Salesforce : 201-Commercial-Banking-Functional Questions & Answers

Last Updated: May 30, 2026

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Salesforce nCino 201 Commercial Banking Functional Sample Questions:

1. What tab should be navigated to for Docman Configuration?

A) Reports
B) Home
C) Docman Configuration Tool Suite
D) nCino Administration
E) DM Administration


2. For a user to generate a record below the Main on the loan record in nCino, which button are you required to add to the page layout?

A) Manage Customer Portal
B) New Limit/Sub/Takedown
C) Credit Memo
D) Sharing


3. True of False? The relationship statistics section comes with a default collection of exposure calculations.

A) True
B) False


4. Which Risk Grade Factor Type would you use for a number based selection?

A) Template
B) Qualitative
C) Unit
D) Quantitative


5. Select the options that best summarize what a Product Package is. (Choose all that apply)

A) Manage Relationship Statistics
B) Bulk Actions to Loans (Modify/Renew, Submit for Approval, Review)
C) Unified Credit Memo and Forms Gen
D) Aggregation of Loans and ancillary data (Fees, Collateral, etc.)


Solutions:

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

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