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: Aug 31, 2026
  • Q & A: 153 Questions and Answers

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

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

Salesforce nCino 201 Commercial Banking Functional Sample Questions:

Question 1

What objects are standard supported for Document Manager?

A. Product Package
B. Relationship
C. Deposits
D. Collateral
E. Treasury Services
F. All of the Above
G. Loan


Question 2

Where would a Route with the App Name of 'third-party-reports' display if you assigned it to a Group via Route Group and did NOT give it a Parent Route?

A. It won't render because it doesn't have a Parent Route
B. The Main Navigation
C. In the Magic Wand
D. The Secondary Navigation


Question 3

A loan with loan number 12345 is renewed. This creates a new Loan record with Loan number 12345R-1.
When Loan 12345R-1 books the stage is updated to the 'booked' stage.
What happens to the original loan's loan number when the 12345R-1 books?

A. All appendages are removed from the original loan's loan number
B. R-2 is appended to the original loan's loan number
C. _ORG is appended to the original loan's loan number
D. The original loan is deleted


Question 4

To use RLTV, financial institutions need to ensure they currently use which of the following features?

A. Total Exposure
B. Both Enhanced Collateral Management and Total Exposure
C. None ofthe above
D. Enhanced Collateral Management


Question 5

The nCino solution is compatible with Salesforce Lightning user experience.

A. False
B. True


Solutions:

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

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