Customer Discovery Knowledge Check Flashcards
From Focus on Force
What method can help organizations better understand their business and the values their customers receive?
Drucker’s “Five Most Important Questions”
What is a group of tasks and activities to be completed by a team of assembled workgroup?
Work Streams
What are the steps in a customer-centric information discovery?
- Get to know the customer
- Be the customer
- Establish a connection with the customer
- Develop a timetable with the customer
What are the three development models in ALM?
- Change set development
- Org development
- Package development
What customer discovery method allows stakeholders and customers to share unfiltered ideas, concerns, and thoughts?
Interview
What customer discovery method entails living the experiences of stakeholders and customers?
Embodying
What customer discovery method involves observing the customer while asking about their actions?
Shadowing
What is the process of documenting customer experiences and interactions with a business or organization?
Journey Mapping
Which stages of the project do business analysts participate in?
All phases:
1. Analyze
2. Build
3. Delivery
4. Operate
Which tool is used to automatically measure your org’s security against the Salesforce baseline?
Health Check
Which application development model places heavy focus on speed, user strategy, and prototyping?
Rapid Application Development (RAD)
What activities do business analysts perform?
- Gather requirements
- Document findings
- Analyze requirements
- Find solutions
- Test
- Monitor delivery
- Communicate with stakeholders
Which type of diagram is used to define a Salesforce data model?
Entity Relationship Diagram (ERD)
What is a tool that analyzes the org and provides insights, recommendations, and actions related to maintenance, productivity, and adoption?
Salesforce Optimizer
What is Salesforce Customer 360
Integrated CRM platform that allows businesses to manage customer data and interactions across different departments and channels.