Which step should the BA take next?

The North American (NA) sales team wants to add a set of new fields and delete several fields from

the Account object. During requirements gathering, the business analyst (BA) discovers the fields are

actively being used by the EMEA team.

Which step should the BA take next?
A . Refine the requirements to accommodate, both teams.
B . Focus on the NA team’s requirements.
C . Start another project to address the EMEA team’s requirements.

View Answer

Answer: A

Explanation:

When a business analyst discovers that different teams have different needs or preferences for using Salesforce fields, they should refine the requirements to accommodate both teams. This is because deleting fields that are actively used by another team could cause data loss, errors, or inefficiencies in their processes. The business analyst should work with both teams to understand their use cases, data models, workflows, reports, dashboards, integrations, security settings, etc., and find ways to customize Salesforce fields that meet both teams’ needs without compromising data quality or performance.

Reference: https://trailhead.salesforce.com/content/learn/modules/salesforce-business-analyst-certification-prep/requirements