Certified-Business-Analyst Practice Test

Salesforce Spring 25 Release -
Updated On 1-Jan-2026

307 Questions

During a sprint grooming session for the Sales Cloud implementation at Cloud Kicks, the development team mentions the step "Code Review by Technical Architect" listed within the acceptance criteria needs to be adjusted.
Which location should the business analyst move this item to?

A. Project plan

B. Definition of done

C. Pull request template

B.   Definition of done

Explanation:

The issue here is about the appropriate place to define team standards and quality gates that apply to all user stories, not just a specific one.

Acceptance Criteria define the functional behavior of a specific user story from the user's perspective. They answer, "What does this feature need to do to be accepted by the product owner?" (e.g., "The system must display a confirmation message when the record is saved.")

Definition of Done (DoD) is a shared checklist of activities that must be completed for any story to be considered truly "done" and potentially shippable. These are often technical and process-oriented steps that ensure quality and compliance, such as:
- Code written
- Unit tests written and passed
- Code review completed and approved
- Functional tests passed
- Documentation updated

Placing "Code Review by Technical Architect" in the DoD ensures it is a mandatory step for every story, preventing it from being accidentally omitted and maintaining a consistent quality standard across the entire project.

Why the Other Options are Incorrect
A. Project Plan: A project plan is a high-level document outlining the project's scope, timeline, milestones, and resources. It is not the correct place to define the specific, repetitive technical tasks required to complete a single user story. It's too high-level and static for this purpose.

C. Pull Request Template: A pull request (PR) template is a fantastic tool for standardizing the process of a code review once it happens. It might include checklists for the reviewer. However, the PR template is a tool that exists within the development workflow after the code is written. The Definition of Done is the agreed-upon rule that states a code review must happen at all. The DoD is the requirement; the PR template is a mechanism to fulfill that requirement.

Reference
This distinction is fundamental to Agile methodology and is covered in the BA Exam Guide's sections on Agile practices and team collaboration. A BA must understand the difference between story-specific functionality (Acceptance Criteria) and overarching project quality standards (Definition of Done) to effectively work with development teams and ensure the delivery of high-quality solutions.

The sales team at Cloud Kicks is rolling out a new sales methodology. To incorporate the requested changes, the business analyst working with the technical team identifies several integrations that touch the Opportunity object and could be impacted by the changes. The project manager wants the solution to include unit testing, code reviews, and functional testing.
What does the project team need to agree upon to ensure the work is ready to be deployed?

A. Entity relationship diagram

B. Definition of done

C. User acceptance criteria

B.   Definition of done

Explanation:

To make sure the work is truly ready to be deployed, the whole project team (BA, devs, QA, PM, etc.) needs a shared, explicit Definition of Done (DoD).

That DoD can include things like:
- Unit tests written and passing
- Code reviews completed
- Functional testing completed
- Impacted integrations tested
- Documentation updated, etc.

This lines up exactly with what the project manager is asking for: unit testing, code reviews, and functional testing as part of what must be completed before deployment.

Why not A: Entity relationship diagram
An ERD shows objects and relationships (e.g., how Opportunity relates to other objects and integrations). It’s useful for understanding impact, but it does not define when work is ready to deploy.

Why not C: User acceptance criteria
User acceptance criteria (or acceptance criteria for a story) define what must be true for the functionality to meet business needs.
They don’t usually cover the technical quality gates like:
- Code review done
- Unit test coverage
- Integration regression tests

Those are covered by the Definition of Done, which is broader and delivery-focused.

So, to make sure work is truly deploy-ready, the team must agree on a Definition of Done → B.

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. Shadowing

B. Interviewing

C. Behavioral

B.   Interviewing

Explanation:

When the business analyst (BA) at Universal Containers wants to meet with customers to hear about their experience in their own words, the most appropriate research method is interviewing.

✅ Why B. Interviewing Is Correct
Interviewing is a qualitative research method that allows the BA to:

- Ask open-ended questions
- Listen actively to customer stories, pain points, and expectations
- Clarify and probe deeper into specific experiences
- Capture rich, contextual insights that can be translated into user stories

This method is ideal for eliciting user stories, because it centers on the user’s perspective, which is essential for writing meaningful, value-driven stories.

❌ Why Not A: Shadowing
Shadowing involves observing users as they perform tasks.

It’s great for understanding workflow and behavior, especially when users can’t articulate their needs.
However, it’s less effective for capturing verbalized experiences or motivations, which are key to writing user stories.

❌ Why Not C: Behavioral
Behavioral research is a broad category that includes methods like analytics, A/B testing, and observation.

It focuses on what users do, not necessarily what they say or feel.
It’s useful for validating hypotheses, but not ideal for eliciting stories in the user’s own words.

References:
Trailhead: User Research Basics
Salesforce Business Analyst Exam Guide – Requirements and Collaboration
IIBA BABOK: Elicitation Techniques

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.   Annotated process flows with modifications to an existing process

Explanation:

For walking stakeholders through a potential solution that includes both automated and manual steps, the BA needs something:

Visual – easy for non-technical stakeholders to understand
Process-oriented – shows how work will actually flow
Future-focused – highlights what will change from today

That’s exactly what annotated process flows do. They can:

- Start from the existing lead routing and qualification process
- Clearly show where automation will occur (e.g., assignment rules, flows)
- Clearly show the manual steps (e.g., SDR review, qualification calls)
- Use annotations to call out what’s changing and why

This makes it much easier for stakeholders to see the vision of the new solution end-to-end.

Why not A?
A. Detailed user stories with technical documentation about the existing process
User stories are great for breaking work into buildable chunks and expressing requirements, but:
They’re not ideal as a big-picture “vision” artifact.
They don’t naturally show flow or the combination of automated + manual steps.
“Technical documentation about the existing process” focuses on the current state, not the future solution vision.

Why not C?
C. Collected pain points from people who follow the existing process
Pain points are useful for understanding problems and justifying change.
But they don’t show the solution, they only describe what’s wrong today.
You still need something like process flows or prototypes to illustrate how the future will work.

So to visually and clearly present the new lead routing and qualification solution to stakeholders, including both automated and manual features, the BA should use annotated process flows with modifications → Option B.

The business analyst at Universal Containers has been asked to train the client on how to write effective user stories with acceptance criteria. The client provided this sample story. User Story:
As a customer service agent, I need the ability to close support tickets.
Acceptance Criteria:
When viewing an open support ticket, a "Close Ticket" action is available.
When closing a support ticket, the agent is required to enter a "Close Reason".
After completing the close action, the status of the support ticket is set to "Closed".
What can be done to improve this user story?

A. Update the acceptance criteria to describe the technical solution

B. Update the user story to describe why the functionality is needed

C. Update the perspective of the user story and acceptance criteria

B.   Update the user story to describe why the functionality is needed

Explanation:

Explanation
A well-formed user story follows the common template: "As a [persona], I want [to perform an action], so that [I achieve a benefit/value]." This template ensures the team understands not just what is being built, but why it is being built.

The provided user story is missing the "so that..." clause, which explains the value or the business benefit.

Current Story: "As a customer service agent, I need the ability to close support tickets." (This only states the who and the what).

Improved Story: "As a customer service agent, I want to close support tickets so that I can accurately reflect when a customer's issue has been resolved and clear it from my active queue."

Adding the "why" provides crucial context. It helps the development team understand the user's goal, which can lead to a better solution. For example, knowing the goal is to "clear it from the queue" might prompt discussions about automated queue management or other features that could help even more.

Why the Other Options are Incorrect
A. Update the acceptance criteria to describe the technical solution: The acceptance criteria are actually well-written in their current form. They are clear, testable, and describe the desired behavior from a user's perspective without dictating the technical implementation (e.g., it doesn't say "use an Apex trigger" or "create a Flow"). Adding technical details here would be incorrect and would constrain the development team.

C. Update the perspective of the user story and acceptance criteria: The perspective is already correct. The persona is "a customer service agent," which is the correct user for this functionality. The acceptance criteria are also written from the agent's perspective ("When viewing...", "the agent is required..."). There is no need to change the perspective.

Reference
This is a fundamental principle of Agile and user story creation. The "why" is essential for providing context and ensuring the team delivers value, not just features. It aligns with the BA's role in ensuring requirements are complete and value-focused, as outlined in the "Requirements Elicitation and Analysis" domain of the exam guide.

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