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

  • Exam Code: 201-Commercial-Banking-Functional
  • Exam Name: Salesforce nCino 201 Commercial Banking Functional Exam
  • Updated: Oct 04, 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%- Credit analysis and financial statements
- Application intake and processing
- Underwriting workflows
Topic 2: Document Management & Compliance12%- Audit trails and reporting
- Document lifecycle
- Regulatory requirements
Topic 3: Collateral, Covenant & Credit Management17%- Covenant monitoring
- Complex credit structures
- Collateral tracking and valuation
Topic 4: Relationship Management & Hierarchy Modeling18%- Contact and stakeholder mapping
- Access control and permissions
- Organizational relationships
Topic 5: Client Onboarding & Account Management20%- Multi-entity account structures
- Customer data management
- KYC and regulatory compliance
Topic 6: Product Configuration & Pricing15%- Rate, fee and payment structures
- Commercial loan and deposit products
- Product catalog setup

Salesforce nCino 201 Commercial Banking Functional Sample Questions:

Question #1

What field on relationship is recommended to be used when starting Relationship Docman Smart Checklists?

  • A. Type
  • B. Name
  • C. Industry
  • D. LookupKey
Reveal Solution  Discussion  0

Correct Answer: A  🗳️

Question #2

Any financial documents for your borrower should be saved in the __________.

  • A. Connections
  • B. Overview
  • C. Relationship Document Manager
  • D. Loan Document Manager
Reveal Solution  Discussion  0

Correct Answer: C  🗳️

Question #3

True or False? During Approval Process, the Stage field on Product Package and Loan are what controls the syncing of Approval.

  • A. True
  • B. False
Reveal Solution  Discussion  0

Correct Answer: A  🗳️

Question #4

True or False? List views should be created for each Stage on the Loan Object.

  • A. True
  • B. False
Reveal Solution  Discussion  0

Correct Answer: A  🗳️

Question #5

True or False? Collateral Management records should be created for each loan they are associated with.

  • A. True
  • B. False
Reveal Solution  Discussion  0

Correct Answer: A  🗳️

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