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Salesforce Certified Business Analyst Sample Questions:

1. During a requirements workshop, the marketing team mentions they need help reporting on their marketing effort return on investment (ROI). They ask for a new field on the Opportunity object named "Customer Origin".
What should the business analyst do next?

A) Ask follow-up questions to determine if standard Salesforce functionality around Leads, Campaigns, and Opportunities could meet this need.
B) Write the user story: As a marketer, I need to track customer origin on Opportunity so that I can report on the ROI of our marketing efforts.
C) Explain to the customer that the workshop is focused on documenting requirements, rather than solutioning, and write down their pain points

2. Cloud Kicks has decided to implement a case management process through Service Cloud. A business analyst (BA) has been tasked with writing requirements for this new feature.
Which process should the BA follow to draft and finalize the requirements?

A) 1. Review information from the discovery.2. Ask clarifying questions.3. Draft requirements.4. Share requirements with the technical so they can begin building.5. Create user acceptance criteria and test cases.
B) 1. Review information from the2. Ask clarifying questions.3. Draft requirements.4. Refine and confirm requirements.5. Prioritize which requirements will be included in the minimum viable product.
C) 1. Review information from the discovery.2. Draft requirements.3. Ask clarifying questions.4. Draft user stories.5. Share user stories with the technical team so they can begin building.

3. Cloud Kicks (CK) has expressed concerns about the distribution process for a new line of shoes, because the company consistently misses its targeted delivery dates. CK asks the business analyst (BA) to uncover the issue and propose a business solution.
What should the BA do next?

A) Explore how retailers similar to CK handle distribution.
B) Shadow an operations team member at the CK distribution facility.
C) Review future state distribution processes for CK.

4. The sales team at Universal Containers (UC) has been using multiple tools to track opportunities, leading to inaccurate forecasting and an unclear picture of UC's sales pipeline. UC has appointed a project team to implement Sales Cloud to help resolve these issues. TTie sales team doubts the new tool will meet their needs and is concerned it will be difficult to use. The business analyst (BA) assigned to the project knows the stakes are high to get the right solution in place.
Using their influence, what should the BA do to gain the necessary buy-in and support from the sales team to ensure a solution meets the requirements?

A) Ask questions to understand their needs and focus on shared goals.
B) Demonstrate the BA's expertise and clearly state the decision is final.
C) Present the pros and cons of the decision by using logic and facts.

5. Which permission is required to create, delete, refresh or activate a Sandbox?

A) Environment Manager
B) Manage Sandbox
C) System Administrator
D) Sandbox Editor

Solutions: