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Salesforce BA-201 Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Requirements Gathering and Management | 18% | - Engage stakeholders to elicit, validate, and prioritize requirements - Distinguish between scope, requirements, and user stories - Document and maintain requirements in version control |
| Topic 2: User Stories and Acceptance Criteria | 18% | - Manage and maintain user story documentation - Define components of a well-formed user story - Write clear, testable acceptance criteria |
| Topic 3: Collaboration with Stakeholders | 23% | - Select appropriate communication and analysis techniques - Plan discovery activities based on stakeholder groups - Bridge gaps between business and technical teams - Identify stakeholders and build effective relationships |
| Topic 4: Customer Discovery | 17% | - Align Salesforce capabilities with business needs - Identify business goals, strategies, and challenges - Analyze environment and identify constraints/opportunities - Assess current state of Salesforce usage - Understand role of Business Analyst in implementation lifecycle |
| Topic 5: Development Support and User Acceptance | 12% | - Support development teams with clarification - Define and plan user acceptance testing - Document lessons learned and feedback - Evaluate test results and confirm solution meets requirements |
| Topic 6: Business Process Mapping and Optimization | 12% | - Map existing business processes - Validate process designs with stakeholders - Design optimized processes aligned with Salesforce - Identify improvement opportunities |
Salesforce Certified Business Analyst Sample Questions:
A business analyst (BA) is working on a request from a sales leader at Universal Containers. The sales leader has noticed the quality of information on new leads has declined recently. After completing their initial research, the BA concludes that the Salesforce lead intake form needs to be updated to include only essential information. Since several sales teams use the intake form, the BA must get alignment from all of the groups.
How does whiteboarding help the BA collaborate with multiple stakeholders?
- A. It provides a script to follow with suggested questions and prompts, identifies exactly what each group needs in order to be successful, and the final version acts as the business requirements document.
- B. It builds a shared understanding of the current state, creates a space for everyone to contribute since the activity feels shared, and guides the conversation while maintaining engagement.
- C. It provides a single document in a central location for stakeholders to contribute, allowing each group to provide feedback on their own, instead of requiring everyone to meet and discuss together.
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Northern Trail Outfitters is implementing Marketing Cloud. Stakeholders are having a difficult time conceptualizing how Marketing Cloud uses insights to create journeys. The Business analyst (BA) has been asked to show stakeholders how it works so the implementation project can move forward. Timelines are two tight to present a demo, and approval from stakeholders is needed soon in order to keep the project on track.
What should the BA do to help stakeholders visualize how it will work?
- A. Create a UPN (Universal Process Notation) diagram.
- B. Build a capability model.
- C. Schedule a storyboarding session.
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The scrum team working on Salesforce projects at Northern Trail Outfitters plans to review the current build with stakeholders to gather feedback. The business analyst will facilitate the meeting.
Which type of meeting should be held?
- A. Sprint review
- B. Retrospective
- C. Daily stand-up
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The business analyst (BA) at Cloud Kicks has been interviewing customer service team members who use Service Cloud to understand the steps they take to complete their daily work. The BA is working on a solution to improve their productivity by identifying each step and documenting its purpose.
Which type of requirement documentation is the BA using in this scenario?
- A. Data modeling
- B. Value stream mapping
- C. Process mapping
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Northern Trail Outfitters (NTO) wants to leverage the power of Sales Cloud to implement its lead to cash process. A business analyst (BA) is tasked with understanding NTO's current processes, identifying areas of improvement, and communicating it effectively to stakeholders.
What should the BA use to accomplish the goal?
- A. Change management
- B. Business analysis plan
- C. Process mapping
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