CX Migration Tool · Salesforce Service Cloud → Zendesk
Migrate from Salesforce Service Cloud to Zendesk
Move your Salesforce Service Cloud case history to Zendesk — cases, contacts, accounts, attachments and comments — with zero data loss and no downtime.
How it works
From Salesforce Service Cloud to Zendesk in four steps.
Salesforce Service Cloud
IBAM CX Migration Tool
We handle it. You verify it.
1
Connect & map
Read-only, no data moved
2
Demo migration
Real sample, free
3
Full migration
Live progress portal
4
Reconciliation
Zero data loss confirmed
Zendesk
Source platform
Tickets, contacts, attachments and notes — all migrated.
IBAM CX Migration Tool
We handle it. You verify it.
1
Connect & map
Read-only
2
Demo migration
Free sample
3
Full migration
Live portal
4
Reconciliation
Zero data loss
Zendesk
Why teams move
Why move from Salesforce Service Cloud to Zendesk?
Lower cost, same power
Salesforce Service Cloud licensing is among the most expensive in the market. Zendesk delivers comparable — and often superior — support capabilities at a fraction of the cost.
Faster agent workflows
Zendesk's agent workspace is purpose-built for support speed. Agents resolve tickets faster without navigating Salesforce's CRM-heavy interface.
Simpler administration
Zendesk can be configured and maintained by operations teams without Salesforce admin certifications or expensive consultant hours.
What's included
Every case. Every contact. Nothing left behind.
We migrate all Salesforce Service Cloud data to Zendesk — with every field mapped correctly from day one.
Tickets & conversations
- Case ID, subject, status, priority
- Case type and origin
- Tags and custom fields
- Assigned agent and queue
- All emails and internal comments
- Attachments and inline images
- Created, updated and closed timestamps
- SLA metadata
Contacts & organisations
- Contacts and accounts
- Organizations and companies
- Custom contact and account fields
Knowledge base
- Knowledge articles
- Categories and data categories
- Formatting and attachments
Known limitations
Common issues — and how we handle them.
Case IDs change
Zendesk assigns new ticket IDs. We store the original Salesforce case ID as a custom field so your team can always cross-reference.
Salesforce flows vs Zendesk triggers
Salesforce flows and process builder rules cannot be transferred directly. We document your existing automation and help recreate it in Zendesk.
Account hierarchy
Salesforce's parent/child account hierarchy is flattened to Zendesk organizations. We map the relationship before migration starts.
Knowledge data categories
Salesforce knowledge data categories are mapped to Zendesk Guide sections. We validate the mapping with you before migration.
FAQ
Common questions.
How long does a Salesforce to Zendesk migration take?
Most migrations complete in 3–7 days depending on case volume and custom field complexity.
What access do you need to our Salesforce org?
Read-only API access via a dedicated integration user is sufficient. We never need full admin access.
Are knowledge articles migrated?
Yes — Salesforce Knowledge articles can be migrated to Zendesk Guide, preserving formatting and attachments.
Will custom fields and picklists be preserved?
Yes. All custom fields are mapped and validated before migration starts. We review the schema with you.
Ready to migrate from Salesforce Service Cloud to Zendesk?
Start with a free demo migration — no commitment, no data risk.
Contact us →