About the Salesforce Certified Slack Consultant Exam

The Salesforce Certified Slack Consultant Exam is designed for consultants who have experience leading implementation projects and consulting on solution design, change management, and user adoption in Slack. Salesforce Certified Slack Consultants help clients maximize the potential of Slack with solutions that drive collaboration, productivity, engagement, and organizational agility.

 

Audience Description: Salesforce Certified Slack Consultant

Salesforce Certified Slack Consultant candidates must demonstrate the knowledge and skills necessary to implement Slack and deliver services engagements in a customer-facing role. Candidates should be comfortable recommending Slack solutions, policies, and settings that meet customer business requirements and contribute to long-term customer success on Slack. We also recommend that candidates have at least one year of experience managing software implementation projects for clients.

Candidates should also have knowledge, skills, and experience in the following areas.

• Software implementation
• Project management
• Change management
• Discovery (identifying pain points and eliciting business requirements)
• Launch support (recommending and developing a migration and governance plan)
• Post-launch support (recommending and developing enablement and learning plans for end users)

Typical job roles for a Salesforce Certified Slack Consultant may include:

• Implementation Consultant
• Services Consultant
• Engagement Manager
• Enablement Consultant
• Services Specialist
• Project Manager
• Business Consultants and Analysts
• Management Consultant
• Experience Architect
• Change Management Consultant
• Experience Consultant
• System Implementation (SI) Partner
• Learning Consultant

 

Purpose of This Exam Guide

This exam guide is designed to help you prepare for the Salesforce Certified Slack Consultant Exam. This guide provides information about the target audience, the recommended training and documentation, and a complete list of exam objectives. Salesforce highly recommends a combination of on-the-job experience and self-study to maximize your chances of passing the exam.

 

About the Exam

Here are details about the Salesforce Certified Slack Consultant Exam.

• Content: 60 multiple-choice/multiple-select questions and up to five unscored questions
• Time allotted to complete the exam: 90 minutes
• Passing score: 67%
• Version: Exam questions align to the Summer ’24 release
• Registration fee: US$200, JPY 30,000, plus applicable taxes as required per local law
• Retake fee: US$100, JPY 30,000, plus applicable taxes as required per local law
• Delivery options: Proctored exam delivered onsite at a testing center or in an online environment; find more information on scheduling an exam here.
• References: No hard-copy or online materials may be referenced during the exam.
• Prerequisite: None

This exam may contain up to five additional unscored questions to gather performance data. Unscored questions are randomly integrated and have no impact on your final exam result.

 

Exam Outline

The Salesforce Certified Slack Consultant Exam measures a candidate’s knowledge and skills related to the following objectives.

Delivery and Migration: 17%

• Understand Slack delivery best practices.
• 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.
• Plan and complete pre-migration activities (scheduling, user cleanup, comms, etc.).
• Execute a migration (migration status, migration issues, coordination with the client and Slack).

 

Discovery: 10%

• Articulate the value of Slack.
• Research background information on the client’s organization and the ways they are currently working.
• Ask thoughtful questions about existing Slack experience and future goals.
• Finalize vision statement and success metrics for engaging Slack Services.
• Ask thoughtful questions about existing Slack security and policies as well as desired future state.

 

Grid Design: 15%

• Leverage discovery outputs to inform initial grid design recommendations.
• Understand grid design best practices.
• Design and articulate feasible grid design options for your client.
• Support grid design final sign-off.

 

Policies and Settings: 22%

• Enable org and workspaces stakeholders to align and agree on settings.
• Understand the administrative roles within Slack and their permissions for Slack settings.
• Enable Org and Workspace Owners to use analytics dashboard.
• Provide guidance and requisite setup of identity management settings in Slack.
• Guide clients through key org-level security settings.
• Understand Slack compliance capabilities.
• Recommend launch configuration for the client’s channel management settings.
• Explain Slack Connect configuration settings for the client’s needs.
• Provide guidance on app approval and the recommended settings.

 

Channel Strategy: 10%

• Articulate channel basics and best practices.
• Educate clients on the purpose and importance of a channel naming convention.
• Introduce Slack use cases to clients.
• Educate clients on Slack workflows (onboarding workflow, standup workflow).

 

Governance Structure (Owner and Admin Roles): 8%

• Identify the governance team and help assign roles.
• Facilitate admin support model discussions (for example, request/help/approvals process flows).
• Based on a client scenario, identify and advise on critical admin processes and workflows that can be migrated to Slack.

 

Learning and Enablement: 18%

• Provide an overview of the Slack experiential learning approach.
• Design a tailored curriculum and create a learning plan for the client’s admins.
• Design a tailored curriculum and create a learning plan for the client’s users.
• Create learning materials to support the Slack learning curriculum.
• Prepare an experiential learning environment for live formats.
• Facilitate and execute the Slack learning curriculum.
• Troubleshoot common Slack issues for users.
• Recommend a Slack rollout communication plan and enable the client to execute the plan.