Customer Discovery Knowledge Check Flashcards

From Focus on Force

1
Q

What method can help organizations better understand their business and the values their customers receive?

A

Drucker’s “Five Most Important Questions”

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2
Q

What is a group of tasks and activities to be completed by a team of assembled workgroup?

A

Work Streams

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3
Q

What are the steps in a customer-centric information discovery?

A
  1. Get to know the customer
  2. Be the customer
  3. Establish a connection with the customer
  4. Develop a timetable with the customer
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4
Q

What are the three development models in ALM?

A
  1. Change set development
  2. Org development
  3. Package development
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5
Q

What customer discovery method allows stakeholders and customers to share unfiltered ideas, concerns, and thoughts?

A

Interview

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6
Q

What customer discovery method entails living the experiences of stakeholders and customers?

A

Embodying

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7
Q

What customer discovery method involves observing the customer while asking about their actions?

A

Shadowing

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8
Q

What is the process of documenting customer experiences and interactions with a business or organization?

A

Journey Mapping

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9
Q

Which stages of the project do business analysts participate in?

A

All phases:
1. Analyze
2. Build
3. Delivery
4. Operate

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10
Q

Which tool is used to automatically measure your org’s security against the Salesforce baseline?

A

Health Check

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11
Q

Which application development model places heavy focus on speed, user strategy, and prototyping?

A

Rapid Application Development (RAD)

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12
Q

What activities do business analysts perform?

A
  1. Gather requirements
  2. Document findings
  3. Analyze requirements
  4. Find solutions
  5. Test
  6. Monitor delivery
  7. Communicate with stakeholders
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13
Q

Which type of diagram is used to define a Salesforce data model?

A

Entity Relationship Diagram (ERD)

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14
Q

What is a tool that analyzes the org and provides insights, recommendations, and actions related to maintenance, productivity, and adoption?

A

Salesforce Optimizer

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15
Q

What is Salesforce Customer 360

A

Integrated CRM platform that allows businesses to manage customer data and interactions across different departments and channels.

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16
Q

What does “System Overview” page under “Setup” show for User Interface

A

Usage and limits of custom apps, published site.com sites, active SF sites, active flows, custom tabs, and VF pages.