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

201-Commercial-Banking-Functional Exam Simulator
  • Exam Code: 201-Commercial-Banking-Functional
  • Exam Name: Salesforce nCino 201 Commercial Banking Functional Exam
  • Updated: Aug 21, 2026
  • Q & A: 153 Questions and Answers

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Salesforce 201-Commercial-Banking-Functional exam simulator

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

SectionObjectives
Topic 1: nCino Platform Functional Usage- Workflow Configuration
- Customer & Account Management
- Document Management and Compliance Tracking
Topic 2: Commercial Banking Fundamentals- Roles in Commercial Banking
- Account Structures and Banking Operations
- Banking Regulations Overview
Topic 3: Cash Management Services- Corporate Cash Management Products
- Payment and Liquidity Management
Topic 4: Commercial Lending & Credit Analysis- Loan Approval Workflow in nCino
- Loan Types and Structures
- Credit Risk Assessment
Topic 5: Trade Finance- Export / Import Financing
- Bank Guarantees
- Letters of Credit

Salesforce nCino 201 Commercial Banking Functional Sample Questions:

1. Which process gives you the most similar view of nCino on your mobile device?

A) Browser
B) Salesforce1 App


2. Which of the following ways can a Loan be created in nCino? (Select Two)

A) New Loan Product button from Relationship
B) Adding from Entity Involvement Related List
C) Collateral Management Manage Collateral Button
D) Converting a Lead to a Loan


3. True or False: Collateral Type is optional.

A) False
B) True


4. True of False? Individual Relationship records also have Contact records linked to them - and on the Contact record is where the customer's CIP information is stored.

A) False
B) True


5. Which section of your homepage can be configured to show the reports you choose to have displayed?

A) Calendar
B) My Tasks
C) Dashboard
D) Contacts


Solutions:

Question # 1
Answer: A
Question # 2
Answer: A,C
Question # 3
Answer: A
Question # 4
Answer: B
Question # 5
Answer: C

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