Salesforce Service Cloud to Freshdesk data migration made simple
Encrypted conversations, safe servers, newest authorization ways
Automated approach, no downtime, no workflow breaks
Deal charging to ensure a function + fee balance
We’ve developed the trust of brands among fields
Data migration timeline: 1-2 weeks
Preparation
Project and Requirements Evaluation
Begin your transfer by assessing Source records, procedures, and applications. Review data filtering and field matching to the Target. Produce a transfer strategy, that covers the framework and customer service reps coaching.
Security and Compliance Review
Ensure data adheres to security standards. Set permissions and access controls to safeguard the migration.
Migration
Data Mapping and Customization
Map records fields between your Source and Target. Handpick in-built custom settings from the list or discuss specific tailored adjustments for the data movement.
Demo Migration
Set up a test Demo to figure out how the transfer solution operates. Review outcomes and tweak mapping as necessary.
Data Verification
Check all migrated data in the Target is accurate, complete, and adequately formatted.
Full Data Migration
Transmit all chosen data, covering tickets, contacts, attachments, and linked records.
Delta Migration
Net any fresh or updated data that altered for the duration of the Full data transmit.
Interval Migration*
Data transmit can be halted and restarted to match your schedule, with no service disruption. You can pause up to five instances for a duration of five days each, coordinated by our sales squad during work hours.
Post-Migration Phase
Go Live
Launch the Target for all agents. Decommission the Source if necessary and store data backups.
What Sorts of Records Can You Migrate from Salesforce Service Cloud to Freshdesk ?
With our Migration service, you can painlessly import or export hefty amount of various records types to or from Salesforce Service Cloud to Freshdesk. Inspect the list of entities you can migrate incorporating automated tool without extra guidance from tech representatives.
Do you look for certain Salesforce Service Cloud to Freshdesk import needs?
Drop us a line for a unique data import.
| Salesforce Service Cloud objects | Freshdesk objects | |
|---|---|---|
| Help desk | ||
| Users | Agents | |
| Accounts | Companies | |
| Contacts | Contacts | |
| Cases | Tickets | |
| Knowledge Base | ||
| Top level categories | Categories | |
| Second level categories | Folders | |
| Articles | Articles | |
Why transmit with Help Desk Migration?
Without downtime
Import records without interruption - keep workflows on track and help customers continuously.Enhanced efficiency
Effortlessly transfer data and map standard and custom fields with the secure Migration Wizard.Streamlined ticket transfer
The Migration Wizard replicates tickets and all associated records, keeping the data structure unaffected on the Target.Dedicated support service
Our support team is prepared to support you via chat, email, or phone.Comprehensive transfer framework
Our migration experts will develop a clear plan for data import, ensuring a efficient process and safe data.Flexible customizations
Decide on automated options or request personalization, and we'll confirm your data is precise.
How Does Salesforce Service Cloud to Freshdesk Data Migration Make It?
You can carry out records migration in a few simple moves, with our automated migration service. If you’re managing a elaborate data structure, feel free to select our tailored way. We’re in place to meet your special demands.
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
Advance Your Salesforce Service Cloud to Freshdesk Migrate
with These Opportunities
Get a seamless data transfer experience that meets your company’s preferences. The Help Desk Migration service brings features to assist you to accomplish your help desk data migration in the smooth manner.
Transfer knowledge base articles translations
Get your multilingual help center to your target help desk system effortlessly! Apply our “Migrate content translations” opportunity and import translated versions of each article automatedly.
Skip attachments
Does your desired help desk platform enable limited data storage? Bypass attachments, especially if your current support data lose no track of processes without them. The data import time will cut down significantly.
Add a additional tag to the imported tickets
Are you going to use a existing platform during data migration? To lessen disorder, apply tags to the exported tickets to separate them from the existing ones.
Use the attachment option to Migrate inline images
Don’t want to lose images embedded into the tickets? You can export and import them to the new help desk system as attachments.
Demo with custom data: Select 20 entities for import
Don’t take any chances. Ensure you know totally what the entities settle after you’ve moved them. Our Demo with custom data allows you choose 20 entities for a test migration.
Migrate newest data first
Opt for this feature to move your most recent records in a chronological order, from newest to oldest. This out-of-the-box feature is exclusive to Full Migrations.
Don’t empower data migration to lead away you from your tasks
Whether you’re migrating from Salesforce Service Cloud to Freshdesk, make use of our automated migration solution. It will permit you to migrate all your records to a selected help desk in just a few clicks. Thus, you will get your import or export accomplished quickly without putting pivotal works on the shelf.
Data import and export with security standards
Help Desk Migration Wizard covers your data is secure throughout the import or export process. To ensure the maximal security of your data whether they are in migration or at rest, we implement tried modes. Here is contained running constant security scans, retaining our servers safe, following numerous instructions, and more.
Move ahead with the migration tool that customers praise
With thousands of efficient data exports under our belt, our migration service has obtained a lot of service-connected awards and approving feedback. What’s more, we keep improving. We move ahead to advance our tool and present novel capabilities to take care of we’re meeting most of your data migration requests.
Enjoy intuitive mapping to deal with your most complex needs
Our solution will set you free from copy-pasting help desk data or setting missing fields at the time of Salesforce Service Cloud to Freshdesk migration. Our tool permits you map entities and adjust your data import. This will leave unchanged the starting structure of your data simply on your side.
Pick a suitable time for data migration
Get going by the help desk import anytime it fits into your operations. Get going by importing historical data and continue with set up the Delta opportunity to migrate your during migration changed tickets. Then, relax and empower our solution make the rest.
Work with a support team you can completely rely on
Don’t worry about experiencing hardships just as performing your Supported Platform data import. Help Desk Migration support pros is all set to work with you with any setbacks. With lots of experience moving data, Help Desk Migration pros are well-prepared to guarantee a successful import of your support data.
Your Help Desk Data Import and Export is Protected at Each Stage
Applying Help Desk Migration solution, you’ll never have to worry about security of valuable records. We frequently scan all facilities and make updates, so that your business data is protected according to the up-to-date recommendations.
We use a strict 2FA authentication policy
Our Migration Wizard applies 2FA authentication. Additionally, your company representatives can only import from Salesforce Service Cloud records if they got admin rights. Linked, these security measures remove the dangers of information leak.
We employ Three-layer
Help Desk Migration offers 3 layers of data protection. At the physical level, we cover our hosting facilities from any attacks. At the application layer, we block any forbidden log in to your business records on our service. And, last but not least, on the network layer, we protect our networks against cyber harm.
We satisfy security regulations
Help Desk Migration service accomplishes to leading security standards, ensuring maximum protection for your records. We correspond to HIPAA, CCPA, PCI DSS Level 1, GDPR, and other integral data protection standards. And our broad compliance set continues getting large.
How much does Salesforce Service Cloud to Freshdesk data migration cost?
How much will you need to invest in the switch from Salesforce Service Cloud to Freshdesk? The cost will largely build upon the data volume you require to migrate, the complexity of your requirements, and the features you’ll use or custom work you’ll ask for. Run a Free Demo to check the Migration Wizard performance and find out how much your data transfer will cost.
Run a Demo to get the priceFeedback encourages us level up our solution: Some thoughts from our clients
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 Freshdesk data migration
Prepare for Freshdesk data migration by checking an in-depth step-by-step guide
Frequently Asked Questions
To migrate from Salesforce Service Cloud to Freshdesk successfully, prepare beforehand. This migration planning involves:
- selecting an appropriate date when your team and data are ready
- creating a checklist for turning off necessary features on your Salesforce
- setting up Freshdesk
During the migration, monitor the process and review the results and reports once your data has transferred to Freshdesk. For more detailed guidance, refer to the Freshdesk Data Migration Checklist.
The time required to complete a Salesforce Service Cloud to Freshdesk migration depends on the volume of your data, the size of attachments, and the API limits of Source and Target platforms. High API limits reduce the duration of data migration.
Help Desk Migration lets you migrate from Salesforce Service Cloud to Freshdesk such records:
- Tickets
- Agents
- Contacts
- Companies
- Ticket attachments
- Ticket private and public notes
- Ticket custom fields
- Organization custom fields
- Contact custom fields
- Created_at, Updated_at, Closed_at
- Knowledge base articles with folders and categories
- Inline images
If you need to migrate other data types, let’s discuss the customization options to adjust the Salesforce Service Cloud to Freshdesk migration to your needs.
Try the Free Demo Migration to check how the Migration Wizard transfers data from Salesforce Service Cloud to Freshdesk. Once the migration is complete, review the results to identify which records were migrated successfully, failed, or skipped. To ensure the accuracy of the migration, download the reports and verify the record IDs. If everything looks good, go ahead with the Full Data Migration.
You have 30 days to start the Full Data Migration after either completing the Demo Migration or making the final settings edit to the Free Demo. If you don't start the Full Migration within 30 days, the Free Demo will be archived.
If you need help with migrating from Salesforce Service Cloud to Freshdesk, we offer various support options to choose from:
- Standard plan
- Premium plan
- Signature plan
Each package provides different levels of support during the migration. If you prefer a more hands-on approach, you can also opt for the Concierge Migration Service, which offers step-by-step guidance for a hassle-free migration. Simply choose the package that best fits your needs and preferences to ensure a successful and stress-free migration.
Help Desk Migration ensures you experience no disruption to your business operations and continue serving your customers seamlessly. Once the Full Data Migration has finished, launch a Delta Migration to move only new or updated records from Salesforce Service Cloud to Freshdesk without duplicating data.
Full Salesforce Service Cloud to Freshdesk Import in a Couple Clicks
Migrate your business data from Salesforce Service Cloud to Freshdesk without trouble with no disorganizing from what really matters — solving your clients’ matters. Our Wizard makes all the work behind the scenes when you simply enjoy respond to your customer questions your new platform.
Get more helpful insights about data import
Interested to get more? Our knowledge base is packed with information on customer service enhancement and help desk data migration. Explore it today!
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