Salesforce Service Cloud to Freshservice data migration made easy
Encoded dialogues, secure servers, newest authorization mechanisms
Automated approach, never get downtime, reduced workflow drops
Deal pricing to provide a feature + cost balance
We’ve achieved the trust of companies across niches
Data migration timeline: 1-2 weeks
Preparation
Project and Requirements Evaluation
To begin a customer service migration, assess your Source's data, procedures, and integrations. Consider data cleansing and check up the Source’s obligatory and tailored field coequals on Target. Create a all-inclusive transfer tactic that covers timeline, game plan, and customer service reps training.
Security and Compliance Review
Make sure all data organization complies with industry security requirements. Set up necessary permissions and access controls for the replication process.
Migration
Data Mapping and Customization
Align data fields amongst the Source and Target. Decide on pre-built custom options from the list or schedule the tailoring to adjust the records migration to your unique business requirements.
Demo Migration
Carry out a free trial Demo with a limited data set to understand how the migration app performs. Verify the Demo results and modify settings as required.
Data Verification
Attentively audit the transferred data in Target. Verify that all records are accurate, complete, and as intended formatted.
Full Data Migration
Shift all chosen data, covering tickets, contacts, attachments, and correlated data.
Delta Migration
Net any fresh or updated data that changed during the Full migration .
Interval Migration*
Data replication can be halted and resumed to meet your business agenda, assuring sustained support service with no downtime. You can halt it up to five times, each lasting no more than five days, and our sales crew adjusts the process during indicated operational hours.
Post-Migration Phase
Go Live
Start the Target for all support reps. Disable the Source if needed, providing data backups are preserved securely.
What Sorts of Records Can You Migrate from Salesforce Service Cloud to Freshservice ?
With Help Desk Migration tool, you can efficiently migrate solid amount of differing records types to or from Salesforce Service Cloud to Freshservice. Take a look the set of records you can migrate incorporating automation without extra assistance from tech pros.
Do you look for distinguishing Salesforce Service Cloud to Freshservice migration requirements?
Let us know about a custom data migration.
| Salesforce Service Cloud entities | Freshservice entities | |
|---|---|---|
| Help Desk | ||
| Users | Agents | |
| Accounts | Departments | |
| Contacts | Requesters | |
| Cases | Tickets | |
| Knowledge Base | ||
| Top level categories | Categories | |
| Second level categories | Folders | |
| Articles | Articles | |
Why transmit with Help Desk Migration?
Your business runs on data, and your customers’ history matters. When you migrate with Help Desk Migration, you get:
-
Without downtime
Stay operational while transmitting. Your workflows will not be put on hold, so you can keep helping clietns without missing a beat. -
Increased efficiency
The automated, secure Migration Wizard makes data transmitions seamless. Effortlessly data mapping of standard and custom fields. -
Organized ticket movement
The Migration Wizard transmits your tickets and related data, preserving everything organized as it was. -
Personalized support
Our support team will assist you through the process if you need assistance via live chat, email, or phone. -
Detailed data migration planning
Our reps will create a solid plan for your data migration that encompasses all the aspects, so everything goes easily. Thus, you can bypass any headaches during the import, and your data will be secured. -
Flexible customizations
Use the automated custom options to personalize your data movement. Whether it’s data filtering or tweaking field types, we’ll tailor the transfer to fit your needs.
How Does Salesforce Service Cloud to Freshservice Data Migration Make It?
Our automated migration service empowers you export and import records in five simple steps. However, if you have specific demands or a unique data structure, feel free to go with a custom way.
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
Elevate Your Salesforce Service Cloud to Freshservice Import
with These Functions
Receive a smooth data replication experience that meets your company’s preferences. The Help Desk Migration service provides features to enhance you to succeed your support service records transmitting in the smooth way.
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Omit attachments
Does your future support service platform deliver definite data storage? Bypass attachments, especially if your historical data lose no track of processes without them. The data import and export time will decrease greatly.
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Create a additional tag to the migrated tickets
Choose more tags to the migrated tickets — just like that, you won’t mess them with those remaining. You may further categorize the tickets by adding tags like ‘lost,’ ‘closed,’ or ‘stop replying.’
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Apply the attachment option to Migrate inline images
Don’t want to lose images added into the tickets? You can import them to the expected platform as attachments.
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Demo with custom data: Choose 20 entities for export
If you want to see how certain entities look like in the targeted help desk platform, run this free custom Demo and pick 20 entities for a migration.
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Import newest records first
Opt for this feature to transfer your newest records in a chronological order, from most recent to oldest. The capability applies only to Full Migration.
Don’t let data migration to lead away you from your goals
Whether you’re migrating from Salesforce Service Cloud to Freshservice, make use of our automated migration service. It will permit you to migrate all your records to a chosen help desk system in just a few clicks. Thus, you will get your migration done quickly without putting urgent tasks on the back burner.
Data import and export meets security standards
Our Migration Wizard takes care of your data is secure throughout the migration process. We present supreme customer service records protection applying valid procedures, including regulatory compliance, established server maintenance, and regular security analysis.
Move ahead with the migration app that customers love
With multiple outstanding data migrations done by our service, our migration service has earned many service-connected awards and positive commentaries. Besides, we keep developing our feature list. We proceed to develop our app and deliver neat capacity to ensure we’re covering all your migration requests.
Use straightforward mapping to cover all your needs
Free yourself from the enduring work of adding nonexistent record types or business data along Salesforce Service Cloud to Freshservice migration. So you can map typical and custom data fields, or otherwise adjust your data import right in our Migration Wizard. You sustain the system of your records with minor job.
Pick a appropriate time for data migration
Start by the help desk data import anytime it fits into your operations. Besides, Help Desk Migration Delta option will empower you to export the most recently updated data after the historical customer support data was migrated. Then, relax and empower our service do the rest.
Communicate our reliable support agents
Don’t worry about having issues just as running your Supported Platform data import. Allow our customer service team check over your setback. With multiple involvement migrating support data, our pros are well-seasoned to provide a accomplished import of your support data.
Your Help Desk Data Migration is Secured at Each Step
Applying Help Desk Migration app, you’ll never have to worry about safety of valuable records. We regularly scan all facilities and make improvements, so that your business data is safe according to the fresh standards.
We enforce a rigid 2FA access policy
Our Migration Wizard shields your business data from unwanted getting access with 2FA authentication. On top of that, users can only migrate Salesforce Service Cloud data if they got admin access. With these safety measures in order, you don't worry about data leakage.
We employ 3-layer
We enable 3 layers of business records protection: physical (we take care of our data hosting equipment against physical and logical intrusion), network (we protect our networks against cyber abuse), and application (we secure your records within our importing and exporting platform against prohibited log in).
Meet industry-standard fundamentals
Help Desk Migration service fulfills to highest security principles, providing maximum protection for your records. We correspond to HIPAA, CCPA, PCI DSS Level 1, GDPR, and other critical data safety levels. And our extensive compliance portfolio is getting large.
What is the cost of your Salesforce Service Cloud to Freshservice data migration?
And now to the burning question. How much will it cost to switch from Salesforce Service Cloud to Freshservice? The price will largely depend on the business data volume you need to migrate, the complexity of your requirements, and the features you’ll select or custom work you’ll ask for. Run a Free Demo to check the Migration Wizard work and find out how much your data transfer will cost.
Run a Demo to get the priceReviews motivates us advance our service: Several thoughts from Help Desk Migration 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 Escorbiac Supervisor 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 Viani Associate 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 Mustone Woo 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 Birzu Operations 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 Milligan Associate 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 McCabe The 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 Cassano Customer 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 Doulos Director 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 Edelstein Co-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 Escorbiac Supervisor 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 Viani Associate 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 Mustone Woo 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 Birzu Operations 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 Milligan Associate 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 McCabe The 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 Cassano Customer 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 Doulos Director 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 Edelstein Co-founder of UrbanYou
Find out the way to prepare for Freshservice data migration
Prepare for Freshservice data migration by checking an in-depth step-by-step guide
Frequently Asked Questions
Prepare your Freshservice account and plan your migration date before moving from Salesforce Service Cloud. Make a checklist to turn off Salesforce features and set up Freshservice. Start the Free Demo and compare Source and Target IDs after migration. Find more guidance in the Freshservice Data Migration Checklist.
To meet the diverse needs of our customers, Help Desk Migration offers three support packages: Standard, Premium, and Signature. The Standard package provides support from Monday to Friday, 9 AM to 5 PM, through phone, chat, and email, with a response time of up to 24 hours. The Premium package offers daily support via email, chat, and phone. With our top-tier offering, the Signature package, you receive daily support through email, chat, and phone, with an impressive response time of 2 hours for urgent matters. For a detailed overview, please refer to our Service Level Agreement.
The duration of the migration from Salesforce Service Cloud to Freshservice varies based on factors like the quantity of records and attachments being migrated, as well as the API limits in your accounts. We recommend increasing your API limits to facilitate a more efficient process.
Before starting the transition to Freshservice, it is essential to complete a series of preliminary actions:
- Generate an API key to link Freshservice with the Migration Wizard tool.
- Set up custom fields in Freshservice to match the fields that already exist in Salesforce Service Cloud.
- Disable ticket email notifications in Freshservice.
- Deactivate the Priority Matrix feature in Freshservice.
- Turn off workflow, scenarios, automations, and closure rules in Freshservice.
Once you have prepared Freshservice, commence the migration process. To finalize the migration, gather the access credentials for both Salesforce Service Cloud and Freshservice, including the email and password for Salesforce, and the URL and API key for Freshservice. With these credentials at hand, you can establish a connection between both help desk tools using the Migration Wizard.
For a more comprehensive guide, check out the Freshservice Data Migration Checklist.
No, you can migrate all your data from Salesforce Service Cloud to Freshservice. However, the duration of the process will be influenced by the size of the attachments and the volume of records. To speed up the process, consider skipping attachments and thoroughly checking your Source data before initiating the migration.
Yes, Migration Wizard ensures that your historical ticket data from Salesforce Service Cloud is transferred accurately to Freshservice, preserving important customer support records. But note that our tool only transferred the data you’ve chosen to transfer.
Complete Salesforce Service Cloud to Freshservice Migration in a Few Clicks
Migrate your business data from Salesforce Service Cloud to Freshservice without difficulty and without disarranging your ultimate mission of setting right your customers’ matters.
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