Salesforce Service Cloud to Intercom data migration done automatedly
Encoded conversations, secure servers, up-to-date authorization methods
Automated process, no time-out, excluded workflow pauses
Fair charging to guarantee a feature + charge balance
Businesses among various niches rely upon us
Data migration timeline: 1-2 weeks
Preparation
Project and Requirements Evaluation
To initiate a data movement, size up your Source's records, workflows, and integrations. Evaluate data cleansing and check up the Source’s required and tailored field counterparts on Target. Generate a cover-all transition scenario that contains timeline, roadmap, and user training.
Security and Compliance Review
Ensure all data overseeing complies with industry security requirements. Set up necessary permissions and access controls for the movement process.
Migration
Data Mapping and Customization
Map records fields among your Source and Target. Go for pre-built custom opportunities from the list or request the customization to adjust the data replication to your distinct organization needs.
Demo Migration
Set up a test Demo with a limited data set to look at how the migration app functions. Verify the test results and change mapping as you need.
Data Verification
Meticulously check the transmitted data in Target. Validate that all data are accurate, complete, and as intended formatted.
Full Data Migration
Transfer all required records, consisting of tickets, contacts, attachments, and closely connected data.
Delta Migration
Capture any newest or updated records that changed at the time of the Full migration .
Interval Migration*
Data movement can be stopped and resumed to fit your business workflow, ensuring sustained support service with no downtime. You can pause it up to five times, each lasting no more than five days, and our sales crew coordinates the process for the time of defined operational hours.
Post-Migration Phase
Go Live
Present the Target for all agents. Turn off the Source if appropriate, establishing data backups are stored securely.
What Kind of Entities Can You Import from Salesforce Service Cloud to Intercom ?
With Help Desk Migration service, you can simply migrate sizable volumes of diverse records types to or from Salesforce Service Cloud to Intercom. Here’s the selection of entities you can import or export applying automated tool without extra guidance from tech service reps.
Do you need certain Salesforce Service Cloud to Intercom migration inquirements?
Let us know you need a customized data migration.
| Salesforce Service Cloud entities | Intercom entities | |
|---|---|---|
| Help Desk | ||
| Users | Admins | |
| Accounts | Companies | |
| Contacts | Users and Leads | |
| Cases | Conversations | |
| Knowledge Base | ||
| Top level categories | Collections | |
| Second level categories | Sections | |
| Articles | Articles | |
Why migrate with Help Desk Migration?
Your data is the backbone of your business, and your customers’ history is key to your success. Migrating with Help Desk Migration offers:
Zero downtime
Keep data transmitting without disruption. Your processes won’t skip a beat, so you can keep helping clietns without missing a beat.Increased efficiency
Leverage the automated, secured Migration Wizard to migrate your data effortlessly. Effortlessly data mapping of standard and custom fields.Seamless ticket transfer
The Migration Wizard transmits the tickets and all related records, so the data keeps its structure on the Target intact.Expert support
Need assistance? Our support team has got your back via live chat, email, or phone whenever you need it.Defined data import planning
Our managers will prepare a reliable plan for the data transfer that encompasses all the specifics, so everything runs smoothly. Thus, you can avoid any issues during the relocation, and your data will be secured.Pre-built options and customizations
Use the automated custom options to personalize your data migration. Whether it’s data filtering or tweaking field types, we’ll tailor the transfer to fit your needs.
How Salesforce Service Cloud to Intercom Data Migration Performs
You can do records migration in five simple actions, using our automated migration app. However, if you have distinct demands or a unique data structure, feel free to choose a custom route.
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
Grow Your Salesforce Service Cloud to Intercom Migrate
with These Functionalities
Leverage a seamless data replication experience that reconciles your business requirements. The Help Desk Migration service provides features to assist you to achieve your support service data transfer in the painless mode.
Migrate content versions of your help center
Take your multilingual help center to your new help desk platform easily! Use our “Migrate content translations” feature and import translated versions of each article automatedly.
Leave behind attachments
Does your expected customer service tool present compact data storage? Skip attachments, specially if your historical data lose no track of processes without them. The migration time will trim considerably.
Apply a extra tag to the migrated tickets
Add extra tags to the migrated tickets — this way, you won’t mistake them with those existing. You may further categorize the tickets by assigning tags like ‘lost,’ ‘closed,’ or ‘stop replying.’
Migrate inline images as attachments
Don’t want to lose images inserted into the tickets? You can import them to the desired customer service tool as attachments.
Give a try to our Demo with custom records by migrating 20 entities
If you require to look at how chosen entities will look like in the expected platform, schedule this free custom Demo and select 20 entities for a import.
Move newest data first
Choose this feature to import your newest records in a chronological order, from newest to oldest. This automated option is exclusive to Full Migrations.
Don’t allow data migration to distract you from your goals
Our automated migration service offers an effective app, whether you’re importing your customer support operations from Salesforce Service Cloud to Intercom. With just a few clicks, your support service solution will be ready to work on a targeted platform — no need to tolerate any interruption!
Data migration with security standards
The Migration Wizard will handle your data security during all phases of the migration process. We offer utmost customer service records guard using tested procedures, containing regulatory compliance, proper server preserving, and constant security analysis.
Use the migration tool that clients love
Myriads of outstanding data import and exports and countless awards and gratifying reviews can confirm the quality of Help Desk migration service. Moreover, we grow our functions. We go to refine our Migration Wizard and offer useful features to handle we’re comprising most of your import and export requirements.
Benefit from intuitive mapping to cover your most complex needs
Set yourself free from the long-lasting task of adding not included record types or data entities amidst Salesforce Service Cloud to Intercom migration. Help Desk Migration tool allows you map entities and modify your data migration. You get to preserve the system of your records with minimum work.
Choose a suitable time for data import
Choose the most suitable time to run the help desk import operation. Additionally, Help Desk Migration Delta migration option will empower you to migrate the during migration changed data entities after the historical customer support data was moved. Then, relax and empower our migration app do the rest.
Communicate our proficient support team
Don't fret about dealing with issues whilst doing your Supported Platform data import. Our support team is ready to work with you with any problems. With multiple mastery moving records, Help Desk Migration team are well-skilled to confirm a successful migration of your support data.
Your Help Desk Data Import is Secured at Each and Every Step
Help Desk Migration tool ensures endless migration functions without damaging on safety. We commit to the latest recommendations, make frequent advancements, and invariably scan all systems.
We employ a strict two-factor authentication policy
Help Desk Migration Wizard shields your business records from unwanted accessing with 2FA authentication. What’s more, only your company representatives with admin access rights can import your Salesforce Service Cloud data. With these safety features in place, you won’t have to worry about information leakage.
We use Three-layer
We offer three levels of records safety: physical (we secure our data hosting facilities against any intrusion), network (we secure our networks against digital abuse), and application (we protect your business data within our importing and exporting platform from forbidden access).
Fulfill security regulations
Our Help Desk Migration service accomplishes to top ranking security fundamentals, delivering maximum security for your business data. We correspond to HIPAA, CCPA, PCI DSS Level 1, GDPR, and other required data safety fundamentals. And our extended compliance list is getting expanded.
What is the cost of your Salesforce Service Cloud to Intercom data migration?
And now to the burning question. How much will it cost to switch from Salesforce Service Cloud to Intercom? The cost will mostly depend on the records volume you need to move, the complexity of your requirements, and the features you’ll use or custom work you’ll request. Set a Free Demo to check the Migration Wizard performance and learn how much your migration will cost.
Run a Demo to get the priceReviews encourages us elevate our service: Few 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 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 Intercom data migration
Prepare for Intercom data migration by checking an in-depth step-by-step guide
Frequently Asked Questions
To prepare for your migration from Salesforce Service Cloud to Intercom, follow these steps:
- Set a schedule for the migration and create a checklist of tasks to be completed.
- Disable relevant features in your current customer service tool and configure the necessary settings in Intercom.
- Initiate the migration and closely examine the results to ensure a smooth and successful transfer.
For more detailed guidance, refer to our comprehensive checklists:
With Migration Wizard, you can schedule the migration at the most convenient time for your business. Before initiating the Full Data Migration, select the date and time that best fits your needs. This ensures that the migration is carried out at a time that minimizes any disruption to your operations.
Help Desk Migration follows strict security protocols to ensure the confidentiality and integrity of your data during the migration. They employ encryption, secure connections, and other industry-standard practices to safeguard your information. Refer to our Security Policy and Terms of Services.
Help Desk Migration primarily focuses on active data records in Salesforce Service Cloud. Archived or deleted records aren’t included in the migration. We encourage you to restore any required records prior to migrating.
If there are failed or records during the migration, Help Desk Migration provides detailed reports highlighting the specific records. You can review the reports to identify the issues and take appropriate actions to resolve them. As for skipped records, contact our support team for more details.
Migration Wizard can handle migrations of various data volumes, but it's important to consider the specific limitations of Salesforce Service Cloud and Intercom regarding data size, attachments, and other factors. It's recommended to review the platform-specific documentation for any restrictions.
Packed Salesforce Service Cloud to Intercom Import in a Few Clicks
Export your records from Salesforce Service Cloud to Intercom with ease without disarranging from what truly matters — settling your customers’ requests. Help Desk Migration service takes on all the work behind the scenes whilst you simply enjoy using your chosen platform.
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Willing to learn more about help desk platforms migration and support service upgrading? Look at our knowledge base.
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