Salesforce Certified Business Analyst Practice Exam 2025: Latest Questions

During discovery, a business analyst notices stakeholders repeatedly jump to solution ideas (e.g., “We need a new screen”) before describing the underlying problem. What should the analyst do NEXT to keep discovery effective?

A product owner says, “The new case intake process must reduce time to assign cases.” Which follow-up question best helps define a measurable success criterion?

Two stakeholder groups disagree on priority: Sales wants faster lead routing, while Support wants improved case deflection. What is the BEST next step for the business analyst to facilitate alignment?

A business analyst is documenting a current-state process map for opportunity approvals. Which element is MOST important to include to support later requirements and solution design?

A team has a high-level requirement: “Automate lead assignment.” During analysis, the business analyst finds that assignment rules differ by region, product line, and partner type, and stakeholders keep adding exceptions. What is the BEST approach to manage scope while still capturing needs?

A business analyst is turning requirements into user stories for a new Service Cloud feature. Which user story is written in the BEST format and focuses on user value?

Stakeholders report that a redesigned process “is slower,” but the process map shows fewer steps than before. What is the MOST likely cause a business analyst should investigate first?

A BA is facilitating a workshop with Sales and Finance to define a quote-to-cash process. The meeting repeatedly derails into debating terminology (e.g., “quote” vs “proposal”) and causes frustration. What should the BA do to improve collaboration?

A project includes multiple stakeholder groups across regions. During discovery, the BA receives conflicting requirements for the same process step, and no one can confirm which is authoritative. What is the BEST way to establish a single source of truth for requirements decisions?

A BA writes the following acceptance criteria for a user story: “System should be fast and easy to use.” The team cannot agree on when the story is done. What is the BEST revision to make the acceptance criteria testable?

During discovery for a new Sales Cloud implementation, the sponsor asks the business analyst to define what success looks like for the first release. Which output is the best way to align stakeholders on measurable outcomes?

A stakeholder requests, "Make the screen simpler," but cannot specify what “simpler” means. What should the business analyst do next to clarify the need?

A business analyst is mapping the current (“as-is”) process for lead management. Which artifact is most appropriate to capture steps, handoffs, and decision points at a high level?

Sales and Service teams disagree about the definition of “Customer” and use different fields to identify it. What should the business analyst do first to reduce rework and misalignment?

A business analyst documents a future-state (“to-be”) opportunity process. Several steps appear to exist only to capture information for reporting, not to drive decisions. What is the best next action?

A stakeholder says, “We need a dashboard for executives.” Which follow-up question best helps the business analyst elicit actionable requirements?

A new intake form is being planned. Stakeholders propose 30 required fields “so we don’t miss anything.” What is the best approach for the business analyst to recommend?

A user story is written as: “As a user, I want a better page so I can work faster.” What is the best revision to make it testable and aligned to a specific outcome?

In a requirements review meeting, two senior stakeholders disagree on priority and the discussion becomes unproductive. What should the business analyst do to move forward while maintaining collaboration?

A project team is designing a new case intake process. Users request that cases be created even when the customer’s account cannot be identified. Support leadership requires accurate reporting by account and wants minimal duplicate accounts. Which requirement approach best balances these needs?

A business analyst is starting a discovery effort for a Sales Cloud enhancement. Stakeholders disagree on whether lead conversion time or opportunity win rate is the bigger problem. What should the business analyst do FIRST to align the group?

A stakeholder says, "We need an automated approval process," but cannot explain what decisions need approval or why. What is the MOST effective next action for the business analyst?

A business analyst is mapping a current-state case management process and notices different support teams follow different steps depending on case type, region, and customer tier. What is the BEST approach to document the process so it remains readable and actionable?

During UAT planning, the product owner requests: "Users must be able to find accounts quickly." The statement is too vague to test. What should the business analyst produce to make this requirement testable while staying aligned to business outcomes?

A Scrum team is refining a user story: "As a sales rep, I want to update opportunity fields so that forecasts are accurate." Developers report the story is too broad. What should the business analyst do to improve the story for sprint readiness?