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Salesforce Certified Business Analyst (BA-201) Exam - Topic 2 Question 73 Discussion

Universal Containers has a new client, and the business analyst wants to leverage customer-centric discovery to ensure a successful project outcome.Which step of this process happens before the first requirements workshop?
B) Know Your Customer
A) Be Your Customer
C) Connect With Your Customer

Salesforce Certified Business Analyst (BA-201) Exam - Topic 2 Question 73 Discussion

Actual exam question for Salesforce's Salesforce Certified Business Analyst (BA-201) exam
Question #: 73
Topic #: 2
[All Salesforce Certified Business Analyst (BA-201) Questions]

Universal Containers has a new client, and the business analyst wants to leverage customer-centric discovery to ensure a successful project outcome.

Which step of this process happens before the first requirements workshop?

Show Suggested Answer Hide Answer
Suggested Answer: B

The step 'Know Your Customer' occurs before the first requirements workshop as part of the customer-centric discovery process:

Understanding Background and Needs: This step focuses on researching the client's business, challenges, and goals to tailor the discovery process effectively.

Preparation for Workshops: Salesforce recommends thoroughly understanding the customer's context to ensure relevant and productive workshop discussions.

Customer-Centric Approach: Knowing the customer aligns with Salesforce's best practices for delivering value-driven solutions through empathy and preparation.


by Jennifer at Mar 04, 2026, 03:01 PM

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Franklyn
24 days ago
Wait, is that really the right order?
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Lera
29 days ago
I thought it was A) Be Your Customer!
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Dorethea
1 month ago
It's definitely B) Know Your Customer.
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Gladys
1 month ago
I’m not so sure about that, could be C too.
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Gary
1 month ago
I agree with B, makes the most sense!
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Aliza
2 months ago
Wait, is that really the right order?
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Rosalind
2 months ago
I thought it was A) Be Your Customer!
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Bernadine
2 months ago
It's definitely B) Know Your Customer.
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Christoper
2 months ago
I definitely remember that understanding the customer is crucial, but I can't remember which step specifically happens first.
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Brandon
2 months ago
"Be Your Customer" sounds like it could be the right answer, but I feel like I might be mixing it up with another question we did.
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Carma
3 months ago
I remember practicing a question about customer discovery, and "Connect With Your Customer" seemed important, but I can't recall if it comes before the workshop.
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Lenny
3 months ago
I think the first step is "Know Your Customer," but I'm not entirely sure if that's before the workshop.
upvoted 0 times
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