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Universal Containers has asked a business analyst (BA) to create a process map indicating how it is using Marketing Cloud to manage its campaigns. In a process map that uses Universal Process Notation (UPN), the BA has marked each activity box with a resource.

What does an activity box marked 'C Customer' mean?

A.
The customer should be responsible.
A.
The customer should be responsible.
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B.
The customer should be informed.
B.
The customer should be informed.
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C.
The customer should be consulted.
C.
The customer should be consulted.
Answers
Suggested answer: C

Explanation:

This answer explains that an activity box marked ''C Customer'' means that the customer should be consulted. In a process map that uses Universal Process Notation (UPN), an activity box is a symbol that represents a task or an action that is performed in a business process. An activity box can be marked with a letter to indicate the role or the resource that is responsible for performing the task or action. The letter C stands for consult, which means that the resource should be asked for input or advice before or during the task or action.

Reference: https://trailhead.salesforce.com/en/content/learn/modules/salesforce-business-analyst-quick-look/use-process-mapping-to-understand-your-business

Universal Containers (UC) has chosen to implement Sales Cloud and Service Cloud to increase revenue and remove bottlenecks in its current processes. A business analyst (BA) is tasked with diagramming business processes.

What should the BA do to successfully meet governance requirements to identify the business purpose?

A.
Use UC's existing terminology.
A.
Use UC's existing terminology.
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B.
Adhere to agreed upon mapping standards.
B.
Adhere to agreed upon mapping standards.
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C.
Identify resources engaged in each step.
C.
Identify resources engaged in each step.
Answers
Suggested answer: B

Explanation:

To successfully meet governance requirements to identify the business purpose, the business analyst should adhere to agreed upon mapping standards. Mapping standards are guidelines or conventions that define how to create and document business process maps. They help to ensure consistency, clarity, and quality of the process maps across different projects and teams. They also help to align the process maps with the business objectives and requirements, and support regulatory considerations.

Reference: https://trailhead.salesforce.com/content/learn/modules/salesforce-business-analyst-certification-prep/business-process-mapping

The business analyst (BA) at Northern Trail Outfitters needs to create a current state process map for a Service Cloud implementation with its retail division. The BA needs a simple diagramming notation for the process map that is applicable across all industries, provides context for metrics and management decisions, and supports regulatory considerations.

Which diagramming notation should the BA use for the process map?

A.
Business Process Modeling Notation (BPMN)
A.
Business Process Modeling Notation (BPMN)
Answers
B.
Universal Process Notation (UPN)
B.
Universal Process Notation (UPN)
Answers
C.
Unified Modeling Language (UML)
C.
Unified Modeling Language (UML)
Answers
Suggested answer: B

Explanation:

This answer selects Universal Process Notation (UPN) as the diagramming notation that the BA should use for the process map. UPN is a simple and standardized way of creating process maps, using only four symbols: activity, decision, start/end, and annotation. UPN can help the BA create a process map that is applicable across all industries, provides context for metrics and management decisions, and supports regulatory considerations.

Reference: https://trailhead.salesforce.com/en/content/learn/modules/salesforce-business-analyst-quick-look/use-process-mapping-to-understand-your-business

At the start of a new Agile development project, the Universal Containers' product owner asked the business analyst (BA) to clearly define the intended results of the work based on stakeholder needs. The development and implementation teams will use the intended results to plan product decisions. The definition should avoid assumptions and focus on stakeholder value.

Which element should the BA choose to define the intended results?

A.
Requirements
A.
Requirements
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B.
User stories
B.
User stories
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C.
Epics
C.
Epics
Answers
Suggested answer: B

Explanation:

This answer chooses user stories as the element that the BA should use to define the intended results of the work based on stakeholder needs. User stories are short and simple descriptions of a feature or a functionality from the perspective of an end user or a stakeholder. User stories can help the BA define what stakeholders want to accomplish, why they want to accomplish it, and how they will measure success. User stories can also help the development and implementation teams to plan product decisions based on stakeholder value.

Reference: https://trailhead.salesforce.com/en/content/learn/modules/salesforce-business-analyst-quick-look/use-user-stories-to-capture-requirements

Universal Containers recently kicked off a project to build an Experience Cloud solution for partners. Partners need to upload their monthly sales reports to this account portal.

Which option should the business analyst use as the functional requirement specification?

A.
Partners need to submit monthly sales reports.
A.
Partners need to submit monthly sales reports.
Answers
B.
The portal should allow for partners to upload monthly sales reports.
B.
The portal should allow for partners to upload monthly sales reports.
Answers
C.
The portal should allow for partners to access monthly sales reports.
C.
The portal should allow for partners to access monthly sales reports.
Answers
Suggested answer: B

Explanation:

A functional requirement specification is a statement that describes what a product or service must do or provide to meet user needs or business objectives. It should be clear, concise, testable, and measurable. The option B is an example of a functional requirement specification because it describes what the portal should do (allow for partners to upload monthly sales reports) without specifying how it should do it or why it should do it.

Reference: https://trailhead.salesforce.com/content/learn/modules/salesforce-business-analyst-certification-prep/requirements

While working on a new Sales Cloud feature request for the sales team at Northern Trail Outfitters, the business analyst (BA) uncovers a workflow which could have an impact on the service team. The sales director assures the BA that the impact to service would be minimal.

Which step should the BA take next?

A.
Review the effort and impacts with the service team, and work to align requirements across the teams.
A.
Review the effort and impacts with the service team, and work to align requirements across the teams.
Answers
B.
Continue with the effort as defined by sales and add a backlog item to review the service impacts in the future.
B.
Continue with the effort as defined by sales and add a backlog item to review the service impacts in the future.
Answers
C.
Prioritize the effort as defined by sales and ask the director to review any service impacts. .
C.
Prioritize the effort as defined by sales and ask the director to review any service impacts. .
Answers
Suggested answer: A

The North American (NA) sales team wants to add a set of new fields and delete several fields from the Account object. During requirements gathering, the business analyst (BA) discovers the fields are actively being used by the EMEA team.

Which step should the BA take next?

A.
Refine the requirements to accommodate, both teams.
A.
Refine the requirements to accommodate, both teams.
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B.
Focus on the NA team's requirements.
B.
Focus on the NA team's requirements.
Answers
C.
Start another project to address the EMEA team's requirements.
C.
Start another project to address the EMEA team's requirements.
Answers
Suggested answer: A

Explanation:

When a business analyst discovers that different teams have different needs or preferences for using Salesforce fields, they should refine the requirements to accommodate both teams. This is because deleting fields that are actively used by another team could cause data loss, errors, or inefficiencies in their processes. The business analyst should work with both teams to understand their use cases, data models, workflows, reports, dashboards, integrations, security settings, etc., and find ways to customize Salesforce fields that meet both teams' needs without compromising data quality or performance.

Reference: https://trailhead.salesforce.com/content/learn/modules/salesforce-business-analyst-certification-prep/requirements

Universal Containers wants to integrate its Salesforce org with the largest online professional network so its sales reps can view information directly on Salesforce records. The business analyst will write acceptance criteria for this scenario.

What is an example of good acceptance criteria?

A.
A sales rep can view current information directly in the Lead and Contact records.
A.
A sales rep can view current information directly in the Lead and Contact records.
Answers
B.
A sales rep needs to have the CRM widget installed in the Lead and Contact Record Page Layout.
B.
A sales rep needs to have the CRM widget installed in the Lead and Contact Record Page Layout.
Answers
C.
Install a CRM widget to allow sales reps to view information in the Lead and Contact records.
C.
Install a CRM widget to allow sales reps to view information in the Lead and Contact records.
Answers
Suggested answer: A

Explanation:

This answer provides an example of good acceptance criteria for the scenario of integrating Salesforce with the largest online professional network. 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 rep can do (view current information), where they can do it (in the Lead and Contact records), and how they can verify it (directly).

Reference: https://trailhead.salesforce.com/en/content/learn/modules/salesforce-business-analyst-certification-prep/prepare-for-the-salesforce-business-analyst-certification-exam

Universal Containers is setting up a Salesforce email integration for the sales team. Through discovery conversations, the business analyst (BA) learns the operations team also needs email integration in the near future.

What should the BA do next?

A.
Proceed with the sales team's project as planned.
A.
Proceed with the sales team's project as planned.
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B.
Start project work for the operations team.
B.
Start project work for the operations team.
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C.
Include the operations team during discovery.
C.
Include the operations team during discovery.
Answers
Suggested answer: C

Explanation:

When a business analyst learns that another team also needs email integration in the near future, they should include that team during discovery. This is because including all relevant stakeholders early in the project can help to identify common needs, avoid duplication of work, leverage synergies, and deliver value faster. The business analyst should invite the operations team to participate in discovery activities such as interviews, surveys, workshops, observations, etc., and capture their requirements, expectations, and feedback. The business analyst should also communicate the project scope, timeline, and risks to both teams and manage any changes or issues that may arise.

Reference: https://trailhead.salesforce.com/content/learn/modules/salesforce-business-analyst-certification-prep/customer-discovery

Universal Containers is about to kick off a new Salesforce implementation, bringing both sales and service teams onto the platform. Each team has been managing Accounts and Contacts in their own way even though the Accounts and Contacts are shared between the teams. This has resulted in disagreements about what should be built in Salesforce.

Which groups should the business analyst work with to gain full alignment on a common program vision and strategy?

A.
Business leaders, middle management, and end users
A.
Business leaders, middle management, and end users
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B.
Senior leadership, IT leadership, and middle management
B.
Senior leadership, IT leadership, and middle management
Answers
C.
Executive sponsors, IT leadership, and end users
C.
Executive sponsors, IT leadership, and end users
Answers
Suggested answer: B

Explanation:

The groups that the business analyst should work with to gain full alignment on a common program vision and strategy are senior leadership, IT leadership, and middle management. Senior leadership are the executives who have the authority and vision for the Salesforce implementation. IT leadership are the managers or directors who oversee the technical aspects of the Salesforce implementation. Middle management are the supervisors or team leads who manage the sales and service teams. These groups can help the business analyst define the goals, scope, requirements, and success criteria of the Salesforce implementation, and resolve any disagreements or conflicts among them. Business leaders, end users, and executive sponsors are other groups that may be involved in the Salesforce implementation, but they may not have the same level of influence or responsibility as senior leadership, IT leadership, and middle management.

Reference: https://trailhead.salesforce.com/content/learn/modules/salesforce-business-analyst-certification-prep/collaboration-with-stakeholders https://trailhead.salesforce.com/content/learn/modules/salesforce-business-analyst-certification-prep/customer-discovery

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