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Salesforce BA-201 Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Development Support and User Acceptance | 12% | - Define and plan user acceptance testing - Evaluate test results and confirm solution meets requirements - Support development teams with clarification - Document lessons learned and feedback |
| Topic 2: Collaboration with Stakeholders | 23% | - Plan discovery activities based on stakeholder groups - Bridge gaps between business and technical teams - Identify stakeholders and build effective relationships - Select appropriate communication and analysis techniques |
| Topic 3: User Stories and Acceptance Criteria | 18% | - Manage and maintain user story documentation - Define components of a well-formed user story - Write clear, testable acceptance criteria |
| Topic 4: Customer Discovery | 17% | - Identify business goals, strategies, and challenges - Align Salesforce capabilities with business needs - Analyze environment and identify constraints/opportunities - Understand role of Business Analyst in implementation lifecycle - Assess current state of Salesforce usage |
| Topic 5: Requirements Gathering and Management | 18% | - Engage stakeholders to elicit, validate, and prioritize requirements - Document and maintain requirements in version control - Distinguish between scope, requirements, and user stories |
| Topic 6: Business Process Mapping and Optimization | 12% | - Validate process designs with stakeholders - Identify improvement opportunities - Design optimized processes aligned with Salesforce - Map existing business processes |
Salesforce Certified Business Analyst Sample Questions:
Question 1
Cloud Kicks (CK) recently decided to transition its business from spreadsheets to a Salesforce solution. CK leaders are excited about the capabilities of Salesforce. Each leader has different ideas about how the platform should be implemented. CK has hired a business analyst (BA) to help define and manage the implementation.
What should the BA do in the first discovery meeting with stakeholders?
A. Preview potential Salesforce solutions and collect feedback from stakeholders on each option to inform the direction of the project.
B. Collaborate with stakeholders to examine and define CK's purpose, customers, metrics, and overall business to inform project direction and vision.
C. Discuss and document specific pain points in existing processes to inform future project requirements.
Question 2
A business analyst (BA) at Northern Trail Outfitters has been asked to prepare documentation including acceptance criteria and definition of done for a Heroku project.
Which way should the BA approach creation of this documentation?
A. Include the overall perspective for acceptance criteria and the persona's perspective for definition of done.
B. Include the personal perspective for acceptance criteria and the overall perspective for definition of done.
C. Create one consolidated set of documentation as the two terms are synonymous and used interchangeably.
Question 3
The business analyst at Universal Containers is helping the team transition from workflow rules to flows. The work has been built and it is time to kick off user acceptance testing (UAT).
What is the goal of UAT?
A. To ensure what was originally requested is being delivered
B. To identify acceptance criteria with pass/fail indicators
C. summarize the overall ask and determine what is in scope
Question 4
A business analyst (BA) at Northern Trail Outfitters is mapping a workflow process to onboard a new user group to a Service Cloud implementation.
Which level of detail should the BA use for the process map and why?
A. Simple-A high-level overview of the process is sufficient to show a new user experience.
B. Somewhat detailed-Since the process will be repetitive, new users will learn and remember the details.
C. Very detailed-It should be prescriptive for new users following an unfamiliar process.
Question 5
A business analyst (BA) at Northern Trail Outfitters was asked to create a new user story for a Sales Cloud update requested by the inside sales team. The BA created the following story:
"As a user, I need visibility to customers' purchase history details so I can increase efficiencies and improve closure rates by better tailoring sales offerings." Which mistake did the BA make when creating this story?
A. The persona is undefined.
B. The need is undefined.
C. The goal is undefined.
Solutions:
| Question 1 Answer: B | Question 2 Answer: B | Question 3 Answer: A | Question 4 Answer: B | Question 5 Answer: A |





