nerdexam
Salesforce

BA-201 · Question #122

During a requirements workshop, the marketing team mentions they need help reporting on their marketing effort return on investment (ROI). They ask for a new field on the Opportunity object named "Cus

The correct answer is B. Write the user story: As a marketer, I need to track customer origin on Opportunity so that I can. In a requirements workshop, the BA's job is to capture business needs as structured requirements. Writing the user story (B) - 'As a marketer, I need to track customer origin on Opportunity so that I can report on ROI' - formally captures the who, what, and why, preserving the bu

Document

Question

During a requirements workshop, the marketing team mentions they need help reporting on their marketing effort return on investment (ROI). They ask for a new field on the Opportunity object named "Customer Origin". What should the business analyst do next?

Options

  • AExplain to the customer that the workshop is focused on documenting requirements, rather than
  • BWrite the user story: As a marketer, I need to track customer origin on Opportunity so that I can
  • CAsk follow-up questions to determine if standard Salesforce functionality around Leads,

How the community answered

(38 responses)
  • A
    11% (4)
  • B
    71% (27)
  • C
    18% (7)

Explanation

In a requirements workshop, the BA's job is to capture business needs as structured requirements. Writing the user story (B) - 'As a marketer, I need to track customer origin on Opportunity so that I can report on ROI' - formally captures the who, what, and why, preserving the business intent for prioritization and development. Simply redirecting the conversation (A) dismisses a valid requirement. While checking standard Salesforce functionality (C) is valuable during solution design, the immediate next step in a requirements workshop is to document the need, not evaluate solutions.

Topics

#User Story#Requirements Documentation#Elicitation#Business Analyst Process

Community Discussion

No community discussion yet for this question.

Full BA-201 Practice