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Salesforce BA-201 Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Customer Discovery | 17% | - Assess current state of Salesforce usage - Understand role of Business Analyst in implementation lifecycle - Analyze environment and identify constraints/opportunities - Align Salesforce capabilities with business needs - Identify business goals, strategies, and challenges |
| Development Support and User Acceptance | 12% | - Document lessons learned and feedback - Support development teams with clarification - Evaluate test results and confirm solution meets requirements - Define and plan user acceptance testing |
| Collaboration with Stakeholders | 23% | - Identify stakeholders and build effective relationships - Plan discovery activities based on stakeholder groups - Bridge gaps between business and technical teams - Select appropriate communication and analysis techniques |
| Business Process Mapping and Optimization | 12% | - Design optimized processes aligned with Salesforce - Validate process designs with stakeholders - Identify improvement opportunities - Map existing business processes |
| Requirements Gathering and Management | 18% | - Distinguish between scope, requirements, and user stories - Engage stakeholders to elicit, validate, and prioritize requirements - Document and maintain requirements in version control |
| User Stories and Acceptance Criteria | 18% | - Manage and maintain user story documentation - Write clear, testable acceptance criteria - Define components of a well-formed user story |
Salesforce Certified Business Analyst Sample Questions:
The business analyst (BA) at Cloud Kicks has been asked to map the current sales process in Sales Cloud to document legal compliance with local privacy regulations, which can differ based on the state or country of a data transaction.
Which activity would be most effective in helping the BA understand the sales process?
- A. Conducting individual interviews with stakeholders
- B. Asking stakeholders to complete a questionnaire
- C. Using live workshops to map out the sales process
Correct Answer: C 🗳️
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A new business analyst (BA) wants to follow the correct order of phases in the implementation lifecycle on a Salesforce project.
How should the BA approach the project?
- A. Analyze, build, deliver, operate
- B. Analyze, build, operate, deliver
- C. Analyze, operate, build, deliver
Correct Answer: A 🗳️
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Universal Containers has asked a business analyst (BA) to create a process map indicating how it is using Marketing Cloud to manage its campaigns. In a process map that uses Universal Process Notation (UPN), the BA has marked each activity box with a resource.
What does an activity box marked "C Customer' mean?
- A. The customer should be informed.
- B. The customer should be consulted.
- C. The customer should be responsible.
Correct Answer: B 🗳️
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Northern Trail Outfitters has decided to implement Sales Cloud. A business analyst (BA) has been assigned to document the requirements for this project.
What should the BA include in these requirements?
- A. Detailed documentation of technical solution
- B. Test scripts to validate requirements
- C. High-level description of required functionality
Correct Answer: C 🗳️
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A business analyst (BA) at Cloud Kicks is preparing for a user acceptance testing (UAT) session to release a record-triggered flow that notifies account and opportunity owners once a quote has been accepted.
What should the BA do during UAT to ensure the solution meets the requirements?
- A. Work with the quality assurance (QA) team to perform UAT in a sandbox.
- B. Work with the solution architect to perform unit testing in a sandbox.
- C. Work with subject matter experts to perform UAT in a sandbox.
Correct Answer: C 🗳️
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