Delivery and Migration17% of the exam
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.
Understand the end-to-end migration process and gain the ability to lead client migrations.
~7 min read · 11 practice questions ·
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
Who can migrate in
- Detail
- Free, Pro and Business+ workspaces
Request and approval
- Detail
- Org Owner sends with workspace ID and URL; Workspace Primary Owner approves or denies
Settings copied to a new org
- Detail
- Only one migrated workspace's; migrate the preferred one first
Conflicting settings shown
- Detail
- Up to 15; acknowledge with Confirm Settings, no change required
Retention and security
- Detail
- Workspace adheres to the org's policies
Scheduling blocked
- Detail
- Until checklist items are done and while an import is running
Custom profile fields
- Detail
- Not carried into an existing org; re-create them
Search after migration
- Detail
- May be incomplete during reindexing
Slack Connect with the org
- Detail
- Becomes an org-wide multi-workspace channel
Workspace Primary Owner
- Detail
- Re-assigned to the Org Primary Owner
- 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?
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 (11 questions for this lesson)
- An official source cited for every claim
- An AI tutor that answers from the guide
- Unlimited timed practice exams