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: Aug 12, 2026
  • Q & A: 153 Questions and Answers

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

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

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

Salesforce nCino 201 Commercial Banking Functional Sample Questions:

1. True of False? By default, the total exposure includes any proposed direct or indirect exposure.

A) True
B) False


2. True or False: It is NOT important to have a corresponding customer request/permission before attempting to data load.

A) True
B) False


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


4. What controls where Loan appears in Non-Pending Facilities and Pending Facilities on Product Package?

A) Product State Config
B) Stage
C) Custom Settings
D) Status


5. Which Risk Grade Factor Type would you use for a number based selection?

A) Unit
B) Qualitative
C) Quantitative
D) Template


Solutions:

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

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