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Salesforce Certified Business Analyst Questions 141–145 (page: 30)

Updated On: 10-Feb-2026

Which step should a business analyst take to establish credibility and covert empathy with stakeholders during discovery sessions for a new Experience site?

  1. Describe work with other companies that has solved similar problem.
  2. Ensure the workshop schedule consider tome zone and language differences.
  3. Reiterate the project objectives and the KPIs that will be tracked.

Answer(s): A

Explanation:

The best practice for establishing credibility and conveying empathy with stakeholders during discovery sessions is to ensure the workshop schedule considers time zone and language differences. This shows respect and sensitivity to the stakeholders' preferences and needs, and helps to avoid potential misunderstandings or conflicts. It also helps to build rapport and trust with the stakeholders, and encourages their participation and engagement. The other options are either irrelevant or ineffective. Option A does not address the stakeholders' needs or expectations, and may come across as boastful or arrogant. Option C does not convey empathy or understanding, and may be too repetitive or boring.


Reference:

https://trailhead.salesforce.com/en/content/learn/modules/business-analysis-discovery/plan-and- facilitate-discovery-sessions



Universal Containers has just been notified by authorities that govern the shipping industry of new regulatory requirements. To comply, they are several existing processes built on Salesforce that will need to change. A business analyst (BA) will help describe the additional business needs imports by the new regulations.
Which type of document should the BA prepare?

  1. Audit log
  2. Current state analysis
  3. Gap analysis

Answer(s): C



Universal Container (UC) is implementing Sales Cloud. The business analyst (BA) assigned to the project wants to the project wants to become a trusted advisor to UC stakeholders.
What are some communication best practices a BA should follow to help achieve this goal? What are some communication best practices a BA should follow to help achieve this goal?

  1. Ask each project team member to complete a survey, create a project plan, and delegate roles and responsibilities to stakeholders.
  2. Outline previous project experience, record and take notes for every meeting, and limit communication to weekly updates.
  3. Ask questions and document the answers, make suggestions based on previous project success, and provide a meeting agenda period to each session>

Answer(s): C

Explanation:

Some communication best practices that a BA should follow to become a trusted advisor to UC stakeholders are:
Ask questions and document the answers: This helps to understand the stakeholders' needs, expectations, pain points, goals, and priorities. It also shows interest and curiosity in their perspectives and opinions, and helps to clarify any assumptions or ambiguities. Make suggestions based on previous project success: This helps to demonstrate expertise and experience in Salesforce implementations, and provide valuable insights and recommendations for UC stakeholders. It also shows confidence and credibility in delivering solutions that meet their needs.
Provide a meeting agenda prior to each session: This helps to set clear expectations and objectives for each meeting, and ensure that all relevant topics are covered. It also shows respect for the stakeholders' time and availability, and helps to keep the meeting focused and productive.


Reference:

https://trailhead.salesforce.com/en/content/learn/modules/business-analysis- stakeholder-management/communicate-with-stakeholders



Universal Container (CU) has brought in a business analyst to help implement an expensive AppExchange product in its Salesforce org to optimize the sales pipeline. The BA is free to speak to anyone at UC to gather the information they need to ensure success. The BA decides to speak to the stakeholders who are most impacted.
Which key stakeholder should the BA speak to first?

  1. VP of sales
  2. Sales Users
  3. IT leaders

Answer(s): A



Universal Containers is working to improve Salesforce adoption. Customer reps are utilizing many Salesforce features in the org, but sales reps are still relying on their personal spreadsheets.
What should the business analyst do to better understand the sales reps process in order increase Salesforce adoption?

  1. Host Focus group, conduct surveys, and shadow the sales reps to observe the tools they use and how the use them.
  2. Run reports based on usage to see where the sales reps are spending the majority of their time in Salesforce.
  3. Arrange for the sales reps to collaborate with customer service reps to learn service reps interact with Salesforce.

Answer(s): A

Explanation:

The best practice for understanding the sales reps process in order to increase Salesforce adoption is to host focus groups, conduct surveys, and shadow the sales reps to observe the tools they use and how they use them. These methods help to elicit feedback and insights from the sales reps, understand their pain points and needs, identify the gaps and opportunities in their current process, and demonstrate the value and benefits of using Salesforce. The other options are either insufficient or irrelevant. Option B does not capture the sales reps' perspectives or preferences, and may not reflect their actual usage of Salesforce. Option C does not address the sales reps' process or challenges, and may not be applicable or effective for them.


Reference:

https://trailhead.salesforce.com/en/content/learn/modules/business-analysis-discovery/plan-and- facilitate-discovery-sessions



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