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:

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

Salesforce nCino 201 Commercial Banking Functional Sample Questions:

Question 1

Which Collateral Management feature enables the functionality of comparing the value of a piece of collateral to the value of all loans pledged to that particular piece of collateral?

A. Loan Ratio
B. Collateral Pledged
C. Collateral Coverage Ratio
D. Complex Collateral


Question 2

What icon represents a Relationship record in nCino?

A. Small Green Man
B. Folder
C. Money Bag
D. Coin


Question 3

Covenants are automatically marked active when:

A. The Loan is Booked
B. The loan is paid off
C. 30 days before the Next Evaluation Date


Question 4

Covenant Compliance records are generated until:

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


Question 5

When loans are renewed or modified, the financial institution would like to ensure that Loan Team Members (related list) are not copied from the original loan. Which ConfigVal setting should be reviewed or edited to prevent this?

A. Relative_Fields_To_Clone
B. Renewal_Feature_Enabled
C. Relatives_To_Clone
D. Renewal_Fields_To_Clone


Solutions:

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

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