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Question 279 - Certified Business Analyst discussion

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During a requirements workshop, the marketing team mentions they need help reporting on their marketing effort return on investment (ROI). They ask for a new field on the Opportunity object named 'Customer Origin'.

What should the business analyst do next?

A.
Explain to the customer that the workshop is focused on documenting requirements, rather than solutioning, and write down their pain points
Answers
A.
Explain to the customer that the workshop is focused on documenting requirements, rather than solutioning, and write down their pain points
B.
Write the user story: As a marketer, I need to track customer origin on Opportunity so that I can report on the ROI of our marketing efforts.
Answers
B.
Write the user story: As a marketer, I need to track customer origin on Opportunity so that I can report on the ROI of our marketing efforts.
C.
Ask follow-up questions to determine if standard Salesforce functionality around Leads, Campaigns, and Opportunities could meet this need.
Answers
C.
Ask follow-up questions to determine if standard Salesforce functionality around Leads, Campaigns, and Opportunities could meet this need.
Suggested answer: C

Explanation:

When the marketing team expresses a need for a new field to track ROI, the BA should explore existing Salesforce functionalities before customizing. Salesforce provides robust features around Leads, Campaigns, and Opportunities that can potentially track marketing efforts and their outcomes. By asking follow-up questions, the BA can understand the specific requirements and assess whether these can be met with standard features, which is often more efficient and sustainable than adding custom fields. This approach aligns with Salesforce best practices of leveraging out-of-the-box functionality to meet business needs, ensuring system simplicity and maintainability.



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asked 25/09/2024
Salih Igde
39 questions
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