Salesforce Service Cloud-to-Zendesk migration: done by people who know both.
Service Cloud-to-Zendesk is the most complex migration we deliver. Salesforce’s data model, custom objects, flows, validation rules, and over-customisation all need to be translated, not lifted and shifted. We redesign as we migrate, so your routing model gets simpler, not more complicated.
Fixed price · 4–6 weeks · Conversation history preserved · Zero downtime cutover
Supporting the world’s best support teams.
From next-gen startups to established enterprise.
What we move from Salesforce Service Cloud into Zendesk.
- Cases: full activity history, attachments, custom fields
- Accounts and Contacts: including custom objects and lookups, mapped to Zendesk users and organisations
- Case Routing: Salesforce omni-channel translated to Zendesk skills-based routing
- Knowledge: Salesforce Knowledge articles, data categories, and file attachments mapped to Zendesk Help Centre
- SLAs and Entitlements: translated to Zendesk SLA policies
- Validation Rules and Flows: captured as Zendesk triggers, automations, and custom apps where needed
- Customer Communities: rebuilt as Zendesk Gather where appropriate
Why teams move off Service Cloud and when they shouldn’t.
Most teams that migrate off Service Cloud do so for one of three reasons:
- Agent UX: Service Cloud feels heavy for agents who don’t need every tab
- Cost at Scale: per-seat licensing for high-volume support is expensive
- Speed: Salesforce changes need a Salesforce admin and a deploy cycle; Zendesk changes are admin self-serve.
But Service Cloud isn’t always the wrong tool. If you’re running CRM + support tightly together, if your service team is small relative to a large sales org, or if you’ve invested deeply in Salesforce-native automations and integrations, the migration may not be worth it. We’ll be honest in the scoping call.
Ready to scope a Service Cloud migration?
Book a 30-minute call. We’ll map your Salesforce data model, scope what needs to be redesigned versus migrated, and provide a fixed price quote.
Why is this the most complex migration you deliver?
Salesforce Service Cloud’s data model custom objects, flows, validation rules, and years of over-customisation all need translating, not lifting and shifting. Every Salesforce instance is essentially one-of-a-kind. You can’t template this migration; you have to understand what Salesforce actually does before you can rebuild it in Zendesk.
Do we have to rebuild all our Salesforce automations in Zendesk?
No, we redesign as we migrate. Salesforce automation patterns often carry years of accumulated complexity, creating an opportunity to simplify. The output is Zendesk automation that does what your Salesforce flows were trying to do, not a direct port that brings the complexity with it.
Can we keep Salesforce CRM while moving support to Zendesk?
Yes, this is the most common outcome. Sales stays in Salesforce, support gets Zendesk. We configure the native bidirectional Salesforce CRM ↔ Zendesk integration so customer data flows in both directions.
Why is the price only fixed after scoping for this migration?
Salesforce instances are one-of-a-kind; we can’t give you a fixed price without seeing what you’ve built. The scoping call is always free. Once we’ve seen your instance, we can scope it precisely. For every other migration, we offer a fixed price upfront; for Service Cloud, the scoping call is part of the process.