Zendesk and Service Cloud are great platforms. Both allow rendering multichannel support, creating a self-service center and many other ways to improve customer service. However, one thing that's good about Service Cloud (the complicated nature of the platform aside) is that you get a highly customizable tool. You're free to tailor it to your discretion. So, now that you've decided to start using Salesforce Service Cloud, how do you migrate all the data? With our tool it all boils down to a few simple steps: 1) Connecting the platforms 2) Choosing what data to migrate 3) Matching up Zendesk and Salesforce ticket fields 4) Testing your migration 5) Migrating all data Visit this page to learn more: https://help-desk-migration.com/zendesk-to-salesforce-service-cloud-migration/ Leave us a message in case you have questions or need help: https://help-desk-migration.com/contact-us/

1. Help Desk Migration
Service
HOW TO EXPORT
DATA FROM
ZENDESK TO
SALESFORCE
SERVICE CLOUD

2. Help Desk Migration
Service
Place your screenshot here
SUMMARY
› What data can be
exported
› Preparing for the
migration
› How to migrate data to
Service Cloud
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3. Help Desk Migration
Service
DATA YOU CAN
EXPORT FROM
ZENDESK TO
SERVICE CLOUD

4. Help Desk Migration
Service
With our Migration Wizard you can automatically
export:
› Tickets along with Attachments, Public/Private Notes
› Contacts and Agents
› Organizations
› Custom Fields
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But you cannot export:
› Inline Images
› Zendesk settings
› Macros, reports, automation rules
› Tags
› Knowledge base articles

5. Help Desk Migration
Service
MIGRATION
CHECKLIST
Essential steps you should take before
the migration
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6. Help Desk Migration
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Make sure you have admin privileges on both accounts.
Create agent accounts in Service Cloud, make sure they have
“Modify all data” permission and the same email as in
Zendesk.
Create necessary custom fields in Service Cloud of the same
type as in Zendesk to be able to match them up.
If you have any active Triggers, Validation Rules and
Workflow disable them before the migration.
Enable audit fields to import Creates, Updated and Closed at
dates.

7. Help Desk Migration
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HOW TO USE
MIGRATION
WIZARD TO
EXPORT DATA

8. Help Desk Migration
Service
Connect your
Zendesk account
To export data from Zendesk
you need to provide the URL of
your instance and input into the
Migration Wizard.
Click Continue and you will be
taken to Zendesk sign-in page.
Log in using your credentials
and proceed to the next step.
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9. Help Desk Migration
Service
Connect your Salesforce
Service Cloud account
Next you need to log into your
Service Cloud account. Check the
Sandbox instance box if you want
to migrate your data to sandbox
first.
If not, keep the box unchecked
and click Continue.
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10. Help Desk Migration
Service
Choose the information
you need to migrate
Check the boxes to select the data
you want to export. Click Map
Fields to match up ticket fields.
Once you’re done matching, click
Save mapping to save your
settings.
Click Continue to start the trial
migration.
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11. Help Desk Migration
Service
Test the migration
Once you’ve mapped ticket fields, start your
Free Demo Migration. This will import 20
tickets to Service Cloud for you to check the
quality of the export and see if there are any
issues with the data.
You can restart the Demo Migration as many
times as you need.
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12. Help Desk Migration
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Decide what
your NEXT
STEP IS

13. Help Desk Migration
Service
WHEN YOU’RE READY
If you’re ready to export all data from
Zendesk, then proceed to the payment.
Once the payment is complete, you can
start the Full Migration*.
*You need to manually initiate the migration in your
Help Desk Migration account.
HAVE SPECIAL REQUIREMENTS?
Is there something that our tool doesn’t offer
out-of-the-box? We’d be happy to develop a
custom migration to meet your needs.
Drop us a line specifying your requirements**.
**The cost of the custom work is charged on top of the price of
the automatic data migration.
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Happy with the result?

14. Help Desk Migration
Service
Should you have any
questions?
Contact sales