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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% | - Multi-entity account structures - Customer data management - KYC and regulatory compliance |
| Document Management & Compliance | 12% | - Document lifecycle - Regulatory requirements - Audit trails and reporting |
| Product Configuration & Pricing | 15% | - Commercial loan and deposit products - Product catalog setup - Rate, fee and payment structures |
| Loan Origination & Underwriting | 18% | - Underwriting workflows - Application intake and processing - Credit analysis and financial statements |
| Collateral, Covenant & Credit Management | 17% | - Complex credit structures - Collateral tracking and valuation - Covenant monitoring |
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