Practice Free BA-201 Exam Online Questions
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 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. - B . 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.
- C . 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.
A
Explanation:
This user story follows best practices in user story writing by addressing the "Who, What, and Why": Clear Perspective: The story is written from the perspective of the finance team member, ensuring the user’s role and need are well-defined.
Action and Value: The "what" (setting up a billing account) and "why" (to support the opportunity won) are included, ensuring clarity and alignment with business goals.
Salesforce Guidance: Salesforce recommends framing user stories to reflect specific user needs, making the story actionable and valuable for the development team.
The business analyst (BA) at Northern Trail Outfitters is getting ready to kick off a new Service Cloud project with the retail division to turn on the Web-to-Case functionality. The BA wants to better understand business processes so they can accurately scope the project.
Which type of documentation should the BA utilize?
- A . Current state analysis
- B . Object models
- C . Use cases
A
Explanation:
The type of documentation that the business analyst should utilize to better understand business processes so they can accurately scope the project is current state analysis. Current state analysis is a technique that involves assessing and documenting how a business process or workflow is currently performed in an organization. Current state analysis helps to establish a baseline for measuring the current state of performance, identify pain points and opportunities for improvement, and align with the desired business outcomes. Current state analysis can be done using tools such as interviews, observations, surveys, or process maps.
Reference: https://trailhead.salesforce.com/content/learn/modules/salesforce-business-analyst-certification-prep/business-process-mapping
Universal Containers has asked a business analyst (BA) to assist the sales management team with a request for a new picklist field called "Lost Reason" on the Opportunity object with the goal of improving pipeline reports. After mapping the managers to the sales leader persona and obtaining feedback from them, the BA has discovered that the managers want to better understand Closed/Lost Opportunities so they can help sales teams close more deals.
Which option should the BA use to construct the user story?
- A . As a sales leader, I want to see more details on Closed/Lost Opportunities so I can help the sales team improve close rates.
- B . As a sales team member, I need additional enablement training and reporting information to help the improve close rates.
- C . AS a sales leader, I need a new "Closed/Lost Reason" picklist field on Opportunities and better reports to help the sales team improve close rates.
A
Explanation:
This answer provides an example of how to construct the user story for creating a new picklist field called “Lost Reason” on the Opportunity object with the goal of improving pipeline reports, using this format: As a <persona>, I want <goal>, so that <value>. This answer defines the persona as “sales leader”, who is likely to be one of the main users or beneficiaries of this feature. It also defines the goal as “see more details on Closed/Lost Opportunities”, which is what they want to accomplish with this feature. Finally, it defines the value as “help the sales team improve close rates”, which is why they want to accomplish this goal and how they will measure success.
Reference: https://trailhead.salesforce.com/en/content/learn/modules/salesforce-business-analyst-quick-look/use-user-stories-to-capture-requirements
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 . Hand or ownership for writing, reviewing, and executing UAT scenarios, providing feedback, and approval for release to business stakeholders.
- B . Work with quality assurance analysts to collaborate in writing, reviewing and executing UAT scenarios, providing feedback, and approval for release.
- C . Work business stakeholders to collaborate in writing, reviewing, and executing UAT scenarios, providing feedback, and approval for release.
Which element of the storytelling process for UX is described here: "A hurdle that makes it difficult for your heroes to succeed on their journeys."
- A . Challenge
- B . Monster
- C . Victory
- D . Helper
A
Explanation:
A challenge is an element of the storytelling process for UX that describes a hurdle that makes it difficult for your heroes to succeed on their journeys. A monster is an element of the storytelling process for UX that describes a person or thing that causes problems for your heroes. A victory is an element of the storytelling process for UX that describes a successful outcome for your heroes. A helper is an element of the storytelling process for UX that describes a person or thing that assists your heroes along their journeys.
Reference: https://trailhead.salesforce.com/content/learn/modules/ux-design-fundamentals/understand-the-storytelling-process
Which method should a business analyst use to show current state business flows in Salesforce?
- A . Universal Process Notation
- B . Entity Relationship Diagramming
- C . Storyboarding
A
Explanation:
Universal Process Notation (UPN) is a method to show current state business flows in Salesforce. UPN is a process modeling technique that shows the flow of activities and decisions using simple symbols and plain language. It can help document existing processes in a clear and concise way that can be easily understood by anyone involved in the project. Entity Relationship Diagramming (ERD) is not a method to show current state business flows in Salesforce. ERD is a data modeling technique that shows the relationships among entities using symbols and attributes. It can help design database schemas or data structures for an application. Storyboarding is not a method to show current state business flows in Salesforce. Storyboarding is a technique to help stakeholders visualize how a solution will work by creating sketches or mockups of the user interface and interactions. It can help elicit feedback and validate requirements for a proposed solution.
Reference: 1 https://trailhead.salesforce.com/en/content/learn/modules/salesforce-business-analyst-certification-prep/business-process-mapping
Surveys indicate that visitors to the Cloud Kicks’ Experience Cloud site have difficulty locating purchase Information for their online orders. A business analyst (BA) Is tasked with creating a user story to improve the overall visitor experience when navigating the site.
For which persona should the BA write this user story?
- A . Administrator
- B . Support manager
- C . Customer
C
Explanation:
A user story is a short, simple description of a feature told from the perspective of the person who desires the new capability, usually a user or customer of the system1. The BA should write this user story for the customer persona, since they are the ones who want to locate purchase information for their online orders. The administrator and the support manager are not the intended users of this feature, and their needs may differ from the customer’s.
Reference: 1: User Stories
Northern Trail Outfitters has a large Salesforce org with sales, marketing, and billing teams pushing for the development of a large number of items in the backlog.
Which management process should the business analyst suggest to help the teams align on their competing priorities?
- A . Integrated Definition for Process Description Capture Method (IDEF3)
- B . Vision, Values, Methods, Obstacles, and Measures (V2MOM)
- C . Business Process Modeling Notation (BPMN)
B
Explanation:
The management process that the business analyst should suggest to help the teams align on their competing priorities is Vision, Values, Methods, Obstacles, and Measures (V2MOM). V2MOM is a framework that helps to define and communicate a shared vision and strategy for a project or organization. V2MOM stands for Vision (what you want to achieve), Values (what’s important to you), Methods (how you will get it done), Obstacles (what might stand in your way), and Measures (how you will know when you’re successful). V2MOM helps to align teams on their common goals and priorities, as well as track their progress and results.
Reference: https://trailhead.salesforce.com/content/learn/modules/v2mom-align-your-vision-and-values/v2mom-introduction
A business analyst (BA) is working with stakeholders at Universal Containers to walk through a potential solution for the lead routing and qualification process. The solution will include automated and manual features.
Which artifact should help the BA illustrate the vision of a solution to stakeholders?
- A . Detailed user stories with technical documentation about the existing process
- B . Annotated process flows with modifications to an existing process
- C . Collected pain points from people who follow the existing process
B
Explanation:
Annotated process flows are a great way to illustrate the vision of a solution to stakeholders. They can show the current state of the process, the proposed changes, and the benefits of the changes. This can help stakeholders understand the solution and why it is needed.
Here are some additional details from Salesforce Certified Business Analyst documents and resources that support the answer:
Annotated process flows are process flows that include additional information, such as notes, comments, and explanations.
Modifications to an existing process are changes that are made to an existing process.
Stakeholders are people who have an interest in the success of a project.
In conclusion, annotated process flows with modifications to an existing process are a great way to illustrate the vision of a solution to stakeholders. They can show the current state of the process, the proposed changes, and the benefits of the changes. This can help stakeholders understand the solution and why it is needed.
An artifact that can help the business analyst illustrate the vision of a solution to stakeholders is annotated process flows with modifications to an existing process. Annotated process flows are diagrams that show how a process works step by step, with notes or comments that explain the logic or rationale behind each step. They can help the business analyst show how the lead routing and qualification process will change or improve with the new solution, and invite feedback or validation from stakeholders. Detailed user stories with technical documentation about the existing process are artifacts that can help the business analyst capture the requirements or specifications of the new solution, but not illustrate the vision of it. Collected pain points from people who follow the existing process are artifacts that can help the business analyst understand the problems or needs of the end users, but not illustrate the vision of the solution.
Reference:
https://trailhead.salesforce.com/content/learn/modules/salesforce-business-analyst-certification-prep/business-process-mapping
https://trailhead.salesforce.com/content/learn/modules/salesforce-business-analyst-certification-prep/user-stories
Northern Trail Outfitters (NTO) has noticed that many customers are posting to social media about issues they are having with a new product. The services team is looking for easy ways to engage with these customers and resolve their complaints. During the first discovery meeting of the project, the business analyst (BA) hears that the VP of services and support wants to implement Omni-Channel for NTO’s Service Cloud.
What should the BA do first to ensure the ongoing success of the project?
- A . Configure a proof-of-concept demo within a sandbox environment to show the pros and cons of the requested solution.
- B . Produce a gap analysis document that will show the ways the requested solution can solve the limitations of NTO’s current system.
- C . Encourage the project stakeholders to think of various ways to solve cases different before deciding on a specific solution.
C
Explanation:
The business analyst should encourage the project stakeholders to think of various ways to solve cases differently before deciding on a specific solution. This is because the business analyst should focus on understanding the problem or need that the project is trying to address, rather than jumping to a predefined solution. By exploring different options and alternatives, the business analyst can help the project stakeholders find the best fit solution that meets their requirements and expectations, as well as aligns with the project scope, budget, and timeline.
Reference: https://trailhead.salesforce.com/content/learn/modules/salesforce-business-analyst-certification-prep/customer-discovery