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

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

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

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

Salesforce nCino 201 Commercial Banking Functional Sample Questions:

Question #1

Covenant Compliance records are generated until:

  • A. A user deactivates the Covenant Management record
  • B. All associated Loans are in the Booked Stage
  • C. All Associated Loans are in the Complete Stage
  • D. the Status is changed
Reveal Solution  Discussion  0

Correct Answer: B  🗳️

Question #2

From the default structure hierarchy in nCino, which options can have one or many options below them in the hierarchy? (Choose three)

  • A. Main
  • B. Sub Limit
  • C. Limit
  • D. Current Takedown
Reveal Solution  Discussion  0

Correct Answer: A,B,C  🗳️

Question #3

Which SOQL Query would return the fields: Name, Billing address (street,city,state,zip) and phone number of all Relationships (Account) with the billing state of North Carolina with no syntax errors?

  • A. SELECT NAME, BILLING ADDRESS, PHONE FROM ACCOUNT WHERE BILLINGSTATE =
    'NC'
  • B. SELECT NAME, BILLING ADDRESS, PHONE FROM ACCOUNT HAVING BILLINGSTATE =
    'NC'
  • C. SELECT NAME, BILLING ADDRESS, FROM ACCOUNT WHERE BILLINGSTATE = 'NC'
  • D. SELECT NAME, BILLING ADDRESS PHONE FROM ACCOUNT WHERE BILLINGSTATE = NC
Reveal Solution  Discussion  0

Correct Answer: A  🗳️

Question #4

What is the name of the junction object that typically ties Loans to Relationships and Deposits?

  • A. Collateral Management
  • B. Entity Management
  • C. Connections Plus
  • D. Entity Involvement
Reveal Solution  Discussion  0

Correct Answer: D  🗳️

Question #5

What is the proper way to enter in a weight value of 50 percent for Risk Grade?

  • A. 50%
  • B. 50
  • C. 0.5
  • D. 0.05
Reveal Solution  Discussion  0

Correct Answer: C  🗳️

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