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Salesforce BA-201 Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Data and Process Understanding in Salesforce | 20% | - Process mapping and optimization - Data modeling concepts in Salesforce |
| Topic 2: Business Analysis Fundamentals | 20% | - Business process analysis and improvement - Role of a Business Analyst in Salesforce ecosystem |
| Topic 3: User Stories and Agile Practices | 15% | - Agile/Scrum collaboration with development teams - Writing effective user stories and acceptance criteria |
| Topic 4: Requirements Development and Management | 25% | - Requirements elicitation techniques - Requirements documentation and validation |
| Topic 5: Stakeholder Engagement | 20% | - Stakeholder identification and analysis - Communication and collaboration strategies |
Salesforce Certified Business Analyst Sample Questions:
1. 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?
A) As the system, it need to alert the finance team when an opportunity is won so they can set up a billing account and update the account number.
B) As a finance team member, I need to know when an opportunity is won that 1 can set up a billing account and update the account number.
C) As an opportunity is won, task must be created for the finance team to set up a billing account and update the account the account number.
2. The North American (NA) sales team wants to add a set of new fields and delete several fields from the Account object. During requirements gathering, the business analyst (BA) discovers the fields are actively being used by the EMEA team.
Which step should the BA take next?
A) Refine the requirements to accommodate, both teams.
B) Focus on the NA team's requirements.
C) Start another project to address the EMEA team's requirements.
3. Universal Containers has a new client, and the business analyst wants to leverage customer-centric discovery to ensure a successful project outcome.
Which step of this process happens before the first requirements workshop?
A) Be Your Customer
B) Know Your Customer
C) Connect With Your Customer
4. Northern Trail Outfitters is getting ready to enter the user acceptance testing (UAT) phase of its latest Salesforce project. The business analyst (BA) plans to solicit and document sign-offs from the business as part of the UAT process.
Which sign-offs should the BA seek?
A) Test cases to implement, individual test case functionality, and final go live date
B) Test cases to implement, user stories, and final go live date
C) Functional requirements, individual test case functionality, and final go live date
5. A business analyst (BA) at Northern Trail Outfitters is preparing for a user acceptance testing (UAT) session for a global Sales Cloud project.
What should the BA do to engage the business most effectively during UAT"?
A) Work business stakeholders to collaborate in writing, reviewing, and executing UAT scenarios, providing feedback, and approval for release.
B) Work with quality assurance analysts to collaborate in writing, reviewing and executing UAT scenarios, providing feedback, and approval for release.
C) Hand or ownership for writing, reviewing, and executing UAT scenarios, providing feedback, and approval for release to business stakeholders.
Solutions:
| Question # 1 Answer: B | Question # 2 Answer: A | Question # 3 Answer: B | Question # 4 Answer: C | Question # 5 Answer: A |



