Momentum Financials, a wealth management firm, is undertaking a digital transformation project on Salesforce. The project sponsor, the VP of Client Relations, is highly influential but has limited availability. The lead Business Analyst (BA) needs to gather strategic goals. Which elicitation technique is most appropriate for this specific stakeholder?
A business analyst (BA) is documenting the 'As-Is' process for a global company's convoluted expense reporting system. The process varies significantly by region and involves multiple legacy systems. The goal is to consolidate onto a single Salesforce solution. Which TWO actions are critical for the BA to take during this phase? (Select TWO)
True or False: A well-formed user story's acceptance criteria should primarily describe the technical implementation steps for the developer to follow.
During a requirements validation session for a new Service Cloud implementation, the head of customer support insists on a feature for 'real-time case sentiment analysis.' The development lead states this would require a costly integration with a third-party AI service, pushing the project over budget and past its deadline. The head of sales argues that budget should instead be used to improve lead routing. As the BA, what is the most effective next step?
A BA is analyzing a Salesforce org for a nonprofit that has been using it for five years with multiple, untrained administrators. They find over 300 reports in a folder named 'Important Reports,' many of which are duplicates or have no recent run history. This is causing user confusion and impacting adoption. What Salesforce tool should the BA recommend first to analyze the current state of reports and dashboards?
A project team is using Agile methodology. The BA has written the following user story: 'As a Sales Manager, I want a dashboard to see my team's performance so that I can provide better coaching.' Which component is essential to add before this story can be considered 'Ready' for development?
A BA is preparing for User Acceptance Testing (UAT) for a new custom Flow that automates opportunity stage updates. The business stakeholders who will be testing are non-technical and unfamiliar with formal testing processes. What is the BA's most critical responsibility to ensure UAT is successful?
Which of the following best distinguishes a business requirement from a functional requirement?
A BA at AquaSphere Solutions is defining the scope for a project to implement Salesforce CPQ (Configure, Price, Quote). The sales team wants complex bundling and pricing rules, while the finance team needs accurate revenue recognition reporting. The project has a fixed deadline. Which artifact is most crucial for documenting and gaining agreement on the project's boundaries?
**Case Study:** **Company Background:** Zenith Dynamics, a rapidly growing B2B manufacturing company, uses Sales Cloud for managing its sales pipeline. They have a direct sales team, a partner channel, and an inside sales team, all of whom use the same Opportunity record type and page layout. The company prides itself on its consultative sales approach, which involves multiple stages of technical validation and solution architecting. **Current Situation:** Sales leadership is complaining about a lack of visibility into the distinct sales processes for each channel. The single page layout is cluttered with fields that are irrelevant to certain teams, leading to poor data quality. Partners, in particular, are frustrated with the complexity of creating and updating opportunities. The VP of Sales has stated a key business goal: 'I need to be able to forecast accurately for my direct, partner, and inside sales channels independently.' **Requirements:** The solution must provide a tailored user experience for each sales team. It needs to capture different data points and follow distinct sales stages for each channel. Leadership requires separate reporting and forecasting capabilities for each channel. The solution should be implemented using declarative tools to minimize long-term maintenance overhead. **Question:** As the business analyst on this project, which solution would you recommend to meet Zenith Dynamics' requirements?