Salesforce Certified Business Analyst Exam (page: 12)
Salesforce Certified Business Analyst
Updated on: 25-Dec-2025

While working on a new Sales Cloud feature request for the sales team at Northern Trail Outfitters, the business analyst (BA) uncovers a workflow which could have an impact on the service team. The sales director assures the BA that the impact to service would be minimal.

Which step should the BA take next?

  1. Review the effort and impacts with the service team, and work to align requirements across the teams.
  2. Continue with the effort as defined by sales and add a backlog item to review the service impacts in the future.
  3. Prioritize the effort as defined by sales and ask the director to review any service impacts. .

Answer(s): A



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?

  1. Refine the requirements to accommodate, both teams.
  2. Focus on the NA team's requirements.
  3. Start another project to address the EMEA team's requirements.

Answer(s): A

Explanation:

When a business analyst discovers that different teams have different needs or preferences for using Salesforce fields, they should refine the requirements to accommodate both teams. This is because deleting fields that are actively used by another team could cause data loss, errors, or inefficiencies in their processes. The business analyst should work with both teams to understand their use cases, data models, workflows, reports, dashboards, integrations, security settings, etc., and find ways to customize Salesforce fields that meet both teams' needs without compromising data quality or performance.


Reference:

https://trailhead.salesforce.com/content/learn/modules/salesforce- business-analyst-certification-prep/requirements



Universal Containers wants to integrate its Salesforce org with the largest online professional network so its sales reps can view information directly on Salesforce records. The business analyst will write acceptance criteria for this scenario.
What is an example of good acceptance criteria?

  1. A sales rep can view current information directly in the Lead and Contact records.
  2. A sales rep needs to have the CRM widget installed in the Lead and Contact Record Page Layout.
  3. Install a CRM widget to allow sales reps to view information in the Lead and Contact records.

Answer(s): A

Explanation:

This answer provides an example of good acceptance criteria for the scenario of integrating Salesforce with the largest online professional network. Acceptance criteria are statements that define the conditions that a solution must meet to be accepted by the stakeholders or users. Acceptance criteria should be clear, concise, testable, and measurable. This answer meets these criteria by stating what a sales rep can do (view current information), where they can do it (in the Lead and Contact records), and how they can verify it (directly).


Reference:

https://trailhead.salesforce.com/en/content/learn/modules/salesforce-business-analyst- certification-prep/prepare-for-the-salesforce-business-analyst-certification-exam



Universal Containers is setting up a Salesforce email integration for the sales team. Through discovery conversations, the business analyst (BA) learns the operations team also needs email integration in the near future.
What should the BA do next?

  1. Proceed with the sales team's project as planned.
  2. Start project work for the operations team.
  3. Include the operations team during discovery.

Answer(s): C

Explanation:

When a business analyst learns that another team also needs email integration in the near future, they should include that team during discovery. This is because including all relevant stakeholders early in the project can help to identify common needs, avoid duplication of work, leverage synergies, and deliver value faster. The business analyst should invite the operations team to participate in discovery activities such as interviews, surveys, workshops, observations, etc., and capture their requirements, expectations, and feedback. The business analyst should also communicate the project scope, timeline, and risks to both teams and manage any changes or issues that may arise.


Reference:

https://trailhead.salesforce.com/content/learn/modules/salesforce- business-analyst-certification-prep/customer-discovery



Universal Containers is about to kick off a new Salesforce implementation, bringing both sales and service teams onto the platform. Each team has been managing Accounts and Contacts in their own way even though the Accounts and Contacts are shared between the teams. This has resulted in disagreements about what should be built in Salesforce.
Which groups should the business analyst work with to gain full alignment on a common program vision and strategy?

  1. Business leaders, middle management, and end users
  2. Senior leadership, IT leadership, and middle management
  3. Executive sponsors, IT leadership, and end users

Answer(s): A



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Share your comments for Salesforce Certified Business Analyst exam with other users:

Tanvi 9/27/2023 4:02:00 AM

good level of questions
Anonymous


Noushin 11/28/2023 4:52:00 PM

i think the answer to question 42 is b not c
CANADA


Shiji 10/15/2023 1:08:00 PM

helpful to check your understanding.
INDIA


Shiji 10/15/2023 1:31:00 PM

good and useful.
INDIA


Shiji 10/15/2023 1:34:00 PM

very good questions
INDIA


Ritu 9/15/2023 5:55:00 AM

interesting
CANADA