Certified Business AnalystDemo

By Salesforce · Browse Mode
About the Exam

This exam is designed for business analysts with Salesforce experience, including 2 years of business analyst experience and 2 years of Salesforce Platform experience. It covers customer discovery, collaboration with stakeholders, business process mapping, requirements, user stories, and user acceptance. Passing demonstrates that you can understand business needs, capture requirements, and collaborate with stakeholders to support Salesforce solutions that drive business improvements.

Exam Topics

  • Customer Discovery17%
  • Collaboration with Stakeholders23%
  • Business Process Mapping12%
  • Requirements18%
  • User Stories18%
  • User Acceptance12%

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Last updated December 2, 2025 at 6:21 PM

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QuestionQ1

User Acceptance

Universal Containers wants to integrate its Salesforce org with the largest online professional network so that sales reps can view information directly on Salesforce records. The business analyst will create acceptance criteria for this scenario.

What is an example of effective acceptance criteria?

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

Effective acceptance criteria express a testable user outcome. Sales representatives being able to view current information directly in Lead and Contact records defines observable functionality without requiring a particular widget or page-layout implementation.

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QuestionQ2

Requirements

Northern Trail Outfitters is implementing Service Cloud and has chosen the Scrum methodology for the implementation. A business analyst (BA) receives an urgent, high-priority change request in the middle of a sprint.

What should the BA do next?

  • A Add the change request to the backlog to be prioritized for the next sprint.
  • B De-prioritize some user stories and add the change request to the current sprint.
  • C Begin working on the change request as soon as the team has capacity.
Explanation

Scrum records new requested work in the Product Backlog, where the Product Owner orders it for upcoming sprint planning. The current sprint remains focused on its Sprint Goal; a change must not jeopardize that goal, and a BA does not independently replace committed sprint work or start unplanned work.

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QuestionQ3

User Acceptance

A business analyst (BA) at Northern Trail Outfitters is getting ready 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 off 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 with business stakeholders to collaborate in writing, reviewing, and executing UAT scenarios, providing feedback, and approval for release.
Explanation

User acceptance testing is performed by end users and business stakeholders to verify that the delivered solution meets business needs before production release. The BA facilitates this process by collaborating with business stakeholders on UAT scenarios, execution, feedback, and release approval.

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QuestionQ4

Customer Discovery

The project team at Universal Containers has begun reviewing its existing Salesforce manufacturing solution, which has low adoption and numerous customizations, including custom objects, custom fields, renamed standard objects, and renamed standard fields.

What should the business analyst recommend to the project team to improve understanding while documenting requirements, processes, and potential solutions?

  • A Use industry terminology and language.
  • B Use customer terminology and language.
  • C Use Salesforce terminology and language.
Explanation

Business requirements and process documentation should use the customer’s language so stakeholders can immediately understand the intended business need and contribute without misunderstandings. This is particularly important where Salesforce objects and fields have been customized or renamed, because Salesforce terminology may not reflect the organization’s working vocabulary.

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QuestionQ5

Business Process Mapping

Universal Containers is planning an initiative to assess its Salesforce org for areas of risk and has asked the business analyst (BA) to analyze its current state. The BA will use Salesforce Optimizer for this assessment.

How should the BA use the tool’s output?

  • A Identify top project priorities.
  • B Verify Lightning page loading time.
  • C Understand the project scope.
Explanation

Salesforce Optimizer findings identify areas needing attention and recommendations for improving an org. Those findings allow the business analyst to prioritize the highest-risk or highest-impact work for the project.

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