for each loan they are associated with.
A) False
B) True
5. After you begin Spreading, what is the first step a user must complete before adding income statements?
A) Export the bundle
B) Set Fiscal Year End
C) Select number of months in a period
D) Check the Common Sizing box
Solutions:
| Question # 1 Answer: B | Question # 2 Answer: D | Question # 3 Answer: A | Question # 4 Answer: B | Question # 5 Answer: B |






