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

  • Exam Code: 201-Commercial-Banking-Functional
  • Exam Name: Salesforce nCino 201 Commercial Banking Functional Exam
  • Updated: Oct 01, 2026
  • Q & A: 153 Questions and Answers

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

SectionObjectives
Topic 1: Commercial Lending- Risk assessment
- Credit analysis
- Loan types
Topic 2: Trade Finance- Guarantees
- Letters of credit
- International trade finance goods and services
- Export financing
Topic 3: Cash Management Services- Cash management services provided to commercial clients
Topic 4: Commercial Banking Fundamentals- Relationship Officers
- Credit Analysts
- Account types and banking regulations
- Commercial Banking Managers

Salesforce nCino 201 Commercial Banking Functional Sample Questions:

Question #1

True or False: When Creating a New Route you should always click the New Button.

  • A. False
  • B. True
Reveal Solution  Discussion  0

Correct Answer: A  🗳️

Question #2

When configuring the form template, which of the following items are nCino's recommended best practices?

  • A. Ensure that all quotation marks within queries are the straight quotes " " instead of utilizing the curly Microsoft Word quotation marks " "
  • B. When configuring a query within a table, navigate to Table Properties and uncheck the "Automatically Resize" checkbox
  • C. Copy field API values from the "Show Available Fields" window to eliminate any misspellings caused by manual entry
  • D. Utilize the Schema Builder functionality when uncertain about how to query to a certain field on a related object to understand the data structure and how the objects are connected
Reveal Solution  Discussion  0

Correct Answer: A,B,C,D  🗳️

Question #3

The 'Decline Loan' button is at the top of the ______ page.

  • A. Lead
  • B. Relationship
  • C. Contact
  • D. Loan
Reveal Solution  Discussion  0

Correct Answer: B  🗳️

Question #4

Which loan field is Not required to be filled out to initially create a Rate and Payment Stream?

  • A. Loan Amount
  • B. First Payment Date
  • C. Loan Term (Months)
  • D. Amortized Terms (Months)
  • E. Index
Reveal Solution  Discussion  0

Correct Answer: E  🗳️

Question #5

When configuring nCino feature from a knowledge base article and a necessary field is not available on the page layout what is the best FIRST step to take to locate the field?

  • A. Check with the knowledge team to make sure the article is up to date
  • B. Create the field
  • C. Click edit page layout and search for the missing field
  • D. Chatter your team lead
Reveal Solution  Discussion  0

Correct Answer: C  🗳️

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