Prepare for Your Salesforce Slack Consultant Certification
Preparing to take the Slack Consultant exam? Check out this trail.
Explore the Slack Consultant Exam Overview
Review the official Slack Consultant certification overview and prep resources.
Discover Client Needs and Slack's Value
Use discovery best practices when implementing Slack for a client.
Outline key activities and team roles as you plan and deliver Slack service engagements.
Research adoption maturity and collaboration patterns to guide discovery questions.
Define quantitative and qualitative success metrics for a client vision statement.
Lead Delivery and Migration
Explore common reasons to consolidate or repurpose Slack workspaces.
Guide a client through a Slack Enterprise Grid migration, from preparation to support.
Use channels, lists, and canvases to run end-to-end project delivery.
Lead the end-to-end process for migrating a client workspace into Enterprise Grid.
Configure SAML SSO as a pre-migration prerequisite with the client.
Reconfigure apps across workspaces after an Enterprise Grid migration.
Design the Enterprise Environment
Understand the strategic decisions and design that set up your Slack org for success.
Explore grid design basics and best practices that boost productivity for your client.
Survey workspace settings and sharing to draft initial grid recommendations.
Confirm the steps and permissions for adding a workspace at sign-off.
Use multi-workspace channels as a design lever for cross-team collaboration.
Move channels between workspaces to future-proof the grid as the org changes.
After designing grid models, share them with your client in a grid design workshop.
Align Org Policies, Roles, and Identity
Learn the difference between Organization and Workspace Settings in Slack Enterprise Grid.
Learn the open, request, invite-only, and hidden workspace types for grid design.
Learn how to manage administrative and non-administrative roles and permissions in Slack.
Compare org, workspace, and system roles to determine what each can access.
Ensure employees have secure access to the right workspaces and information at all times.
Provision and sync profile fields via SCIM and contrast just-in-time provisioning.
Set and assess goals using Slack analytics dashboard or API metrics.
Guide Security, Compliance, and App Governance
Set org and workspace session timeout rules as part of sign-in security.
Discover how Slack helps you meet compliance requirements and ensure data stays safe.
Access and interpret audit logs to ensure security and compliance in your Slack workspace.
Manage public and private channels org-wide from a central dashboard.
Speed up communication and work more securely with people outside your company.
Configure invitation types that control what external members can do.
Develop an app governance policy that meets your organization's needs.
Build Channel Strategy and Governance
Develop a Slack channel strategy, learn channel types, and implement best practices.
Assess client success using the Slack Maturity Framework to identify growth opportunities.
Match project, onboarding, and issue-resolution needs to channel templates.
Triage member app requests through an approve-or-deny admin process flow.
Set policy-driven rules to automate admin approval workflows.
Enable, Automate, and Scale Adoption
Help your client create a governance team to ensure Slack adoption and success.
Learn how to set up a robust support model to help end users with requests.
Advise your client on streamlining intake and resolution of admin requests in Slack.
Create a stellar Slack learning experience for your clients with this training strategy.
Create workflows for any use case with customizable components like triggers and steps.
Plan rollout audience, messaging, method, and schedule for a Slack launch.
Sequence org setup and settings precedence for the launch state.
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