Salesforce Certified Slack Consultant

The Salesforce Certified Slack Consultant credential is tailored for professionals with proven experience in leading Slack implementation projects and providing expert consulting on solution design, change management, and user adoption strategies. These consultants play a critical role in helping organizations unlock the full potential of Slack by delivering solutions that enhance collaboration, productivity, employee engagement, and overall organizational agility.

Target Audience

This certification is intended for individuals who can demonstrate the knowledge and hands-on expertise required to implement Slack and lead service engagements in a client-facing environment. Qualified candidates are expected to confidently recommend Slack solutions, configure settings, and define policies aligned with customer business objectives—ultimately driving long-term value and success.

A minimum of one year of experience managing client software implementation projects is recommended.

Recommended Knowledge and Skills

Candidates should possess knowledge and practical experience in the following domains:

• Software implementation and deployment
• Project and change management
• Business discovery and requirement gathering
• Slack-specific migration and governance planning
• Post-launch support, including end-user enablement and learning strategies

Common Job Roles

Professionals who earn this certification typically serve in roles such as:

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

Exam Details

The Salesforce Certified Slack Consultant exam consists of 60 multiple-choice and multiple-select questions, designed to assess a candidate’s ability to implement and consult on Slack solutions effectively. Candidates are given 90 minutes to complete the exam, with a passing score of 67%. The exam is available in two delivery formats: a proctored onsite session at an authorized testing center or a secure online environment. It is a closed-book exam, meaning no hard-copy or online reference materials are permitted during the test. There are no formal prerequisites required to take this certification exam.

Course Outline

The Salesforce Certified Slack Consultant exam evaluates a candidate’s expertise across the following key objective areas.

1. 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).

2. 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.

3. 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.

4. 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.

5. 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).

6. 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.

7. 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.

Salesforce Certified Slack Consultant: FAQs

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Salesforce Exam Candidate Code of Conduct

At Salesforce, maintaining the integrity and security of certification credentials is a shared responsibility. As a participant in the Salesforce Credentialing Program, you are required to agree to and comply with the terms outlined in the Salesforce Credential and Certification Program Agreement.

As a participant, you are expected to:

• Prepare for certification exams using Salesforce-approved study resources, including Trailhead exam guides, trailmixes, trails, and Trailhead Academy courses.
• Engage with the Trailblazer Community by joining Community Groups, connecting with study partners, and seeking mentorship opportunities.
• Familiarize yourself with and adhere to the policies governing both online proctored and in-person exam environments.
• Report suspicious or unethical activity that may compromise credential security by submitting a case to the Salesforce Credential Security team.

The following actions are strictly prohibited and considered violations of the Program Agreement:

• Sharing, using, or soliciting certification exam content or superbadge solutions.
• Offering or receiving unauthorized assistance during an exam.
• Engaging in any conduct that breaches the Salesforce Credential and Certification Program Agreement.

Violations of these terms may result in serious consequences, including but not limited to:

• Cancellation of scheduled certification exams.
• Temporary or permanent ineligibility to take online proctored exams.
• Suspension or permanent ban from participating in Salesforce certification exams.
• Revocation of earned certifications and superbadges.
• Expulsion from the Salesforce Credentialing Program and the Trailblazer Community.

Salesforce Certified Slack Consultant Exam Study Guide

1. Understand the Exam Guide

Before beginning your preparation, it is essential to thoroughly understand the exam guide provided by Salesforce. The exam guide outlines the structure, content areas, and weightage of each section, helping you focus on the topics that matter most. It also details the skills and knowledge expected of candidates, along with recommended resources and prerequisites. Familiarizing yourself with the exam guide will provide a clear roadmap for your study plan and ensure you are aligned with the exam objectives and expectations from the start.

2. Salesforce Recommended Training and References

Salesforce recommends a comprehensive preparation approach that combines hands-on experience, completion of relevant training courses, Trailhead trails, and targeted self-study aligned with the topics outlined in the exam guide. This multi-faceted strategy ensures candidates gain both practical skills and theoretical knowledge necessary to succeed in the certification exam.

The recommended self-study materials for this exam include official Trailhead modules, curated trailmixes, the Salesforce Certified Slack Consultant Exam Guide, and additional resources such as knowledge articles, implementation guides, and best practice documentation available on Salesforce Help and other trusted platforms.

– Trailmix: Preparing for the Salesforce Consultant Exam

Salesforce has curated a dedicated Trailhead trailmix that brings together essential learning modules, hands-on projects, and best practices to help you build the knowledge and confidence needed to pass the exam. This trailmix covers key exam objectives such as Slack integration, solution design, change management, and user adoption strategies—making it an excellent resource for focused and effective preparation.

3. Utilize Salesforce Trailhead Academy

To deepen your expertise and gain structured, instructor-led training, consider leveraging the Salesforce Trailhead Academy. This learning platform offers comprehensive courses led by certified Salesforce experts, designed to provide real-world insights and practical experience aligned with certification objectives. For the Salesforce Certified Slack Consultant exam, Trailhead Academy courses can help you strengthen your understanding of Slack’s integration capabilities, solution design methodologies, and change management strategies. Combining these courses with hands-on practice and Trailhead modules ensures a well-rounded preparation experience.

4. Make Use of Official Documentation

In addition to Trailhead resources and training courses, it is highly recommended to make use of Salesforce’s official documentation as part of your exam preparation. The documentation provides in-depth, up-to-date information on Slack features, configuration options, integration best practices, governance policies, and more. These resources are invaluable for gaining a deeper understanding of technical details and real-world application scenarios that may be covered in the exam. By studying the official documentation, candidates can reinforce their knowledge and ensure alignment with Salesforce’s recommended practices and standards.

5. Join Study Groups/Communities

An effective way to enhance your certification journey is to join study groups and engage with the Trailblazer Community. Connecting with peers, experienced professionals, and certified consultants provides valuable opportunities to exchange knowledge, ask questions, and gain insights into real-world use cases. Study groups can help keep you motivated, clarify complex topics, and expose you to diverse perspectives on exam objectives. Whether through virtual meetups, community forums, or local user groups, being part of an active learning community can significantly improve your preparation and boost your confidence ahead of the exam.

6. Take Practice Exam Tests

To assess your readiness and identify areas that need improvement, it is highly recommended to take practice exam tests as part of your preparation. Practice exams simulate the actual test environment, helping you become familiar with the question format, time constraints, and level of difficulty. They also provide valuable feedback on your performance, allowing you to focus your study efforts more effectively. By regularly testing your knowledge, you can build confidence, reinforce key concepts, and increase your chances of success on the Salesforce Certified Slack Consultant exam.