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Slack Admin (Slack-Administrator)
Candidates learn to configure workspaces, manage users, enforce security, integrate tools, and analyze adoption, preparing them to deliver reliable Slack solutions within Salesforce environments effectively.
Who Should Take This
Mid‑level IT professionals, Slack admins, or support engineers with six to twelve months of hands‑on Slack administration experience should take this certification. They aim to validate their ability to manage workspaces, ensure compliance, and drive adoption, positioning themselves for advanced roles within Salesforce‑centric organizations.
What's Covered
1
Domain 1: Workspace and Organization Management
2
Domain 2: User Management and Provisioning
3
Domain 3: Security and Compliance
4
Domain 4: Integrations and Automations
5
Domain 5: Analytics and Adoption
What's Included in AccelaStudy® AI
Course Outline
60 learning goals
1
Domain 1: Workspace and Organization Management
4 topics
Workspace Configuration
- Identify Slack workspace components including channels, direct messages, user groups, workspace settings, default channels, and the differences between free, Pro, Business+, and Enterprise Grid plans
- Configure workspace settings including workspace name, icon, default channels, posting permissions, message editing permissions, and file sharing restrictions for consistent workspace behavior
- Configure message retention policies including workspace-level defaults, channel-level overrides, file retention settings, and custom retention periods for compliance-driven data lifecycle management
- Analyze workspace architecture requirements to determine optimal workspace structure, naming conventions, and default channel strategies for organizations with multiple departments and teams
Enterprise Grid Administration
- Identify Enterprise Grid components including organization-level settings, org policies, cross-workspace channels, org-wide app management, and the distinction between org and workspace administration
- Configure Enterprise Grid organization policies including workspace creation permissions, authentication requirements, app approval policies, and external sharing restrictions at the organization level
- Analyze Enterprise Grid deployment requirements to design an organization structure balancing centralized IT governance with workspace-level autonomy for multi-division enterprises
Channel Management
- Identify channel types including public channels, private channels, shared channels, multi-workspace channels, and org-wide channels with their visibility and membership characteristics
- Configure channel management settings including creation permissions, channel conversion between public and private, archival policies, and channel prefix naming convention enforcement
- Configure multi-workspace channels including cross-workspace channel creation, membership management, and posting permissions for Enterprise Grid organizations spanning multiple workspaces
- Analyze channel governance requirements to design channel lifecycle strategies including naming conventions, purpose enforcement, archival workflows, and periodic channel audits for preventing sprawl
Workspace Customization
- Configure workspace notification defaults including desktop notifications, mobile push settings, do-not-disturb schedules, and channel-specific notification preferences for managing information overload
- Configure custom emoji, Slackbot custom responses, workspace status options, and sidebar theme customization to foster organizational culture and streamline common interactions
2
Domain 2: User Management and Provisioning
3 topics
User Roles and Provisioning
- Identify user types and roles including workspace members, multi-channel guests, single-channel guests, workspace admins, workspace owners, org admins, and org owners with their permission levels
- Configure SCIM provisioning including identity provider integration, automatic user creation, group synchronization, and deprovisioning workflows for enterprise user lifecycle management
- Configure user group management including creating user groups, setting default channels per group, enabling group mentions, and synchronizing IDP groups for department-based access control
- Analyze user provisioning requirements to design automated onboarding workflows combining SCIM provisioning, group-based channel assignments, and welcome messages for streamlined user onboarding
Guest and External Access
- Configure guest access policies including multi-channel guest invitations, single-channel guest restrictions, guest session duration limits, and guest account expiration rules
- Configure guest account lifecycle management including invitation workflows, periodic access reviews, automatic deactivation triggers, and guest-to-member conversion processes
- Analyze external collaboration requirements to design guest access strategies balancing collaboration openness with data protection using channel-level permissions and session controls
Admin Delegation
- Configure admin role assignments including workspace admin delegation, channel admin permissions, and org-level admin access for distributed administration in large organizations
- Configure custom admin roles and permission boundaries to delegate specific administrative tasks while maintaining security controls and audit accountability
- Analyze delegation requirements to design an admin hierarchy distributing workspace management, security oversight, and app governance responsibilities across IT and business teams
3
Domain 3: Security and Compliance
3 topics
Authentication and Access Control
- Identify Slack security features including SSO enforcement, two-factor authentication, session management, approved workspaces, domain claiming, and forced password reset capabilities
- Configure SAML-based SSO including identity provider metadata, SSO binding methods, just-in-time provisioning, and SSO enforcement policies for workspace and organization authentication
- Configure session management including forced session timeout durations, mobile session controls, approved IP ranges, and device management policies for location-based access control
- Analyze authentication architecture to design a comprehensive access control strategy combining SSO, MFA, session policies, and approved workspaces for enterprise security compliance
Data Protection
- Configure Enterprise Key Management including customer-managed encryption keys, key rotation schedules, key revocation procedures, and the impact of EKM on message and file accessibility
- Configure data loss prevention policies including DLP partner integrations, custom message scanning rules, file sharing restrictions, and automated redaction actions for sensitive data protection
- Configure domain claiming and approved workspace policies to prevent unauthorized workspace creation and enforce organizational control over Slack usage within the corporate domain
- Analyze data protection requirements to design a comprehensive governance strategy combining EKM, DLP, retention, and domain controls for organizations subject to HIPAA, SOX, or GDPR regulations
Audit, Legal, and Compliance
- Configure audit log access including API-based audit log retrieval, event type filtering, retention periods, and integration with SIEM tools for centralized security monitoring
- Configure legal hold capabilities including custodian identification, message preservation scope, hold duration management, and data export procedures for litigation readiness
- Configure eDiscovery tool integrations including third-party connector setup, search scope configuration, and export format settings for legal and compliance data collection
- Analyze compliance requirements to design an audit and legal hold strategy combining audit logs, retention policies, legal holds, and eDiscovery exports for regulated industry compliance
- Analyze HIPAA compliance requirements to configure Slack for healthcare organizations including BAA enrollment, channel restrictions, app limitations, and data handling controls
4
Domain 4: Integrations and Automations
4 topics
App Management
- Identify Slack app types including built-in integrations, App Directory apps, custom internal apps, and workflow automations with their permission scopes and data access levels
- Configure app management policies including app approval workflows, request channels, restricted app lists, and org-level app governance for controlling third-party integration access
- Configure app permission scope reviews including OAuth scope auditing, token revocation, and periodic access recertification for maintaining minimal-privilege app integrations
- Analyze app governance requirements to design an approval workflow balancing user productivity with security using tiered approval levels, app categories, and periodic access reviews
Slack Connect
- Configure Slack Connect including external channel invitations, approved organization allowlists, file sharing policies, and DLP extension to shared channels for cross-company collaboration
- Configure Slack Connect channel permissions including message history visibility, file sharing controls, and app availability settings for managing data boundaries with external organizations
- Analyze external collaboration scenarios to design Slack Connect governance including partner organization vetting, shared channel naming, and data boundary enforcement for secure inter-company communication
Salesforce for Slack
- Configure Salesforce for Slack integration including app installation, authentication mapping, record search capabilities, and opportunity and account alert channel notifications
- Configure Salesforce record sharing in Slack including record preview cards, custom object support, and field visibility rules for CRM data access within Slack conversations
- Analyze Salesforce-Slack integration requirements to design channel-to-record strategies, automated alert configurations, and CRM workflow triggers for sales and service team productivity
Workflow Builder
- Configure Workflow Builder automations including trigger types (shortcut, new member, emoji reaction, webhook), form steps, message steps, and channel actions for no-code process automation
- Configure advanced workflow steps including external app connectors, conditional logic branches, variable passing, and scheduled triggers for multi-step automated processes
- Analyze workflow automation requirements to design multi-step workflows combining form collection, conditional routing, external app steps, and approval mechanisms for team process automation
5
Domain 5: Analytics and Adoption
3 topics
Workspace Analytics
- Identify Slack analytics metrics including messages sent, daily active members, weekly active members, channel activity scores, file sharing volume, and app usage statistics
- Configure analytics dashboards including workspace overview panels, channel analytics views, member activity reports, and data export schedules for adoption measurement and executive reporting
- Analyze workspace analytics data to identify engagement trends, active versus inactive user ratios, peak usage times, and channel adoption rates for data-driven administration decisions
Channel and Member Analytics
- Configure channel analytics including message volume tracking, member participation rates, reaction and thread engagement metrics, and file sharing statistics per channel for content effectiveness measurement
- Configure member analytics including per-user activity metrics, platform usage breakdowns (desktop, mobile, web), and login frequency tracking for individual engagement assessment
- Analyze channel engagement patterns to identify underutilized channels, overlapping channels, and high-value channels to recommend consolidation, archival, or promotion strategies
Adoption Strategy and Enablement
- Configure onboarding settings including custom welcome messages, default channel assignments, tutorial message sequences, and Slackbot tip customization for new user enablement
- Configure champion program infrastructure including champion channels, feedback collection workflows, and feature announcement channels for driving bottom-up Slack adoption
- Analyze adoption metrics to design phased rollout plans including executive sponsorship, department-specific champion programs, training curricula, and success metrics for enterprise deployment
- Analyze user engagement data to identify adoption barriers, recommend targeted enablement interventions, and measure ROI of Slack deployment against pre-deployment communication baselines
- Analyze migration scenarios to plan transitions from legacy messaging platforms including data migration feasibility, feature parity mapping, and change management communication strategies
Scope
Included Topics
- All domains in the Salesforce Certified Slack Administrator exam guide: workspace management, security and compliance, integrations, and analytics.
- Slack workspace and organization administration including workspace creation, enterprise grid management, channel management, and user provisioning via SCIM.
- Security and compliance including Enterprise Key Management, data loss prevention, audit logs, legal holds, eDiscovery, and HIPAA-eligible configuration.
- Integration configuration including Slack apps, Workflow Builder, Slack Connect, Salesforce for Slack, and bot management policies.
- Analytics including workspace analytics, channel analytics, member engagement metrics, and adoption strategy.
Not Covered
- Bolt framework development, Slack API programming, and custom bot development using Slack SDKs beyond admin-level workflow builder.
- Salesforce Platform administration, CRM configuration, and Apex development not related to Slack integration.
- Third-party application development for the Slack App Directory beyond installation and permission management.
- Advanced network infrastructure, SSO provider internals, and SAML/OAuth protocol details beyond admin-level SSO setup.
- Marketing Cloud, Service Cloud, and other Salesforce cloud configurations not related to Slack workspace integration.
Official Exam Page
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