Salesforce 201-Commercial-Banking-Functional Q&A - in .pdf

  • 201-Commercial-Banking-Functional pdf
  • Exam Code: 201-Commercial-Banking-Functional
  • Exam Name: Salesforce nCino 201 Commercial Banking Functional Exam
  • Updated: Jul 29, 2026
  • Q & A: 153 Questions and Answers
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  • Exam Code: 201-Commercial-Banking-Functional
  • Exam Name: Salesforce nCino 201 Commercial Banking Functional Exam
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  • Q & A: 153 Questions and Answers
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  • Exam Code: 201-Commercial-Banking-Functional
  • Exam Name: Salesforce nCino 201 Commercial Banking Functional Exam
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  • Q & A: 153 Questions and Answers
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Salesforce 201-Commercial-Banking-Functional Exam Syllabus Topics:

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

Salesforce nCino 201 Commercial Banking Functional Sample Questions:

1. True or False: Appending 'tool-' OR 'action-' to the beginning of an App Name on the Route object will make the Route display in the Magic Wand.

A) False
B) True


2. To use RLTV, financial institutions need to ensure they currently use which of the following features?

A) None ofthe above
B) Both Enhanced Collateral Management and Total Exposure
C) Total Exposure
D) Enhanced Collateral Management


3. What controls where Loans appear in Non-Pending Facilities and Pending Facilities on Product Package?

A) All of the Above
B) Stage
C) Status
D) Product State Config
E) Custom Settings


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


5. Which of the following ways can a Loan be created in nCino? (Select Two)

A) Converting a Lead to a Loan
B) New Loan Product button from Relationship
C) Adding from Entity Involvement Related List
D) Collateral Management Manage Collateral Button


Solutions:

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

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