Salesforce 201-Commercial-Banking-Functional Exam : Salesforce nCino 201 Commercial Banking Functional Exam

  • Exam Code: 201-Commercial-Banking-Functional
  • Exam Name: Salesforce nCino 201 Commercial Banking Functional Exam
  • Updated: Jul 17, 2026
  • Q & A: 153 Questions and Answers

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

Salesforce nCino 201 Commercial Banking Functional Sample Questions:

1. In order to configure the "Generate Forms" action within the Magic Wand/User Interface (UI) on the Loan object, which loan field value is required?

A) Principal Balance
B) Product Line
C) Record Type
D) Default App


2. When creating new screen sections for a credit memo, which field determines the order in which screen sections appear?

A) Render Order
B) Display Order
C) Section Order
D) Widget Order


3. When using nCino Forms Generation, where are the templates stored so that a user can access to edit?

A) Templates can't be edited once saved
B) Forms Manager
C) Forms Templates
D) nCino Administration


4. Which Salesforce features are commonly used to support flexible configuration in nCino features? 9Select all that apply)

A) Custom Settings
B) Permission sets
C) Field Sets
D) All options listed are correct


5. Which of the following is NOT an example of a Fee that should be tracked using the nCino Fee Management feature?

A) Loan Origination
B) Credit Card Late Payment Charge
C) Attorney
D) Appraisal


Solutions:

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

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