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: Sep 06, 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


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


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


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


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


Solutions:

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

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