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How to Export Data from your Zendesk Help Desk to Salesforce Service Cloud

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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/

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How to Export Data from your Zendesk Help Desk to Salesforce Service Cloud

  2. 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 2
  4. 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 4 But you cannot export: › Inline Images › Zendesk settings › Macros, reports, automation rules › Tags › Knowledge base articles
  5. 5. Help Desk Migration Service MIGRATION CHECKLIST Essential steps you should take before the migration 5
  6. 6. Help Desk Migration Service 6 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. 7. Help Desk Migration Service HOW TO USE MIGRATION WIZARD TO EXPORT DATA
  8. 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. 8
  9. 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. 9
  10. 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. 10
  11. 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. 11
  12. 12. Help Desk Migration Service Decide what your NEXT STEP IS
  13. 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. 13 Happy with the result?
  14. 14. Help Desk Migration Service Should you have any questions? Contact sales