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Salesforce Business Analyst Exam Questions
- Topic 1: Customer Discovery: This topic is about exploring various strategies related to business objectives, various initiatives, and improving the current products in addition to describing the responsibilities of a Business Analyst. It also delves into the implementation lifecycle, assessment of the customer's Salesforce environment(s), and demonstration of Salesforce capabilities.
- Topic 2: Business Process Mapping: It deals with the scope of a complex business process, and documentation of a business process in a version-controlled repository to manage scope.
- Topic 3: Requirements: This section of the exam covers the comprehension of the differences between scopes, and user stories, how to attract and engage various stakeholders, and how to write details of requirements.
- Topic 4: User Stories: In this topic, questions about components of a user story, writing acceptance criteria, and documenting user stories appear.
- Topic 5: Collaboration with Stakeholders: In this topic, aspiring business analysts learn about discovering activities based on the target stakeholders. They also get knowledge about pointing out important stakeholders and developing relationships with them. Lastly, the topic gives an understanding of moving from current state analysis to an agreed future state design.
- Topic 6: Development Support and User Acceptance: Its focal points support and validate project delivery and user acceptance testing (UAT).
Free Salesforce Business Analyst Exam Actual Questions
Note: Premium Questions for Business Analyst were last updated On Apr. 21, 2025 (see below)
Universal Containers wants to integrate its Salesforce org with the largest online professional network so its sales reps can view information directly on Salesforce records. The business analyst will write acceptance criteria for this scenario.
What is an example of good acceptance criteria?
The customer service director at Universal Containers wants a self-service portal for customers using Experience Cloud. The director has a limited budget and wants the solution delivered before the end of the quarter.
After assessing several potential options, which solution should the business analyst recommend?
When recommending a solution, especially under constraints such as a limited budget and tight timeline, the focus should be on delivering the highest business value. This approach ensures that the chosen solution effectively addresses the most critical needs of the business, providing significant benefits that justify the investment. While cost and implementation time are important considerations, the primary goal is to enhance customer service and satisfaction through the self-service portal, thereby achieving strategic business objectives. Selecting the option that offers the most substantial impact on service quality and customer experience, even if it's not the cheapest or quickest, will provide long-term benefits to the organization.
A business analyst is gathering requirements for an automation that triggers tasks when an opportunity status changes. The requirement is that the system must alert the finance team when an opportunity is won.
What is an example of a well-written user story in this scenario?
This user story follows best practices in user story writing by addressing the 'Who, What, and Why':
Clear Perspective: The story is written from the perspective of the finance team member, ensuring the user's role and need are well-defined.
Action and Value: The 'what' (setting up a billing account) and 'why' (to support the opportunity won) are included, ensuring clarity and alignment with business goals.
Salesforce Guidance: Salesforce recommends framing user stories to reflect specific user needs, making the story actionable and valuable for the development team.
A business analyst (BA) has been assigned to a new project with Universal Containers. The program manager has shared a variety of documents with the BA prior to the project kickoff.
Which document will help the BA understand the project's goals, stakeholders, background, and scope?
The Statement of Work (SOW) provides the BA with an overview of the project's objectives, scope, and stakeholders:
Project Goals and Scope: The SOW typically outlines the purpose of the project, high-level deliverables, and boundaries.
Stakeholder Identification: It identifies key players and their roles, ensuring the BA understands the parties involved.
Background Information: The SOW includes contextual details about the business problem or opportunity driving the project, aiding in effective discovery.
Salesforce documentation emphasizes the importance of the SOW as a foundational document for project alignment.
Northern Trail Outfitters (NTO) is a rapidly growing company that needs to hire a business analyst (BA) to help revamp its sales and support processes. The stakeholder at NTO wants to understand the top skills of a
BA and has asked a consultant for more information.
Which BA skills should the consultant recommend to NTO?
The top skills for a Salesforce Business Analyst (BA) emphasize abilities that support requirements elicitation, analysis, collaboration, and documentation. These align with Salesforce's expectations for effective business analysis:
Information Discovery and Analysis: Critical for understanding business needs and translating them into Salesforce solutions. Salesforce emphasizes these skills during requirements gathering and aligning solutions to business objectives.
Synthesis: The ability to combine gathered insights into actionable strategies or system requirements ensures seamless integration within Salesforce.
Communication and Collaboration: Essential to engage stakeholders, developers, and project teams to ensure all parties are aligned. Salesforce Business Analyst job descriptions highlight communication and teamwork as core competencies.
Documentation: Salesforce projects require detailed documentation, such as user stories, process flows, and solution blueprints, which are integral to successful implementations.
These skills ensure the BA can effectively bridge the gap between business needs and technical solutions, as recommended in Salesforce's business analyst role expectations.
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