Looking for a simple way to move all your data to Salesforce Service Cloud? Use an automated data migration tool to import your help desk records in a few clicks. In this presentation, you will see: what data we can move to Service Cloud, how to prepare for your migration, and how to use the Migration Wizard. Learn more about Help Desk Migration service: https://help-desk-migration.com Leave us a message in case you have questions or need help: https://help-desk-migration.com/contact-us/

1. Help Desk Migration
Service
SALESFORCE
SERVICE CLOUD
DATA MIGRATION

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
IMPORT 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
› Settings
› Macros, reports, automation rules
› Tags
› Knowledge base articles

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

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

8. Help Desk Migration
Service
Connect your
source account
Choose your current help desk
from the list of available
platforms and provide the
necessary credentials.
They are different for each
platform. So, if you have any
difficulties finding the required
access credentials, check out
our Knowledge Base for
instructions.
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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. Here’s how you can check
the result of your migration to Salesforce
Service Cloud.
You can restart the Demo Migration as many
times as you need.
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12. Help Desk Migration
Service
WHEN YOU’RE READY
If you’re ready to import all data to
Service Cloud, 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?

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