HelpDesk to Salesforce Service Cloud data migration made simple
Encrypted dialogues, safe servers, newest authorization mechanisms
Automated process, no downtime, reduced workflow breaks
Flexible pricing to ensure an opportunity + cost balance
Companies across different areas lean on us
Data migration timeline: 1-2 weeks
Preparation
Project and Requirements Evaluation
Start your transfer by assessing Source data, operations, and applications. Examine data cleansing and field mapping to the Target. Produce a transition approach, including the framework and agent training.
Security and Compliance Review
Ensure data complies with security standards. Establish permissions and access controls to safeguard the transmit.
Migration
Data Mapping and Customization
Map data fields between the Source and Target. Choose in-built custom settings from the menu or request certain personalization for the data migration.
Demo Migration
Do a free trial Demo to figure out how the replication service works. Analyze results and change mapping as required.
Data Verification
Ensure all migrated data in the Target is correct, complete, and adequately organized.
Full Data Migration
Migrate all selected data, containing tickets, contacts, attachments, and linked records.
Delta Migration
Capture any new or updated data that tweaked during the Full data transmit.
Interval Migration*
Data migration can be paused and restarted to cohere your schedule, with no service disruption. You can halt up to five times for five days each, managed by our sales crew during business hours.
Post-Migration Phase
Go Live
Launch the Target for all agents. Decommission the Source if required and protect data backups.
What Kind of Data Can You Migrate from HelpDesk to Salesforce Service Cloud ?
With our Migration tool, you can painlessly import and export large volumes of different data entities to or from HelpDesk to Salesforce Service Cloud. Inspect the parameters of data entities you can migrate incorporating automated service by yourself from tech service reps.
Do you have particular HelpDesk to Salesforce Service Cloud import requirements?
Drop us a line for a personalized data import.
| HelpDesk objects | Salesforce Service Cloud objects | |
|---|---|---|
| Help desk | ||
| Agents | Users | |
| Customers | Contacts | |
| Tickets | Cases | |
Why migrate with Help Desk Migration?
Zero downtime
Migrate data seamlessly - maintain workflows on track and assist customers effectively.Enhanced efficiency
Effortlessly shift data and map predefined and custom fields with the intelligent Migration Wizard.Streamlined ticket transfer
The Migration Wizard moves tickets and all connected records, maintaining the data structure unaffected on the Target.Dedicated support service
Our support team is prepared to assist you through chat, email, or phone.Comprehensive transfer framework
Our team will establish a clear plan for data import, guaranteeing a smooth process and secure data.Pre-built options and customizations
Choose pre-built options or request specific adjustments, and we'll confirm your data is correct.
How Does HelpDesk to Salesforce Service Cloud Data Migration Work?
You can carry out data import in a few simple actions, using our automated migration tool. However, if you have distinct needs or a unique data structure, feel free to go with a custom method.
Connect platforms
Connect your source and target platforms
Map and match data
Specify how your data should be transferred
Test-drive
Start a Demo to access the replication tool and its results
Full Data Migration
Start or plan your data transition
Boost Your HelpDesk to Salesforce Service Cloud Import
with These Functions
Get a smooth data transfer experience that aligns your company’s requirements. The Help Desk Migration service brings functions to empower you to accomplish your support service data migration in the smooth manner.
Skip attachments
Does your new platform deliver definite data storage? Skip attachments, particularly if your current data drop none of its value without them. The data import time will drop significantly.
Use the attachment feature to Migrate inline images
Migrate the images added into tickets as attachments. The data import and export time might go up, but the images will be moved to a desired support service platform.
Demo with custom data: Select 20 entities for export
Don’t take any chances. Make certain you know fully what the entities settle after you’ve imported them. Help Desk Migration’s Demo with custom data allows you select 20 entities for a test migration.
Migrate newest records first
Select this option to import your most recent records in a chronological flow, from newest to oldest. The feature applies only to Full Migration.
Stay focused on your main business. We'll take the heavy lifting
Our automated migration service provides an efficient solution, whether you’re migrating your help desk operations from HelpDesk to Salesforce Service Cloud. With just a couple of clicks, your support service platform will be live on a future platform — no need to accept any holdback!
Data migration meets security standards
Our Migration Wizard takes care of your customer service data is secure throughout the import or export process. To provide the utmost guard of your data whether they are in import or at rest, we use tried runthrough. These include conducting approved security analysis, retaining our servers guarded, obeying numerous directs, and more.
Choose the migration app that customers recommend
Lots of successful data exports and plenty of awards and favorable reviews can guarantee the high standard of Help Desk migration service. And our pursuit of excellence does not terminate there. Help Desk Migration team move ahead to advance our solution and present fresh capacity to ensure we’re including nearly all of your migration needs.
Enjoy intuitive mapping to deal with all your needs
Relieve yourself from the laborious mission of adding wanted fields or data entities at the time of HelpDesk to Salesforce Service Cloud migration. Our tool greenlights you map entities and modify your data migration. You preserve the structure of your data with minimal work.
Choose a appropriate time for data migration
Get going by the help desk import whenever it fits into your business processes. Get going by migrating historical data and continue with set up the Delta migration option to import your currently changed data entities. Then, relax and empower our migration service take care of the rest.
Work with a support team you can fully rely on
Don’t worry about facing hardships when doing your Supported Platform data migration. Permit our service agents check over your task. With plenty of successful data import and export familiarity, they can sort out any issue connected with your support service data migration or even supply guidance along the whole record migration.
Your Help Desk Data Migration is Protected at Every Stage
Employing Help Desk Migration solution, don't worry about security of valuable data. We commit to the fresh standards, set frequent upgrades, and consistently examine all systems.
We use a rigid 2FA access policy
Our Migration Wizard uses 2FA access. Besides, your business reps can only import from HelpDesk data if they got admin rights. Together, these safety measures prevent the dangers of information leak.
We use 3-layer
We ensure 3 levels of business data security: physical (we secure our data hosting equipment against any attacks), network (we protect our networks against cyber abuse), and app (we secure your business records within our migration platform against prohibited access).
We comply with protection regulations
Our Help Desk Migration service fulfills to highest security principles, ensuring maximum safety for your business records. We meet the demands and requirements of HIPAA, CCPA, PCI DSS Level 1, GDPR, and other required data safety standards. And our extensive compliance set keeps getting expanded.
How much does HelpDesk to Salesforce Service Cloud data migration cost?
How much will you need to invest in the switch from HelpDesk to Salesforce Service Cloud? The price will largely lean on the data volume you require to transfer, the complexity of your demands, and the options you’ll use or customizations you’ll request. Run a Free Demo to test the Migration Wizard work and find out how much your migration will cost.
Run a Demo to get the priceFeedback motivates us advance our tool: Some thoughts from our customers
The transition was made easy. The service was excellent, during all the steps of the transition we felt taken care of and monitored perfectly.
Gauthier EscorbiacSupervisor of Customer Service at Thule Group
Use Help Desk Migration. This tool took the “painful” and “time-consuming” factors out of the data migration.
Chantelle VianiAssociate Publisher at Cosmos Magazine
Overall, I found the process to be very fast and effortless. I enjoyed working with the support team. The customer service reps I talked to were very helpful during the entire process.
Nicola MustoneWoo Happiness Engineer at Automattic Inc.
The overall experience was excellent. I appreciated the constant follow-up that I received from the Account Managers at Help Desk Migration.
Ionut BirzuOperations Manager at Lenovo
Before spending time on in-house options take a look at Help Desk Migration first. They can more than likely save you time and money in the long run.
Steve MilliganAssociate Director OIS - Networked Systems at Arkansas Tech University
Honestly, I was really pleasantly surprised by how responsive the company is. I was left to wonder, do you guys even sleep? I was able to get responses to virtually every question each time I was asking within a few hours, even considering the time zones.
Paul McCabeThe Vice President of Global Customer Experience in Roland corporation
It was a great experience using HDM. They were very prompt and thorough throughout the entire process, very willing to help ensure that the migration is done correctly, and answered all questions I had in a very timely manner.
Andrew CassanoCustomer Service Manager at J Skis and 4frnt Skis
Help Desk Migration was great with us. Being my first time dealing with a migration, they were very patient with me as I guided myself through the process of migrating data.
Tom DoulosDirector of Customer Experience at Endy
Migrating our Zendesk data with Help Desk Migration was an absolutely seamless experience. We had a very complex case because we had over 200 000 tickets, and HDM just made it much easier.
Noga EdelsteinCo-founder of UrbanYou
The transition was made easy. The service was excellent, during all the steps of the transition we felt taken care of and monitored perfectly.
Gauthier EscorbiacSupervisor of Customer Service at Thule Group
Use Help Desk Migration. This tool took the “painful” and “time-consuming” factors out of the data migration.
Chantelle VianiAssociate Publisher at Cosmos Magazine
Overall, I found the process to be very fast and effortless. I enjoyed working with the support team. The customer service reps I talked to were very helpful during the entire process.
Nicola MustoneWoo Happiness Engineer at Automattic Inc.
The overall experience was excellent. I appreciated the constant follow-up that I received from the Account Managers at Help Desk Migration.
Ionut BirzuOperations Manager at Lenovo
Before spending time on in-house options take a look at Help Desk Migration first. They can more than likely save you time and money in the long run.
Steve MilliganAssociate Director OIS - Networked Systems at Arkansas Tech University
Honestly, I was really pleasantly surprised by how responsive the company is. I was left to wonder, do you guys even sleep? I was able to get responses to virtually every question each time I was asking within a few hours, even considering the time zones.
Paul McCabeThe Vice President of Global Customer Experience in Roland corporation
It was a great experience using HDM. They were very prompt and thorough throughout the entire process, very willing to help ensure that the migration is done correctly, and answered all questions I had in a very timely manner.
Andrew CassanoCustomer Service Manager at J Skis and 4frnt Skis
Help Desk Migration was great with us. Being my first time dealing with a migration, they were very patient with me as I guided myself through the process of migrating data.
Tom DoulosDirector of Customer Experience at Endy
Migrating our Zendesk data with Help Desk Migration was an absolutely seamless experience. We had a very complex case because we had over 200 000 tickets, and HDM just made it much easier.
Noga EdelsteinCo-founder of UrbanYou
Find out the way to prepare for Salesforce Service Cloud data migration
Prepare for Salesforce Service Cloud data migration by checking an in-depth step-by-step guide
Full HelpDesk to Salesforce Service Cloud Migration in a Couple Clicks
Migrate your business records from HelpDesk to Salesforce Service Cloud efficiently without disarranging from what truly matters — solving your customers’ inquiries. Our service carries out all the work behind the scenes while you simply enjoy respond to your customer queries your new platform.
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Willing to know more about help desk business data migration and customer service enhancement? Check out our knowledge base.
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