# Workspace migration lifecycle into an Enterprise org

*Slack Consultant Study Guide · Delivery and Migration · Last updated October 21, 2026 · https://www.certifyforce.com/study-guide/slack-consultant/delivery-and-migration/workspace-migration-lifecycle-into-an-enterprise-org*

End to end, how a Free, Pro or Business+ workspace moves into an Enterprise org: who requests and approves, the migration checklist, what data lands at org versus workspace level, the downtime, open and reindexing phases, and what changes afterwards for settings, Slack Connect channels and the Primary Owner role.

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

**Official exam objective:**

> Understand the end-to-end migration process and gain the ability to lead client migrations.

## What the exam expects

- Explain why a client migrates (sprawl, an acquisition, one set of policies) and when to deliver the migration overview.
- Say who sends and who approves a migration request, and complete the checklist that unlocks scheduling.
- Sort data into org level and workspace level, and list what members keep after the migration.
- Describe the hard downtime, open and reindexing phases and where downtime estimates come from.
- Predict what happens to conflicting settings, Slack Connect channels with the org, the Primary Owner role and the first workspace's settings.

Key terms:
- **Enterprise org:** an Enterprise organization (Enterprise Grid or Enterprise+ plan) that holds many workspaces under one set of policies.
- **Migration checklist:** the Org Owner's to-do list on the migration detail page; scheduling unlocks only when it is complete.
- **Exact match / partial match:** a migrating account that fully matches an org account (merge) or shares only some profile fields (a conflict to resolve).
- **Reindexing:** the post-migration phase in which migrated data is indexed and search may be incomplete.

## Key facts

| Fact | Detail | Source |
|---|---|---|
| Who can migrate in | Free, Pro and Business+ workspaces | [Migrate workspaces](https://slack.com/help/articles/115002532808-Migrate-workspaces-to-an-Enterprise-organization) |
| Request and approval | Org Owner sends with workspace ID and URL; Workspace Primary Owner approves or denies | [Migrate workspaces](https://slack.com/help/articles/115002532808-Migrate-workspaces-to-an-Enterprise-organization) |
| Settings copied to a new org | Only one migrated workspace's; migrate the preferred one first | [Enterprise organization launch guide](https://slack.com/help/articles/115005481226-Enterprise-organization-launch-guide) |
| Conflicting settings shown | Up to 15; acknowledge with Confirm Settings, no change required | [Migration Portal](https://trailhead.salesforce.com/content/learn/modules/migration-to-slack-enterprise/stay-on-track-with-the-migration-portal) |
| Retention and security | Workspace adheres to the org's policies | [Migration Portal](https://trailhead.salesforce.com/content/learn/modules/migration-to-slack-enterprise/stay-on-track-with-the-migration-portal) |
| Scheduling blocked | Until checklist items are done and while an import is running | [Migration Portal](https://trailhead.salesforce.com/content/learn/modules/migration-to-slack-enterprise/stay-on-track-with-the-migration-portal) |
| Custom profile fields | Not carried into an existing org; re-create them | [Migrate workspaces](https://slack.com/help/articles/115002532808-Migrate-workspaces-to-an-Enterprise-organization) |
| Search after migration | May be incomplete during reindexing | [Migration Process](https://trailhead.salesforce.com/content/learn/modules/migration-to-slack-enterprise/launch-slack-enterprise-grid-migration) |
| Slack Connect with the org | Becomes an org-wide multi-workspace channel | [Migrate workspaces](https://slack.com/help/articles/115002532808-Migrate-workspaces-to-an-Enterprise-organization) |
| Workspace Primary Owner | Re-assigned to the Org Primary Owner | [Migrate workspaces](https://slack.com/help/articles/115002532808-Migrate-workspaces-to-an-Enterprise-organization) |

## Check yourself

- Why should the workspace with the best settings migrate first into a new org?
- When is the migration overview presentation delivered?
- Which data moves to the org level?
- Why might search look incomplete the day after a migration?
- What happens to the Workspace Primary Owner role?

## Sources

- [Migrate workspaces to an Enterprise organization](https://slack.com/help/articles/115002532808-Migrate-workspaces-to-an-Enterprise-organization)
- [Guide to Slack Enterprise Grid Migration Process](https://trailhead.salesforce.com/content/learn/modules/migration-to-slack-enterprise/launch-slack-enterprise-grid-migration)
- [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)
- [Prepare for Slack Enterprise Grid Migration](https://trailhead.salesforce.com/content/learn/modules/migration-to-slack-enterprise/prepare-to-migrate)

## About the full unit

The "Core concepts", "Exam traps" and "Worked scenario" sections of this unit, its 11 linked practice questions, and unlimited timed mock exams are included with the Slack Consultant pack (USD $19): https://www.certifyforce.com/practice-exams