Salesforce Business Analyst Quiz

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| By Catherine Halcomb
Catherine Halcomb
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Quizzes Created: 1430 | Total Attempts: 6,119,109
Questions: 15 | Attempts: 317

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Salesforce Business Analyst Quiz - Quiz

The "Salesforce Certified Business Analyst Quiz" is a comprehensive assessment designed to evaluate your knowledge of business analysis within the context of Salesforce applications. This quiz is for individuals who work with Salesforce and aims to validate their knowledge of various business analysis principles, methodologies, and best practices specific to the platform.

The quiz covers various topics, including requirement gathering, process mapping, data modeling, and solution design within the Salesforce ecosystem. Participants will encounter case scenarios and assess, and analyze complex business challenges, proposing appropriate solutions and demonstrating their ability to align Salesforce functionalities with specific business objectives.

By undertaking the "Salesforce Read moreCertified Business Analyst Quiz," individuals can showcase their competence and aptitude in leveraging Salesforce to optimize business processes, drive innovation, and enhance overall organizational efficiency. Take this quiz to check your knowledge about Salesforce.


Questions and Answers
  • 1. 

    A business analyst for Northern Trail Outfitters (NTO) is reviewing the business backlog and determines that many of the requirements would require custom code that is expensive and hard to maintain. The business analyst (BA) knows that the backlog should be prioritized by people who have knowledge of the features and functionary of the Salesforce Platform. Who should own the process of prioritizing the business backlog?

    • A.

      The third-party implementation team, with support from the internal technology teams affected by the project who understand NTO's vision and strategy.

    • B.

      The project manager, with support from the third-party implementation and business teams who understand both platform and business priorities.

    • C.

      The business teams affected, with support from the internal technology teams who understand ways to maximize Salesforce's declarative features.

    • D.

      The human resources team with the support of internal technology teams who understands platform and business objectives. 

    Correct Answer
    C. The business teams affected, with support from the internal technology teams who understand ways to maximize Salesforce's declarative features.
    Explanation
    The business teams affected should own the process of prioritizing the business backlog because they have a clear understanding of the features and functionality needed for the Salesforce Platform. They should be supported by the internal technology teams who have knowledge of how to maximize Salesforce's declarative features, ensuring that the requirements can be met without the need for expensive and hard to maintain custom code. This approach will help prioritize the backlog based on the business needs and the capabilities of the platform.

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  • 2. 

    A business analyst (BA) at Universal Containers (UC) has been asked to improve the user experience (UX) of marketing employee who manages webinar data. The chief marketing officer (CMO) thinks the UX issues are related to standard Salesforce Campaign functionality that misaligns with UC's business requirements. The BA surveyed the marketing group about their pain points and was surprised to discover that their concerns differ from the CMOs theory about issues with the UX of Campaigns in Salesforce. Which influencing style should the BA use when presenting their findings to the CMO and other stakeholders?

    • A.

      Assertive

    • B.

      Collaborative

    • C.

      Analytical

    • D.

      Commanding

    Correct Answer
    B. Collaborative
    Explanation
    The BA should use a collaborative influencing style when presenting their findings to the CMO and other stakeholders. This style involves working together with the stakeholders, listening to their perspectives, and finding common ground to address the UX issues. Since the marketing group's concerns differ from the CMO's theory, a collaborative approach will help foster open communication and create a sense of ownership among the stakeholders, leading to a more effective resolution of the UX issues.

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  • 3. 

    Universal Containers (UC) has decided to implement Salesforce and has assigned a business analyst (BA) to write user stories for the project. The BA plans to meet customer to their experience in their own words. Which type of research should the BA use to elicit user stories from UC's customers?

    • A.

      Behavioral

    • B.

      Shadowing

    • C.

      Interviewing

    • D.

      Focused Groups 

    Correct Answer
    C. Interviewing
    Explanation
    The BA should use interviewing as a research method to elicit user stories from UC's customers. By conducting interviews, the BA can directly engage with the customers and gather their experiences and needs in their own words. This method allows for a more personalized and in-depth understanding of the customers' perspectives, enabling the BA to accurately capture their requirements and create user stories that align with their expectations.

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  • 4. 

    The business analyst (BA) at Universal Containers (UC) wants to understand why UC failed to meet a deployment date for its product go live while following the Agile process. According to the BA's research, the developers lacked a sense of the work in progress and the intended goal of that work, and the QA team was unable to clearly test the functionality based on a given persona. Which step should the BA take next?

    • A.

      Create a SWOT (Strength, Weakness, Opportunity, Threat) analysis to understand why development and testing took more time.

    • B.

      Review the user stories to ensure they are small, testable, and valuable.

    • C.

      Move the deployment date out so the teams have more time to work.

    • D.

      Schedule a meeting with the marketing team to discuss product positioning.

    Correct Answer
    B. Review the user stories to ensure they are small, testable, and valuable.
    Explanation
    The correct answer is to review the user stories to ensure they are small, testable, and valuable. This step is necessary because the BA's research identified two issues: the developers lacked a sense of the work in progress and the intended goal, and the QA team was unable to clearly test the functionality based on a given persona. By reviewing the user stories, the BA can ensure that they are clear, concise, and focused, making it easier for the developers to understand and work on them, and for the QA team to test them effectively. This will help address the issues that led to the failure in meeting the deployment date.

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  • 5. 

    Which User access and sharing features would you use for the following use case: it is the first time a user logs in and they need to be sent an email with a way to authenticate their email.

    • A.

      Login Link

    • B.

      2 FA

    • C.

      Email Proof

    • D.

      Single Sign-On

    Correct Answer
    A. Login Link
    Explanation
    The correct answer is "Login Link." In this use case, since it is the first time a user logs in and they need to authenticate their email, a login link would be the appropriate user access and sharing feature. This would allow the user to receive an email with a unique link that they can click on to authenticate their email and complete the login process.

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  • 6. 

    A business analyst at Universal Containers is converting a requirements document into user stories for upcoming Manufacturing Cloud deployment. The first requirement is "finance needs a time tracking system containers." Which option best represents the "IF component of the INVEST checklist to make a good user story from this requirement?

    • A.

      As a finance user, I want to know how long it takes to assemble a container so I can accurately report on container profitability.

    • B.

      As a finance user, I want an Assembly Time field on the container cost record so I can accurately report on container profitability.

    • C.

       As a finance user I want a Timesheet object implemented so I can accurately report on container profitability.

    • D.

      As a finance user, I want to know If the time tracking system can track employee attendance as well.

    Correct Answer
    A. As a finance user, I want to know how long it takes to assemble a container so I can accurately report on container profitability.
    Explanation
    The correct answer is "As a finance user, I want to know how long it takes to assemble a container so I can accurately report on container profitability." This option best represents the "IF" component of the INVEST checklist because it clearly states the specific information that the finance user wants to know - the time it takes to assemble a container. This user story focuses on a specific requirement related to time tracking and reporting on container profitability, which aligns with the purpose of the INVEST checklist to create valuable and well-defined user stories.

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  • 7. 

    Northern Trail Outfitters is implementing Marketing Cloud. Stakeholders are having a difficult time conceptualizing how Marketing Cloud uses insights to create journeys. The Business analyst (BA) has been asked to show stakeholders how it works so the implementation project can move forward. Timelines are tight to present a demo, and approval from stakeholders is needed soon in order to keep the project on track. What should the BA do to help stakeholders visualize how it will work?

    • A.

      Build a capability model.

    • B.

      Schedule a storyboarding session

    • C.

      Create a UPN (Universal Process Notation) diagram.

    • D.

      Schedule multiple one-on-one meetings with stakeholders to explain the technical aspects of Marketing Cloud.

    Correct Answer
    C. Create a UPN (Universal Process Notation) diagram.
    Explanation
    To help stakeholders visualize how Marketing Cloud uses insights to create journeys, the BA should create a UPN (Universal Process Notation) diagram. This diagram will provide a visual representation of the process and help stakeholders understand how data and insights are used to create personalized customer journeys. It is a quick and effective way to demonstrate the functionality of Marketing Cloud and gain approval from stakeholders. The other options, such as scheduling a storyboarding session or one-on-one meetings, may not be as efficient in conveying the information within the tight timelines of the project.

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  • 8. 

    Up to how many profiles can a user have?

    • A.

      Only 1

    • B.

      Up to 3

    • C.

      As many as required.

    • D.

      The Administrator can have up to 3, normal users only 1.

    Correct Answer
    A. Only 1
    Explanation
    A user can have only one profile. This means that each user is limited to having only one account or profile. There are no options for multiple profiles for a user.

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  • 9. 

    The Business analyst (BA) at Northern Outfitters (NTO) has gathered preliminary functional requirements for an upcoming Salesforce implementation project. Before translating these requirements into user stories, the BA wants to gain additional perspective, feedback, and detail on the requirements from the NTO team. Which document should help the BA gather this information?

    • A.

      Current state analyst

    • B.

      Stakeholder analysis

    • C.

      Business analysis plan

    Correct Answer
    B. Stakeholder analysis
    Explanation
    The stakeholder analysis document would help the BA gather additional perspective, feedback, and detail on the requirements from the NTO team. This document identifies and analyzes the stakeholders involved in the project, their interests, influence, and potential impact on the project. By conducting a stakeholder analysis, the BA can gain a better understanding of the needs, expectations, and concerns of the NTO team, allowing them to gather more comprehensive information about the requirements and ensure that they align with the stakeholders' objectives.

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  • 10. 

    An executive at Cloud Kicks has tasked the internal Salesforce staff with the optimization of a very manual process in its Salesforce org, What should the business analyst do first before a future state is proposed to key stakeholders?

    • A.

      Manage project integrations with the technical team.

    • B.

      Discuss project trade-offs with the executive sponsor.

    • C.

      Hold a kickoff meeting to set expectations with the project team.

    • D.

      Gather requirements from key stakeholders before understanding the current process.

    Correct Answer
    C. Hold a kickoff meeting to set expectations with the project team.
    Explanation
    The business analyst should hold a kickoff meeting to set expectations with the project team before proposing a future state to key stakeholders. This is important because the kickoff meeting allows the project team to understand the goals, objectives, and scope of the project. It also provides an opportunity to establish clear communication channels, define roles and responsibilities, and align everyone's expectations. By holding a kickoff meeting first, the business analyst ensures that the project team is on the same page and can effectively gather requirements from key stakeholders and propose a future state that meets the organization's needs.

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  • 11. 

    A business analysis (BA) is creating a business flowchart to review with a customer service team that is using service team that is using Service Cloud. The team is organized by the products and the regions they support. Which step should the BA include in the business flowchart?

    • A.

      Capture decision steps and different outcomes. Illustrate which fields are integrated with an external system.

    • B.

      Set limits to the scope that will be documented.

    • C.

      Include details about the hardware and software used by the customer service team.

    • D.

      Show the organizational structure of the entire company on the flowchart.

    Correct Answer
    A. Capture decision steps and different outcomes. Illustrate which fields are integrated with an external system.
    Explanation
    The BA should include the step of capturing decision steps and different outcomes in the business flowchart because this will help the customer service team understand the different paths they can take and the potential outcomes that may result from their decisions. Additionally, illustrating which fields are integrated with an external system is important as it will provide clarity on how data is being transferred between systems and ensure that the customer service team is aware of any dependencies or limitations.

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  • 12. 

    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.

      Review information from the discovery, draft requirements, ask clarifying questions, draft user stories, share user stories with the technical team so they can begin building.

    • B.

      Review information from the discovery, ask clarifying questions, draft requirements, share requirements with the technical so they can begin building, create user acceptance criteria and test cases.

    • C.

      Review information, ask clarifying questions, draft requirements, refine and confirm requirements, prioritize which requirements will be included in the minimum viable product.

    • D.

      Review information from the users, ask clarifying questions, share requirements, create user acceptance criteria. 

    Correct Answer
    C. Review information, ask clarifying questions, draft requirements, refine and confirm requirements, prioritize which requirements will be included in the minimum viable product.
    Explanation
    The BA should review the information provided, ask clarifying questions to gather more details, and then draft the requirements based on the gathered information. After drafting the requirements, the BA should refine and confirm them to ensure accuracy and completeness. Lastly, the BA should prioritize the requirements to determine which ones will be included in the minimum viable product. This process ensures that the requirements are well-defined and prioritized before sharing them with the technical team for implementation.

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  • 13. 

    The Cloud Kicks business analyst (BA) is frustrated because the requirements tracking spreadsheet is often incomplete or out-of-sync for the Slack transition project. The development team has recommended that the BA use a DevOps tool as an alternative. What are the benefits of using a DevOps tool in this situation?

    • A.

      Tracks changes in real time and provides a single source of truth

    • B.

      Tracks changes for the testing team and provides access to user stories

    • C.

      Tracks changes on a daily basis and provides a history of changes

    • D.

      Tracks the number of manual tasks for the business analyst, adding to their frustration.

    Correct Answer
    A. Tracks changes in real time and provides a single source of truth
    Explanation
    This option accurately describes one of the key benefits of using a DevOps tool in the situation described. It addresses the issue of incomplete or out-of-sync requirements tracking by ensuring that changes are tracked in real time, and it provides a centralized, up-to-date source of truth for all team members involved in the project. This helps maintain consistency and alignment in the project's requirements.

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  • 14. 

    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.

      Review future state distribution processes for CK.

    • B.

      Shadow an operations team member at the CK distribution facility.

    • C.

      Explore how retailers similar to CK handle distribution.

    • D.

      Organize a team-building workshop for the distribution team to improve communication and collaboration.

    Correct Answer
    B. Shadow an operations team member at the CK distribution facility.
    Explanation
    Shadow an operations team member at the CK distribution facility: This option allows the BA to directly observe and understand the current distribution processes and challenges faced by the operations team. By shadowing, the BA can gather firsthand insights into operational inefficiencies, bottlenecks, and any procedural issues that may be causing delays.

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  • 15. 

    Northern Trail Outfitters (NTO) has moved its inventory systems to Salesforce to track the clothing it manufactures and sells. As a part of this project, NTO wants to implement several features which will also improve how its inventory is restocked. In order to manage the discovery phase of the project, the project team plans to hire a business analyst (BA). What should a BA do to be successful during the first phase of the project?

    • A.

      Elicit requirements, build automation, and deploy a solution,

    • B.

      Architect a solution, configure a sandbox, and build a proof of concept.

    • C.

      Elicit requirements, create flows and process diagrams, and understand business analytics.

    • D.

      Skip the discovery phase and immediately start implementing features based on assumptions.

    Correct Answer
    C. Elicit requirements, create flows and process diagrams, and understand business analytics.
    Explanation
    A business analyst (BA) should elicit requirements from stakeholders to understand their needs and expectations. They should also create flows and process diagrams to visualize the current and desired future state of the inventory management system. Additionally, the BA should have a good understanding of business analytics to analyze data and make informed decisions. This will ensure that the BA is successful in the first phase of the project by gathering the necessary information, documenting it effectively, and having a clear understanding of the business requirements.

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Our quizzes are rigorously reviewed, monitored and continuously updated by our expert board to maintain accuracy, relevance, and timeliness.

  • Current Version
  • Jun 28, 2024
    Quiz Edited by
    ProProfs Editorial Team
  • Jul 28, 2023
    Quiz Created by
    Catherine Halcomb
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