Delivery and Migration17% of the exam

Migration day: go/no-go, status and smoke tests

Running the migration itself: the go/no-go meeting, last-minute account conflicts, how the Partner follows the Migration Status page through a client admin, who to escalate to when a phase overruns, what Slack Connect partners see, the post-migration smoke test and the fixes for common issues.

Official exam objective
Execute a migration (migration status, migration issues, coordination with the client and Slack).

~7 min read · 8 practice questions ·

What the exam expects

  • Run the go/no-go meeting: which checklist items must be true a few days before the migration.
  • Handle conflicts that appear after scheduling, and explain what Slack Connect partners see during the downtime.
  • Track the migration through a client owner or admin and escalate an overrunning phase to the right Slack contact.
  • Guide the post-migration smoke test and pick the right fix: clear the app cache, open a ticket, or (rarely) the User Merge tool.

Key terms:

  • Go/no-go meeting: a readiness review with the client a few days before the migration.
  • Migration Status page: the client's view of an active migration on the organization settings dashboard.
  • Smoke test: a short list of post-migration checks that core features work.
  • User Merge tool: a Customer Experience tool that pulls messages from one account into another, a last resort.

Key facts

Go/no-go timing
Detail
A few days before the migration
Invitation
Detail
Must be accepted; a go/no-go item
New partial matches after scheduling
Detail
Slackbot and email to Org Owners; migration won't proceed until resolved
Warning to users
Detail
Five minutes before the migration
Migration Status page
Detail
Client owners and admins; updates after each phase
Active migration issue
Detail
Contact the Slack CSM or Customer Experience
Slack Connect during migration
Detail
Unavailable to all connected organizations
Desktop cache
Detail
Help, Troubleshooting, Clear Cache and Restart
User Merge tool
Detail
Customer Experience; slow last resort
Sources for this section (3)
  • Why can't the Partner consultant open the Migration Status page directly?
  • When does the go/no-go meeting happen, and what does it revisit?
  • What happens if new partial matches appear after the migration is scheduled?
  • Why is the User Merge tool not a plan for skipping email cleanup?
  • Which smoke test check covers apps?

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

Practice for the Slack Consultant exam