Fast & safe Salesforce Service Cloud to Salesforce Service Cloud data migration service
Encoded dialogues, secure servers, newest authorization ways
Automated process, no operations time-out, excluded workflow drops
Bargain pricing to guarantee a function + fee balance
Customers across various industries rely on our tool
Data migration timeline: 1-2 weeks
Preparation
Project and Requirements Evaluation
Start your transition by determining Source records, procedures, and integrations. Examine data filtering and field alignment to the Target. Make a transition scenario, that encompasses the framework and employee training.
Security and Compliance Review
Verify data complies with security requirements. Configure permissions and access controls to protect the transmit.
Migration
Data Mapping and Customization
Align data fields among your Source and Target. Handpick automated custom options from the list or ask for particular tailoring for the record transmit.
Demo Migration
Run a free trial Demo to identify how the transfer solution performs. Analyze results and modify mapping as you wish.
Data Verification
Review all transmitted records in the Target is precise, complete, and properly organized.
Full Data Migration
Transfer all chosen records, covering tickets, contacts, attachments, and associated data.
Delta Migration
Capture any fresh or updated records that altered for the duration of the Full data movement.
Interval Migration*
Data movement can be halted and resumed to match your outline, with no downtime. You can halt up to five times for five days per pause, arranged by our sales crew during work hours.
Post-Migration Phase
Go Live
Deploy the Target for all customer service agents. Turn off the Source if necessary and save data backups.
What Records Can You Migrate from Salesforce Service Cloud to Salesforce Service Cloud ?
With Help Desk Migration tool, you can simply import or export hefty piles of different data entities to or from Salesforce Service Cloud to Salesforce Service Cloud. Check out the set of record types you can import or export incorporating automated service without any assistance from tech service reps.
Do you require particular Salesforce Service Cloud to Salesforce Service Cloud migration inquirements?
Let us know about a unique data import.
| Salesforce Service Cloud entities | Salesforce Service Cloud entities | |
|---|---|---|
| Help desk | ||
| Users | Users | |
| Accounts | Accounts | |
| Contacts | Contacts | |
| Cases | Cases | |
| Knowledge Base | ||
| Top level categories | Top level categories | |
| Second level categories | Second level categories | |
| Articles | Articles | |
Why migrate with Help Desk Migration?
Zero downtime
Shift data without disruption - ensure workflows operational and help customers seamlessly.Increased efficiency
Easily shift data and arrange standard and tailored fields with the secure Migration Wizard.Organized ticket migration
The Migration Wizard shifts tickets and all connected data, preserving the data structure unchanged on the Target.Personalized support
Our support reps is equipped to guide you by means of chat, email, or phone.Thorough movement planning
Our team will establish a well-defined plan for data import, securing a efficient process and reliable data.Pre-built options and customizations
Pick automated options or inquire about personalization, and we'll guarantee your data is precise.
How Salesforce Service Cloud to Salesforce Service Cloud Data Migration Flows
Our automated migration service empowers you import and export data in five simple steps. If you’re managing a elaborate data structure, feel free to go with our customized approach. We’re in place to satisfy your special requirements.
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 Salesforce Service Cloud Import
with These Features
Convey a smooth data replication experience that meets your company’s objectives. The Help Desk Migration service offers features to aid you to accomplish your support service records transfer in the smooth way.
Migrate knowledge base articles translations
Take your multilingual knowledge base articles to your new help desk system effortlessly! Choose our “Migrate content translations” option and import translated language versions of each article automatedly.
Omit attachments
Does your expected support service platform offer compact data storage? Leave behind attachments, particularly if your current data drop none of its value without them. The data import time will shorten greatly.
Apply the attachment option to Import inline images
Don’t want to leave behind images added into the tickets? You can import them to the expected help desk solution as attachments.
Demo with custom data: Choose 20 entities for export
Don't waste your time on guessing. Make certain you comprehend totally what the entities will look like after you’ve imported them. Help Desk Migration’s Demo with custom data allows you handpick 20 entities for a test transfer.
Import newest records first
Select this feature to transfer your most recent records in a chronological flow, from most recent to oldest. The feature applies exclusively to Full Migration.
Focus on your target goals. We'll deal with the heavy lifting
Whether you’re migrating from Salesforce Service Cloud to Salesforce Service Cloud, call into play our automated migration solution. It will allow you to migrate all your data to a selected system in just a couple of clicks. Thus, you will have your import or export finished in a timely fashion without putting urgent works on the shelf.
Data migration meets security standards
Our Migration Wizard ensures your data is secure throughout the migration process. We deliver highest records defence using tried runthrough, alongside regulatory compliance, suitable server safeguarding, and proper security tests.
Go with the migration app that clients praise
A collection of goal-achieved data import and exports and many awards and positive reviews can prove the quality of Help Desk migration service. On top of that, we keep developing our feature list. We proceed to grow our Migration Wizard and deliver fresh features to take care of we’re involving all your migration needs.
Use clear mapping to cover your most complex needs
Help Desk Migration app will spare you from copy-pasting help desk data or adding lacking fields along Salesforce Service Cloud to Salesforce Service Cloud migration. Now you can map typical and custom-made data fields, or otherwise adjust your data migration right away our migration app. This will leave unchanged the starting structure of your data without difficulty on your part.
Choose a appropriate time for data import
Start by the help desk data migration whenever it fits into your business processes. Besides, our Delta option will greenlight you to import the currently updated entities once the historical data was imported. Then, relax and greenlight our solution take care of the rest.
Work with a support representatives you can fully be sure of
Don’t worry about encountering challenges while running your Supported Platform data import and export. Greenlight our support agents study your setback. With years of successful data export/import familiarity, they can resolve any hardship connected with your customer support migration or even present guidance along the entire migration.
Your Help Desk Data Import and Export is the Whole Way Along
Help Desk Migration solution provides endless migration features with no compromising on security. We constantly examine all systems and make updates, so that your business data is shielded according to the up-to-date requirements.
We enforce a rigid two-factor authentication policy
Help Desk Migration Wizard applies two-factor authentication. On top of that, your company representatives can only import from Salesforce Service Cloud records if they got admin rights. With these security features in order, you won’t have to worry about data leak.
Three-layer data security
Help Desk Migration enables three levels of business records security. At the physical layer, we shield our data hosting equipment from any breach. At the app level, we block any unlawful entry to your business data on our service. And, last but not least, on the network layer, we protect our networks against cyber attacks.
We follow protection levels
We secure your records based on all essential security levels. Help Desk Migration carries an extended portfolio of compliance, and we keep growing it. At the moment, we are compliant with GDPR, CCPA, HIPAA, PCI (Level 1), and other data protection fundamentals.
What is the cost of your Salesforce Service Cloud to Salesforce Service Cloud data migration?
And now to the burning question. How much will it cost to switch from Salesforce Service Cloud to Salesforce Service Cloud? The price will mostly build upon the business data volume you need to transfer, the complexity of your requirements, and the options you’ll choose or customizations you’ll ask for. Set a Free Demo to check the Migration Wizard work and figure out how much your migration will cost.
Run a Demo to get the priceReviews motivates us improve our solution: Several words 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
Frequently Asked Questions
Merging two Salesforce Service Cloud accounts is a straightforward process:
- Data Migration Setup: Begin by configuring your data migration through the Migration Wizard.
- Source and Target: Connect your first Salesforce Service Cloud account, designated as the source, from which data will be extracted. Then, specify your second Salesforce Service Cloud account as the target, where all data will be imported.
- Customize Migration: Customize the migration to your needs by selecting record types, mapping fields and entities according to your requirements. You can also decide whether to include additional information in the tickets being imported.
- Demo migration: Set up a free Demo and test the service in action before diving into the Full Data Migration.
Salesforce Sales Cloud and Salesforce Service Cloud have distinct focuses within the Salesforce ecosystem:
- Salesforce Sales Cloud is tailored for managing the sales process, encompassing lead management, opportunity tracking, and sales forecasting. It aids sales teams in effectively nurturing leads, converting opportunities, and predicting sales outcomes.
- On the other hand, Salesforce Service Cloud is specifically designed for customer service and support. It excels in managing customer inquiries, resolving cases, and providing support solutions. Service Cloud empowers organizations to deliver excellent customer service and maintain strong customer relationships.
In Salesforce, SAAS (Software as a Service), IAAS (Infrastructure as a Service), and PAAS (Platform as a Service) are different service models:
- SAAS (Software as a Service): SAAS in Salesforce is used by end users. It provides access to software applications hosted in the cloud, such as Salesforce CRM. Users can access and use these applications without the need for software installation or maintenance. SAAS is all about delivering software functionality to end-users over the internet.
- IAAS (Infrastructure as a Service): IAAS in Salesforce provides access to infrastructure resources like virtual machines, storage, and networking. It allows users to manage and configure these resources to build their own virtualized IT environments. Salesforce may use IAAS for its underlying infrastructure but typically, end-users do not directly interact with IAAS.
- PAAS (Platform as a Service): PAAS in Salesforce offers a runtime environment, development tools, and services for application development and deployment. It provides a platform for developers to build, test, and deploy custom applications without worrying about managing the underlying infrastructure. Salesforce's Heroku is an example of a PAAS offering.
Salesforce employs the term "cloud" extensively to characterize its array of products and services. The Salesforce ecosystem encompasses six primary clouds, each catering to specific business needs:
- Sales Cloud: Designed for sales teams, it aids in lead management, opportunity tracking, and sales forecasting.
- Marketing Cloud: A platform for marketing automation and customer engagement, facilitating targeted campaigns and communication.
- Commerce Cloud: Focused on e-commerce solutions, it supports online sales and enhances the digital shopping experience.
- Service Cloud: Geared towards customer service and support, enabling efficient case management and issue resolution.
- Experience Cloud: A platform for creating customized portals, communities, and websites for enhanced user experiences.
- Analytics Cloud: Provides robust data analytics and visualization tools for data-driven decision-making.
- These Salesforce clouds serve as specialized solutions, allowing businesses to address specific aspects of their operations effectively.
Complete Salesforce Service Cloud to Salesforce Service Cloud Migration in a Few Clicks
Import your business records from Salesforce Service Cloud to Salesforce Service Cloud effortlessly and with no confusing your supreme purpose of settling your clients’ inquiries.
More tips and tricks about data migration
Willing to know more about help desk business data import and customer service upgrading? Surf our knowledge base.
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