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Salesforce-Certified-Business-Analyst Salesforce Certified Business Analyst

Exam Specification: Salesforce Certified Business Analyst

Exam Name: Salesforce Certified Business Analyst
Exam Code: Not specified
Exam Duration: Not specified
Passing Score: Not specified
Exam Format: Multiple-choice, multiple-answer

Course Outline:

1. Introduction to Salesforce Business Analysis
- Understanding the role and responsibilities of a Salesforce Business Analyst
- Overview of Salesforce platform and its capabilities
- Exploring the Salesforce business analysis lifecycle

2. Requirements Gathering and Documentation
- Techniques for gathering business requirements
- Analyzing and documenting requirements using standard templates and tools
- Collaborating with stakeholders to validate and prioritize requirements

3. Solution Design and Configuration
- Translating business requirements into Salesforce solution design
- Configuring Salesforce objects, fields, workflows, and automation
- Customizing user interfaces and creating reports and dashboards

4. Data Management and Integration
- Understanding data migration and data management best practices
- Performing data mapping, cleansing, and transformation
- Integrating Salesforce with external systems using APIs and integration tools

5. User Adoption and Training
- Developing user adoption strategies and change management plans
- Creating user training materials and conducting training sessions
- Monitoring and measuring user adoption and effectiveness of training

6. Salesforce Analytics and Reporting
- Utilizing Salesforce reporting and analytics features
- Designing and building custom reports and dashboards
- Analyzing data trends and making data-driven business decisions

Exam Objectives:

1. Understand the role and responsibilities of a Salesforce Business Analyst.
2. Gather and document business requirements using standard techniques and tools.
3. Design and configure Salesforce solutions based on business requirements.
4. Manage data and perform integrations with external systems.
5. Develop user adoption strategies and conduct user training.
6. Utilize Salesforce analytics and reporting features for data-driven decision-making.

Exam Syllabus:

Section 1: Introduction to Salesforce Business Analysis (15%)
- Role and responsibilities of a Salesforce Business Analyst
- Overview of Salesforce platform and capabilities
- Salesforce business analysis lifecycle

Section 2: Requirements Gathering and Documentation (20%)
- Techniques for gathering business requirements
- Requirements analysis and documentation using standard templates and tools
- Stakeholder collaboration and requirements validation

Section 3: Solution Design and Configuration (25%)
- Translating business requirements into Salesforce solution design
- Configuration of Salesforce objects, fields, workflows, and automation
- Customization of user interfaces and creation of reports and dashboards

Section 4: Data Management and Integration (15%)
- Data migration and management best practices
- Data mapping, cleansing, and transformation
- Integration with external systems using APIs and integration tools

Section 5: User Adoption and Training (15%)
- User adoption strategies and change management planning
- Creation of user training materials and conducting training sessions
- Monitoring and measuring user adoption and training effectiveness

Section 6: Salesforce Analytics and Reporting (10%)
- Utilization of Salesforce reporting and analytics features
- Design and creation of custom reports and dashboards
- Data analysis and data-driven decision-making
Salesforce Certified Business Analyst
Salesforce Salesforce history

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Salesforce Certified Business Analyst
Question: 88
A business analyst (BA) at Northern Trail Outfitters has been asked to prepare documentation including acceptance
criteria and definition of done for a Heroku project.
Which way should the BA approach creation of this documentation?
A. Include the personal perspective for acceptance criteria and the overall perspective for definition of done.
B. Create one consolidated set of documentation as the two terms are synonymous and used interchangeably.
C. Include the overall perspective for acceptance criteria and the persona’s perspective for definition of done.
Answer: A
Question: 89
A business analyst (BA) working on a Service Cloud implementation is reviewing user stories to verify they are
written effectively.
What should the BA confirm about the user stories when completing this review?
A. They contain substantial details and focus on technical elements.
B. They are dependent on related acceptance criteria and overlap with other use cases.
C. They can be easily prioritized and are small enough to estimate accurately.
Answer: C
Question: 90
The business analyst (BA) at Universal Containers needs to gather information for their project including the steps a
user takes to accomplish a goal, challenges a user faces, people the user interacts with, applications they use to
complete the steps, and their level of morale as they move through the process.
Which elicitation technique should the BA use?
A. journey Mapping
B. Survey /Questionnaire
C. Focus Groups
Answer: A
Question: 91
Universal Containers is focused on an initiative to streamline its channel management processes. Due to the level of
complexity, the business analyst (BA) will gather and document the key points in preparation to build a more detailed
process map.
Which diagram should the BA use in this case?
A. SIPOC (Suppliers, Inputs, Process, Outputs, Customers)
B. Capability Model
C. Value Stream Map
Answer: A
Question: 92
The Sen/ice Center at Universal Containers (UC) uses Service Cloud and Experience Cloud to manage its customer
case lifecycle. UC wants to limit the number of interactions a customer has during the lifecycle. The project leader has
asked the business analyst (BA) to visually illustrate the lifecycle.
Which document should the BA create?
A. Journey Map
B. Heat Map
C. Process Map
Answer: C
Question: 93
The project team at Universal Containers has started to review the existing Salesforce manufacturing solution that has
low adoption and a variety of customization including custom objects, custom fields, renamed standard fields.
What should the business analyst recommend to the project team to increase understanding when documenting
requirements, process and potential solutions?
A. Use customer terminology and language.
B. Use industry terminology and language.
C. Use Salesforce terminology and language.
Answer: B
Question: 94
From where can an Admin unlock a user?
A. Setup > Locked Users > Unlock
B. Users > Select user > Unlock
C. Setup > Object Manager > Users > Select User > Unlock
D. Users > Logins > Unlock Users
Answer: B
Question: 95
From where can an Admin unlock a user?
A. Setup > Locked Users > Unlock
B. Users > Select user > Unlock
C. Setup > Object Manager > Users > Select User > Unlock
D. Users > Logins > Unlock Users
Answer: B
Question: 96
Northern Trail Outfitters (NTO) plans to significantly grow its workforce and wants to increase the overall security of
its Sales Cloud instance. NTO has previously implemented a complex security solution with organization wide
defaults, criteria-based sharing rules, and dozens of user profiles. NTO has asked a business analyst (0A) for
recommendations on how to proceed.
Which aspect of a potential solution is most important for a BA to consider?
A. User adoption
B. Scalability
C. System downtime
Answer: A
Question: 97
Universal Containers wants the ability to fill out a survey based on customer feedback. The team is unable to visualize
a possible solution in order to confirm the requirements.
Which elicitation technique should the business analyst use to help the team meet its goal?
A. Prototyping
B. Brainstorming
C. Observation
Answer: A
Question: 98
One retail location of Cloud Kicks has been getting complaints from shoppers about being unable to find items in the
store. The general manager has asked IT to configure tablets for the sales clerks so they can move freely around the
store to assist customers.
The IT team writes a functional requirement:
• Tablets running the Salesforce mobile app must allow users to access store inventory records which include current
item count and item location.
Which user story should the business analyst write to describe the functional requirement?
A. As a sales clerk, I want to see item availability and locations to help customers find items.
B. As a general manager, I want sales clerks to have tablets so they can help customers find items.
C. As a customer, I want sales clerks to have access to item availability to help them find items.
Answer: A
Question: 99
The development team at Universal Containers is reviewing several stories to be added to the current sprint. The team
is having trouble with a particular story about an Opportunity email alert and is unsure about which type of testing is
What should the business analyst review and revise to provide more clarity to the team?
A. Definition of done
B. User persona
C. Acceptance criteria
Answer: C
Question: 100
From where can an Admin unlock a user?
A. Setup > Locked Users > Unlock
B. Users > Select user > Unlock
C. Setup > Object Manager > Users > Select User > Unlock
D. Users > Logins > Unlock Users
Answer: B
Question: 101
From where can an Admin unlock a user?
A. Setup > Locked Users > Unlock
B. Users > Select user > Unlock
C. Setup > Object Manager > Users > Select User > Unlock
D. Users > Logins > Unlock Users
Answer: B
Question: 102
Universal Containers (UC) has decided to implement Salesforce and has assigned a business analyst (BA) to write user
stories for the project. The BA plans to meet customer to their experience in their own words.
Which type of research should the BA use to elicit user stories from UC’s customers?
A. Shadowing
B. Interviewing
C. Behavioral
Answer: B
For More exams visit

Salesforce Salesforce history - BingNews Search results Salesforce Salesforce history - BingNews Salesforce reportedly expects to name new Slack CEO 'very soon' No result found, try new keyword!Cloud computing company Salesforce (NYSE:CRM) said on Monday that it expects to name a new leader of its collaboration software Slack "very soon," according to an internal memo. The Marc Benioff-led ... Mon, 06 Nov 2023 04:16:08 -0600 en-us text/html Salesforce Stock Joins Elite List With 95-Plus Composite Rating No result found, try new keyword!Salesforce saw its IBD SmartSelect Composite Rating rise to 96 Tuesday, up from 94 the day before. Please watch the video at - Find The Best Long-Term Investments With IBD Long-Term ... Tue, 31 Oct 2023 05:25:00 -0500 en-us text/html A Closer Look at Salesforce's Options Market Dynamics

Investors with a lot of money to spend have taken a bearish stance on Salesforce CRM.

And retail traders should know.

We noticed this today when the positions showed up on publicly available options history that we track here at Benzinga.

Whether these are institutions or just wealthy individuals, we don't know. But when something this big happens with CRM, it often means somebody knows something is about to happen.

Today, Benzinga's options scanner spotted 15 options trades for Salesforce.

This isn't normal.

The overall sentiment of these big-money traders is split between 46% bullish and 53%, bearish.

Out of all of the options we uncovered, there was 1 put, for a total amount of $85,896, and 14, calls, for a total amount of $643,191.

Expected Price Movements

After evaluating the trading volumes and Open Interest, it's evident that the major market movers are focusing on a price band between $180.0 and $250.0 for Salesforce, spanning the last three months.

Volume & Open Interest Development

Assessing the volume and open interest is a strategic step in options trading. These metrics shed light on the liquidity and investor interest in Salesforce's options at specified strike prices. The forthcoming data visualizes the fluctuation in volume and open interest for both calls and puts, linked to Salesforce's substantial trades, within a strike price spectrum from $180.0 to $250.0 over the preceding 30 days.

Salesforce Option Volume And Open Interest Over Last 30 Days

Significant Options Trades Detected:

Symbol PUT/CALL Trade Type Sentiment Exp. Date Strike Price Total Trade Price Open Interest Volume
CRM CALL TRADE NEUTRAL 11/17/23 $190.00 $107.3K 371 0
CRM PUT SWEEP BEARISH 12/15/23 $220.00 $85.8K 487 237
CRM CALL SWEEP BULLISH 12/15/23 $210.00 $58.2K 2.1K 74
CRM CALL TRADE BULLISH 12/15/23 $210.00 $55.6K 2.1K 73
CRM CALL SWEEP BULLISH 06/21/24 $220.00 $55.2K 1.7K 8

About Salesforce

Salesforce Inc provides enterprise cloud computing solutions. The company offers customer relationship management technology that brings companies and customers together. Its Customer 360 platform helps the group to deliver a single source of truth, connecting customer data across systems, apps, and devices to help companies sell, service, market, and conduct commerce. It also offers Service Cloud for customer support, Marketing Cloud for digital marketing campaigns, Commerce Cloud as an e-commerce engine, the Salesforce Platform, which allows enterprises to build applications, and other solutions, such as MuleSoft for data integration.

Following our analysis of the options activities associated with Salesforce, we pivot to a closer look at the company's own performance.

Where Is Salesforce Standing Right Now?

  • With a volume of 1,999,459, the price of CRM is up 1.08% at $215.94.
  • RSI indicators hint that the underlying stock may be approaching overbought.
  • Next earnings are expected to be released in 17 days.

Professional Analyst Ratings for Salesforce

1 market experts have recently issued ratings for this stock, with a consensus target price of $232.0.

  • An analyst from Piper Sandler has revised its rating downward to Neutral, adjusting the price target to $232.

Options are a riskier asset compared to just trading the stock, but they have higher profit potential. Serious options traders manage this risk by educating themselves daily, scaling in and out of trades, following more than one indicator, and following the markets closely.

If you want to stay updated on the latest options trades for Salesforce, Benzinga Pro gives you real-time options trades alerts.

© 2023 Benzinga does not provide investment advice. All rights reserved.

Mon, 13 Nov 2023 05:00:00 -0600 en text/html
ISG to Publish Report on Salesforce Partner Ecosystem No result found, try new keyword!ISG has launched a research study examining service providers offering Salesforce implementation and managed application services. Fri, 03 Nov 2023 06:28:00 -0500 Insider Sell: Salesforce Inc's President and CFO Amy Weaver Sells 2,627 Shares

On November 3, 2023, Amy Weaver, President and CFO of Salesforce Inc (NYSE:CRM), sold 2,627 shares of the company. This move is part of a broader trend of insider selling at Salesforce Inc, as we will explore in this article.

Who is Amy Weaver?

Amy Weaver is the President and CFO of Salesforce Inc. She has been with the company for several years and has played a crucial role in its financial management and strategic planning. Her latest sale of shares is noteworthy and warrants a closer look.

About Salesforce Inc

Salesforce Inc is a leading global provider of customer relationship management (NYSE:CRM) software. The company's services allow businesses to use cloud technology to better connect with their customers, partners, and potential clients. Salesforce's innovative cloud-based platform comprises sales, service, marketing, and more, providing a 360-degree view of a company's customers.

Insider Sell Analysis

Over the past year, Amy Weaver has sold a total of 151,298 shares and has not purchased any shares. This latest sale of 2,627 shares is part of this larger trend.

Insider Sell: Salesforce Inc's President and CFO Amy Weaver Sells 2,627 Shares

The insider transaction history for Salesforce Inc shows that there have been no insider buys over the past year. Meanwhile, there have been 273 insider sells over the same timeframe. This suggests a trend of insiders selling their shares, which could be a signal to investors about the company's future prospects.

Relationship with Stock Price

On the day of the insider's latest sale, shares of Salesforce Inc were trading for $210 apiece. This gives the stock a market cap of $201.82 billion. The price-earnings ratio is 130.45, which is higher than the industry median of 26.19 and lower than the companys historical median price-earnings ratio.

With a price of $210 and a GuruFocus Value of $267.79, Salesforce Inc has a price-to-GF-Value ratio of 0.78. This means the stock is modestly undervalued based on its GF Value.

Insider Sell: Salesforce Inc's President and CFO Amy Weaver Sells 2,627 Shares

The GF Value is an intrinsic value estimate developed by GuruFocus. It is calculated based on historical multiples that the stock has traded at, a GuruFocus adjustment factor based on the companys past returns and growth, and future estimates of business performance from Morningstar analysts.

In conclusion, the insider's latest sale, along with the broader trend of insider selling at Salesforce Inc, could be a signal to investors. However, with the stock being modestly undervalued based on its GF Value, it may still present a good investment opportunity. As always, investors should conduct their own research and consider their investment goals before making a decision.

This article, generated by GuruFocus, is designed to provide general insights and is not tailored financial advice. Our commentary is rooted in historical data and analyst projections, utilizing an impartial methodology, and is not intended to serve as specific investment guidance. It does not formulate a recommendation to purchase or divest any stock and does not consider individual investment objectives or financial circumstances. Our objective is to deliver long-term, fundamental data-driven analysis. Be aware that our analysis might not incorporate the most recent, price-sensitive company announcements or qualitative information. GuruFocus holds no position in the stocks mentioned herein.

This article first appeared on GuruFocus.

Mon, 06 Nov 2023 22:02:00 -0600 en-US text/html
80+ Black Friday Statistics You Need to Know: Insights, Trends, and Shopping Tips for 2023

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Our History

The Smithsonian Institution was established with funds from James Smithson (1765–1829), a British scientist who left his estate to the United States to found “at Washington, under the name of the Smithsonian Institution, an establishment for the increase and diffusion of knowledge.” On August 10, 1846, the U.S. Senate passed the act organizing the Smithsonian Institution, which was signed into law by President James K. Polk.

Congress authorized acceptance of the Smithson bequest on July 1, 1836, but it took another ten years of debate before the Smithsonian was founded. Once established, the Smithsonian became part of the process of developing an American national identity—an identity rooted in exploration, innovation, and a unique American style. That process continues today as the Smithsonian looks toward the future.

James Smithson and the Founding of the Smithsonian

James Smithson
James Smithson, c. 1765-1829
Artist: Hattie Elizabeth Burdette

Smithson, the illegitimate child of a wealthy Englishman, had traveled much during his life, but had never once set foot on American soil. Why, then, would he decide to provide the entirety of his sizable estate—which totaled half a million dollars, or 1/66 of the United States' entire federal budget at the time—to a country that was foreign to him?

Some speculate it was because he was denied his father's legacy. Others argue that he was inspired by the United States' experiment with democracy. Some attribute his philanthropy to ideals inspired by such organizations as the Royal Institution, which was dedicated to using scientific knowledge to Excellerate human conditions. Smithson never wrote about or discussed his bequest with friends or colleagues, so we are left to speculate on the ideals and motivations of a gift that has had such significant impact on the arts, humanities, and sciences in the United States.

Visitors can pay homage to Smithson with a visit to his crypt, located on the first floor of the Smithsonian Castle.

Learn more about James Smithson »

Smithsonian Institution General History

James Polk
James Knox Polk, 2 Nov 1795-15 Jun 1849
Artist: Max Westfield

Smithson died in 1829, and six years later, President Andrew Jackson announced the bequest to Congress. On July 1, 1836, Congress accepted the legacy bequeathed to the nation and pledged the faith of the United States to the charitable trust. In September 1838, Smithson's legacy, which amounted to more than 100,000 gold sovereigns, was delivered to the mint at Philadelphia. Recoined in U.S. currency, the gift amounted to more than $500,000.

After eight years of sometimes heated debate, an Act of Congress signed by President James K. Polk on Aug. 10, 1846, established the Smithsonian Institution as a trust to be administered by a Board of Regents and a Secretary of the Smithsonian. Since its founding, more than 175 years ago, the Smithsonian has become the world's largest museum, education, and research complex, with 21 museums, the National Zoo, and nine research facilities.

Learn more about our history from Smithsonian Institution Archives »

Architectural History & Historic Preservation Division »

Wed, 23 Aug 2023 21:04:00 -0500 en text/html
Explore History & Culture

The Smithsonian not only explores U.S. history and culture to better understand what it means to be an American, but also examines, explains, and protects cultural heritage in the U.S. and around the world. Our collections and subject experts illuminate the past and present to help discover, preserve, and disseminate knowledge that secures our shared future as a nation and a global community.

Explore and discover featured content or search for your specific interest.
Mon, 20 Feb 2023 06:07:00 -0600 en text/html
Salesforce, Inc. (CRM)

Insider Monkey

In this article, we will look at the 15 most advanced countries in engineering. We will also discuss the integration of AI in engineering. If you want to skip our detailed analysis, head straight to the 5 Most Advanced Countries in Engineering. In today’s digital age, we have witnessed several industries being revolutionized by AI […]

Sun, 27 Aug 2023 21:25:00 -0500 en-NZ text/html Black History Month: What is it and why does it matter?
Image caption,

Celebrations in June 2023 marked the 75th anniversary of the arrival HMT Empire Windrush, which brought migrants from the Caribbean to the UK

October marks Black History Month in the UK.

The event began in the US in the 1920s, and was first celebrated in the UK in 1987.

It also takes place in Canada, Germany and Ireland.

When is Black History Month and what is it?

In the UK, Black History Month happens every October.

It gives everyone the opportunity to share, celebrate and understand the impact of black heritage and culture.

People from African and Caribbean backgrounds have been a fundamental part of British history for centuries. However, campaigners believe their contribution to society has often been overlooked or distorted.

How did Black History Month start?

The event was the brainchild of Carter G Woodson, known as the father of black history.

Born in Virginia in 1875 to parents who were former slaves, he had limited access to education and job opportunities. But he was able to study at one of the few high schools for black students after saving money earned by working as a coal miner.

Image source, Alamy
Image caption,

Carter G Woodson launched the first Black History Week in 1926

Woodson went on to gain various qualifications, including a PhD in history from Harvard University, and became a professor at Howard University.

Throughout his life, he worked tirelessly to promote black history in schools.

In 1926 he launched the first Black History Week, set in February to coincide with the births of former President Abraham Lincoln and Frederick Douglass. Both men played a significant role in helping to end slavery.

The event was expanded in 1970, and since 1976 every US president has officially designated February as Black History Month.

A separate holiday - "Juneteenth", held on 19 June - commemorates the end of slavery in the US.

How did Black History Month start in the UK?

The first Black History Month in the UK took place in 1987, the 150th anniversary of the abolition of slavery in the Caribbean.

It was arranged by Akyaaba Addai-Sebo, who came to the UK from Ghana as a refugee in 1984. Like Woodson before him, he wanted to challenge racism and celebrate the history of black people.

October was chosen partly because it's traditionally a time when African leaders gather to talk about important issues, and partly because it was at the start of the school year.

How is Black History Month celebrated in the UK?

When Black History Month first began, there was a big focus on black American history. Over time the event has prioritised black British history and key black figures from the UK, such as:

  • Walter Tull, the first black officer to command white troops in the British Army, and one of English football's first black players
  • Malorie Blackman, bestselling author and the first black Children's Laureate
  • Shirley J Thompson, leading composer and conductor
  • Lewis Hamilton, the only black driver in Formula One
Image source, Royal Philharmonic Orchestra
Image caption,

Shirley J Thompson composed music for King Charles's coronation

Black History Month is also celebrated in local communities, where museums, care homes and workplaces explore a broad range of topics, from Britain's colonial past to migration and music.

For 2023, people are being encouraged to find out more about the exceptional achievements of black women, especially those who have been forgotten.

There is a national poetry competition, open to primary, secondary, college, and university students across the UK.

The contribution of the Windrush generation is also being celebrated, 75 years after the arrival of passengers on HMT Empire Windrush to the UK.

Is black history taught in schools?

For many children in the UK, October is the only time of the year they will learn about black history.

Wales became the first nation in the UK to introduce mandatory changes to its curriculum in 2022, including lessons about black history, racism and contributions of figures from black, Asian and other ethnic minorities.

Image source, Finlayson Family Archive/Getty Images
Image caption,

Walter Tull played for Tottenham Hotspurs and Northampton Town before he died on the battlefields of World War One

Education is a devolved issue and in England there are no such plans to make changes.

The UK government says black history is an important topic, and that schools have the freedom to teach it within the existing history curriculum, from primary-school age onwards.

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