# Current-state Slack usage and future goals discovery

*Slack Consultant Study Guide · Discovery · Last updated October 21, 2026 · https://www.certifyforce.com/study-guide/slack-consultant/discovery/current-state-slack-usage-and-future-goals-discovery*

The experience and enablement discovery questions a consultant asks about functions, collaboration, communication tools and existing Slack use, what each answer feeds (workspace and channel design, launch communications, learning), and how to read a DM-heavy pattern or an uneven post-merger adoption against the client's goals.

- Certification: Salesforce Slack Consultant
- Exam section: Discovery
- Study guide: https://www.certifyforce.com/study-guide/slack-consultant

**Official exam objective:**

> Ask thoughtful questions about existing Slack experience and future goals.

## What the exam expects

- Ask experience and enablement discovery questions about major functions, how they collaborate and upcoming reorganizations, and explain what the answers feed.
- Pick the discovery question that gives the best input to a named deliverable, such as the communications plan.
- For a client already on Slack, ask what works well, what needs tuning and how teams use Slack today.
- Read a DM-heavy usage pattern against a transparency goal and probe why before recommending anything.
- Focus learning materials and the channel strategy on the population that is least mature in Slack.
- Key terms: **experience and enablement discovery** (questions about structure, collaboration and Slack use that shape the Slack experience and training); **communications plan** (change-management deliverable recommending key launch communications); **channel strategy session** (workshop recommending the initial channel structure); **current state** (how the client works and uses Slack today).

## Key facts

| Fact | Detail | Source |
|---|---|---|
| Experience discovery outputs | Workspace and channel design; who manages it; where to communicate the launch; use cases | [Create a Vision Statement](https://trailhead.salesforce.com/content/learn/modules/discovery-conversations-for-slack-implementations/create-a-vision-statement-and-success-metrics) |
| Shifts to ask about | Organizational or business shifts such as mergers and acquisitions | [Create a Vision Statement](https://trailhead.salesforce.com/content/learn/modules/discovery-conversations-for-slack-implementations/create-a-vision-statement-and-success-metrics) |
| Communications plan input | The client's communication tools and how they are used | [Create a Vision Statement](https://trailhead.salesforce.com/content/learn/modules/discovery-conversations-for-slack-implementations/create-a-vision-statement-and-success-metrics) |
| Channel strategy input | Permissions users will have and the functions performed in Slack | [Create a Vision Statement](https://trailhead.salesforce.com/content/learn/modules/discovery-conversations-for-slack-implementations/create-a-vision-statement-and-success-metrics) |
| Existing customers | Find out what works well and what needs tuning | [Understanding Slack Management and Policy Recommendations](https://trailhead.salesforce.com/content/learn/modules/discovery-conversations-for-slack-implementations/explore-slack-management-and-settings-requirements) |
| DM-heavy usage | Can silo information and undermine transparency and collaboration goals | [Adoption and Engagement Metrics](https://trailhead.salesforce.com/content/learn/modules/slack-analytics/measure-adoption-and-engagement) |
| Workspace Analytics | Available on all plans; Org Analytics only on an Enterprise org (Enterprise Grid or Enterprise+ plan) | [Translate Goals into Metrics](https://trailhead.salesforce.com/content/learn/modules/slack-analytics/translate-goals-into-slack-metrics) |
| Merger example focus | Larger company's basic users: organizing work and threading | [Understand Client Insights](https://trailhead.salesforce.com/content/learn/modules/discovery-conversations-for-slack-implementations/review-the-clients-background-and-current-state) |

## Check yourself

- Which four outcomes does experience and enablement discovery support?
- When the deliverable is the communications plan, what should discovery explore?
- Why should a DM-heavy dashboard prompt a question rather than a fix?
- Why does current Slack use matter for the learning materials?

## Sources

- [Create a Vision Statement and Define Success Metrics](https://trailhead.salesforce.com/content/learn/modules/discovery-conversations-for-slack-implementations/create-a-vision-statement-and-success-metrics)
- [Understand Client Insights for Effective Slack Engagement](https://trailhead.salesforce.com/content/learn/modules/discovery-conversations-for-slack-implementations/review-the-clients-background-and-current-state)
- [Understanding Slack Management and Policy Recommendations](https://trailhead.salesforce.com/content/learn/modules/discovery-conversations-for-slack-implementations/explore-slack-management-and-settings-requirements)
- [Adoption and Engagement Metrics](https://trailhead.salesforce.com/content/learn/modules/slack-analytics/measure-adoption-and-engagement)
- [Translate Goals into Metrics](https://trailhead.salesforce.com/content/learn/modules/slack-analytics/translate-goals-into-slack-metrics)
- [View your Slack analytics dashboard](https://slack.com/help/articles/218407447-View-your-Slack-analytics-dashboard)

## About the full unit

The "Core concepts", "Exam traps" and "Worked scenario" sections of this unit, its 5 linked practice questions, and unlimited timed mock exams are included with the Slack Consultant pack (USD $19): https://www.certifyforce.com/practice-exams