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Hello, We are just getting started with Salesforce Service Cloud for our help desk ticketing system after having used Zendesk for a while. Is there any easy way to import old tickets/comments/data from Zendesk into Salesforce? Or has anyone done this and found any tips or tricks that make the data transfer go more smoothly? Thank you.

 

#Service Cloud

5 Antworten
  1. Vuk Stajic (MVRK Inc.) Forum Ambassador
    27. Juni 2022, 17:49

    Comments likely hard to replicate.

     

    Best tip: configure Salesforce to what you need, create a template for importing the new cases, and fill them with Zendesk data.

     

    You will struggle the most with relationship building if you are tracking cases against Contacts/Accounts. Those records will need to exist in SF to have their ID used to track the tickets on those contacts/accounts.

     

    Can get more complex if also tracking cases against assets etc.

     

    Key is to make sure you know what data needs to be in SF first before you do any loading.