Zendesk to Salesforce Service Cloud Migration: A Smooth Ride
Secure chats, reliable servers, and top-tier authorization—so your data stays protected.
Automated processes, zero downtime, and seamless workflows—so your team stays productive.
Fair pricing with the right balance—so you get the best value without compromise.
Who we help: Businesses of all sizes, across any industry, looking for seamless and secure data
Why migrate Zendesk to Salesforce?
Are you considering moving from Zendesk to Salesforce? This is more than just a helpdesk swap—it’s about scaling your customer support to match your business growth.
Zendesk shines with its user-friendly interface and strong ticketing system. It’s also quick to set up and perfect for handling customer tickets without hassle. If your focus is purely on support, Zendesk gets the job done.
Salesforce steps in when you need a more connected ecosystem—where sales, service, and marketing work in sync. It gives you a 360-degree view of every customer interaction. Think AI-powered case routing, seamless automation, and deep customization options. All your departments—support, sales, marketing—work from the same data hub.
So, why migrate? Simple. If you’re outgrowing Zendesk’s support-focused setup and need a robust, all-in-one solution that scales with your business, Salesforce is calling your name. Free Demo migration is a great place to start.
Your data migration journey in 1-2 weeks
Preparation phase
Project and Requirements Review
Kick-off by reviewing Source data, workflows, and integrations. Check data filters and field mapping to the Target. Draft a transition plan and train your team.
Security and Compliance Check
Ensure everything meets security standards. Set permissions and access controls to keep the transfer safe.
Migration phase
Data Mapping and Customization
Match up fields between Source and Target. Choose from preset options or customize transfer for your needs.
Demo Migration
Test the waters with a free trial. Review the results and tweak settings as needed.
Data Verification
Double-check that everything is accurately transferred, complete, and well-structured.
Full Data Migration
Move all selected data—tickets, contacts, attachments, and linked records.
Delta Migration
Sync any new or updated data since the Full Migration.
Interval Migration*
Need a pause? No problem. Stop and restart up to five times (for up to five days each) with help from our support team during work hours—no downtime.
Post-Migration Phase
Go Live
Launch the Target for your support reps. Deactivate the Source (if needed) and secure your backups.
What records can you migrate from Zendesk to Salesforce Service Cloud?
Moving data doesn’t have to be complicated. With our Migration Wizard, you can easily transfer records between Zendesk and Salesforce Service Cloud—no tech support is needed.
Got specific migration needs? Let’s chat. Schedule a call, and we’ll tailor the process to fit.
| 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?
Smooth data flow
Keep your workflows running and support your customers without a hitch.Enhanced efficiency
Move data effortlessly—predefined and custom fields included.Streamlined ticket transfer
Tickets and related records transfer smoothly, keeping all your data structures intact on Target.Always-on support
Need help? Our support reps are ready via chat, email, or phone.Comprehensive replication
We map out a clear data import plan to ensure everything runs seamlessly and securely.Pre-built and custom options
Go with automated settings or request custom tweaks—we’ll ensure your data is spot on.
How does Zendesk to Salesforce transfer work?
With our automated migration service, you can transfer records in just five simple steps. Got a unique data structure? No problem—we’ve got flexible options to fit your needs.
Connect platforms
Link your Zendesk and Salesforce Service Cloud accounts.
Map your data
Define how your data should transfer over.
Take a test run
Run a Demo to preview the migration results.
Full Migration
Start or schedule your complete data transition.
Make your Zendesk to Salesforce Service Cloud transfer even smoother
Need a seamless transition? Help Desk Migration has the tools to make your data import effortless and tailored to your needs.
Bring over translated knowledge base articles
Got a multilingual knowledge base? No problem! Use our "Migrate content translations" feature to transfer every language version of your articles automatically.
Skip attachments for a faster migration
If your new helpdesk's storage limits are tight, skip attachments—especially if your historical data is valuable without them. This will speed up the migration process!
Convert inline images into attachments
Don’t want to lose images embedded in tickets? We’ve got you covered—move them as attachments in your Target.
Test with 20 custom records in a Free Demo
Curious about how your data will look post-migration? Try a free custom Demo—pick 20 specific records and see for yourself.
Move the newest records first
Need your freshest data first? Our "Newest first" migration option ensures the transfer of your most recent records before the older ones. (Available for Full Migrations only.)
Keep side conversations intact
Switching from Zendesk? Bring alongside conversations—they’ll be migrated as private comments in your new help desk.
Transfer call recordings
Call recordings are key for training and compliance. With our Migration Wizard, you can move them as attachments to your new customer service tool.
Stay focused on your work—we’ll handle the migration
Opt for the Zendesk to Salesforce switch? Let our automated migration service do the heavy lifting. With just a few clicks, your support system will be up and running on your new platform—no interruptions, no stress.
Security-first data migration
Your data’s safety is non-negotiable. Our Migration Wizard protects your customer data at every step, following industry best practices—from regulatory compliance to secure servers and routine security checks.
Trusted by thousands of happy customers
We’ve powered thousands of smooth data migrations—earning awards and glowing reviews along the way. But we don’t stop there. We always improve the Migration Wizard and add new features to match your transfer needs.
Effortless data mapping—your way
Skip the hassle of adding missing fields or records manually. With our Migration Wizard, you can map both standard and custom fields, tweak your data transition settings, and keep your record structure intact—all with minimal effort.
Schedule your migration on your time
Pick a time that works best to kick off your help desk migration. Plus, with Delta migration, you can bring over any new or updated data once the initial migration is done. Set it, forget it, and let the Migration Wizard do the rest.
A support team that’s got your back
Running into a migration roadblock? Our Help Desk Migration support team is here to help. With years of hands-on experience, they’ll tackle any issue and guide you through every step of your data transfer.
Your data’s security is our priority
With Help Desk Migration, your critical records are safe at every stage. We follow the latest security standards, push regular updates, and run constant system checks—so you can confidently migrate.
Locked down with 2FA
Our Migration Wizard uses two-factor authentication (2FA), and only your admin-level agents can migrate Zendesk data—tight security, no data leaks—simple as that.
Triple-layered security
We’ve got three layers of protection: physical (securing our hosting equipment), network (shielding against digital threats), and app (safeguarding your data on our platform). Solid from every angle.
Built on security essentials
We stick to the big names in data protection—SOC 2 Type I, GDPR, CCPA, HIPAA, PCI (Level 1), and more. Plus, we’re constantly expanding our compliance list. Your data’s in safe hands.
What’s the cost of moving from Zendesk to Salesforce Service Cloud?
Thinking about switching? The cost depends on how much data you’re moving, how complex your setup is, and any custom tweaks you need.
The fastest way to get a clear price? Run a Free Demo—check out the Migration Wizard in action and see precisely what your migration will cost. No guesswork.
Run a Demo to get the priceEvaluating the success of your Zendesk to Salesforce migration
After completing the Zendesk to Salesforce data transfer, it is time to check if everything’s running smoothly.
Measuring and analyzing key metrics
Data doesn’t lie—but only if you know what to look for. Start with these core metrics.
- Ticket resolution time: Is your team resolving customer issues faster or slower?
- Customer satisfaction (CSAT) scores: Any dips or spikes post-migration?
- Agent productivity: Are cases (Salesforce’s version of tickets) handled more efficiently?
- Data accuracy: Ensure all customer data, ticket histories, and attachments made the jump without a hitch.
Create dashboards in Salesforce to keep these metrics front and center. The goal? Spot trends early and act fast.
Gathering feedback from staff and customers
Numbers tell one side of the story—people tell the other. Get feedback from:
- Support agents: How easy is navigating cases, using automation, and pulling up customer info?
- Customers: Have they noticed any hiccups with response times or support quality?
We suggest you send a quick post-migration survey to both groups. Keep it short, sweet, and actionable.
Continuous improvement & adjustments
Think of your migration as the first step—not the finish line.
- Fine-tune automations: Adjust case routing, workflows, and macros based on agent feedback.
- Optimize reporting: Ensure your Salesforce dashboards reflect the KPIs that matter most.
- Train your team: Hold regular training sessions to keep everyone sharp on Salesforce tools.
- Iterate, iterate, iterate: Small tweaks today prevent big headaches tomorrow.
A successful Zendesk to Salesforce data migration isn’t just about moving data—it’s about boosting team efficiency and improving customer experiences. Keep tracking, listening, and refining.
Your feedback fuels us: Hear what our clients say
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
Step-by-step prep for your Salesforce Service Cloud migration
How about migrating your data to Salesforce Service Cloud? Don’t dive in blind—prep like a pro with our detailed migration guide. Clear steps, no fluff—just what you need to make the move smooth.
Frequently asked questions about Zendesk to Salesforce migration
While Zendesk shines for support-focused teams, Salesforce Service Cloud connects the dots between customer service, sales, and marketing. If you’re scaling fast and need that 360° customer view with AI-powered insights and deep customization, Salesforce is the way to go.
Yes, our migration service keeps everything connected—tickets, customers, agents—you just need to move all related records so your support teams can pick up where they left off.
Contact us if you’ve got specific requirements, and we’ll tailor the migration to match your needs.
Yes, your custom fields from Zendesk will transfer to Salesforce Service Cloud. To ensure everything aligns, set up matching custom fields in Salesforce beforehand so your data is easy to find after migration. To create custom fields for cases, go to Setup → Object Manager → Case → Fields & Relationships → New.
Yes, our data migration tool seamlessly moves your ticket conversation history to Salesforce Service Cloud.
No downtime, no disruption. Keep serving your customers while we handle the heavy lifting. Start with a Full Data Migration, then use Delta Migration to sync any new or updated records.
Before migrating from Zendesk, it’s smart to clean up your data, remove duplicates, check for any incomplete records, and review ticket fields—a little prep goes a long way.
You can keep working in Zendesk during the migration, with no interruptions. Once the Full Data Migration wraps up, you can request a Delta Migration to scoop up any new or updated records.
Seamless Zendesk to Salesforce Service Cloud Migration—No sweat
Zendesk to Service Cloud migration without missing a beat. Focus on what counts—helping your customers—while the Help Desk Migration tool does the heavy lifting behind the scenes.
More tips and tricks for your data movement
Curious about transferring help desk data and boosting your support services? Dive into our blog for smart tips and insights!
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