During a project kick off for a multi-year transformational Sales Cloud project at Universal Containers,...

According to the Salesforce Business Analyst Certification Prep, the business analyst’s role in customer discovery is to understand the current state, pain points, and goals of the customer1. The BA should use various techniques, such as interviews, surveys, and ride-alongs, to gather information from the end users and stakeholders1. A ride-along is a method of observing the users in their natural work environment and learning how they use the existing system1. In this scenario, the BA should schedule a ride-along with the sales team to learn more about their goals and challenges with the legacy solution, rather than cloning the features or writing user stories without sufficient details. References: Cert Prep: Salesforce Business Analyst