Certified-Business-Analyst Practice Test

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

307 Questions

A business analyst (BA) at Universal Containers is conducting discovery sessions for implementing Experience Cloud. The key stakeholders have been assembled. The user stories have been written.
What should the BA do next?

A. Write the test scripts.

B. Define the acceptance criteria

C. Plan the sprint schedule

B.   Define the acceptance criteria

Explanation:

In Agile methodology, user stories are placeholders for a conversation. The next step after writing initial user stories is to refine them by defining the Acceptance Criteria (AC).

Acceptance Criteria:
These are the conditions that must be met for a user story to be considered complete and functioning as expected. They provide specific, testable details that clarify the scope for developers, testers, and stakeholders.

Collaborative Effort:
Defining AC involves the BA/Product Owner and the development team during backlog refinement sessions before a story is pulled into a sprint.

Why not the other options?
A. Write the test scripts ❌
Test scripts are created by QA analysts after acceptance criteria are defined. AC serves as the input for effective test creation.

C. Plan the sprint schedule ❌
Sprint planning uses refined stories with clear acceptance criteria. Defining AC is a prerequisite, not a follow-up step to planning.

Reference:
Agile backlog lifecycle:
- Write User Story (High-level goal)
- Define Acceptance Criteria (Add specific, testable details)
- Refine & Estimate (Ensure understanding)
- Sprint Planning (Commit stories to sprint)
- Development & Test Script Creation (Work begins based on AC)
The BA's role is central to steps 1, 2, and 3.

Northern Trail Outfitters (NTO) has moved its inventory systems to Salesforce to track the clothing it manufactures and sells. As a part of this project, NTO wants to implement several features which will also improve how its inventory is restocked. In order to manage the discovery phase of the project, the project team plans to hire a business analyst (8A).
What should a BA do to be successful during the first phase of the project?

A. Elicit requirements, build automation, and deploy a solution

B. Architect a solution, configure a sandbox, and build a proof of concept

C. Elicit requirements, create flows and process diagrams, and understand business analytics.

C.   Elicit requirements, create flows and process diagrams, and understand business analytics.

Explanation:

In the discovery phase of a project, a business analyst should focus on understanding the business rather than jumping straight into building.

Why C is Correct:
Option C matches core BA responsibilities in discovery:
- Elicit requirements: Talk to stakeholders, run workshops, interviews, observe processes, etc.
- Create flows and process diagrams: Document current and future state (e.g., how inventory is tracked, restocked, approved).
- Understand business analytics: Know key metrics (stock-outs, lead time, reorder points) to ensure the solution supports reporting and decision-making.

Why not A or B?
A. Elicit requirements, build automation, and deploy a solution ❌
Building automation and deploying is beyond discovery. That’s part of implementation, which cannot be done effectively without first fully understanding requirements and design.

B. Architect a solution, configure a sandbox, and build a proof of concept ❌
Too early for discovery. Architecture and proof of concepts come after requirements are gathered, analyzed, and processes are mapped.

Conclusion:
For success in the discovery phase, the BA should: C. Elicit requirements, create flows and process diagrams, and understand business analytics.

Northern Trail Outfitters has gone through significant growth, moved several business units into Salesforce, and added hundreds of users.
Which key principle should a business analyst follow to help prioritize feature requests from various business units?

A. Give priority to the earliest requested dates.

B. Find and install a backlog grooming app from AppExchange.

C. Define roles, responsibilities, and processes

C.   Define roles, responsibilities, and processes

Explanation:

When an organization like Northern Trail Outfitters experiences rapid growth and expands Salesforce across multiple business units, the Business Analyst (BA) must establish a structured prioritization framework. The most effective approach includes:
- Defining roles: Who owns the backlog? Who approves priorities?
- Clarifying responsibilities: Who submits requests, evaluates impact, and makes decisions?
- Establishing processes: How are requests reviewed, scored, and scheduled?

This ensures transparency, consistency, and fairness in prioritizing feature requests, especially when resources are limited and needs compete.

Why not the others?
A. Give priority to the earliest requested dates ❌
This reactive approach ignores business value, urgency, and strategic alignment.

B. Find and install a backlog grooming app from AppExchange ❌
Tools can support the process but do not replace governance. Without clear roles and processes, even the best app won’t solve prioritization challenges.

Reference:
Trailhead: Business Value and Prioritization
Salesforce BA Certification Guide

The Salesforce team at Cloud Kicks (CK) is reviewing the sales team's business processes. During a review session, the business analyst notices that quantifiable benchmarks have yet to be established.
Why is it a best practice to establish benchmarks to evaluate existing processes?

A. Proves processes are out of date and require a new solution

B. Compares processes against CK’s closest competitors

C. Shows tangible impact from changes to processes

C.   Shows tangible impact from changes to processes

Explanation:

Establishing quantifiable benchmarks (Key Performance Indicators or KPIs) for existing processes is a best practice because it provides a baseline against which future changes can be measured.

Measurable Impact:
Without established benchmarks (e.g., average time to close a sale is 60 days, or case resolution time is 4 hours), the team cannot definitively prove whether the new Salesforce solution, process change, or training program has resulted in improvement or regression.

Demonstrating Value:
Benchmarks allow the team to quantify the success of the project by showing tangible impact (e.g., "The new process reduced the average time to close a sale from 60 days to 45 days, saving CK X amount per year"). This is crucial for proving Return on Investment (ROI).

Incorrect Answers:
A. Proves processes are out of date and require a new solution:
Benchmarks indicate performance levels but do not prove a process is outdated or that a specific new solution is required. BA analysis and solution definition are still needed.

B. Compares processes against CK’s closest competitors:
Competitive benchmarking is secondary to establishing an internal baseline. Internal benchmarks measure improvement and justify project success. Accurate competitor metrics are often unavailable.

Official References:
- Business Analysis Body of Knowledge (BABOK® Guide) by IIBA: The "Measure Solution Performance" task requires defined metrics to evaluate solution effectiveness and value delivered.
- Salesforce Certified Business Analyst Exam Guide: Emphasizes defining metrics to validate success in Service Cloud or Sales Cloud projects, measuring tangible impact of new solutions.

Universal Containers is developing a new case management solution in Salesforce. The business analyst has started writing user stories to capture feature needs. One user story is: The customer care representative wants to take ownership of new cases and communicate with customers so they can provide high-touch customer experiences. "
Which component of the user story is "provide high-touch customer experiences?"

A. Where

B. Why

C. Assumption

B.   Why

Explanation:

A standard user story follows the Connextra template:
As a [type of user], I want [some goal/feature] so that [reason/benefit].
The final clause “so that …” expresses the Why—the business value, outcome, or benefit the user (or organization) expects from the feature.

Why B (Why) is the Correct Choice:
“Provide high-touch customer experiences” is the reason the customer care representative wants to take ownership of new cases and communicate directly with customers. It articulates the intended benefit: delivering personalized, proactive service that strengthens relationships and improves satisfaction/loyalty. In story-writing workshops, this “so that” clause is explicitly labeled the Why component.

Why A (Where) is Not Correct:
“Where” is not a formal component of a user story. Location or context (e.g., Service Console, mobile app) might appear in acceptance criteria or notes, but it is never part of the core story structure.

Why C (Assumption) is Not Correct:
Assumptions are separate artifacts (e.g., listed in a Definition of Ready or risk log). The “so that” benefit is a deliberate statement of value, not an assumption.

Reference:
Salesforce Trailhead: Write Effective User Stories – “The ‘so that’ clause captures the Why—the business value or benefit.”
Mike Cohn (originator of the format): “The ‘so that’ is the most important part—it reminds us why we are building this story.”

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