Certified-Business-Analyst Practice Test
Updated On 1-Jan-2026
307 Questions
Universal Containers wants to build a simple activity capture process for leads. One of the
objectives is to minimize technical debt and inherit new features of the Salesforce Platform
in future releases.
What should the business analyst recommend to meet the requirements?
A. Standard object for activity capture, screen Flow user interface
B. Standard object for activity capture, custom Lightning Web Component user interface
C. Custom object for activity capture, custom Lightning web component user interface
Explanation:
The recommendation that the BA should make to meet the requirements is to use a standard object for activity capture, screen Flow user interface. This recommendation helps to:
Minimize technical debt: Technical debt is the cost or consequence of choosing a quick or easy solution over a better or more sustainable one. Using a standard object for activity capture helps to minimize technical debt because it leverages the existing functionality and features of Salesforce, reduces the need for custom development or maintenance, and inherits new updates and enhancements from Salesforce releases. Using a screen Flow user interface also helps to minimize technical debt because it allows for creating and modifying screens and logic without writing code, using point-and-click tools such as Flow Builder.
Inherit new features of the Salesforce Platform in future releases: Using a standard object for activity capture helps to inherit new features of the Salesforce Platform in future releases because it enables the use of native Salesforce components and integrations, such as Lightning Experience, Einstein Activity Capture, Lightning Dialer, etc., that can enhance the activity capture process and user experience.
Using a screen Flow user interface also helps to inherit new features of the Salesforce Platform in future releases because it supports the use of Lightning Web Components and other UI elements that can improve the look and feel of the screens and provide more functionality and customization options. The other options are either incorrect or irrelevant.
Option B is incorrect because using a custom Lightning Web Component user interface does not minimize technical debt or inherit new features of the Salesforce Platform in future releases, but rather increases technical debt and maintenance costs, and requires custom development and testing to keep up with Salesforce updates and changes.
Option C is incorrect because using a custom object for activity capture does not minimize technical debt or inherit new features of the Salesforce Platform in future releases, but rather increases technical debt and maintenance costs, and limits the use of native Salesforce components and integrations for activity capture.
As part of the digital transformation at Cloud Kicks, company leaders have decided to
adopt Service Cloud as its CRM platform for customer service and support. Executive
directors are supportive of the initiative, but end users are unconvinced and prefer to
remain on the current platform.
What should the business analyst do to gain the end users' cooperation?
A. Respond to end users with empathy and accommodate their needs; translate the end users' needs into technical requirements; and deliver the project to the developers to implement the solution.
B. Use an assertive influencing style; demonstrate authority and expertise; outline the project objectives; and make sure end users know that the decision has been made and the time to make changes has passed.
C. Identify key stakeholders and develop relationships with them as a trusted advisor; involve stakeholders and end users in the design of the new solution; and act as a liasion between business and technical teams.
Explanation:
Core Strategy: Engagement and Trust
Identify key stakeholders and develop relationships with them as a trusted advisor: Resistance often comes from a lack of trust or fear of the unknown. The BA must build rapport and credibility, especially with influential end users (e.g., team leads or power users), by listening to their concerns and establishing themselves as a partner, not just a requirements gatherer.
Involve stakeholders and end users in the design of the new solution: Involvement is the strongest antidote to resistance. By actively including end users in process mapping, gathering user stories, and designing the "To-Be" solution, they gain ownership and the system is more likely to meet their practical needs, leading to higher adoption.
Act as a liaison between business and technical teams: This is the core function of a BA. By translating the end users' practical needs and concerns into technical requirements and explaining the solution back to the users in business terms, the BA bridges the communication gap and ensures the final product addresses the users' workflow effectively.
❌ Incorrect Answers and Explanations
A. Respond to end users with empathy and accommodate their needs; translate the end users' needs into technical requirements; and deliver the project to the developers to implement the solution.
This is partially correct, as empathy and translating needs are vital. However, the last step—"deliver the project to the developers to implement the solution"—is too passive and suggests the BA's role ends there. A BA must remain involved as a liaison and reviewer throughout the development, testing, and implementation phases to ensure the solution actually meets the needs and to manage ongoing user feedback.
B. Use an assertive influencing style; demonstrate authority and expertise; outline the project objectives; and make sure end users know that the decision has been made and the time to make changes has passed.
This is absolutely incorrect and counterproductive. Using an assertive or authoritative style will worsen resistance and break trust. Telling users "the decision has been made" ignores their valid concerns about their day-to-day work and guarantees low adoption and user hostility toward the new platform. A BA's influence is based on collaboration and expertise, not authority.
References
Salesforce Trailhead Module: Organizational Change Management Basics:
Key Concept: Successful digital transformation relies on stakeholder involvement and communication. BAs are encouraged to use techniques like proactive communication, active listening, and collaboration to move users from resistance to adoption.
BABOK (Business Analysis Body of Knowledge) Guide: A key Business Analysis competency is Stakeholder Engagement. The BA must facilitate collaboration, gain agreement, and manage conflict to ensure the final solution is accepted and used.
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. 2 FA
B. Single Sign-On
C. Email Proof
D. Login Link
Explanation:
Why Answer C Is Correct
The use case is crystal clear: first-time login, and the user must receive an email with a way to authenticate their email address. That’s exactly what Email Proof does in Salesforce. When a new user (or an existing one with a new email) tries to log in for the first time, Salesforce sends an automated email with a verification link. The user clicks it, proves they own the email, and only then can they finish logging in or set a password.
This is built-in identity verification—lightweight, secure, and perfect for onboarding. No admin setup beyond enabling “Verify email addresses” in Login Settings. The email says something like: “Click here to confirm your email for Salesforce.” Once clicked, the user’s email is marked as verified, and they gain access. It’s mandatory for first-time authenticity and stops fake accounts cold.
For Universal Containers or any org, this is the standard, out-of-the-box solution when the goal is: “Send them an email to prove it’s really them.”
Why Answer A Is Incorrect
2 FA (Two-Factor Authentication) is about second-layer security after login—like a code to your phone or an authenticator app. It doesn’t send an email to verify the address itself. A user could have a fake email, log in with a password, and then get a 2FA prompt. 2FA protects access; it doesn’t authenticate the email on first use.
Why Answer B Is Incorrect
Single Sign-On (SSO) lets users log in with corporate credentials (Okta, Azure AD, etc.). It skips Salesforce passwords entirely. There’s no email sent for first-time verification—identity is handled by the external provider. SSO is great for enterprise scale, but it doesn’t match the use case of sending an email with an authentication link.
Why Answer D Is Incorrect
Login Link isn’t a real Salesforce feature. You might think of “passwordless login” or “magic links,” but Salesforce doesn’t send one-time login links by default. Even in passwordless flows (available in some Identity configurations), the link is for login, not email verification. And it’s not standard for first-time users.
References
Trailhead module: Identity Basics – “Verify User Email Addresses” unit.
Salesforce Help: Require Email Verification for New Users.
The lead business analyst (BA) at Cloud Kicks is putting together user Stories for the new
sales process that will
be implemented in Sales Cloud. The lead BA is advising junior BAS on how to construct a
user story.
What should the lead BA tell the junior BAs to include in a user story?
A. Include the V2MOM structure
B. Include who, What, and why
C. Include technical details
Explanation
A user story is a simple, concise description of a feature told from the perspective of the person who desires the new capability, usually a user or customer. The standard and most effective format for a user story is:
Who: The user or persona (e.g., "As a Sales Representative...")
What: The action or goal the user wants to accomplish (e.g., "...I want to automatically log an activity when a task is completed...")
Why: The benefit or value the user gains, which defines the story's purpose (e.g., "...so that I can maintain an accurate audit trail without manual effort.")
This "who, what, why" structure ensures the story remains focused on the user's need and the business value, rather than jumping to a technical solution.
Why the Other Options are Incorrect
A. Include the V2MOM structure: V2MOM (Vision, Values, Methods, Obstacles, Measures) is a strategic planning tool used at an organizational level to align goals. It is far too high-level and strategic to be included within a single, tactical user story. User stories are about specific user needs, not corporate strategy.
C. Include technical details: This is the antithesis of a good user story. User stories are intentionally non-technical. They describe the what and why from a user's perspective, not the how. Technical details (like specific Apex classes, page layouts, or integration methods) are elaborated on later during development and are not part of the initial story. Including them prematurely limits the development team's ability to find the best technical solution.
Reference
This is a foundational concept in Agile and Scrum methodologies, which are commonly used in Salesforce implementations. The Salesforce BA Exam Guide emphasizes the ability to create well-formed user stories that effectively communicate stakeholder needs, and the "who, what, why" structure is the universally accepted standard for doing so.
Universal Containers has several independent Salesforce projects this quarter involving
shared objects and a complex deployment process managed by a DevOps team. While
smoke testing the shared user acceptance testing (UAT) environment, the business analyst
(BA) noticed that one of the minor changes to the Account to the Account page layout for
the project is missing. The client is eager to begin its UAT.
What should the BA do to address the issue?
A. Make the page layout change directly in UAT so the client can begin testing.
B. Log a defect for the page layout change and discuss it with the DevOps team
C. Ask the project manager to reschedule UAT until after the defect is resolved
Explanation:
Here’s the reasoning:
There are multiple Salesforce projects, shared objects, and a DevOps-managed deployment process. That means:
Environments are controlled.
Changes are expected to be tracked and deployed via the pipeline (e.g., source control, CI/CD), not edited ad hoc.
The BA noticed that a minor page layout change is missing in UAT. That’s exactly the kind of thing that should be:
Captured as a defect (because expected behavior/config is not present in UAT), and
Raised with DevOps so they can check whether:
It was missed from the deployment package,
It exists in the source branch,
Or it was overridden by another project.
So B follows a proper governance and DevOps-friendly approach without blocking UAT unnecessarily.
Why not A?
A. Make the page layout change directly in UAT so the client can begin testing.
Editing directly in UAT bypasses:
Source control
Deployment process
Auditability
The change would:
Not be present in source / lower environments, and
Likely get overwritten by the next deployment.
Even if it’s “minor,” it breaks good DevOps and environment management practices.
Why not C?
C. Ask the project manager to reschedule UAT until after the defect is resolved
This is only a minor page layout issue, not a major blocker to all UAT.
Overreacting by rescheduling UAT:
Delays the project.
Creates frustration for stakeholders eager to start.
Better: log the defect, communicate it, and proceed while DevOps fixes it in parallel if possible.
So the best action is to log a defect and coordinate with the DevOps team → Option B.
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