Maintain Your Slack Administrator Certification for Spring ’26

Learning Objectives

After completing this unit, you’ll be able to:

Use Slackbot as a personal AI agent to find information, generate content, and complete tasks using workspace context and connected tools.
Connect Slack with Salesforce to work with records, alerts, and updates without switching tools.
Collaborate in Salesforce channels to keep Slack conversations and Salesforce records in sync.
Build workflows with conditional branching to route requests and approvals based on defined rules.
Set up enterprise search so users can find content across connected apps while permissions stay intact.

Stay Current with Your Certification

Salesforce certifications hold the most value when you keep them relevant. To keep your Slack Administrator certification current, complete this badge by the due date.

Interested in learning more about getting certified? Check out the Slack Administrator certification.

While anyone can earn this badge, it is designed for those who hold the Slack Administrator certification.

As part of the Salesforce Certification Program, you agree to the terms of the Salesforce Certification Program Agreement. Review the exam policies in the agreement and the Salesforce Certification Program Agreement and Code of Conduct article before you continue.

Slack Administrator Certification Overview

As a Slack Administrator, you deliver the best value when you design and manage a secure, efficient workspace that helps teams collaborate, automate work, and stay in the flow of their tools and data.

Certified Slack Administrators deliver value when they:

Configure Slack features and integrations so teams can work in one place.
Automate workflows that streamline requests, approvals, and routine tasks.
Enable collaboration across Slack and connected tools like Salesforce.
Manage search, permissions, and AI tools so members can find what they need faster.

In this badge, we highlight key updates you need to know for Spring ’26 to keep your certification current and your skills sharp.

Use Slackbot, Your Personal AI Agent for Work

Slackbot is your personal AI agent for work, built directly into Slack, that helps you handle everyday work more efficiently. Work with Slackbot to find information, generate content, and complete common tasks using what’s already in your workspace. Start a conversation with Slackbot by clicking the Slackbot AI icon from the top of Slack, or use a keyboard shortcut. Slackbot pulls from messages, files, canvases, calendars, and connected tools you already use, such as Salesforce and enterprise search. Slackbot returns short answers and links to source content so you can check details and decide what to do next.

Use Slackbot to:

Find answers and files without searching long threads.
Summarize recent activity in a channel or thread.
Generate content like agendas, plans, drafts, and canvases.
Create tasks or list items based on Slack conversations and generated summaries.
Use meeting summaries and schedules from connected calendars to plan your day.

These actions help you spend less time searching and planning and more time focused on your work.

As a Slack Administrator, you control how Slackbot works in your workspace. You manage both access and preferences. You can:

Turn Slackbot access on or off by plan and role.
Restrict Slackbot availability for certain users.
Choose which connected data sources Slackbot can access.
Control whether Slackbot activity appears in feeds and threads.
Decide whether Slackbot can reference past conversations.

Use these controls to support productivity while protecting security and compliance.

When you use Slackbot, it only shows information you already have permission to view and never pulls in private or restricted content. Slack does not use workspace data to train large language models and only uses data at request time to generate responses.

Work with Salesforce Data and Conversations in Slack

Slack and Salesforce work together seamlessly bringing customer data and conversations into one connected space. This connection makes it possible for teams to work where they already work most effectively, while keeping records, updates, and discussions linked.

Use the Salesforce app in Slack to work directly with Salesforce records. From Slack, you can search for records, share rich previews in channels, receive alerts when records change, and take quick actions like creating or updating records. This keeps customer updates visible without switching tools.

Teams also use Salesforce channels—these are channels linked to specific Salesforce records—to tie Slack conversations directly to Salesforce records. When someone creates or joins a Salesforce channel, they can link the channel to a specific account, opportunity, or case. Messages posted in Slack appear on the record in Salesforce, and messages posted in Salesforce appear in the Slack channel. Conversation history, files, and record context stay connected without copying updates between systems.

Sales, support, and account teams use this setup to manage deals, customer issues, and handoffs. Keeping data and conversations together helps teams focus on the work instead of tracking details across tools.

With Slack connected to Salesforce, teams can:

Search for Salesforce records from Slack.
Share record links that expand into rich previews.
Get alerts when records update or need attention.
Start or join channels tied to Salesforce records.
Continue conversations in Slack or Salesforce with the same context.

As a Slack Administrator, you manage both the Salesforce connection and how teams collaborate around records. You control setup, access, and ongoing governance when you:

Connect the Salesforce app and approve the connection.
Choose which users, groups, or workspaces can access Salesforce features.
Decide who can create Salesforce channels and which records support them.
Limit who can search or update records.
Control which alerts post to channels.
Review connected accounts and revoke access when needed.

Use these controls to protect customer data, keep permissions consistent, and verify that Salesforce activity appears in the correct places.

Build Workflows with Conditional Branching

With Workflow Builder, you can now route work based on rules instead of sending every request down the same path. Add branch steps and define conditions, such as form responses or button clicks, that control which path the workflow follows. If no conditions match, the workflow follows a fallback path. This approach supports triage, routing, and approvals without writing code.

Use conditional branching to:

Route support requests based on issue type or urgency.
Send requests to different teams, regions, or managers.
Run multi-level approval workflows.
Notify users as request status changes.

You can create up to 15 branches in a workflow and nest up to five additional branches under a primary branch. This structure supports complex processes without turning workflows into long chains of steps.

As a Slack Administrator, you manage how teams use conditional branching. You decide who can build workflows, which triggers and steps they can use, which apps can connect, and where workflows run. Use these controls to support automation while keeping workflows secure and easy to manage.

Find Everything with Enterprise Search

With enterprise search, teams find content from connected apps and file systems without leaving Slack. Turn it on so users can search tools like Google Drive, Jira, GitHub, and Salesforce all in one place. After you enable it, users connect their own accounts to approved data sources, and Slack shows results in search and AI answers based on each person’s existing permissions. This helps users find files, tasks, and records faster without switching between apps.

Use enterprise search to:

Find files and documents stored in connected apps.
Search across project tools, code repos, and CRM data.
Ask questions in natural language and get direct answers.
Spend less time toggling between tools to find information.

As a Slack Administrator, you control how enterprise search works in your org. You decide which data sources people can use and who can access them.

To manage enterprise search:

Turn enterprise search on or off for your org.
Add and configure approved data sources.
Choose which users or groups can access each source.
Remove data sources when teams no longer need them.

Use these settings to keep search useful, protect sensitive data, and make sure people only see content they already have permission to access.

Wrap Up

You explored Spring ’26 updates that connect Slack with the tools and data your teams already use. By linking AI agents, workflows, Salesforce records, and enterprise search, you help teams work where they work best while keeping everything connected. These updates let you reduce context switching, protect access, and support more efficient collaboration across systems.

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