Updated: Jul 23, 2026
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| Certification Vendor: | Salesforce |
| Exam Name: | Salesforce nCino 201 Commercial Banking Functional Exam |
| Exam Number: | 201-Commercial-Banking-Functional |
| Real Exam Qty: | 60 |
| Certificate Validity Period: | No expiration |
| Exam Duration: | 105 minutes |
| Related Certifications: | nCino Certified Administrator |
| Passing Score: | 65% |
| Available Languages: | English |
| Exam Format: | Multiple Choice, Multiple Select |
| Exam Price: | USD 200 |
| 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 |
| Section | Objectives |
|---|---|
| Topic 1: Trade Finance | - Export financing - International trade finance goods and services - Guarantees - Letters of credit |
| Topic 2: Commercial Banking Fundamentals | - Credit Analysts - Relationship Officers - Account types and banking regulations - Commercial Banking Managers |
| Topic 3: Cash Management Services | - Cash management services provided to commercial clients |
| Topic 4: Commercial Lending | - Risk assessment - Loan types - Credit analysis |
1. Which process gives you the most similar view of nCino on your mobile device?
A) Browser
B) Salesforce1 App
2. True or False: When Creating a New Route you should always click the New Button.
A) False
B) True
3. Which of the following ways can a Loan be created in nCino (Select 2)
A) New Loan Product button from Relationship
B) Converting a Lead to a Loan
C) New Loan Product button from Relationship
D) Adding from Entity involvement related list
4. Any financial documents for your borrower should be saved in the __________.
A) Relationship Document Manager
B) Overview
C) Connections
D) Loan Document Manager
5. Covenants are automatically marked active when:
A) The loan is paid off
B) 30 days before the Next Evaluation Date
C) The Loan is Booked
Solutions:
| Question # 1 Answer: A | Question # 2 Answer: A | Question # 3 Answer: B | Question # 4 Answer: A | Question # 5 Answer: C |
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