Salesforce Certified Slack Consultant Preparation Details
The Salesforce Certified Slack Consultant exam validates the skills needed to lead Slack implementation engagements, from discovery through grid design, policies, and enablement. This guide maps every objective in the official exam outline to Slack’s own documentation so you can study each domain in order. It covers migration planning, governance, security, Slack Connect, and learning curriculum design in one place. You can also explore more Salesforce certification study guides on the Salesforce Certification category to keep building your skills.
Salesforce Certified Slack Consultant Materials
| Coursera | Enhance Organizational Communications with Slack |
| Udemy | Salesforce Certified Slack Consultant Exam Questions |
Delivery and Migration: 17%
Understand Slack delivery best practices.
Enterprise organization launch guide
5 steps to support your team’s adoption of Slack
Guide to the Slack admin dashboard
Define roles and responsibilities between Slack, Partner, and the client on an engagement.
Understand the end-to-end migration process and gain the ability to lead client migrations.
Migrate workspaces to an Enterprise organization
Enterprise organization launch guide
Guide to Slack Enterprise Grid Migration Process
Plan and complete pre-migration activities (scheduling, user cleanup, comms, etc.).
Enterprise organization launch guide
Manage members with SCIM provisioning
Manage a workspace in an Enterprise organization
Execute a migration (migration status, migration issues, coordination with the client and Slack).
Manage a workspace in an Enterprise organization
Move channels between workspaces in an Enterprise organization
Enterprise organization launch guide
Discovery: 10%
Articulate the value of Slack.
Slack Features: Team Collaboration Tools
Research background information on the client’s organization and the ways they are currently working.
5 steps to support your team’s adoption of Slack
View your Slack analytics dashboard
Ask thoughtful questions about existing Slack experience and future goals.
5 steps to support your team’s adoption of Slack
Finalize vision statement and success metrics for engaging Slack Services.
View your Slack analytics dashboard
Understand the data in your Slack analytics dashboard
Ask thoughtful questions about existing Slack security and policies as well as desired future state.
Security tips to protect your workspace
Guide to the Slack admin dashboard
Set up SAML single sign-on for Slack
Grid Design: 15%
Leverage discovery outputs to inform initial grid design recommendations.
Guide to Slack Enterprise Grid Migration Process
Enterprise organization launch guide
Understand grid design best practices.
Enterprise organization launch guide
Guide to Slack Enterprise Grid Migration Process
Design and articulate feasible grid design options for your client.
Manage a workspace in an Enterprise organization
Move channels between workspaces in an Enterprise organization
Enterprise organization launch guide
Support grid design final sign-off.
Migrate workspaces to an Enterprise organization
Enterprise organization launch guide
Policies and Settings: 22%
Enable org and workspaces stakeholders to align and agree on settings.
Guide to the Slack admin dashboard
Set organization-level policies for apps
Understand the administrative roles within Slack and their permissions for Slack settings.
Enable Org and Workspace Owners to use analytics dashboard.
View your Slack analytics dashboard
Understand the data in your Slack analytics dashboard
Manage permissions for the Slack analytics dashboard
Provide guidance and requisite setup of identity management settings in Slack.
Set up SAML single sign-on for Slack
Manage members with SCIM provisioning
Guide clients through key org-level security settings.
Mandatory workspace two-factor authentication
Create information barriers in Slack
Security tips to protect your workspace
Understand Slack compliance capabilities.
A guide to Slack’s Discovery APIs
Customize message and file retention policies
Recommend launch configuration for the client’s channel management settings.
Manage permissions for channel management tools
Adjust channel management permissions
Create guidelines for channel names
Explain Slack Connect configuration settings for the client’s needs.
Manage Slack Connect settings and permissions
Manage Slack Connect channel approval settings and invitation requests
Manage settings and permissions for Slack Connect direct messages
Provide guidance on app approval and the recommended settings.
Manage app approval for your workspace
Manage app settings and permissions
Security recommendations for approving apps
Set organization-level policies for apps
Channel Strategy: 10%
Articulate channel basics and best practices.
How to organize your Slack channels
Create guidelines for channel names
Educate clients on the purpose and importance of a channel naming convention.
Create guidelines for channel names
Create channel prefixes for your workspace
How to organize your Slack channels
Introduce Slack use cases to clients.
Slack Features: Team Collaboration Tools
How to organize your Slack channels
Educate clients on Slack workflows (onboarding workflow, standup workflow).
Automations: What is a Slack workflow?
Guide to Slack Workflow Builder
Slack templates: Onboard a new hire
Governance Structure (Owner and Admin Roles): 8%
Identify the governance team and help assign roles.
Guide to the Slack admin dashboard
Facilitate admin support model discussions (for example, request/help/approvals process flows).
Manage app requests for your workspace
Just for admins: Tips for managing external access to channels
Guide to the Slack admin dashboard
Based on a client scenario, identify and advise on critical admin processes and workflows that can be migrated to Slack.
Guide to Slack Workflow Builder
Build a workflow: Create a workflow in Slack
How Slack helps you onboard new employees
Learning and Enablement: 18%
Provide an overview of the Slack experiential learning approach.
5 steps to support your team’s adoption of Slack
Design a tailored curriculum and create a learning plan for the client’s admins.
Become a Slack Certified Administrator
Guide to the Slack admin dashboard
Design a tailored curriculum and create a learning plan for the client’s users.
Employee Onboarding Template: Streamline New Hires
Create learning materials to support the Slack learning curriculum.
Slack templates: Onboard a new hire
Prepare an experiential learning environment for live formats.
How Slack helps you onboard new employees
Facilitate and execute the Slack learning curriculum.
5 steps to support your team’s adoption of Slack
How Slack helps you onboard new employees
Troubleshoot common Slack issues for users.
Troubleshoot SAML authorization errors
Guide to the Slack admin dashboard
Recommend a Slack rollout communication plan and enable the client to execute the plan.
5 steps to support your team’s adoption of Slack
Wrapping Up Salesforce Certified Slack Consultant
This guide walked through every domain of the Salesforce Certified Slack Consultant exam, from delivery and migration through grid design, policies, channel strategy, governance, and enablement. Working through each linked resource will give you a practical foundation for advising clients on real Slack engagements. You can also explore more Salesforce certification study guides on the Salesforce Certification category to keep building your skills. Have a question or tip? Leave a comment below.
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