Salesforce Business Analyst study plan

Define customer discovery and distinguish it from solution design in your own written summary

Map the stakeholder roles (executive sponsor, process owner, end user, IT) for a fictional company scenario

Draft 15 open-ended discovery questions that avoid leading language

Run one 30-minute mock discovery interview with a colleague or recorded self-roleplay and log the answers

Convert discovery notes into a prioritized list of business problems ranked by impact and feasibility

Separate stated wants from underlying needs for at least 10 discovery statements

Draft three elicitation techniques (interview, workshop, observation) and note when each is appropriate

Identify ambiguous or conflicting discovery input and write follow-up questions for each gap

Write eight user stories in 'As a... I want... so that...' format from your discovery brief

Attach at least two testable acceptance criteria to each user story

Classify 15 requirements as functional, non-functional, or constraint

Build a simple requirements traceability table linking each story back to a business driver

Detect and rewrite five requirements that are untestable, compound, or solution-prescriptive

Facilitate a 45-minute mock requirements review session and capture decisions and open items

Practice three techniques for resolving disagreement over requirement priority

Document how you would handle a mid-project scope change request end to end

Design an agenda for a cross-functional workshop with a stated objective, roles, and timeboxes

List five techniques for keeping a workshop on track when participants derail

Draft a stakeholder communication plan covering frequency, channel, and content per stakeholder group

Write a status update that communicates a delay without losing stakeholder trust

Compare at least three requirements prioritization frameworks and pick one for a scenario with justification

Sequence the phases of a business analysis engagement from intake through solution validation

Identify the decision rights and approval gates for a sample project and document who signs off where

Describe how to handle a stakeholder who bypasses the agreed process

Differentiate business analysis, business process improvement, and project management in a written comparison

Produce an as-is and to-be process sketch for one business process with three identified improvement points

Define success metrics and a post-implementation measurement approach for the solution

Explain how to validate that a delivered solution meets the original business need

Take a timed 60-question practice exam and record your score by domain

Re-teach your two weakest domains in written summaries of under 300 words each

Revisit every missed practice question and state the underlying concept in one sentence

Build a one-page exam-day checklist of scenario-reading and answer-elimination tactics