Certified-Business-Analyst Practice Test Questions

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Last Updated On : 10-Nov-2025


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A business analyst (BA) at Cloud Kicks is preparing for a user acceptance testing (UAT) session to release a record-triggered flow that notifies account and opportunity owners once a quote has been accepted. What should the BA do during UAT to ensure the solution meets the requirements?



A. Work with subject matter experts to perform UAT in a sandbox


B. Work with the solution architect to perform unit testing in a sandbox


C. Work with the quality assurance (QA) team to perform UAT in a sandbox





A.
  Work with subject matter experts to perform UAT in a sandbox

Explanation:

User Acceptance Testing (UAT) is a specific phase in the project lifecycle where the primary goal is to have the end users (or their direct representatives, the Subject Matter Experts - SMEs) validate that the solution meets their business needs and is ready for production. The BA's role is to facilitate this process.

Why A is correct:
The Subject Matter Experts (SMEs) are the individuals who understand the business process best (e.g., sales managers, account executives). They are the only ones who can confirm that the flow's behavior—who gets notified, under what conditions, and with what information—is correct and useful in their real-world context. Performing this in a sandbox ensures it's tested in a safe environment that mirrors production.

Why B is incorrect:
Unit testing is a technical activity performed by developers to verify that a small unit of code (like an Apex trigger) works as expected. The Solution Architect is responsible for the high-level technical design, not for executing UAT. This option describes a development activity, not a business validation activity.

Why C is incorrect:
The Quality Assurance (QA) team is responsible for system testing and integration testing, which verifies that the application meets the technical specifications and that different components work together. UAT is a separate, subsequent phase where the business takes ownership of testing. While the BA collaborates with QA, UAT must be performed by the business users, not the QA team.

Key Concept:
This question tests the BA's understanding of the Testing Lifecycle and their specific role in User Acceptance Testing (UAT). The BA owns the business validation process, which is distinct from technical testing. Their responsibilities include planning UAT, selecting appropriate testers (SMEs), defining business-oriented test cases, and facilitating the session to gather feedback and formal sign-off.

Cloud Kicks has moved into the quality assurance (QA) phase of Salesforce product configuration and extension. The QA team is now trying to confirm it has delivered value to stakeholders based on business requirements. The team is asking questions such as, "Did we build the right product?'' and "Did we build the product right?" Which element should the business analyst use to help the QA team validate that the product fulfilled the requirements without ambiguity?



A. Process maps


B. User stories


C. Acceptance criteria





C.
  Acceptance criteria

Explanation:

Acceptance criteria (AC) are the specific conditions that a product or feature must meet to be considered complete and successful. They are critical for QA because they provide clear, testable requirements that leave no ambiguity about what “done” means.

In this scenario:

The QA team is asking:
“Did we build the right product?” → Is the solution aligned with the business needs?
“Did we build the product right?” → Does the solution meet the specified requirements and functionality?
Acceptance criteria directly answer these questions because they:
Define expected behavior for each user story.
Provide a basis for test cases and validation.
Ensure stakeholders and QA have a shared understanding of success.

❌ Why the Other Options Are Incorrect:

A. Process maps
Process maps illustrate how business processes flow but do not define specific, testable conditions for features.
They are useful for understanding workflow but cannot confirm that a product meets business requirements unambiguously.

B. User stories
User stories describe who needs what and why, providing context and high-level requirements.
They do not contain detailed criteria for validation; acceptance criteria are derived from user stories to make testing precise.

🔍 Reference:
Trailhead: Agile Business Analysis: Define Acceptance Criteria
BABOK Guide v3: Acceptance criteria provide measurable conditions to verify that requirements are met and allow QA to validate functionality effectively.

Northern Trail Outfitters has decided to implement Sales Cloud. A business analyst (BA) has been assigned to document the requirements for this project. What should the BA include in these requirements?



A. Detailed documentation of technical solution


B. Test scripts to validate requirements


C. High-level description of required functionality





C.
  High-level description of required functionality

Explanation:

The primary purpose of the requirements documentation created by a BA (such as user stories or functional specifications) is to define what the business needs the new system to do.
This includes the required functionality (e.g., "The sales team needs to capture lead sources automatically") and the business value (e.g., "so that marketing ROI can be calculated").
A high-level description is appropriate for initial documentation, which is later refined into detailed user stories and acceptance criteria.

❌ Why Other Options Are Incorrect

A. Detailed documentation of technical solution
The requirements documentation should focus on the business need (what the system must do), not the technical solution (how the system will be built). Documenting the technical solution (e.g., specific Apex classes, complex API integration details) is the responsibility of the Solution Architect and Developer.
B. Test scripts to validate requirements
Test scripts (the step-by-step instructions for testing) are a deliverable created after the requirements are finalized. They are based on the Acceptance Criteria within the requirements, but they are not the requirements themselves. The BA is responsible for the requirements, while the QA/Testing Team often owns the final test scripts.

Cloud Kicks (CK) faces challenges with accurate reporting and metrics to use when CK schedules service agent shifts. The VP of service is unsure how the challenges can be solved in Salesforce.
Which analysis should a business analyst perform?



A. Strategy Analysis


B. Stakeholder Analysis


C. Enterprise Analyst





A.
  Strategy Analysis

Explanation:

The core issue described is a business problem: "challenges with accurate reporting and metrics" for scheduling. The VP is unsure how to solve it in Salesforce. This indicates a need to define the future state and the approach to get there.

Why A is correct: Strategy Analysis is the process of defining the future state and the work required to get from the current state to that future state. The BA would perform this analysis to:
- Analyze the Current State: Understand the specific reporting and metric challenges in detail.
- Define the Future State: Clearly define what "accurate reporting and metrics" looks like for shift scheduling.
- Assess Options and Recommend a Strategy: Identify and evaluate different ways Salesforce could solve this (e.g., custom reports, dashboards, integration with a workforce management tool) and recommend the best path forward to the VP.

Why B is incorrect: Stakeholder Analysis is about identifying and understanding the people involved. While the BA must do this (the VP is a key stakeholder), it doesn't directly address the business problem of how to solve the reporting challenge. It's a supporting activity, not the primary analysis needed here.

Why C is incorrect: "Enterprise Analyst" is not a standard business analysis term. You likely mean Enterprise Analysis, which is a very high-level activity focused on identifying business needs across the entire organization to determine which projects should be initiated. This problem is already identified and assigned; the need now is to figure out the solution strategy.

Key Concept:
This question tests the BA's ability to select the appropriate type of analysis. Strategy Analysis is the go-to approach when a business problem is recognized but the solution is unclear. It bridges the gap between a problem and a defined project/solution, which is exactly what the VP of Service needs.

Universal Containers recently launched a solution that leverages Service Cloud for its North America (NA) customer support team. Planning has started for the second phase of the project which will expand the solution to include the Asia Pacific (APAC) customer support team. The APAC readership team has indicated that its processes are similar to the NA team. The APAC team wants to see the high-level process areas that were used for the NA team so it car scope the key priorities for the overall business. The business analyst (BA) has scheduled a meeting with the APAC team. Which action should the BA take during the meeting?



A. Share individual user stories from the NA implementation


B. Review the capability model from the NA Implementation


C. Demo the end-to-end solution from the NA implementation





B.
  Review the capability model from the NA Implementation

Explanation:

When expanding a solution to a new region or team:
The APAC team wants a high-level understanding of the process areas from the NA implementation to identify priorities and scope their work.
A capability model provides a strategic, high-level view of business capabilities and processes, showing what the solution supports without going into too much detail.
This helps the APAC team:
- Understand key areas of functionality.
- Determine alignment with their own processes.
- Identify priorities for the next implementation phase.
A capability model is ideal for overview discussions with stakeholders, especially when processes are similar but details may vary by region.

❌ Why the Other Options Are Incorrect:

A. Share individual user stories from the NA implementation
User stories are too granular and focus on specific functionality.
Sharing them may overwhelm the APAC team and is not suitable for high-level scoping discussions.
C. Demo the end-to-end solution from the NA implementation
Demos focus on detailed system functionality rather than high-level processes or priorities.
APAC team may get distracted by implementation specifics that do not apply to their context.

🔍 Reference:
Trailhead: Document Business Processes
BABOK Guide v3: Use capability models to communicate high-level process areas and align stakeholders on scope and priorities.

Which tool is used to create reports, incorporate filters and select the Report Type?



A. Data Loader


B. Report Builder


C. A csv file that will then get imported


D. Report Composer





B.
  Report Builder

Explanation:

✅ Why B. Report Builder is correct
Report Builder is the native Salesforce tool used to:
- Create and customize reports
- Select the Report Type (e.g., Accounts, Opportunities, Custom Objects)
- Apply filters to refine data
- Choose fields, groupings, and summarize metrics
- Preview and run reports in real time
It’s the go-to interface for building tabular, summary, matrix, and joined reports directly within Salesforce.

❌ Why not the others?

❌ A. Data Loader
Used for bulk data import/export, not for creating reports or applying filters.
❌ C. A CSV file that will then get imported
A CSV file is a data format, not a reporting tool. It can be used with Data Loader or Excel, but it doesn’t support report creation or filtering within Salesforce.
❌ D. Report Composer
This is not a standard Salesforce tool. The correct term is Report Builder.

The business analyst at Universal Containers is helping the team transition from workflow rules to flows. The work has been built and it is time to kick off user acceptance testing (UAT). What is the goal of UAT?



A. To ensure what was originally requested is being delivered


B. Summarize the overall ask and determine what is in scope


C. To identify acceptance criteria with pass/fail indicators





A.
  To ensure what was originally requested is being delivered

Explanation:

User Acceptance Testing (UAT) is the final validation step before deployment.
Its main goal is to confirm that the solution meets the agreed business requirements — in other words, to ensure that what the business requested is exactly what is being delivered.
During UAT, business users or subject matter experts test the functionality in a sandbox or UAT environment using real-world scenarios. They verify:
- The system behaves as expected for their workflows
- The requirements are fully met (as documented in user stories and acceptance criteria)
- The solution is ready for go-live from a business perspective
This phase answers the key question:
“Does this solution do what we, the business, asked for?”

❌ Why not B or C?

❌ B. Summarize the overall ask and determine what is in scope
That happens during requirements gathering and planning, before development.
UAT happens after development and testing, focusing on validation — not scope definition.

❌ C. To identify acceptance criteria with pass/fail indicators
Acceptance criteria are defined earlier, during user story creation, before UAT.
They are used in UAT to determine pass/fail results, not identified during it.

📘 Reference
According to Salesforce Business Analyst best practices and Agile testing frameworks,
User Acceptance Testing (UAT) is performed by business users to validate that the delivered system meets their requirements and supports real-world business processes before production deployment.

Therefore, the correct answer is:
✅ A. To ensure what was originally requested is being delivered

Cloud Kicks (CK) has expressed concerns about the distribution process for a new line of shoes, because the company consistently misses its targeted delivery dates. CK asks the business analyst (BA) to uncover the issue and propose a business solution. What should the BA do next?



A. Review future state distribution processes for CK.


B. Explore how retailers similar to CK handle distribution


C. Shadow an operations team member at the CK distribution facility





C.
  Shadow an operations team member at the CK distribution facility

Explanation:

🔍 Rationale for Shadowing
The core problem is an operational failure: consistently missing targeted delivery dates during the distribution process. To uncover the issue (the root cause of the delay), the BA must observe the process firsthand.
Observation is Key: Shadowing (or observation) an operations team member provides the BA with an unfiltered view of the current state process as it is actually performed. This is the most effective way to:
- Identify bottlenecks (where the process slows down).
- Uncover workarounds and manual steps that cause delays.
- Determine the root cause of the missed delivery dates, which could be anything from poor scanning procedures to inefficient packing methods.
Proposing a Solution: Understanding the current state accurately is the prerequisite for proposing a relevant and effective future-state business solution.

❌ Why Other Options Are Less Appropriate

❌ A. Review future state distribution processes for CK.
The future state cannot be accurately designed until the current state pain points and their root causes are fully understood. Reviewing a theoretical future state now would be premature and based on assumptions.
❌ B. Explore how retailers similar to CK handle distribution.
This is a good activity for solution research (benchmarking), which happens after the BA understands the internal current state and its specific problems. Without knowing why CK is failing, external models may not be relevant to the underlying internal issue.

The business analyst (BA) at Cloud Kicks (CK) is writing user stones for an upcoming Commerce Cloud website release. One of the requirements from the technical team is to perform stress testing for an upcoming promotion. The BA is translating the requirement into a user story. Which user story most accurately represents the goal?



A. As a visitor to the CK website, I want to make sure that I can shop without disruption during a large promotion so I have a frictionless shopping experience.


B. As a site administrator of the CK website, I want to make sure that the web server can process requests at 150% of the average traffic rate during the latest promotion.


C. As a user, I want to make sure that shoppers on the CK website can complete their purchases without disruption during the newest promotion.





B.
  As a site administrator of the CK website, I want to make sure that the web server can process requests at 150% of the average traffic rate during the latest promotion.

Explanation:

The requirement is for the technical team to perform stress testing for an upcoming promotion. Stress testing is a non-functional requirement (NFR) focused on technical performance, stability, and system capacity under extreme load, rather than a specific user interaction or feature. User stories follow the standard format: "As a [persona], I want [what], so that [why]".
B. As a site administrator of the CK website, I want to make sure that the web server can process requests at 150% of the average traffic rate during the latest promotion.
This user story most accurately represents the goal for the technical team. The persona is the site administrator (or a performance/operations engineer), the "what" is a specific, measurable, and testable technical goal (process requests at 150% of the average traffic rate), and the "why" relates to ensuring smooth operations during the promotion. This defines the necessary technical task and its objective clearly.

Why other options are less accurate:

A. As a visitor to the CK website, I want to make sure that I can shop without disruption during a large promotion so I have a frictionless shopping experience.
This is a valid user-centric goal, but it describes the desired outcome for the end-user (a functional requirement), not the specific stress testing activity required by the technical team (the non-functional requirement). Non-functional requirements often need a technical persona in the user story format to capture the necessary details for the implementation team.

C. As a user, I want to make sure that shoppers on the CK website can complete their purchases without disruption during the newest promotion.
This uses a generic "user" persona (a BA anti-pattern) and describes a general outcome rather than a specific, measurable performance test requirement like "150% of average traffic rate" in Option B.

A new business analyst (BA) wants to follow the correct order of phases in the implementation lifecycle on a Salesforce project. How should the BA approach the project?



A. Analyze, build, operate, deliver


B. Analyze, build, deliver, operate


C. Analyze, operate, build, deliver





B.
  Analyze, build, deliver, operate

Explanation:

✅ Why B. is correct
This sequence reflects the standard Salesforce implementation lifecycle and aligns with Agile and project management best practices:
Analyze
- Gather requirements
- Understand business goals
- Define scope and success criteria
Build
- Configure Salesforce
- Develop custom components
- Integrate systems and automate processes
Deliver
- Conduct testing (UAT, QA)
- Train users
- Deploy to production
Operate
- Monitor performance
- Support users
- Optimize and iterate based on feedback
This order ensures that the solution is strategically aligned, technically sound, and operationally sustainable.

❌ Why not the others?

❌ A. Analyze, build, operate, deliver
This sequence misplaces "operate" before "deliver", which disrupts the logical flow:
"Operate" refers to post-deployment activities like monitoring, support, and optimization.
You cannot operate a solution that hasn’t been delivered to users yet.
Delivering includes UAT, training, and go-live, which must happen before operations begin.
🧠 Think of it like trying to maintain a car before it’s been manufactured and handed over — it’s out of order.

❌ C. Analyze, operate, build, deliver
This sequence is even more disjointed:
It places "operate" before "build", which is illogical — you can’t operate something that hasn’t been created.
It also places "deliver" last, which is correct, but only if the preceding steps are in order.
This order suggests ongoing operations before the solution even exists, which doesn’t make sense in a project lifecycle.
🧠 Imagine trying to support a system that hasn’t been built — it’s like assigning customer service reps to a product that hasn’t launched.

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