Salesforce Business Analyst Certification Practice Exam

In a requirements gathering meeting, who should be listed as the persona if a sales rep requests to capture a contact's spouse and children?

1. Contact

2. Service Rep

3. Sales Rep

4. Marketing Manager

The correct answer is: Sales Rep

In the context of a requirements gathering meeting focused on capturing a contact's spouse and children, the most relevant persona is the sales representative. This is because the sales rep is the individual initiating the request and has a direct interest in the information being captured about the contact's family. The sales rep typically has interaction with the contact and may require detailed knowledge about the family's dynamics to tailor sales approaches, foster relationships, or upsell products and services. Identifying the sales representative as the persona allows for a more focused understanding of the requirements since they will ultimately use the data collected. Their perspective will guide how the information about the spouse and children should be structured, stored, and utilized, ensuring the data integration aligns with the sales process. While the other roles might play supportive functions or use information from the sales system, they do not have the primary need to capture this specific data point as it directly relates to client relationship management from a sales perspective. Thus, the sales rep is correctly positioned as the relevant persona in this scenario.