BA-201 sample questions

Question 1

A Business Analyst (BA) has been engaged by a financial services company to improve their client onboarding process. The project sponsor has outlined high-level goals, but the BA needs to align these with the company's broader strategic vision before defining the scope. Which document should the BA request to best understand the organization's values, methods, obstacles, and measures for the current fiscal year?

Accepted Answer

The V2MOM (Vision, Values, Methods, Obstacles, and Measures) document

Answer

The current System Architecture Diagram

Answer

The User Acceptance Testing (UAT) sign-off from the previous release

Answer

The Requirement Traceability Matrix (RTM) from the legacy system

Question 2

A Business Analyst is assessing a mature Salesforce org that has been customized for five years. Stakeholders report performance issues and clutter. Which native Salesforce tool should the BA run first to get a comprehensive analysis of feature usage, storage limits, and unused customizations?

Accepted Answer

Salesforce Optimizer

Answer

Setup Audit Trail

Answer

Developer Console

Answer

Schema Builder

Question 3

During the discovery phase for a Service Cloud implementation, the BA needs to identify current pain points in the support process. Which TWO activities would provide the most accurate insight into the actual daily challenges faced by support agents? (Select TWO)

Accepted Answer

Conducting job shadowing (observation) sessions with agents

Accepted Answer

Analyzing case metrics and conducting focus groups with high-volume agents

Answer

Reviewing the executive summary of the previous year's annual report

Answer

Sending a survey to the VP of Customer Success

Question 4

A client wants to implement a solution where customers can log in to a branded portal to view their support cases and knowledge articles. The client has limited budget for custom development. Based on Salesforce capabilities, what should the BA recommend?

Accepted Answer

Configure a Salesforce Experience Cloud site using the Customer Service template

Answer

Build a custom PHP website and integrate it with Salesforce via API

Answer

Use Web-to-Case forms hosted on the company's public intranet

Answer

Implement Sales Cloud and give customers limited licenses

Question 5

A BA is joining a project during the 'Analyze' phase. The 'Plan' phase has already been completed by the architecture team. What is the primary responsibility of the BA during this specific phase of the implementation lifecycle?

Accepted Answer

Eliciting and documenting detailed business requirements and process maps

Answer

Defining the project resources and budget

Answer

Configuring the solution in the sandbox

Answer

Conducting User Acceptance Testing (UAT)

Question 6

Case Study:

CloudKicks is a sneaker manufacturer planning to merge with a logistics company. The CEO wants to unify their sales teams onto a single Salesforce instance. Currently, CloudKicks uses Sales Cloud with heavy customization, while the logistics company uses a spreadsheet-based tracker.

The CloudKicks Sales VP is excited but worried about losing their custom 'Shoe Configurator' tool. The Logistics Operations Lead is skeptical about Salesforce and fears it will slow down their drivers.

What is the most critical first step for the BA to take in the Customer Discovery phase to ensure project success?

Accepted Answer

Identify the strategic business goals of the merger and map the stakeholders' influence and interest levels.

Answer

Immediately document the technical specifications of the 'Shoe Configurator' to ensure it can be migrated.

Answer

Create a prototype of the logistics app to convince the Operations Lead.

Answer

Schedule a training session for the logistics team on how to use Sales Cloud.

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Free BA-201 sample questions

A Business Analyst is assessing a mature Salesforce org that has been customized for five years. Stakeholders report performance issues and clutter. Which native Salesforce tool should the BA run first to get a comprehensive analysis of feature usage, storage limits, and unused customizations?

During the discovery phase for a Service Cloud implementation, the BA needs to identify current pain points in the support process. Which TWO activities would provide the most accurate insight into the actual daily challenges faced by support agents? (Select TWO)

A client wants to implement a solution where customers can log in to a branded portal to view their support cases and knowledge articles. The client has limited budget for custom development. Based on Salesforce capabilities, what should the BA recommend?

A BA is joining a project during the 'Analyze' phase. The 'Plan' phase has already been completed by the architecture team. What is the primary responsibility of the BA during this specific phase of the implementation lifecycle?

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