了解客户需求与 Slack 的价值
Use discovery best practices when implementing Slack for a client.
Outline key activities and team roles as you plan and deliver Slack service engagements.
研究采用成熟度和协作模式,以指导发现阶段的提问。
为客户愿景声明定义量化和定性的成功指标。
主导交付与迁移
Explore common reasons to consolidate or repurpose Slack workspaces.
Guide a client through a Slack Enterprise Grid migration, from preparation to support.
使用频道、列表和画布,实现端到端项目交付。
主导将客户工作区迁移至 Enterprise Grid 的端到端流程。
与客户协作,将 SAML SSO 配置为迁移前的必要准备工作。
在 Enterprise Grid 迁移完成后,重新配置各工作区中的应用。
设计企业环境
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.
调查工作区设置和共享配置,起草初步的网格建议方案。
确认添加工作区时的审批步骤和所需权限。
将多工作区频道作为设计手段,促进跨团队协作。
在工作区之间移动频道,随着组织变化持续优化架构。
After designing grid models, share them with your client in a grid design workshop.
统一组织策略、角色与身份
Learn the difference between Organization and Workspace Settings in Slack Enterprise Grid.
了解开放、请求、仅限邀请和隐藏等工作区类型,用于架构设计。
Learn how to manage administrative and non-administrative roles and permissions in Slack.
比较组织、工作区和系统角色,了解各自的访问权限范围。
Ensure employees have secure access to the right workspaces and information at all times.
通过 SCIM 预配和同步简档字段,并与即时预配进行对比。
Set and assess goals using Slack analytics dashboard or API metrics.
指导安全、合规与应用程序治理
将组织和工作区的会话超时规则设置为登录安全策略的一部分。
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.
通过集中式仪表板在整个组织范围内管理公用和私人频道。
配置邀请类型,控制外部成员的操作权限。
Develop an app governance policy that meets your organization's needs.
构建频道策略与治理
Develop a Slack channel strategy, learn channel types, and implement best practices.
Assess client success using the Slack Maturity Framework to identify growth opportunities.
将项目、入职和问题解决需求与频道模板进行匹配。
通过审批或拒绝的管理员流程,对成员的应用程序请求进行分类处理。
设置基于策略的规则,自动化管理员审批工作流。
启用、自动化并扩大规模推广
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.
规划 Slack 上线的目标受众、宣传内容、推广方法和日程安排。
为上线状态排列组织设置和设置优先级顺序。
了解更多
查看其他 Salesforce 产品,了解它们如何帮助您创建更个性化的客户体验之旅并做出以数据为主的决策。