Salesforce Certified Business Analyst — Question 36

Universal Containers has asked a business analyst (BA) to assist the sales management team with a request for a new picklist field called "Lost Reason" on the Opportunity object with the goal of improving pipeline reports. After mapping the managers to the sales leader persona and obtaining feedback from them, the BA has discovered that the managers want to better understand Closed/Lost Opportunities so they can help sales teams close more deals.
Which option should the BA use to construct the user story?

Answer options

• A. As a sales leader, I need a new "Closed/Lost Reason" picklist field on Opportunities and better reports to help the sales team improve close rates.
• B. As a sales leader, I want to see more details on Closed/Lost Opportunities so I can help the sales team improve close rates.
• C. As a sales team member, I need additional enablement training and reporting information to help me improve close rates.

Correct answer: B

Explanation

Option B is correct because it directly addresses the sales leader's need for more details on Closed/Lost Opportunities, which aligns with the goal of helping sales teams improve close rates. Option A suggests adding a new picklist field rather than focusing on the details of Closed/Lost Opportunities, while Option C shifts the focus to training and resources for team members instead of the sales leader's perspective.