Salesforce Certified Business Analyst — Question 87

An executive at Cloud Kicks has tasked the internal Salesforce staff with the optimization of a very manual process in its Salesforce org.
What should the business analyst do first before a future state is proposed to key stakeholders?

Answer options

• A. Discuss project trade-offs with the executive sponsor.
• B. Manage project integrations with the technical team.
• C. Hold a kickoff meeting to set expectations with the project team.

Correct answer: C

Explanation

Holding a kickoff meeting is essential as it sets clear expectations and aligns the project team on objectives and roles. Discussing trade-offs or managing integrations are important but come after establishing a foundation with the team.