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Updated: Sep 04, 2026

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Salesforce 201-Commercial-Banking-Functional Exam Overview:

Certification Vendor:Salesforce
Exam Name:Salesforce nCino 201 Commercial Banking Functional Exam
Exam Number:201-Commercial-Banking-Functional
Exam Price:USD 200
Related Certifications:nCino Certified Administrator
Passing Score:65%
Certificate Validity Period:No expiration
Exam Format:Multiple Choice, Multiple Select
Available Languages:English
Real Exam Qty:60
Exam Duration:105 minutes
Sample Questions:Salesforce 201-Commercial-Banking-Functional Sample Questions
Exam Way:Online or Onsite (proctored)
Pre Condition:None
Official Syllabus URL:https://trailhead.salesforce.com/en/credentials/ncino201commercialbankingfunctional

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

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

Salesforce nCino 201 Commercial Banking Functional Sample Questions:

Question 1

True or False? The nCino Fees Feature can automatically calculate a fee as a fixed amount or a percentage of some other amount.

A. True
B. False


Question 2

What is configured that determines the approval process a record will go through?

A. Original Step
B. Beginning Process
C. Entry Criteria
D. Final approval action


Question 3

In Custom Settings, what is the name of the System Property that when configured will impact how exposure is calculated in nCino?

A. Exposure Exclusion
B. Pricing.RateStructure.Fixed
C. CTI Guarantor
D. Hierarchy


Question 4

A "Standard Fee" is defined as: (Choose 3)

A. A fee that can be queued up automatically with a preset amount
B. A fee that exists as an option in the "Fee Type" Picklist on the Fee Object
C. A fee that can be queued up automatically to be added when a loan hits a specific stage
D. Any fee that a Financial Institution might add to a loan
E. A fee that can be queued up automatically to be added to a specific loan product


Question 5

True or False: To access the Default Rate Indices one would navigate via Setup>Develop>Custom Settings>Manage records next to Index

A. True
B. False


Solutions:

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

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