Salesforce Business Analyst Salesforce Certified Business Analyst Exam Practice Test

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Total 311 questions
Question 1

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?



Answer : B

The step 'Know Your Customer' occurs before the first requirements workshop as part of the customer-centric discovery process:

Understanding Background and Needs: This step focuses on researching the client's business, challenges, and goals to tailor the discovery process effectively.

Preparation for Workshops: Salesforce recommends thoroughly understanding the customer's context to ensure relevant and productive workshop discussions.

Customer-Centric Approach: Knowing the customer aligns with Salesforce's best practices for delivering value-driven solutions through empathy and preparation.


Question 2

Sales leadership at Cloud Kicks (CK) is concerned about the limited adoption of Salesforce at the company. CK's Salesforce implementation includes many custom pages. Multiple users have complained about waiting a long time for key functionality to display.

What is the recommended way for a business analyst to understand the opportunities for improvement?



Answer : B

The Lightning Usage App provides insights into user behavior and performance issues:

Identifying Bottlenecks: It highlights slow-loading pages and underused custom components, helping identify the root cause of user frustration.

Improving Adoption: Insights from the Lightning Usage App inform optimization efforts, ensuring key functionalities are accessible and user-friendly.

Salesforce Guidance: Salesforce recommends using this tool for performance and adoption monitoring, offering actionable data for system improvements.

By addressing these issues through data-driven analysis, the BA can propose meaningful optimizations to improve adoption and usability.


Question 3

During a discovery workshop, it was identified that the solution needs to meet all legal accessibility standards (for example, ADA, Section 508, WCAG, etc.).

How should a business analyst document this need and ensure it is applied universally across the solution?



Answer : B

Legal accessibility standards fall under non-functional requirements (NFRs), which define system constraints or quality attributes:

Applicability: NFRs like accessibility apply universally to the solution, ensuring compliance with ADA, Section 508, and WCAG standards, as mandated for many Salesforce projects.

Consistency Across Features: Documenting accessibility as an NFR ensures the requirement is enforced universally and is not tied to specific functional user stories.

Industry Alignment: Salesforce emphasizes capturing non-functional needs to meet legal and organizational standards effectively.


Question 4

During a workshop to understand Universal Containers' current sales process, there seems to be some disagreement between the North America and EMEA sales teams about the steps required to close a sale.

What should the business analyst do to gain consensus on the current opportunity process?



Answer : B

Creating a Process Map and involving stakeholders is the best way to achieve consensus:

Visualization: A process map graphically illustrates the current opportunity stages, helping stakeholders visualize and understand discrepancies in their practices.

Collaborative Review: Scheduling a meeting allows team members to align on agreed stages, fostering cooperation. Salesforce Business Analysis guidance encourages such collaboration to resolve conflicts and drive unified processes.

Foundation for Updates: This approach provides a baseline for refining Salesforce configurations, ensuring the solution reflects unified sales workflows.


Question 5

A Cloud Kicks business analyst (BA) is conducting user interviews with the support team as part of a migration to Salesforce.

Several users indicate they use multi-factor authentication (MFA) on their phones to log in to existing systems. Other users have indicated they access existing systems with only a username and password.

How should the BA resolve the issue?



Answer : B

When resolving conflicting user practices, consulting the security team ensures compliance with organizational and regulatory standards:

Policy Confirmation: Salesforce emphasizes the importance of aligning system configurations, such as multi-factor authentication (MFA), with the company's security policies.

Consistency and Compliance: By confirming with the security team, the BA ensures the Salesforce implementation adheres to company-wide requirements and prevents unauthorized access or deviations from compliance mandates like GDPR or HIPAA.

Best Practices: Relying on established company policies avoids arbitrary decisions and ensures uniformity across user authentication processes.


Question 6
Question 7

During a project kick off for a multi-year transformational Sales Cloud project at Universal Containers, the business analyst (BA) heard the executive team discuss the challenges that the sales team Is having with their legacy solution: opportunity funnel, data hygiene, and forecasting Issues. However, the level of detail shared about the challenges was very limited.

What should the BA do next?



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Total 311 questions