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
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)- A11% (4)
- B71% (27)
- C18% (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.
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