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Updated: Aug 12, 2026

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Salesforce 201-Commercial-Banking-Functional Exam Overview:

Certification Vendor:nCino
Exam Name:nCino 201 Commercial Banking Functional Exam
Exam Number:201-Commercial-Banking-Functional
Available Languages:English
Exam Price:$150–$350 USD
Exam Duration:90–120
Passing Score:70%
Exam Format:Multiple-choice, Multiple-select, Scenario-based
Certificate Validity Period:2 years
Real Exam Qty:60–100
Recommended Training:nCino University 201 Commercial Banking Functional Training
Exam Registration:nCino University Registration
Sample Questions:Salesforce 201-Commercial-Banking-Functional Sample Questions
Exam Way:Online proctored or in-person at authorized test centers
Pre Condition:Recommended: 6+ months of nCino experience; completion of 201 Commercial Banking Functional Wave course at nCino University
Official Syllabus URL:https://university.ncino.com/

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

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

Salesforce nCino 201 Commercial Banking Functional Sample Questions:

1. What method of organization should be used to create the Loan Document Manager Smart Checklists?

A) Start with least common documents with broad criteria, work your way down to smaller groups
B) Use Loan Amount and Product Line only
C) Start with random documents, no one way is easier
D) Start with most common documents with broad criteria, work your way down to smaller groups with more granular criteria


2. Which of the following object are commonly referred to as "Ticklers":

A) Covenant Compliance
B) Loan Covenants
C) Events
D) Covenant Management


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

A) 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 objects are connected.
B) Ensure that all quotation marks within queries are the straight quotes " " instead of utilizing the curly Microsoft Word quotation marks.
C) When configuring a query within a table, navigate to Table Properties and uncheck the "Automatically Resize" checkbox.
D) Copy field API Values from the "Show Available Fields" window to eliminate any misspellings caused by manual entry.


4. True or False? Document Manager requires permission sets in order for users to upload documents.

A) False
B) True


5. What data points related to Collateral MGMT is recommended to be used when starting Collateral Docman Smart Checklists?

A) Address
B) Collateral Type-> Type/Subtype
C) Collateral Pledge
D) Collateral History
E) Loan to Value


Solutions:

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

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