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Updated: Jun 11, 2026
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Salesforce nCino 201 Commercial Banking Functional Sample Questions:
1. Where should an end user begin spreading from?
A) Relationship
B) Credit Memo Summary Page
C) Loan
D) Primary Contact
2. Which Salesforce features are commonly used to support flexible configuration in nCino features? 9Select all that apply)
A) Field Sets
B) Custom Settings
C) Permission sets
D) All options listed are correct
3. When configuring the form template, which of the following items are nCino's recommended best practices?
A) When configuring a query within a table, navigate to Table Properties and uncheck the "Automatically Resize" checkbox.
B) Ensure that all quotation marks within queries are the straight quotes " " instead of utilizing the curly Microsoft Word quotation marks.
C) Utilize the Schema Builder functionality when uncertain about how to query to a certain field on a related object to understand the data structure and how objects are connected.
D) Copy field API Values from the "Show Available Fields" window to eliminate any misspellings caused by manual entry.
4. What method of organization should be used to create the Loan Document Manager Smart Checklists?
A) Start with most common documents with broad criteria, work your way down to smaller groups with more granular criteria
B) Start with random documents, no one way is easier
C) Use Loan Amount and Product Line only
D) Start with least common documents with broad criteria, work your way down to smaller groups
5. Which Selection is NOT a Modification Frequency Value that can be set per index?
A) Adjusted as needed
B) Adjusted Daily
C) Adjusted Hourly
D) Adjusted Yearly
Solutions:
| Question # 1 Answer: C | Question # 2 Answer: D | Question # 3 Answer: A,B,C,D | Question # 4 Answer: A | Question # 5 Answer: B |
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