Salesforce Certified Business Analyst Practice Exam: Test Your Knowledge 2025

A Business Analyst is starting a new Salesforce implementation project for a retail company. What should be the BA's first step in the customer discovery phase?

A Business Analyst is working with a sales team that has conflicting priorities. The sales managers want detailed reporting capabilities, while the sales representatives want a simplified mobile interface. How should the BA address this conflict?

During business process mapping, a BA discovers that the current process has seven handoffs between departments for a single opportunity approval. What should the BA do with this information?

A Business Analyst needs to gather requirements for a new Service Cloud implementation. Which technique is most effective for understanding detailed functional requirements?

When writing user stories for a Salesforce project, what is the primary purpose of the 'So that' clause in the format 'As a [user], I want [functionality], so that [benefit]'?

A Business Analyst is conducting discovery for a manufacturing company that wants to implement Salesforce. During interviews, stakeholders mention they need to track 'customer interactions,' but each department defines this differently. What should the BA do?

During stakeholder collaboration, a BA identifies that the project sponsor has different expectations than what was communicated by the project manager. What is the BA's best course of action?

A BA is creating a process map for the opportunity management process. Which type of diagram is most appropriate for showing decision points, parallel processes, and the flow of activities?

A Business Analyst has gathered requirements that include 'The system must be fast' and 'Reports should be easy to use.' What is the main problem with these requirements?

When creating user stories for a Salesforce implementation, what should be included in the acceptance criteria?

A BA is conducting discovery for a company with poor data quality in their current CRM system. Multiple duplicate accounts exist and data fields are inconsistently populated. What should the BA prioritize in the discovery phase?

A stakeholder consistently misses scheduled meetings and doesn't respond to requests for input, yet this person's approval is critical for the project. How should the BA handle this situation?

While mapping a lead conversion process, a BA discovers that the current manual process takes 15 steps and involves three different systems. What represents the future state process map in this scenario?

A Business Analyst is reviewing requirements and finds: 'The system shall allow users to create, read, update, and delete account records with appropriate security controls.' What type of requirement is this?

A development team is struggling to implement a user story because it's too large and complex. What should the BA recommend?

During discovery, a BA learns that the sales team is resistant to Salesforce because a previous CRM implementation failed due to poor user adoption. What should the BA do to address this concern?

A BA is facilitating a requirements workshop with 15 stakeholders who have competing priorities. What technique should the BA use to help the group reach consensus on which requirements are most important?

When documenting a business process map, what is the key difference between 'as-is' and 'to-be' process maps?

A BA has documented requirements, but the development team says some requirements are contradictory. One requirement states 'All opportunities must have an associated account' while another states 'Users should be able to create opportunities without accounts for walk-in customers.' How should the BA resolve this?

A Business Analyst is writing user stories for a community portal where customers can log cases. Which of the following is the best example of a properly formatted user story?