# Facilitator guides and self-serve learning materials

*Slack Consultant Study Guide · Learning and Enablement · Last updated October 21, 2026 · https://www.certifyforce.com/study-guide/slack-consultant/learning-and-enablement/facilitator-guides-and-self-serve-learning-materials*

Which learning materials a consultant builds and who sees them: the facilitation guide (never shared with learners) and its contents, short PDF guides, tips in #help-slack queued with scheduled send or formatted with Block Kit Builder, Slack clips versus third-party video, when video substitutes for live training, and screenshot callouts.

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

**Official exam objective:**

> Create learning materials to support Slack learning curriculum.

## What the exam expects

- Distinguish presentation materials (for learners) from the facilitation guide (for the facilitator only) and list what the guide contains.
- Choose a self-serve format for a need: a short PDF guide, tips in a Slack channel, Block Kit Builder messages, Slack clips, third-party video or Help Center content.
- Run a recurring tips campaign in #help-slack with scheduled send.
- Decide when video substitutes for or adds to live training, using Slack's four factors.
- Revise client-written step-by-step material: numbered screenshot callouts, current labels, benefit first.
- Key terms: **presentation materials** (topics and activities shown to learners); **facilitation guide** (the facilitator's own delivery plan); **self-serve materials** (content learners use on demand at their own pace); **Slack clip** (an audio or video recording up to five minutes shared in a conversation); **Block Kit Builder** (a visual tool for designing formatted Slack messages).

## Key facts

| Fact | Detail | Source |
|---|---|---|
| Two material types | Presentation materials for learners; facilitation guide for the facilitator | [Explore Learning Tools](https://trailhead.salesforce.com/content/learn/modules/slack-training-experience-preparation/explore-learning-tools) |
| Guide not shared | The facilitator guide isn't shared or provided to the class | [Explore Learning Tools](https://trailhead.salesforce.com/content/learn/modules/slack-training-experience-preparation/explore-learning-tools) |
| Guide length | PDF guides usually run one to a few pages on a specific topic | [Use Self-Serve Materials](https://trailhead.salesforce.com/content/learn/modules/slack-training-experience-preparation/use-self-serve-materials) |
| Tip campaign | Slack Tip Tuesday, queued with scheduled send in #help-slack or #tips-slack | [Use Self-Serve Materials](https://trailhead.salesforce.com/content/learn/modules/slack-training-experience-preparation/use-self-serve-materials) |
| Scheduled messages | Managed under Drafts & sent, Scheduled tab | [Send and read messages](https://slack.com/help/articles/1500012915082-Schedule-messages-to-send-later) |
| Block Kit Builder | Formatted messages with clicks not code | [Use Self-Serve Materials](https://trailhead.salesforce.com/content/learn/modules/slack-training-experience-preparation/use-self-serve-materials) |
| Clip length | Audio and video clips up to five minutes | [Record clips](https://slack.com/help/articles/4406235165587-Record-audio-and-video-clips) |
| Third-party video | More time to produce and must be imported to Slack | [Use Self-Serve Materials](https://trailhead.salesforce.com/content/learn/modules/slack-training-experience-preparation/use-self-serve-materials) |
| Video factors | Time zones, client bandwidth, user persona or culture, topics needing extra support | [Use Self-Serve Materials](https://trailhead.salesforce.com/content/learn/modules/slack-training-experience-preparation/use-self-serve-materials) |
| Screenshot callouts | Numbered callouts with explanations under the screenshot | [Build Your Training Library](https://trailhead.salesforce.com/content/learn/modules/user-training-and-motivation/build-your-training-library) |

## Check yourself

- Why isn't the facilitation guide handed to learners?
- When should a consultant use video as a substitute for live training?
- Which feature keeps a weekly tip campaign posting on time?
- How long can a Slack clip be?

## Sources

- [Enhance Training with Effective Learning Tools and Resources](https://trailhead.salesforce.com/content/learn/modules/slack-training-experience-preparation/explore-learning-tools)
- [Creating Effective Self-Serve Learning Materials for Slack](https://trailhead.salesforce.com/content/learn/modules/slack-training-experience-preparation/use-self-serve-materials)
- [Training Library Resources](https://trailhead.salesforce.com/content/learn/modules/user-training-and-motivation/build-your-training-library)
- [Send and read messages](https://slack.com/help/articles/1500012915082-Schedule-messages-to-send-later)
- [Record audio and video clips in Slack](https://slack.com/help/articles/4406235165587-Record-audio-and-video-clips)
- [Block Kit](https://docs.slack.dev/block-kit/)

## About the full unit

The "Core concepts", "Exam traps" and "Worked scenario" sections of this unit, its 8 linked practice questions, and unlimited timed mock exams are included with the Slack Consultant pack (USD $19): https://www.certifyforce.com/practice-exams