Learning and Enablement18% of the exam
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.
Create learning materials to support Slack learning curriculum.
~8 min read · 8 practice questions ·
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
Two material types
- Detail
- Presentation materials for learners; facilitation guide for the facilitator
Guide not shared
- Detail
- The facilitator guide isn't shared or provided to the class
Guide length
- Detail
- PDF guides usually run one to a few pages on a specific topic
Tip campaign
- Detail
- Slack Tip Tuesday, queued with scheduled send in #help-slack or #tips-slack
Scheduled messages
- Detail
- Managed under Drafts & sent, Scheduled tab
Block Kit Builder
- Detail
- Formatted messages with clicks not code
Clip length
- Detail
- Audio and video clips up to five minutes
Third-party video
- Detail
- More time to produce and must be imported to Slack
Video factors
- Detail
- Time zones, client bandwidth, user persona or culture, topics needing extra support
Screenshot callouts
- Detail
- Numbered callouts with explanations under the screenshot
Sources for this section (5)
- Explore Learning Toolstrailhead.salesforce.com (opens in a new tab)
- Use Self-Serve Materialstrailhead.salesforce.com (opens in a new tab)
- Send and read messagesslack.com (opens in a new tab)
- Record clipsslack.com (opens in a new tab)
- Build Your Training Librarytrailhead.salesforce.com (opens in a new tab)
- 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?
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 (8 questions for this lesson)
- An official source cited for every claim
- An AI tutor that answers from the guide
- Unlimited timed practice exams