Which of the following User Management terms is best described by this definition: " Record created to identify a new employee that starts accessing Salesforce".
A. Profiles
B. Salesforce characters
C. Users
D. Roles
Explanation:
Users is the User Management term that is best described by this definition: “Record created to identify a new employee that starts accessing Salesforce”. Profiles are
User Management terms that define what users can do within an organization based on
their job function and responsibilities. Roles are User Management terms that control data
visibility and reporting hierarchy within an organization based on users’ positions.
Usernames are User Management terms that identify users when they log in to Salesforce.
References:
https://help.salesforce.com/s/articleView?id=sf.users_def.htm&type=5
Cloud Kicks Is conducting sprint planning for an Experience Cloud user portal project. The
focus for this sprint Is on the minimum viable product.
Which requirement should the business analyst prioritize?
A. Items chat are user-friendly features
B. Items requested by the majority of users
C. Items that are crucial to the business
Explanation:
The minimum viable product (MVP) is the version of a product that has just enough
features to satisfy early customers and provide feedback for future development. The MVP
should focus on the items that are essential to the business value and goals, not on the
items that are nice to have or preferred by some users. Therefore, the business analyst
should prioritize the items that are crucial to the business over the items that are userfriendly features or requested by the majority of users.
References:
Certification - Business Analyst - Trailhead, under “About the Exam”
Get Started with Salesforce Business Analyst Certification Prep, under “The Salesforce Business Analyst Certification”
Cert Prep: Salesforce Business Analyst | Salesforce Trailhead, under “Get Started with Salesforce Business Analyst Certification Prep”
The business analyst (BA) at Cloud Kicks has been asked to map the current sales
process in Sales Cloud to document legal compliance with local privacy regulations, which
can differ based on the state or country of a data transaction.
Which activity would be most effective in helping the BA understand the sales process?
A. Using live workshops to map out the sales process
B. Asking stakeholders to complete a questionnaire
C. Conducting individual interviews with stakeholders
Explanation:
This answer suggests using live workshops to map out the sales process as
the most effective activity for the BA to understand the sales process at CK. A live
workshop is a collaborative session where the BA facilitates a group discussion with
stakeholders or users to elicit information, generate ideas, or solve problems. A live
workshop can help the BA map out the sales process by engaging participants in creating a
visual representation of the process, identifying pain points and opportunities, and reaching
a consensus on the current state.
References:
https://trailhead.salesforce.com/en/content/learn/modules/salesforce-business-analystquick-look/use-live-workshops-to-collaborate
The business analyst (0A) at Universal Containers has met with stakeholders and is using
the waterfall methodology to capture requirements for Sales Cloud enhancements for a
future product release.
What is the next step for the BA to take before build can begin?
A. Define the minimal viable product.
B. Get approval and signoff on the requirements.
C. Schedule sprint planning meetings.
Explanation:
This answer states that getting approval and signoff on the requirements is
the next step for the BA to take before build can begin. Approval and signoff on the
requirements means that the stakeholders agree that the requirements are accurate,
complete, and feasible, and that they authorize the development team to start building the
solution. Approval and signoff on the requirements helps to avoid scope creep, rework, and
miscommunication.
References:
https://trailhead.salesforce.com/en/content/learn/modules/salesforce-business-analystcertification-prep/prepare-for-the-salesforce-business-analyst-certification-exam
A new employee at Universal Containers just sent the business analyst (BA) a Slack message with an named User3tories_v37_final_final_final.docx. Which best practice should the 6A train the employee on first?
A. Use standard naming conventions
B. Use acceptance criteria to define success
C. Use a version control repository
Explanation: This answer states that using standard naming conventions is the best practice that the BA should train the employee on for sending a document named UserStories_v37_final_final_final.docx. A standard naming convention is a set of rules or guidelines that define how to name or label a document or a file in a consistent and meaningful way. A standard naming convention typically includes elements such as project name, document type, version number, date, author, etc. Using standard naming conventions is the best practice that the BA should train the employee on for sending a document because it helps the BA to organize and manage documents or files more efficiently and effectively, and to avoid confusion or duplication among them.
A few users have reported an issue with the recent Cloud Kicks?
Salesforce implementation.
What should the business analyst do first?
A. Gather requirements from end users
B. Provide additional end user training
C. Create a high priority bug for a quick fix.
Explanation:
When addressing issues reported by users following a Salesforce implementation, the
business analyst's primary responsibility is to understand and analyze the problem
comprehensively before taking any corrective action.
Gathering Requirements: This step involves communicating directly with the end
users to identify their issues and expectations. This ensures that the analyst has a
clear understanding of the problem's root cause. Reference: Salesforce Business
Analysis documentation emphasizes requirements elicitation and validation as
critical first steps in identifying misalignments or implementation gaps.
Avoiding Premature Actions: Jumping to training or creating a high-priority bug
may address symptoms rather than the actual problem. Salesforce implementation
guides and best practices stress the importance of first understanding the user
experience and system functionality through direct feedback.
Stakeholder Engagement: Engaging stakeholders and users is a critical phase
outlined in Salesforce's business analysis processes. It ensures that the problem
definition aligns with the users' needs and organizational objectives.
Follow-Up Steps: Once requirements are gathered, the next steps involve
validating and analyzing the data, and based on findings, proposing appropriate
solutions such as additional training, system adjustments, or bug fixes. Salesforce
Business Analyst responsibilities include continuous alignment of implemented
solutions with business needs.
This approach aligns with Salesforce's process-driven methodology for ensuring successful
system adoption and user satisfaction.
Northern Trail Outfitters (NTO) is undergoing a Salesforce implementation for Service Cloud. The busjpess analyst is currency working with the development team as they build features in the sandbox. NTO wants to test these features before the changes are deployed to the production environment. As part of the Application lifecycle Management (ALM) process, which three development models does Salesforce support?
A. Change Set Development, Org Development, Package Development
B. Rapid Application Development, Org Development Package Development
C. Salesforce DX, Flow Builder, Rapid Application Development
Explanation: The three development models that Salesforce supports as part of Application Lifecycle Management (ALM) process are Change Set Development, Org Development, and Package Development. Change Set Development is a model that uses change sets to deploy metadata changes from one org to another org. Org Development is a model that uses scratch orgs to create and test metadata changes in isolated environments before deploying them to other orgs. Package Development is a model that uses unlocked packages to bundle and distribute metadata changes across orgs as modular applications. Rapid Application Development, Flow Builder, and Salesforce DX are not development models supported by Salesforce as part of ALM process.
Northern Trail Outfitters (NTO) has completed a project with a third-party event organization platform to enhance its MVP Experience Site. Many features were left in the project backlog. NTO's IT team is beginning a new phase of work on the Experience Site to build additional features requested by business stakeholders and wants to include the items that were left in the backlog in the first phase. How should the business analyst coordinate the user stories to most efficiently manage the new project timeline?
A. Include existing and new user stories to be completed within the duration of the project. Hire additional developers to accommodate both work streams to prevent delays within the schedule sprints.
B. Reprioritize existing and new user storks to place the stories into each sprint of the project. Return an equivalent: amount of lower priority work to the project backlog.
C. Prioritize user stories for the new enhancements for the initial sprints of the project to accommodate business stakeholder requests. Complete existing user stories in the final sprint of the project.
Sales managers at Northern Trail Outfitters (NTO) have received feedback from sales reps that record pages are slow and often take longer to load when using the app on the phone. The business analyst (BA) has been asked to evaluate NTO’s org to find out which pages are the slowest to load when using the app on the phone. What is the first step the BA should take to help resolve the issue?
A. Create a new page layout for the phone
B. Use performance analyzer to view the assessment
C. Confirm steps to reproduce the issue
Explanation: The performance analyzer is a tool that helps business analysts and admins identify and troubleshoot performance issues on record pages. It shows the load time of each component on a record page and provides recommendations to improve performance. The first step to resolve the issue is to use the performance analyzer to view the assessment and identify the slowest components.
The Cloud Kicks admin is getting ready to release a record-triggered flow that autogenerates Renewal Opportunity Order Line Items once an Opportunity is Closed/Won for a sales team user story. During user acceptance testing, what should the business analyst do to ensure the solution fulfills the needs of the sales team?
A. Draft a list of test cases and scripts and choose "Run flow as another user'' to debug the flow as a sales team user to identify and fix bugs.
B. Choose subject matter experts as testers and prepare a sandbox with quality test data, test cases, and scripts that match real-world scenarios.
C. Collaborate with the admin and a power user to test the flow for scalability, robustness, and maintainability in a sandbox.
Explanation: User acceptance testing is end-user testing performed in a sandbox or test environment to verify that a project or enhancement works as intended, and what was originally requested is actually being delivered. To ensure that the solution fulfills the needs of the sales team, the business analyst should choose subject matter experts as testers and prepare a sandbox with quality test data, test cases, and scripts that match real-world scenarios. Subject matter experts are users who have extensive knowledge and experience with the business domain and processes. They can provide valuable feedback and insights on whether the solution meets their expectations and requirements. A sandbox is a copy of a production environment where users can test changes without affecting live data or users. Quality test data is data that is realistic, relevant, and representative of what users will encounter in production. Test cases are descriptions of specific scenarios or situations that users will perform with the solution. Test scripts are step-by-step instructions on how to execute each test case.
The business analyst is working with a stakeholder on a Salesforce project. The stakeholder needs an approval process on contract submissions. Sales managers want to see all contracts when the discount is greater than 20%. They will decline any contracts with a discount that is greater than 25%, but they want visibility into other highly discounted contracts. Which acceptance criteria is the most effective for this scenario?
A. A sales manager wants to be notified when a contract has been submitted with a discount greater than 20% so the manager can approve or decline a discounted price.
B. Users in a sales manager role should have access to a button on contracts to click to approve or decline a contract with a discounted price of 2G% or more.
C. A sales manager wants to be able to approve contracts with a large discount and they need a validation rule related to contract discounts greater than 25%
Explanation: This answer provides an example of effective acceptance criteria for the scenario of creating an approval process on contract submissions. Acceptance criteria are statements that define the conditions that a solution must meet to be accepted by the stakeholders or users. Acceptance criteria should be clear, concise, testable, and measurable. This answer meets these criteria by stating what a sales manager wants to do (be notified, approve or decline), when they want to do it (when a contract has been submitted with a discount greater than 20%), and how they can verify it (a discounted price).
Universal Containers (UC) uses a Salesforce org. UC is merging with a sister company that uses a different CRM. The incoming sales team is reluctant to change to a different process. The business analyst (BA) has been asked to help reach consensus and drive adoption. Which group is well positioned to help the BA secure alignment for the initiative?
A. System admin and project manager
B. Power users and top sales earners
C. Executive sponsors and sales leadership
Explanation: This answer identifies executive sponsors and sales leadership as the group that is well positioned to help the BA secure alignment for the initiative. Executive sponsors and sales leadership are key stakeholders who have the authority, influence, and interest in the project. They can help the BA communicate the vision, benefits, and expectations of the new process, and address any resistance or concerns from the incoming sales team.
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