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Salesforce BA-201 Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Customer Discovery | 17% | - Understand role of Business Analyst in implementation lifecycle - Align Salesforce capabilities with business needs - Assess current state of Salesforce usage - Analyze environment and identify constraints/opportunities - Identify business goals, strategies, and challenges |
| Business Process Mapping and Optimization | 12% | - Identify improvement opportunities - Validate process designs with stakeholders - Map existing business processes - Design optimized processes aligned with Salesforce |
| Collaboration with Stakeholders | 23% | - Identify stakeholders and build effective relationships - Bridge gaps between business and technical teams - Select appropriate communication and analysis techniques - Plan discovery activities based on stakeholder groups |
| Development Support and User Acceptance | 12% | - Evaluate test results and confirm solution meets requirements - Support development teams with clarification - Document lessons learned and feedback - Define and plan user acceptance testing |
| User Stories and Acceptance Criteria | 18% | - Define components of a well-formed user story - Write clear, testable acceptance criteria - Manage and maintain user story documentation |
| Requirements Gathering and Management | 18% | - Distinguish between scope, requirements, and user stories - Engage stakeholders to elicit, validate, and prioritize requirements - Document and maintain requirements in version control |
Salesforce Certified Business Analyst Sample Questions:
1. A business analyst (BA) at Cloud Kicks is preparing for a user acceptance testing (UAT) session to release a record-triggered flow that notifies account and opportunity owners once a quote has been accepted.
What should the BA do during UAT to ensure the solution meets the requirements?
A) Work with subject matter experts to perform UAT in a sandbox.
B) Work with the quality assurance (QA) team to perform UAT in a sandbox.
C) Work with the solution architect to perform unit testing in a sandbox.
2. During a discovery workshop, it was identified that the solution needs to meet all legal accessibility standards (for example, ADA, Section 508, WCAG, etc.).
How should a business analyst document this need and ensure it is applied universally across the solution?
A) Create a user story for accessibility standards.
B) Create a non-functional requirement for accessibility standards.
C) Create a functional requirement for accessibility standards.
3. A business analyst (BA) is in the process of documenting requirements. The BA wrote the following user story:
"As a sales team manager, I want the ability to access reports on Sales Cloud to evaluate if the team's daily activities are meeting the set goals.'' Which acceptance criteria is most appropriate for this user story?
A) Able to monitor the sales team's performance
B) Able to view the sales team's reports
C) Able to click the Run button on sales reports
4. The business analyst (BA) at Cloud Kicks is having a hard time documenting a user story to change an existing Opportunity flow for sales users. The architect expressed their concerns to the BA that they lack a comprehensive list of the components that will be affected by the updated flow.
Which best practice should the BA follow?
A) Schedule additional discovery sessions with the sales users to understand what will be impacted by the changes.
B) Ask the development team to investigate and document all affected components before the story can be written.
C) Write the user story without making any assumptions about how it will be implemented or which components are affected.
5. During a workshop to understand Universal Containers' current sales process, there seems to be some disagreement between the North America and EMEA sales teams about the steps required to close a sale.
What should the business analyst do to gain consensus on the current opportunity process?
A) Postpone the discussion and email the sales team leadership to clarify the opportunity stages.
B) Open the production org, navigate to Sales Processes in Setup, and review the opportunity stages.
C) Create a Process Map detailing opportunity stages, then schedule a meeting with the sales teams for review.
Solutions:
| Question # 1 Answer: A | Question # 2 Answer: B | Question # 3 Answer: A | Question # 4 Answer: A | Question # 5 Answer: C |






