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Salesforce 201-Commercial-Banking-Functional

201-Commercial-Banking-Functional

Exam Code: 201-Commercial-Banking-Functional

Exam Name: Salesforce nCino 201 Commercial Banking Functional Exam

Updated: Jul 23, 2026

Q & A: 153 Questions and Answers

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

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

Salesforce nCino 201 Commercial Banking Functional Sample Questions:

1. When setting a Route to look at a VisualForce Page what field holds the API name of the VisualForce Page?

A) Body
B) Route Name
C) Screen Name
D) App Name


2. True of False? Risk rating can include both qualitative and quantitative values.

A) False
B) True


3. When using reports to assist in a data load, which file type should that report be saved as?

A) CSV MS-DOC
B) PDF
C) CSV (Comma Delimited)
D) Excel Workbook


4. Collateral Management records must have what child record?

A) All of the Above
B) Collateral Ownership
C) Lien
D) Collateral Pledged


5. When renewing/modifying a loan, an appendage is added to the loan number. This is configured where?

A) Custom Settings
B) CFG_ConfigKeys
C) CFG_ConfigValues
D) nCino Administration


Solutions:

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

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