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

201-Commercial-Banking-Functional real exams

Exam Code: 201-Commercial-Banking-Functional

Exam Name: Salesforce nCino 201 Commercial Banking Functional Exam

Updated: Sep 03, 2026

Q & A: 153 Questions and Answers

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

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

Salesforce nCino 201 Commercial Banking Functional Sample Questions:

Question 1

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

A. False
B. True


Question 2

True or False? When Creating a New Risk Grade Template you should Always use the Create New Risk Grade Template Button.

A. False
B. True


Question 3

What method of organization should be used to create the Loan Document Manager Smart Checklists?

A. Start with random documents, no one way is easier
B. Use Loan Amount and Product Line only
C. Start with most common documents with broad criteria, work your way down to smaller groups with more granular criteria
D. Start with least common documents with broad criteria, work your way down to smaller groups


Question 4

True or False? You can access your dashboards using the Salesforce1 mobile app.

A. False
B. True


Question 5

Where should an end user begin spreading from?

A. Credit Memo Summary Page
B. Relationship
C. Loan
D. Primary Contact


Solutions:

Question 1
Answer: B
Question 2
Answer: B
Question 3
Answer: C
Question 4
Answer: B
Question 5
Answer: C

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