Discovery10% of the exam
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.
Ask thoughtful questions about existing Slack experience and future goals.
~7 min read · 5 practice questions ·
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
Experience discovery outputs
- Detail
- Workspace and channel design; who manages it; where to communicate the launch; use cases
Shifts to ask about
- Detail
- Organizational or business shifts such as mergers and acquisitions
Communications plan input
- Detail
- The client's communication tools and how they are used
Channel strategy input
- Detail
- Permissions users will have and the functions performed in Slack
Existing customers
- Detail
- Find out what works well and what needs tuning
DM-heavy usage
- Detail
- Can silo information and undermine transparency and collaboration goals
Workspace Analytics
- Detail
- Available on all plans; Org Analytics only on an Enterprise org (Enterprise Grid or Enterprise+ plan)
Merger example focus
- Detail
- Larger company's basic users: organizing work and threading
Sources for this section (5)
- Create a Vision Statementtrailhead.salesforce.com (opens in a new tab)
- Understanding Slack Management and Policy Recommendationstrailhead.salesforce.com (opens in a new tab)
- Adoption and Engagement Metricstrailhead.salesforce.com (opens in a new tab)
- Translate Goals into Metricstrailhead.salesforce.com (opens in a new tab)
- Understand Client Insightstrailhead.salesforce.com (opens in a new tab)
- 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?
The questions are free to read. Answers with their sources and self-grading are included with the pack.
Keep reading with the Slack Consultant pack
- Core concepts
- Exam traps
- Worked scenario
The pack includes:
- All 38 lessons of the Slack Consultant guide, with reading progress
- Interactive decision walks and step-by-step sequence steppers
- Inline practice questions and one-click topic practice (5 questions for this lesson)
- An official source cited for every claim
- An AI tutor that answers from the guide
- Unlimited timed practice exams