⚡ What’s Trending on the Business Analyst Exam
More scenarios where you must decide between Flows, App Builder, integrations, or changes to process – not just “add a field”.
Questions increasingly reference Experience Cloud, Service, Sales, and sometimes Marketing/Einstein in single end-to-end journeys.
Strong emphasis on business value, KPIs, and success criteria instead of jumping straight to technical solutions.
Salesforce Certified Business Analyst Exam Guide
A practical guide to the Salesforce Business Analyst certification: domains, weights, exam format, real-life style questions, and a study plan designed for Admins, Consultants, and aspiring BAs.
Learn how to go beyond requirements gathering and drive business outcomes with Salesforce.
📊 Exam at a Glance
1+ year Salesforce experience
Salesforce Business Analyst Exam Domains & Weighting
1. Customer Discovery
17%- Analyze current state vs desired future state for Salesforce-enabled processes.
- Identify stakeholders, personas, and pain points across departments.
- Define business objectives, outcomes, and measurable success criteria.
- Prioritize opportunities and confirm alignment to roadmap or program goals.
2. Collaboration with Stakeholders
24%- Facilitate workshops, interviews, and alignment sessions.
- Manage expectations, scope, and conflicting priorities across business units.
- Communicate trade-offs between time, scope, budget, and user experience.
- Partner with Admins, Architects, Developers, and Product Owners effectively.
3. Business Process Mapping
16%- Model as-is and to-be processes with swimlanes, decisions, and handoffs.
- Identify bottlenecks, manual steps, and automation opportunities.
- Align Salesforce objects, fields, and automation with process steps.
- Clarify upstream and downstream system impacts.
4. Requirements
17%- Capture, categorize, and prioritize business and technical requirements.
- Distinguish requirements from solutions; keep them implementation-neutral.
- Use acceptance criteria and traceability to keep scope under control.
- Manage changes through a requirements lifecycle or backlog.
5. User Stories
18%- Write clear, concise user stories with “As a… I want… so that…” format.
- Capture acceptance criteria that are testable and aligned to business value.
- Collaborate with product owners and scrum teams to refine stories.
- Break down large epics into smaller, incremental deliverables.
6. User Acceptance Testing (UAT)
8%- Plan UAT scope, scenarios, and entry/exit criteria with stakeholders.
- Define test cases that map to user stories and requirements.
- Capture and triage UAT feedback, defects, and enhancements.
- Help validate that the solution meets the agreed-upon business outcomes.
Percentages are taken from the Salesforce Certified Business Analyst exam outline. Wording may change slightly by release, but the domain mix stays consistent.
📝 Sample Business Analyst Exam-Style Questions
These practice-style items are not from the real exam, but they reflect the scenario-based tone and reasoning you’ll need on test day.
Question 1 – Customer Discovery
A VP of Sales says the team needs “better dashboards” because they can’t see pipeline health. What should the Business Analyst do first?
Question 2 – Collaboration with Stakeholders
Marketing wants to capture 10 new fields on Lead, but Sales says reps are already overwhelmed. How should the BA handle this?
Question 3 – Business Process Mapping
A support team complains that cases remain open for weeks. You map the process and discover multiple manual handoffs between teams. Which is the best next step?
Question 4 – Requirements vs Solution
A stakeholder requests “a validation rule that stops saving an Opportunity when discount is over 40%”. Which is the best BA response?
Question 5 – User Stories & UAT
The team has written user stories, but UAT feedback is unclear and inconsistent. What should the BA do to improve this for future sprints?
🎯 4–6 Week Study Plan for Salesforce Business Analyst
Adapt this plan to your background. If you’re new to business analysis or Salesforce, allow extra time.
• Read the official exam guide and Trailhead “Salesforce Business Analyst” trailmix.
• Review BA responsibilities vs Admin/Consultant roles.
• Skim all domains to see where you’re strongest or weakest.
• Practice stakeholder interviews and problem statements.
• Map at least 2–3 real processes (Lead to Opportunity, Case lifecycle, onboarding).
• Connect each process step to Salesforce features and data.
• Rewrite solution-biased requests as neutral requirements.
• Write user stories with acceptance criteria for your mapped processes.
• Practice breaking epics into smaller, incremental stories.
• Design a simple UAT plan using your user stories.
• Take full-length practice exams or question sets.
• Review every wrong answer: which domain, what mindset, and what you’d choose next time.
💡 Business Analyst Exam Day Tips
Think “Outcome over Feature”
When answers are similar, pick the one that clarifies goals, value, or metrics instead of rushing into configuration or custom development.
Facilitate, Don’t Dictate
The BA is a bridge between business and technical teams. Options involving collaboration, workshops, and consensus-building are often correct.
Use Time & Flagging Wisely
You have 105 minutes for 60 questions (~1.7 minutes each). If you’re stuck, choose your best option, flag it, and return later during review.
Salesforce Business Analyst – FAQ
Do I need the Salesforce Administrator certification first?
No, it’s not a hard prerequisite, but Admin-level knowledge of objects, security, automation, and reporting makes the Business Analyst exam much easier. Many candidates do Admin → Business Analyst or Admin → Business Analyst → Consultant.
How is the Business Analyst certification different from Consultant certifications?
The Business Analyst credential focuses on discovery, requirements, process mapping, and stakeholder collaboration. Consultant exams (Sales, Service, etc.) go deeper into product-specific features and implementation details.
How much Salesforce configuration knowledge do I need?
You don’t need to be a developer, but you should understand standard vs custom objects, automation tools (especially Flow), and reporting so you can propose realistic solutions and trade-offs in exam scenarios.
Is this a good first certification for non-technical professionals?
Yes, especially if you already work in a business, product, or project role. The Business Analyst certification is a strong entry point into Salesforce for people who enjoy analysis and problem-solving more than hands-on configuration.
How do I maintain my Salesforce Business Analyst certification?
Like other Salesforce credentials, you maintain it by completing periodic Trailhead maintenance modules. These cover new features and exam-relevant changes. Missing a maintenance window can cause the credential to expire.