BA-201 Verified 2026 Edition

Salesforce Certified Business Analyst Practice Test

Salesforce Certified Business Analyst (BA-201) certifies analysts who translate business needs into Salesforce solutions through discovery and process mapping. This practice test covers stakeholder collaboration, business process mapping, and requirements and user-story management. It leads toward the Sales Cloud Consultant and Service Cloud Consultant certifications.

323 Total Questions
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Exam Information

Official specifications published by Salesforce

Exam Format

105 min
60 scored + up to 5 unscored
72%
Specialist

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$200 USD
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Annual maintenance required
Complete annual Trailhead maintenance modules

BA-201 Exam Topics and Domains

BA-201 is organized into 6 weighted domains. Expect to work with Salesforce Platform, Salesforce Sandbox, Setup Audit Trail, Customer 360, and more.

1

Customer Discovery

17%

Business Strategy and Goals

Defining Scope of Business AnalysisProduct Roadmaps

Determine business strategies, goals, initiatives, and challenges to define the scope of business analysis.

Current State Assessment

Salesforce Environment AnalysisEstablishing Current State
  • Discover how a customer is using and benefiting from Salesforce products to establish the current state.
  • Analyze the customer's Salesforce environment to identify opportunities and constraints.

Business Analyst Roles in Implementation

Implementation Lifecycle PhasesChange Management
  • Understand and explain Business Analyst roles and responsibilities in different phases of the implementation lifecycle.
  • Apply the implementation lifecycle for planning business analysis activities.

Salesforce Capabilities

Platform Knowledge and Solution Recommendations

Demonstrate knowledge of Salesforce capabilities and its potential to recommend solutions to the business.

2

Collaboration with Stakeholders

23%

Discovery Planning

Planning Discovery ActivitiesLead Discovery

Plan discovery activities based on the target stakeholders to perform a thorough analysis of business needs.

Stakeholder Relationship Management

Building Trust as AdvisorStakeholder Identification

Identify key stakeholders and develop relationships with them as a trusted advisor to act as a liaison between business and technical teams.

Elicitation Techniques

Choosing Effective TechniquesAgile Methodology

Given a scenario, choose the most effective technique for eliciting business needs from stakeholders.

Future State Design

Current to Future State TransitionTechnical Debt Management
  • Explain how to move from current state analysis to an agreed future state design.
  • Understand how Salesforce features and best practices impact solution options and business processes.

Priority Management and Sign-off

Managing Competing Priorities

Given a scenario, manage competing priorities to obtain sign-off from stakeholders.

3

Business Process Mapping

12%

Process Scope Definition

Breaking Down Complex ProcessesCapability Mapping

Demonstrate how to define the scope of a complex business process and break it down into manageable steps.

Hierarchical Process Mapping

Multi-Level Process MapsFunctional Ownership

Apply understanding of hierarchical process mapping to engage stakeholders at different levels of an organization.

Process Documentation and Future State

Analyzing and Documenting ProcessesVersion Control for Processes

Analyze and document a business process to elicit requirements and identify resources to visualize a future state.

Process Governance

Scope Control

Apply governance on agreed future state processes to control scope.

4

Requirements

18%

Requirements vs. User Stories

Distinguishing Requirements from User StoriesEngaging Stakeholders with Requirements

Distinguish between requirements vs. user stories to engage business and technical stakeholders.

Requirements Verification and Prioritization

Verifying and Prioritizing RequirementsWell-Defined Requirements

Verify and prioritize existing requirements and identify new requirements to develop the future state.

Requirements Documentation and Scope

Version Controlled RepositoryRequirements Lifecycle

Document requirements in a version controlled repository to manage scope.

5

User Stories

18%

User Story Components

Understanding User Story StructureUser Story Writing Workshops

Understand the components of a user story to perform thorough analysis.

Acceptance Criteria and Definition of Done

Acceptance CriteriaDefinition of Done vs. Acceptance Criteria

Contrast the difference between acceptance criteria vs definition of done.

User Story Management

Version Controlled RepositoryImplementation and Testing

Document user stories in a version controlled repository to manage scope.

6

User Acceptance

12%

UAT Planning

Test Plan PreparationTester Selection and Preparation

Define and prepare the User Acceptance Test plan to confirm the solution meets the business requirements.

UAT Execution and Results

Guiding UATPerformance Testing

Guide UAT and manage the results to determine whether the solution meets the requirements.

Go/No-Go Decision

Release Decision MakingStakeholder Sign-off

Given a scenario, make a go/no-go release decision when new business or technical issues arise.

How do I earn this certification?

Passing BA-201 earns the Salesforce Certified Business Analyst certification. It sits in the Business Analyst / Cross-Cloud track.

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How to study for this exam?

The most effective way to prepare for BA-201 is by using the PlanetCert Simulator to practice questions and review detailed explanations.

Who should take this exam?

  • 2 years of Business Analyst experience with demonstrated success owning and delivering business process improvements
  • 2 years of Salesforce Platform experience

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