Discuss Salesforce Salesforce Certified Business Analyst (BA-201) Exam Topic 6 Question 59

A business analyst is gathering requirements for an automation that triggers tasks when an opportunity status changes. The requirement is that the system must alert the finance team when an opportunity is won.

What is an example of a well-written user story in this scenario?

AAs a finance team member, I need to know when an opportunity is won that 1 can set up a billing account and update the account number.

BAs an opportunity is won, task must be created for the finance team to set up a billing account and update the account the account number.

CAs the system, it need to alert the finance team when an opportunity is won so they can set up a billing account and update the account number.

Suggested Answer: A

This user story follows best practices in user story writing by addressing the 'Who, What, and Why':

Clear Perspective: The story is written from the perspective of the finance team member, ensuring the user's role and need are well-defined.

Action and Value: The 'what' (setting up a billing account) and 'why' (to support the opportunity won) are included, ensuring clarity and alignment with business goals.

Salesforce Guidance: Salesforce recommends framing user stories to reflect specific user needs, making the story actionable and valuable for the development team.

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31 comments · newest first

Lemuel 11 months ago

B is confusing, it doesn't sound like a user story.

Carlee 11 months ago

Totally agree, A is the best choice!

Muriel 11 months ago

I think A captures the requirement well, but it could be clearer.

Edison 11 months ago

Wait, why is the system the user in C? That seems off.

Gaynell 11 months ago

Option A clearly states the user and their need.

Vallie 12 months ago

I’m a bit confused about the wording in option B; it sounds more like a requirement than a user story.

Martina 12 months ago

I think we practiced something similar in class, and I recall that user stories should follow the "As a [user], I want [goal]" format.

Kanisha 1 year ago

I'm not entirely sure, but I feel like option C is too focused on the system rather than the user.

Lisbeth 1 year ago

I remember we discussed user stories needing to focus on the user’s perspective, so I think option A might be the best fit.

Iluminada 1 year ago

I'm a bit confused by the wording in some of these options. I'll need to re-read the question and the options carefully to make sure I understand the requirement before selecting an answer.

Gracia 1 year ago

Okay, I think I've got this. Option A looks good - it's written from the perspective of the finance team member and clearly states the need to know when an opportunity is won so they can set up the billing account and update the account number.

Glen 1 year ago

Hmm, I'm a bit unsure about this one. The requirement is a bit vague, and I'm not sure if I fully understand the context. I'll try to break down the options and see if I can identify the best user story.

Pete 1 year ago

This seems like a straightforward user story question. I'll carefully read through the options and think about which one best captures the requirement of alerting the finance team when an opportunity is won.

Stefania 2 years ago

Haha, Option C is like the system trying to do the finance team's job for them. Not a great user story if you ask me.

Chaya 2 years ago

↳ replying to Stefania

A: Definitely, user stories should always focus on the user and their needs.

Antonette 2 years ago

↳ replying to Stefania

B: I agree, Option C is too focused on the system rather than the user.

Refugia 2 years ago

↳ replying to Stefania

A: Option A seems more appropriate, it clearly states the role and the action needed.

Gayla 2 years ago

I see your point, Cassandra. Option B does provide a clear connection between the trigger and the task.

Cassandra 2 years ago

I prefer option B because it directly links the opportunity status change to the task for the finance team.

Margurite 2 years ago

Option B is too vague. It doesn't specify who the task is for or what the finance team needs to do.

Rickie 2 years ago

↳ replying to Margurite

User Comment: Option B is too vague. It doesn't specify who the task is for or what the finance team needs to do.

Page 2 years ago

↳ replying to Margurite

C) As the system, it needs to alert the finance team when an opportunity is won so they can set up a billing account and update the account number.

Terrilyn 2 years ago

↳ replying to Margurite

A) As a finance team member, I need to know when an opportunity is won that I can set up a billing account and update the account number.

Kent 2 years ago

I agree with Ilda, option A is specific and focuses on the finance team's need.

Jesus 2 years ago

I agree, Option A is the most well-written user story. It's concise, actionable, and focuses on the user's perspective.

Josue 2 years ago

Option A is the best-written user story as it clearly expresses the need of the finance team member and the specific actions they need to take.

Luther 2 years ago

↳ replying to Josue

User 4: I prefer option A as well, it's more focused on the finance team's needs.

Nana 2 years ago

↳ replying to Josue

User 3: Option B is also good, it specifies the task that needs to be done.

Lilli 2 years ago

↳ replying to Josue

User 2: I agree, it clearly states the need and the action required.

Mollie 2 years ago

↳ replying to Josue

User 1: I think option A is the best choice.

Ilda 2 years ago

I think option A is a good user story because it clearly states the role and the action needed.

Salesforce Certified Business Analyst (BA-201) Exam - Topic 6 Question 59 Discussion