# Premigration report, email cleanup and scheduling

*Slack Consultant Study Guide · Delivery and Migration · Last updated October 21, 2026 · https://www.certifyforce.com/study-guide/slack-consultant/delivery-and-migration/premigration-report-email-cleanup-and-scheduling*

The premigration work that decides whether a migration goes smoothly: org setup with SSO and billing, email cleanup against the identity provider, reading the premigration report, role conflicts, identity-provider and audit-log steps, verified workspaces, scheduling around downtime and the end-user announcement.

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

**Official exam objective:**

> Plan and complete pre-migration activities (scheduling, user cleanup, comms, etc.).

## What the exam expects

- Set up the destination org first: SSO, linked billing, no preprovisioned members.
- Run email cleanup, the most important premigration task, using the right premigration report sections.
- Predict how role conflicts and duplicate usernames resolve, and which settings the org overwrites.
- Add the identity-provider, audit-log and Skip SSO token steps a scenario needs, and order migrations (verified workspace first).
- Schedule around downtime and write the end-user announcement.

Key terms:
- **Premigration report:** a Slack-produced analysis of likely conflicts between migrating workspaces and the org.
- **Lift and shift:** one workspace migrating into an empty Enterprise organization (Enterprise Grid or Enterprise+ plan), with no data conflicts.
- **True positive / false positive:** a flagged username that is the same person with two emails, or two different people sharing a username.
- **Skip SSO token migration:** a migration setting that stops SSO token information carrying over.

## Key facts

| Fact | Detail | Source |
|---|---|---|
| Most important task | Email cleanup to match the IdP | [Complete Premigration Steps](https://trailhead.salesforce.com/content/learn/modules/migration-to-slack-enterprise/complete-pre-migration-steps) |
| Paid workspace scheduling | Blocked until its billing is linked to the org | [Prepare for Migration](https://trailhead.salesforce.com/content/learn/modules/migration-to-slack-enterprise/prepare-to-migrate) |
| Premigration report delay | 24 hours; not exhaustive | [Premigration Clean-Up](https://trailhead.salesforce.com/content/learn/modules/migration-to-slack-enterprise/perform-pre-migration-clean-up-activities) |
| Always overwritten by org | All sign-in settings, file retention, DM retention | [Premigration Clean-Up](https://trailhead.salesforce.com/content/learn/modules/migration-to-slack-enterprise/perform-pre-migration-clean-up-activities) |
| Both accounts enabled, roles differ | Higher role kept, lower-role access removed | [Premigration Clean-Up](https://trailhead.salesforce.com/content/learn/modules/migration-to-slack-enterprise/perform-pre-migration-clean-up-activities) |
| Skip SSO token migration | Off by default; on when switching IdP or in M&A | [Prepare for Migration](https://trailhead.salesforce.com/content/learn/modules/migration-to-slack-enterprise/prepare-to-migrate) |
| SAML workspace | Turn off IdP account provisioning before disabling the connector | [Migrate workspaces](https://slack.com/help/articles/115002532808-Migrate-workspaces-to-an-Enterprise-organization) |
| Audit logs | Export before migration | [Migrate workspaces](https://slack.com/help/articles/115002532808-Migrate-workspaces-to-an-Enterprise-organization) |
| Weekend or weeknight slot | Highly encouraged for 12+ hours of hard downtime | [Prepare for Migration](https://trailhead.salesforce.com/content/learn/modules/migration-to-slack-enterprise/prepare-to-migrate) |
| Migrations into one org | At least 24 hours apart | [Migration Portal](https://trailhead.salesforce.com/content/learn/modules/migration-to-slack-enterprise/stay-on-track-with-the-migration-portal) |

## Check yourself

- Why is email cleanup the most important premigration task?
- Which two report sections drive email cleanup?
- When should Skip SSO token migration be checked?
- Why should a client not preprovision members into the org before migrating?
- What must happen before a separately billed paid workspace can be scheduled?

## Sources

- [Perform Premigration Clean-Up Activities](https://trailhead.salesforce.com/content/learn/modules/migration-to-slack-enterprise/perform-pre-migration-clean-up-activities)
- [Prepare for Slack Enterprise Grid Migration](https://trailhead.salesforce.com/content/learn/modules/migration-to-slack-enterprise/prepare-to-migrate)
- [Complete Steps for Successful Slack Migrations](https://trailhead.salesforce.com/content/learn/modules/migration-to-slack-enterprise/complete-pre-migration-steps)
- [Migrate workspaces to an Enterprise organization](https://slack.com/help/articles/115002532808-Migrate-workspaces-to-an-Enterprise-organization)
- [Manage Your Migration with the Migration Portal](https://trailhead.salesforce.com/content/learn/modules/migration-to-slack-enterprise/stay-on-track-with-the-migration-portal)
- [Enterprise organization launch guide](https://slack.com/help/articles/115005481226-Enterprise-organization-launch-guide)

## About the full unit

The "Core concepts", "Exam traps" and "Worked scenario" sections of this unit, its 12 linked practice questions, and unlimited timed mock exams are included with the Slack Consultant pack (USD $19): https://www.certifyforce.com/practice-exams