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  • Exam Code: 201-Commercial-Banking-Functional
  • Exam Name: Salesforce nCino 201 Commercial Banking Functional Exam
  • Updated: Jul 30, 2026
  • Q & A: 153 Questions and Answers
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  • Exam Code: 201-Commercial-Banking-Functional
  • Exam Name: Salesforce nCino 201 Commercial Banking Functional Exam
  • Updated: Jul 30, 2026
  • Q & A: 153 Questions and Answers
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  • Exam Code: 201-Commercial-Banking-Functional
  • Exam Name: Salesforce nCino 201 Commercial Banking Functional Exam
  • Updated: Jul 30, 2026
  • Q & A: 153 Questions and Answers
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Salesforce 201-Commercial-Banking-Functional Exam Syllabus Topics:

SectionWeightObjectives
Topic 1: Client Onboarding & Account Management20%- Multi-entity account structures
- KYC and regulatory compliance
- Customer data management
Topic 2: Document Management & Compliance12%- Document lifecycle
- Regulatory requirements
- Audit trails and reporting
Topic 3: Relationship Management & Hierarchy Modeling18%- Access control and permissions
- Organizational relationships
- Contact and stakeholder mapping
Topic 4: Loan Origination & Underwriting18%- Credit analysis and financial statements
- Application intake and processing
- Underwriting workflows
Topic 5: Collateral, Covenant & Credit Management17%- Collateral tracking and valuation
- Covenant monitoring
- Complex credit structures
Topic 6: Product Configuration & Pricing15%- Rate, fee and payment structures
- Commercial loan and deposit products
- Product catalog setup

Salesforce nCino 201 Commercial Banking Functional Sample Questions:

1. Where can a User find "Recent Items"?

A) Center Pane
B) Side Pane


2. True or False? When Creating a New Risk Grade Template you should Always use the Create New Risk Grade Template Button.

A) False
B) True


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

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


4. True or False? An Admin will Visit the ManageRates Visualforce Page to adjust the rate for a given index.

A) False
B) True


5. True or False? A Limit or a Sub Limit adds additional exposure to the overall hierarchy.

A) False
B) True


Solutions:

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

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