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

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

Salesforce nCino 201 Commercial Banking Functional Sample Questions:

1. Which nCino feature is required to be utilized when setting up multi-tiered loan structure?

A) Product Package
B) Credit Memo
C) Spreads
D) Rate Structure


2. When configuring the form template, which of the following items are nCino's recommended best practices?

A) Utilize the Schema Builder functionality when uncertain about how to query to a certain field on a related object to understand the data structure and how the objects are connected
B) When configuring a query within a table, navigate to Table Properties and uncheck the "Automatically Resize" checkbox
C) Copy field API values from the "Show Available Fields" window to eliminate any misspellings caused by manual entry
D) Ensure that all quotation marks within queries are the straight quotes " " instead of utilizing the curly Microsoft Word quotation marks " "


3. Which Risk Grade Factor Type would you use for a number based selection?

A) Unit
B) Qualitative
C) Quantitative
D) Template


4. True or False? You don't need a field set in order to Build the Layout for a Screen Section.

A) True
B) False


5. ncDataGrid can access field sets from what Objects?

A) a visualforce page
B) A related - related Object to the Object the UI is on
C) A related Object to the Object the UI is on
D) The Source Object the UI is on


Solutions:

Question # 1
Answer: A
Question # 2
Answer: A,B,C,D
Question # 3
Answer: C
Question # 4
Answer: B
Question # 5
Answer: D

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