Zendesk to Salesforce Service Cloud data migration made simple
Encrypted dialogues, safe servers, latest authorization methods
Automated process, never get downtime, reduced workflow breaks
Fair pricing to provide an opportunity + charge balance
Businesses across different areas lean on us
Data migration timeline: 1-2 weeks
Preparation
Project and Requirements Evaluation
Start your replication by reviewing Source data, workflows, and integrations. Evaluate data filtering and field matching to the Target. Develop a transition tactic, featuring the outline and agent coaching.
Security and Compliance Review
Ensure data complies with safety regulations. Establish permissions and access settings to protect the transfer.
Migration
Data Mapping and Customization
Map data fields amongst the Source and Target. Select automated custom settings from the list or discuss particular tailoring for the record transition.
Demo Migration
Start a free trial Demo to figure out how the replication tool works. Check outcomes and adapt settings as you wish.
Data Verification
Verify all replicated data in the Target is correct, fully captured, and properly structured.
Full Data Migration
Migrate all chosen data, embracing tickets, contacts, attachments, and linked data.
Delta Migration
Capture any fresh or updated data that tweaked at the time of the Full data migration.
Interval Migration*
Data migration can be halted and restarted to cohere your schedule, with no downtime. You can stop up to five instances for a duration of five days each, arranged by our sales crew during work hours.
Post-Migration Phase
Go Live
Launch the Target for all support reps. Deactivate the Source if required and protect data backups.
What Kind of Records Can You Migrate from Zendesk to Salesforce Service Cloud ?
With our Migration tool, you can with no bother import and export big volumes of varied records entities to or from Zendesk to Salesforce Service Cloud. Here’s the parameters of data types you can import using automated service without any assistance from tech service reps.
Do you need particular Zendesk to Salesforce Service Cloud import requirements?
Schedule a call and tell us about a personalized data import.
Zendesk objects | Salesforce Service Cloud objects | |
---|---|---|
Help desk | ||
Agents | Users | |
Organizations | Accounts | |
Customers | Contacts | |
Tickets | Cases | |
Knowledge Base | ||
Categories | Top level categories | |
Sections | Second level categories | |
Articles | Articles |
Why migrate with Help Desk Migration?
Zero downtime
Transfer data smoothly - maintain workflows on track and assist customers effectively.Enhanced efficiency
Effortlessly shift data and set up predefined and custom fields with the intelligent Migration Wizard.Streamlined ticket movement
The Migration Wizard imports tickets and all connected records, maintaining the data structure unaffected on the Target.Dedicated support service
Our support team is set to navigate you through chat, email, or phone.Comprehensive replication framework
Our team will establish a comprehensive plan for data import, guaranteeing a seamless process and secure data.Pre-built options and customizations
Select automated options or seek specific adjustments, and we'll confirm your data is correct.
How Does Zendesk to Salesforce Service Cloud Data Migration Perform?
You can carry out records import in five simple actions, with our automated migration service. If you’re managing a unique data structure, feel free to choose our adjusted approach. We’re up for it to satisfy your distinct needs.
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
Boost Your Zendesk to Salesforce Service Cloud Import
with These Functionalities
Get a smooth data transfer experience that aligns your business requirements. The Help Desk Migration service brings features to enable you to achieve your support service records import in the most suitable route.
Migrate knowledge base articles translations
Take your multilingual knowledge base articles to your target help desk app easily! Use our “Migrate content translations” opportunity and import translated language versions of each article automatedly.
Skip attachments
Does your new support service platform present definite data storage? Skip attachments, specially if your historical support service data doesn’t suffer a loss of its value without them. The migration time will shorten remarkably.
Import inline images as attachments
Don’t want to leave behind images added into the tickets? You can import them to the targeted help desk platform as attachments.
Test drive our Demo with custom records by copying 20 entities
If you need to check how handpicked entities will look like in the expected help desk, start this free custom Demo and hand-pick 20 entities for a test.
Migrate newest records first
Choose this feature to move your newest records in a chronological flow, from most recent to oldest. This custom feature is exclusive to Full Migrations.
Migrate side conversations
Transfer effortlessly your ticket side conversations while moving from Zendesk. During the data migration, these conversations will be imported as private comments into your new helpdesk.
Migrate call recordings
You may need support service call recordings for coaching your support service reps. Our Migration Wizard lets you import or export them to the expected customer service tool as attachments.
Your Help Desk Data Import is Protected at Each Stage
Using Help Desk Migration service, don't worry about safety of critical records. We commit to the up-to-date requirements, make frequent upgrades, and consistently check all facilities.
We use a rigid 2FA access policy
Our Migration Wizard applies 2FA access. Additionally, only your agents with admin access rights can migrate your Zendesk data. With these security features in order, you don't worry about information leakage.
We use 3-layer
We enable 3 levels of business data security: physical (we secure our hosting equipment against any breach), network (we protect our networks against digital harm), and app (we protect your data within our importing platform against illegal access).
We meet protection fundamentals
We secure your business records based on all major security fundamentals. Help Desk Migration holds an broad list of compliance, and we are enlarging it. These days, we are compatible with GDPR, CCPA, HIPAA, PCI (Level 1), and other data protection standards.
How much does Zendesk to Salesforce Service Cloud data migration cost?
How much will you need to invest in the switch from Zendesk to Salesforce Service Cloud? The price will largely lean on the data volume you need to move, the complexity of your requirements, and the options you’ll use or customizations you’ll ask for. Start a Free Demo to check the Migration Wizard work and learn how much your migration will cost.
Run a Demo to get the priceFeedback motivates us elevate our tool: Some thoughts from our clients
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
Quick Zendesk vs Salesforce Service Cloud comparison
Zendesk and Salesforce Service Cloud are both renowned cloud-based customer service platforms used by companies of various sizes and industries. While their primary goal is to streamline customer support operations, they differ in focus, target market, and feature offerings.
Similar to Zendesk, Salesforce Service Cloud is a reliable option in the customer service market. However, exploring alternatives like Zendesk could be beneficial, especially if you're seeking more flexibility in pricing. Salesforce's pricing model may become restrictive as your team expands or your support service needs evolve. If you're looking for a solution with a more adaptable pricing structure, it might be time to consider Zendesk.
On the other hand, if you're currently using Zendesk but find it struggling to keep up with your growing business demands, it might be a sign to evaluate Salesforce Service Cloud. As your customer base expands, so do your support requirements. You need a help desk tool that seamlessly scales and adapts to your business needs.
Ultimately, the choice Zendesk vs Salesforce Service Cloud might not solely stem from dissatisfaction with one platform but rather finding the perfect fit for your team and its unique needs. Whatever the reasons, prioritizing proactive steps to optimize customer service operations is crucial. While change can be daunting, it also presents rewarding opportunities for improvement.
What does Zendesk vs Salesforce Service Cloud have in common?
- Ticket management: Both Zendesk and Salesforce Service Cloud enable users to create, track, and resolve customer support tickets efficiently.
- Omnichannel communication: Both platforms offer multichannel support, including email, phone, live chat, and social media, facilitating seamless customer interactions.
- Self-Service options: Zendesk and Salesforce Service Cloud provide a knowledge base and community forum functionalities, empowering customers to find solutions independently.
- Reporting and analytics: Both help desk platforms offer robust reporting and analytics capabilities that allow businesses to gain valuable insights into their customer service performance.
But what sets Salesforce Service Cloud vs Zendesk apart?
- Zendesk emphasizes ease of use and simplicity, catering more to SMBs.
- Salesforce Service Cloud offers more advanced features, such as AI-powered capabilities, comprehensive integration options, and robust customization for larger enterprises with complex service needs.
- Zendesk's interface prioritizes visual appeal and intuitiveness, while Salesforce Service Cloud provides a feature-rich, customizable interface tailored for extensive functionality.
When considering the pricing structures of Zendesk vs Salesforce Service Cloud, it's essential to evaluate not just the cost but also the value each platform provides.
How much does Zendesk cost?
- Support Plan: $19 per agent/month with a ticketing system, help center, prebuilt analytics dashboards, and access to over 1,000 apps & integrations.
- Suite Team: $55 per agent/month or $660/year for 1 agent, It is ideal for growing teams. This price tier includes multiple ticket forms, light agents, service level agreements (SLA), and customer satisfaction ratings (CSAT).
- Suite Growth: $89 per agent/month or $1,068/year for 1 agent. It is tailored for expanding businesses. It has additional benefits such as a self-service customer portal, business hours, and eligibility for advanced add-ons.
- Suite Professional: $115 per agent/month or $1,380/year for 1 agent and it is the best suited for businesses seeking top-tier service. The plan delivers enhanced features like custom and live analytics, side conversations, skills-based routing, and access to integrated community forums.
For larger enterprises, Zendesk offers custom solutions, such as tailored plans under the Suite Enterprise and Suite Enterprise Plus tiers. These plans include features like advanced security measures, a sandbox for fine-tuning change management, enhanced disaster recovery, and access to specialized add-ons like Advanced AI and Advanced Data Privacy and Protection.
What is the Salesforce Service Cloud price?
- Starter Suite ($25/user/month) is ideal for businesses needing a simple CRM suite covering marketing, sales, service, and commerce. The plan delivers such features nas Case Management, Customizable Reports & Dashboards, Knowledge Base.
- Professional ($80/user/month) is designed for businesses focused on customer service. The plan delivers tham advanced Features: Case Swarming, Computer Telephony Integration (CTI), Omni-Channel Case Routing.
- Enterprise ($165/user/month) is tailored for: Businesses requiring advanced service capabilities and built-in trusted AI. This tier includes such options as AI for Customer Service, Self-Service Help Center, Workflow Automation.
- Unlimited ($330/user/month) is suited for: Businesses needing extensive customer support with chat and round-the-clock assistance. The features include 24/7/365 support, AI-powered Chatbots, and Chat functionalities.
- Einstein 1 Service ($500/user/month) offers: The pinnacle of Salesforce Service Cloud capabilities, integrating trusted AI and data intelligence. It includes everything in the Unlimited edition, plus additional features such as Digital Channels, Service Intelligence, and integration with Slack. Noteworthy that it also has Einstein Copilot (Beta) powered by generative AI, enhancing service efficiency and productivity.
Who uses Zendesk?
- Small to medium-sized businesses across various industries seeking an intuitive and customizable customer service platform.
- Startups and growing businesses that prioritize quick implementation and affordability without compromising on essential features.
- Businesses with less complex service requirements or those aiming to streamline existing support operations.
What businesses use Salesforce Service Cloud?
- Large enterprises and multinational corporations across industries such as finance, healthcare, telecommunications, and technology.
- Businesses with complex service needs, multiple communication channels, and advanced reporting requirements.
- Organizations are looking for extensive customization, seamless integration with existing business tools, and enterprise-grade security features.
- Companies that use other Salesforce products and look for seamless integration across different teams and departments.
Zendesk vs Salesforce Service Cloud is an indispensable ally in customer service management. Both provide comprehensive support service solutions to keep customers satisfied and teams organized.
Zendesk offers user-friendly functionality that is suitable for various businesses. Its customizable nature ensures tailored solutions for specific needs, along with robust reporting features to keep businesses informed.
Salesforce Service Cloud stands out as a seasoned professional in the customer service domain. It is equipped with powerful automation features and top-notch integrations. Its extensive capabilities cater to the complex requirements of large enterprises, providing seamless solutions to enhance workflow efficiency.
Ultimately, your business's choice between Zendesk vs Salesforce Service Cloud depends on its specific needs and preferences. Zendesk excels at simplicity and customization, while Salesforce Service Cloud offers advanced automation and integration options.
Full Zendesk to Salesforce Service Cloud Migration in a Couple Clicks
Import your business data from Zendesk to Salesforce Service Cloud efficiently with no disarranging from what actually matters — setting right your customers’ concerns. Help Desk Migration tool handles all the work behind the scenes when you simply enjoy applying your chosen platform.
More tips and tricks about data import
Willing to learn more about help desk business data import and support service advancement? Check out our blog.
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