# Admin Essentials curriculum and admin learning plans

*Slack Consultant Study Guide · Learning and Enablement · Last updated October 21, 2026 · https://www.certifyforce.com/study-guide/slack-consultant/learning-and-enablement/admin-essentials-curriculum-and-admin-learning-plans*

How to build a client's admin learning plan: start from Slack's Admin Essentials slides, facilitator guide and Roles and Responsibility Matrix, keep the core topics while tailoring them, identify the admins and their scenarios first, and segment Org Admins from Workspace Admins.

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

**Official exam objective:**

> Design a tailored curriculum and create a learning plan for client's admins.

## What the exam expects

- Choose Slack's Admin Essentials deliverable (slides, facilitator guide and Roles and Responsibility Matrix) as the starting point for an admin curriculum.
- Tailor the template to the client without dropping its core topics, and schedule advanced topics as follow-ups.
- Sequence the admin learning plan: identify the admins and their current processes, determine their scenarios, then define the plan.
- Segment the curriculum by admin role in an Enterprise organization (Enterprise Grid or Enterprise+ plan): Org Admins versus Workspace Admins.
- Separate admin-only topics (user lifecycle, app management) from end-user topics.
- Key terms: **Admin Essentials** (Slack's admin training deliverable); **Roles and Responsibility Matrix** (the resource that ships with Admin Essentials); **training scenario** (a set of processes a person performs regularly); **training plan** (a matrix of who needs training and what they need to learn); **Org Admin / Workspace Admin** (admin roles at org and workspace level).

## Key facts

| Fact | Detail | Source |
|---|---|---|
| Template deliverables | Grid Orientation, Admin Essentials and User Essentials | [Explore Learning Tools](https://trailhead.salesforce.com/content/learn/modules/slack-training-experience-preparation/explore-learning-tools) |
| Admin Essentials extras | Ships with a facilitator guide and the Roles and Responsibility Matrix | [Explore Learning Tools](https://trailhead.salesforce.com/content/learn/modules/slack-training-experience-preparation/explore-learning-tools) |
| Tailoring rule | Customize templates but avoid deviating from their topics | [Explore Learning Tools](https://trailhead.salesforce.com/content/learn/modules/slack-training-experience-preparation/explore-learning-tools) |
| Guide links | External consultants might not be able to access every link in the guides | [Explore Learning Tools](https://trailhead.salesforce.com/content/learn/modules/slack-training-experience-preparation/explore-learning-tools) |
| Plan steps | Identify audience, determine scenarios, define the plan | [Develop a Training Plan](https://trailhead.salesforce.com/content/learn/modules/user-training-and-motivation/develop-a-training-plan) |
| Training plan | A matrix of who needs training and what they need to be trained on | [Develop a Training Plan](https://trailhead.salesforce.com/content/learn/modules/user-training-and-motivation/develop-a-training-plan) |
| Org Admins | Assigned by Org Owners; manage org-level settings and policies | [Types of roles in Slack](https://slack.com/help/articles/360018112273-Types-of-roles-in-Slack) |
| Workspace Admins | Assigned by Workspace Owners; manage members, no billing access | [Types of roles in Slack](https://slack.com/help/articles/360018112273-Types-of-roles-in-Slack) |
| Admin scope | User lifecycle and apps, automation and AI are admin trail modules | [Slack Administrator trail](https://trailhead.salesforce.com/content/learn/trails/prepare-for-your-salesforce-slack-administrator-certification) |
| Partner access | Your team doesn't configure the client's Slack unless the SOW says so | [Assemble a Delivery Team](https://trailhead.salesforce.com/content/learn/modules/project-planning-for-slack-implementation/assemble-a-delivery-team) |

## Check yourself

- Which resource comes with the Admin Essentials slides and facilitator guide?
- Why keep the template's core topics when admins ask for advanced content?
- When should the consultant define the admin training plan?
- Which two topics are admin-only rather than end-user content?

## Sources

- [Enhance Training with Effective Learning Tools and Resources](https://trailhead.salesforce.com/content/learn/modules/slack-training-experience-preparation/explore-learning-tools)
- [Training Plan Development Steps](https://trailhead.salesforce.com/content/learn/modules/user-training-and-motivation/develop-a-training-plan)
- [Prepare for your Salesforce Slack Administrator Certification](https://trailhead.salesforce.com/content/learn/trails/prepare-for-your-salesforce-slack-administrator-certification)
- [Types of roles in Slack](https://slack.com/help/articles/360018112273-Types-of-roles-in-Slack)
- [Build an Effective Delivery Team for Successful Projects](https://trailhead.salesforce.com/content/learn/modules/project-planning-for-slack-implementation/assemble-a-delivery-team)
- [Discover Slack Basics for Effective Collaboration](https://trailhead.salesforce.com/content/learn/modules/slack-basics)

## About the full unit

The "Core concepts", "Exam traps" and "Worked scenario" sections of this unit, its 6 linked practice questions, and unlimited timed mock exams are included with the Slack Consultant pack (USD $19): https://www.certifyforce.com/practice-exams