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 31, 2026
  • Q&As: 153 Questions and Answers

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

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

Salesforce nCino 201 Commercial Banking Functional Sample Questions:

Question 1

When configuring a form template from the Loan object and attempting to capture the values for fields on a related object, how must the start of the query be configured to "call-out" to that other object?

A. {{FIELD="API_Name"}}
B. {{LIST="Field_API_Name"}}
C. {{LIST="Object_API_Name"}}
D. {{"API_Name"}}


Question 2

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


Question 3

Which Selection is NOT a Modification Frequency Value that can be set per index?

A. Adjusted Daily
B. Adjusted as needed
C. Adjusted Hourly
D. Adjusted Yearly


Question 4

True or False? You don't need a field set in order to Build the Layout for a Screen Section.

A. False
B. True


Question 5

Which child object of a Covenant Management record can have multiple records? (Select 2).

A. Loan Covenant
B. Covenant Compliance
C. Covenant Type
D. Account Covenant


Solutions:

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

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