Salesforce Service Cloud data import, export and merging

Seamless data import to Salesforce Service Cloud — no stress, no delays

Help Desk Migration moves all your tickets, contacts, articles, attachments, and more into your Salesforce Service Cloud account quickly and securely. Our easy-to-use solution ensures a smooth data import to Salesforce that won’t interrupt your daily support operations.

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Salesforce Service Cloud data import, export and merging
Benefits

Make Data Migration to Salesforce Service Cloud a Walk in the Park

No-Code Solution

Forget complex scripts and dev tickets. Our easy-to-use migration tool lets you move your help desk data to Salesforce Service Cloud—no coding or technical setup needed.

No Downtime

Stay fully operational while your data moves. Our behind-the-scenes migration ensures your support team keeps working without disruption.

Secure

Your data's safety is our priority. We use end-to-end encryption, follow GDPR guidelines, and apply strict security protocols to protect your information every step of the way.

Features and Options

Instantly Scale Your Migration with a Single Click

Launch your Salesforce migration in minutes with our fully automated import tool - no manual steps or coding required.

How it works

Keep your article and ticket content visually intact. All inline images are automatically transferred and preserved.

How it works

Easily map source fields to standard or custom Salesforce Service Cloud fields—no data left behind.

How it works

Keep ticket accountability intact by preserving original assignees and requesters during the migration.

Retain all context—status changes, comments, timestamps—ensuring compliance and operational continuity.

Test the process before you commit. Run as many trial migrations as you need—100% free.

Have custom fields for tickets, users, or organizations? We support them all.

How it works

Need to move unique business data? We handle custom object migration through our professional service add-on.

Don’t leave your data behind. All file attachments are included—PDFs, screenshots, and more.

Salesforce Service Cloud data import, export and merging

Available fields and records for Salesforce Service Cloud migration

HELP DESK

Agents Migration

With Help Desk Migration, you can map agents from your source platform to agents in Zendesk and vice versa to control how tickets are assigned after migration. You can map multiple agents to a single one.

Missing agents

No problem — you can automatically create Zendesk agents during the setup process.

Deleted and inactive agents

You can reassign tickets from deleted or inactive agents to an active agent on the target platform.

Customer Fields:

  • ID
  • Name
  • Email
  • Phone
  • Company
  • Details
  • Language
  • Time zone
    • String custom fields
    • Boolean custom fields
    • Dates custom fields
    • Number custom fields

Organization Fields:

  • ID
  • Name
  • Description
  • Domains
    • String custom fields
    • Boolean custom fields
    • Dates custom fields
    • Number custom fields

Ticket Fields:

  • ID
  • Subject
  • Tags
  • Company
  • External ID
  • Group
  • Source
  • Status
  • CC
  • Staff
  • Contact
    • Comment author
    • Comment privacy
    • Comment publicity
    • Comment body
    • Comment attachments
    • Comment recording
    • Comment created date
    • Conversation subject
    • Conversation external IDs
    • Conversation status
    • Conversation events
    • Conversation created date
    • Conversation updated date
  • Created date
  • Updated date
  • Closed date
  • Brand
  • Form
  • Custom status
  • Type
  • Priority
  • Due date
    • String custom fields
    • Boolean custom fields
    • Dates custom fields
    • Number custom fields

KNOWLEDGE BASE

Category Fields:

  • Name
  • Description
  • Position
  • Translations

Section Fields:

  • Name
  • Description
  • Position
  • Category
  • Translations

Article Fields:

  • Title
  • Body
  • Position
  • Author
  • Folder
  • Status
  • Tags
  • Redirects
  • Translations
  • Attachments
  • User segments
  • Permission groups

CUSTOM OBJECTS

Custom Objects Migration

Move non-standard data—like assets or subscriptions—into Salesforce with full structure and relationships intact.

Salesforce Migration Tool

Migrate custom objects to Salesforce Service Cloud automatically—no code, no hassle.

Outsource Salesforce Migration

Leave the heavy lifting to us. Ideal for complex setups or large-scale data transfers to Salesforce Service Cloud.

Buy One-Time Migration

Get a done-for-you Salesforce Service Cloud migration—no subscriptions, just one-time service.

Enterprise Support

From custom object mapping to data validation and post-migration review—our experts are here to make sure everything goes smoothly.

Why import data to Salesforce

  • Unified customer view

    Salesforce brings all interactions across email, chat, social media, and phone together, giving agents a 360-degree view for personalized, consistent, and immediate service.

  • AI-powered proactive service

    With Einstein AI, Salesforce can spot what your customers might need even before they ask, making everyone happier.

  • Robust case management

    Keep track of customer issues, assign them to the right agents, and make sure nothing slips through the cracks.

  • Comprehensive knowledge base

    Empower agents and customers with easy access to up-to-date articles, speeding up resolutions and enabling effective self-service.

  • Automation for agent productivity

    Automate repetitive tasks like case routing and follow-ups, so your agents can focus on what really matters.

  • Scalable and customizable platform

    Easily tailor workflows, fields, and integrations to fit your unique business needs and grow without switching platforms.

  • Real-time analytics and insights

    Get clear, up-to-the-minute reports on customer interactions and agent performance to continuously improve service quality and decision-making.

  • Seamless integration with the Salesforce ecosystem

    Connect effortlessly with Sales Cloud, Marketing Cloud, and Slack to keep everyone on the same page.

  • Mobile accessibility

    Support your team anywhere with mobile capabilities, allowing agents to access customer data and resolve cases on the go.

Swift import to Salesforce with zero risk to your data

Security and Compliance

GDPR-compliant

Help Desk Migration is fully committed to GDPR, ensuring your data is handled according to the strictest European privacy standards. All personal information is processed securely, with clear consent, and you have full control over access, updates, and deletion — keeping your customers’ trust and protecting your business every step of the way.

SOC 2 Type II certified

With SOC 2 Type II certification, Help Desk Migration demonstrates that its security controls are independently audited and meet rigorous industry standards. Your data is managed in an environment built for reliability, confidentiality, and integrity, so you can rest easy knowing your information is in safe hands.

Encrypted during transit and storage

Your data is always encrypted — whether it’s moving between systems or resting on secure servers. This extra layer of protection keeps sensitive information safe from prying eyes at every stage of the migration, so only authorized users can access your records.

No third-party access

Help Desk Migration never shares your data with outside parties. Only authorized team members directly involved in the migration can access your information. This ensures total privacy and prevents unwanted exposure throughout the entire process.

Frequently Asked Questions

No. By default, the migration adds new records without deleting or overwriting anything—your existing setup stays intact.
Yes, you’ll need admin-level access to connect your Salesforce Service Cloud account and authorize the data import.
It depends on your data size and complexity. Most imports are completed within a few hours to a couple of days.
Absolutely. Run unlimited free test migrations to preview how your data will appear in Salesforce before going live.
Yes. You can filter by date range, ticket status, or other criteria to import only the records you need—no unnecessary data clutter.
Yes. We support data migration to Salesforce Service Cloud from most major help desk platforms, including Zendesk, Freshdesk, Help Scout, and more.
Yes. We preserve full ticket history, including internal notes, public replies, timestamps, and agent names—so nothing gets lost.
Yes. Custom fields, tags, and other non-standard properties can be mapped and migrated to corresponding fields or objects in Salesforce.
Help Desk Migration

Ready to bring your customer support workflow into the Salesforce ecosystem?

Let Help Desk Migration do the heavy lifting and move your help desk data smoothly and securely.

Start data migration

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