Help Desk Migration vs Salesforce Migration Tool: Which Matches Your Goals Better?

If you haven’t already started evaluating alternatives for your Desk help desk, then it’s just about time to give it a thought. Chances are high that by this time your company has accumulated at least a few hundred thousand of support records. That includes Tickets, Agents, Contacts, Notes, Attachments, etc. Transitioning this much data can take quite a lot of time, so you shouldn’t delay the migration until March 2020.

So, what are your options?

Currently, Salesforce offers their Desk clients a free Case Migration tool, which can transfer all vital records to Service Cloud Lightning. But what should you do if there’s another help desk solution on your radar?

You can use Help Desk Migration service to transfer all records from Desk to a new platform. Here’s a quick comparison of both tools for greater clarity:

 

HDM Salesforce
Price Paid Free
Demo Yes No
Migration options Migrate to any help desk Migrate to Service Cloud Lightning only
Usability Intuitive Might be complex to set up and use

 

In terms of which objects can be moved, there is no drastic difference between HDM and Salesforce migration tool:

Available for Migration HDM Salesforce Migration tool
Tickets Yes Yes
Staff Yes Yes
Groups Yes Yes
Companies Yes Yes
Contacts Yes Yes
Notes Yes Yes
Attachments Yes Yes
Custom Fields Yes ?
Knowledge base articles Yes No

So, all that matters is where you want your records to end up. If Service Cloud Lighting meets the budget and goals of your support team, then Salesforce migration tool is your go-to option.

If you want to use this opportunity to review the way your company provides support services and builds rapport with customers; find a new tool that would fit the needs of the team and overall company goals better, then Help Desk Migration will help you migrate from Desk whenever you make the choice.

Help Desk Migration

Automated service to migrate your data between help desk platforms without programming skills — just follow simple Migration Wizard.

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