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Slack Administrator

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Slack Administrator Study Checklist
  • Platform Administrator
  • Platform App Builder
  • Platform Foundations
  • Platform Developer
  • Platform Administrator II
  • Agentforce Sales Consultant
  • Agentforce Service Consultant
  • Platform Data Architect
  • Platform Development Lifecycle and Deployment Architect
  • Platform Identity and Access Management Architect
  • Platform Integration Architect
  • Platform Sharing and Visibility Architect
  • Heroku Architect
  • B2C Solution Architect
  • Experience Cloud Consultant
  • Agentforce Field Service and Operations Consultant
  • Agentforce Nonprofit Consultant
  • Data 360 Consultant
  • Omnistudio Consultant
  • CRM Analytics and Einstein Discovery Consultant
  • Platform User Experience Designer
  • Platform Strategy Designer
  • B2C Commerce Developer
  • JavaScript Developer
  • Omnistudio Developer
  • Platform Developer II
  • Marketing Cloud Engagement Administrator
  • Marketing Cloud Engagement Specialist
  • Marketing Cloud Engagement Consultant
  • Agentforce Sales Foundations
  • Business Analyst
  • Marketing Cloud Engagement Developer
  • Marketing Cloud Engagement Foundations
  • Agentforce Specialist
  • Agentforce Life Sciences Consultant
  • B2B Commerce Administrator AP
  • B2B Commerce Developer AP
  • Agentforce Consumer Goods AP
  • Agentforce Financial Services AP
  • Agentforce Health AP
  • Agentforce Manufacturing AP
  • MuleSoft Integration Foundations
  • MuleSoft Developer
  • MuleSoft Developer II
  • MuleSoft Platform Integration Architect
  • MuleSoft Platform Architect
  • Tableau Desktop Foundations
  • Tableau Data Analyst
  • Tableau Consultant
  • Tableau Server Administrator
  • Tableau Architect
  • Slack Administrator

Checklist progressProgress

0/238Learned

  • Public, private and multi-workspace channels for a collaboration need
  • Announcement-only, org-wide and default channels for broadcasting
  • Slack Connect channels versus guest accounts for external collaboration
  • User groups versus channel-wide mentions for reaching a team
  • Huddles versus audio and video clips for team communication
  • Canvases versus lists for organizing team information
  • Slack lists with forms and automations for tracking requests
  • When Workflow Builder fits a repeatable process requirement
  • Slack templates for setting up purpose-built channels
  • Slack AI features matched to a productivity need
  • Changing a person between guest and member account types
  • Invited members before account activation
  • Channel Manager versus Workspace Admin for channel-level delegation
  • Operational system roles and custom roles for targeted delegation
  • Compliance and security system roles for governance delegates
  • Canvas and list access levels for members, guests and external people
  • Limited sharing for canvases and lists
  • Workspace Owner versus Workspace Admin responsibilities
  • Owner and admin tasks versus default member and guest permissions
  • Workspace Primary Owner exclusive powers
  • Choosing the right Primary Owner and admin account practices
  • Org-level versus workspace-level administration on Enterprise Grid
  • Org Admin responsibilities on Enterprise Grid
  • Org Owner versus Org Admin responsibilities
  • Org Primary Owner exclusive capabilities
  • Promoting and demoting owner and admin roles
  • Routine admin upkeep and admin request intake
  • Free versus Pro plan for a growing team
  • Workflow and app automation needs by plan
  • When Business+ is the right choice over Pro
  • SAML SSO and SCIM provisioning availability by plan
  • Enterprise Grid versus a single-workspace plan
  • Compliance and security requirements that call for Enterprise+
  • GovSlack for government compliance requirements
  • Multi-workspace membership versus multi-workspace channels on Enterprise Grid
  • Member invitations, invitation approval and email-domain sign-up
  • Enterprise Grid workspace access levels and join requests
  • Methods for adding existing org members to a workspace
  • Default channel behavior for new workspace members
  • Org-wide default channels versus workspace-level default channels
  • User group default channels for adding many people to channels
  • Outcomes of deactivating and reactivating a member account
  • Deactivation rights by owner and admin role on Free, Pro and Business+ plans
  • Deactivation rights for Org Admins, Org Owners and the Org Primary Owner
  • Org-level deactivation versus workspace removal in Enterprise Grid
  • Delegating account deactivation through system roles
  • Primary Owner offboarding and ownership transfer before deactivation
  • Deprovisioning accounts through SCIM and the identity provider
  • Slack-credential sign-in versus SAML SSO across Slack plans
  • Workspace-level versus Enterprise Grid org-level SSO configuration
  • SSO enforcement options for members and guests
  • Two-factor authentication and session duration as added access controls
  • Required SAML attributes and account matching when switching identity providers
  • Just-in-Time versus SCIM provisioning for new accounts
  • SCIM provisioning availability and capabilities by Slack plan
  • Identity provider as source of truth for display names and email addresses
  • Workspace Primary Owner, Owner and Admin role boundaries
  • Org-level versus workspace-level administrative roles on Enterprise Grid
  • Owner-adjustable default permissions for members
  • System role and custom role availability by Slack plan
  • System role selection for a delegated admin duty
  • System role delegation versus promotion to a full admin role
  • Channel Managers versus the Channels Admin system role
  • Connecting IdP groups to workspaces in an Enterprise Grid org
  • Required versus optional workspace membership for IdP groups
  • Connecting IdP groups to channels for automatic membership
  • IdP as the source of truth for IdP group membership changes
  • Disconnecting an IdP group from a workspace or channel
  • Single-Channel Guest, Multi-Channel Guest or full member
  • Guest permissions compared with full members
  • Guest channel access management by admins and members
  • Guest account time limits and automatic deactivation
  • Inviting a new guest versus converting an existing member to a guest
  • SCIM provisioning of guest accounts by Slack plan
  • Managing external people's channel access in Slack Connect
  • Workspace-level versus org-level user group scope
  • Permission to create and edit user groups at org and workspace level
  • Org-level user groups for workspace membership and channel access
  • Admin-created org user groups versus IdP and SCIM-managed groups
  • User group eligibility for guests and Slack Connect external people
  • User group deactivation and mention visibility
  • Channel naming conventions and channel strategy
  • Channel management tools at the org level versus the workspace level
  • Channel Manager role capabilities and assignment
  • Delegating access to channel management tools and private channels
  • Permissions dashboard controls for channel actions by role
  • Channel posting permissions for announcement and multi-workspace channels
  • Channel activity data and CSV export for channel cleanup
  • Adding, removing and org-wide sharing of multi-workspace channels
  • Delegating the multi-workspace channel management permission
  • Moving a channel between workspaces versus sharing it across workspaces
  • Org-level versus workspace-level placement of a member-wide setting
  • Default feature access by role versus owner-changed defaults
  • Org-level permission overrides and workspace edit delegation
  • Joining, join requests and leaving workspaces in an Enterprise org
  • Multi-workspace channels versus new workspaces for cross-team access
  • Plan requirements and organization limits for Slack Connect
  • Slack Connect invitation types and external member permissions
  • Slack Connect channel ownership and adding organizations
  • Enabling Slack Connect for specific workspaces in Enterprise Grid
  • Controlling who can send Slack Connect channel invitations
  • Slack Connect invitation approval and invitation requests
  • Controlling who can join channels owned by other organizations
  • Per-organization Slack Connect settings and connection management
  • Slack Connect security and visibility settings
  • Removing external people versus removing or disconnecting an organization
  • Slack AI feature availability by plan
  • Slack AI and member access to private channels and DMs
  • Slack AI data handling and LLM training
  • Turning individual Slack AI features on or off
  • Scoping AI feature access to specific people and groups
  • Additional settings for individual AI features
  • Future AI feature releases setting
  • Content safety filter settings for Slack AI
  • Restricting AI access in sensitive channels, canvases and lists
  • Retention of AI-generated summaries, answers and recaps
  • AI search answers versus enterprise search
  • AI steps and AI-built workflows in Workflow Builder
  • App management features by Slack plan
  • Roles that manage apps at org and workspace levels
  • Enabling app approval for a single workspace
  • Pre-approving versus restricting apps
  • Member app requests and request notification routing
  • Appointing app managers to review app requests
  • Reviewing and resolving pending app requests
  • App approval policy review criteria
  • Controlling which members and channels can use an installed app
  • Marketplace-only installs, guest app use and link preview settings
  • Sign in with Slack permissions for third-party services
  • Org-level app management policy versus workspace app approval
  • Approving and restricting apps at the org level
  • Installing apps at the org level and adding them to workspaces
  • Building app approval automation rules
  • Choosing a resolution for app approval automation rules
  • Automation rule order, activation and removal
  • Admin API app versus UI tools for org-wide app approvals
  • App approval for Workflow Builder connector steps and workflow apps
  • Salesforce channels and record access in Slack
  • Auditing installed apps across an Enterprise Grid org
  • Recommended secure baseline for app management settings
  • Choosing an app governance decision model for an Enterprise Grid org
  • Accessible data versus allowed actions in app permission review
  • Apps acting on behalf of a user versus acting as the app
  • Reviewing app permissions before and after installation
  • Least-privilege review of requested scopes against an app's purpose
  • Rating scopes by risk level for app approval
  • Security vetting of Marketplace apps and internal integrations
  • Approving optional scopes when reviewing app requests
  • App scope change requests after installation
  • Legacy bot scope versus granular bot scopes
  • Scopes requested versus scopes resolved as automation rule components
  • Third-party AI agent apps versus native Slack AI controls

Given a scenario, determine how to configure security policies

0/7

  • Org-level policies versus workspace-level settings on Enterprise Grid
  • Mandatory two-factor authentication for members
  • Session duration and forced sign-out controls
  • Workspace access controls for invitations, domain signup and departures
  • Message editing and deletion permission policies
  • Security controls for external collaboration via Slack Connect and guests
  • App installation restrictions and app governance approach

Given a scenario, assess how to meet compliance standards for an individual's message history

0/13

  • Message retention policy options and revision tracking
  • Retention levels and conversation-level retention overrides
  • File retention versus message retention
  • Retention in multi-workspace and Slack Connect channels
  • Archiving versus deleting channels to preserve message history
  • Legal holds to preserve a specific member's message history
  • Native Slack export types by plan
  • Single-user data export in Enterprise Grid
  • Discovery API enablement, access and data coverage
  • Native exports versus the Discovery API for compliance needs
  • eDiscovery apps versus DLP apps with the Discovery API
  • Retention effects on native exports and eDiscovery archives
  • Slack support for regulated-industry compliance standards

Given a scenario, determine how to track a security concern in the Enterprise Grid environment

0/7

  • Viewing, filtering and exporting Enterprise Grid audit logs
  • System roles for audit log access and security monitoring
  • Audit Logs API for SIEM integration and continuous monitoring
  • Investigating anomaly events on the Security Detections tab
  • Automatic anomaly event responses that end user sessions
  • Search query log exports for security investigations
  • Audit logs versus DLP, Discovery API and exports for a security concern

Given a scenario, assess and determine personally identifiable information (PII) sharing in Slack

0/9

  • Slack DLP rules for detecting personal data
  • DLP rule actions for content that violates a rule
  • DLP Admin system role and access to flagged data
  • Reviewing and resolving alerts in the DLP dashboard
  • Content types outside Slack DLP scanning
  • Native Slack DLP versus third-party DLP through the Discovery API
  • Email address display in member profiles
  • Slack Connect discoverability and contact sharing preferences
  • Data residency for regional storage of personal data

Given a scenario, determine when to initiate a workspace migration into Enterprise Grid

0/10

Business scenarios that call for a workspace migration into Enterprise Grid

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Workspace migration versus other consolidation methods

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Migrating an existing workspace when launching a new Enterprise org

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Initiating, approving and cancelling a migration request

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Identity and SSO preparation before migrating a workspace

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Resolving user account and settings conflicts in the migration checklist

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Migration phases, downtime and member communication planning

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Org-level versus workspace-level data after a grid migration

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Data that does not carry over automatically in a migration

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Post-migration effects on settings, access and Slack Connect channels

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Given a scenario, determine how to moderate conversations that violate an organization's Slack code of conduct

0/5

  • Content Admin system role for conversation moderation
  • Pausing versus hiding a harmful message thread
  • Member content flagging and admin review of flagged content
  • Proactive thread moderation versus member flagging versus DLP rules
  • Handling conduct violations by external Slack Connect participants
  • Active people versus people posting metrics
  • Total versus claimed members and nudging pending members
  • Public, private and direct message distribution as an engagement signal
  • Members tab metrics for tracking individual activity
  • Channel analytics for trending and inactive channels
  • Message activity analytics for announcement reach
  • Message activity eligibility and the Message Activity Manager role
  • Org-level versus workspace-level analytics in Enterprise Grid
  • Tracking huddle, app, workflow and Slack Connect adoption org-wide
  • Monitoring Slack AI and Slackbot feature usage
  • Department-level adoption views with SCIM profile fields
  • Controlling who can view the analytics dashboard
  • Org-wide controls for member metrics and private channel analytics
  • Choosing an analytics source by plan and monitoring need
  • Matching adoption metrics to business goals
  • Sentiment surveys and feedback loops after a Slack launch
  • Diagnosing adoption barriers and slow-adopting teams
  • Remedies for training gaps surfaced by user feedback
  • Channel findability and search usability complaints
  • Translating a Slack vision and business goals into Slack behaviors
  • Rollout ground rules: process scoping and public-by-default channels
  • Reinforcing the why with high-interest Slack use cases
  • Slack-first channel and workflow plans for a line of business
  • Lists and canvases versus channels for project team needs
  • Workflow Builder use cases matched to team processes
  • Workflow triggers for a business unit process
  • Workflow steps and connectors for team processes
  • Conditional branching in Workflow Builder
  • Workflow Builder access controls for business unit builders
  • Champions versus executive sponsors, managers and other adoption roles
  • Champion selection criteria beyond technical proficiency
  • Identifying champion candidates with member analytics
  • Champion network coverage and sizing across the organization
  • Champion-led enablement activities that sustain adoption
  • Champion involvement before, during and after a Slack rollout

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  1. Slack Administrator Checklist
  3. Governance, Security and Compliance

Migrating an existing workspace when launching a new Enterprise org

Explainer

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Practice Question

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Next conceptInitiating, approving and cancelling a migration request

Checklist progress

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  1. Slack Administrator Checklist
  3. Governance, Security and Compliance
Migrating an existing workspace when launching a new Enterprise org

Explainer

Learn More

Practice Question

Keep going

Next conceptInitiating, approving and cancelling a migration request

Explainer

When you first sign in to a new Slack Enterprise organization, you pick one of two paths. You can migrate an existing workspace into the org, which automatically applies a close copy of that workspace's settings, or you can start from scratch and configure each setting by hand. Migration lets a company upgrading from another Slack plan keep its current setup, members, and history, while the org's policies take over governance.
Core information
  • At first sign-in to a new Enterprise organization, you choose between two paths. "Migrate an existing workspace" automatically applies a close copy of that workspace's settings to the org. "Start from scratch" means you configure each setting manually.
More details and nuances
  • Custom profile fields are migrated when you set up a new Enterprise organization, but they are not carried over when you migrate a workspace into an existing org. In that later case, you must set them up again after the migration.

Explainer

When you first sign in to a new Slack Enterprise organization, you pick one of two paths. You can migrate an existing workspace into the org, which automatically applies a close copy of that workspace's settings, or you can start from scratch and configure each setting by hand. Migration lets a company upgrading from another Slack plan keep its current setup, members, and history, while the org's policies take over governance.
Core information
  • At first sign-in to a new Enterprise organization, you choose between two paths. "Migrate an existing workspace" automatically applies a close copy of that workspace's settings to the org. "Start from scratch" means you configure each setting manually.
More details and nuances
  • Custom profile fields are migrated when you set up a new Enterprise organization, but they are not carried over when you migrate a workspace into an existing org. In that later case, you must set them up again after the migration.