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Last Updated: Aug 03, 2026

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

SectionWeightObjectives
Topic 1: Loan Origination & Underwriting18%- Application intake and processing
- Credit analysis and financial statements
- Underwriting workflows
Topic 2: Collateral, Covenant & Credit Management17%- Collateral tracking and valuation
- Complex credit structures
- Covenant monitoring
Topic 3: Client Onboarding & Account Management20%- Customer data management
- Multi-entity account structures
- KYC and regulatory compliance
Topic 4: Product Configuration & Pricing15%- Commercial loan and deposit products
- Product catalog setup
- Rate, fee and payment structures
Topic 5: Relationship Management & Hierarchy Modeling18%- Organizational relationships
- Access control and permissions
- Contact and stakeholder mapping
Topic 6: Document Management & Compliance12%- Regulatory requirements
- Audit trails and reporting
- Document lifecycle

Salesforce nCino 201 Commercial Banking Functional Sample Questions:

1. Which items must be created in order to configure a team key? (Select Two)

A) Loan field
B) Role
C) Email template
D) Email template
E) Email alert
F) Role


2. True or False: Spelling and punctuation should match exactly when configuring back end product catalog and front end product catalog.

A) False
B) True


3. After you begin Spreading, what is the first step a user must complete before adding income statements?

A) Export the bundle
B) Check the Common Sizing box
C) Select number of months in a period
D) Set Fiscal Year End


4. Nodes in the Overview Tab can be directed to which of the following?

A) The Loan Object or the Dashboard Object
B) A specific List View or a specific Report
C) The Loan Object or the the Report Object
D) A specific List View or a specific Dashboard


5. In nCino, which designation in the default structure hierarchy captures the record of principal advance?

A) Sub Limit
B) Current Takedown
C) Limit
D) Main


Solutions:

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

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