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Salesforce Migrations

Zendesk to Salesforce Migration

Move tickets, requesters, organisations, comments and attachments from Zendesk into Salesforce Service Cloud cases with the history intact.
  • No obligation - response within 1 business day for your Zendesk to Salesforce Migration
  • Trusted by senior FinServ decision-makers for Zendesk to Salesforce Migration
  • 9+ years of CRM specialism for financial services and fintech - including your Zendesk to Salesforce migration

TRUSTED BY LEADING FINANCIAL SERVICES BUSINESSES

  • MoneyCorp
  • Monavate
  • YouLend
  • Yaspa
  • Iwoca
  • Yonder
  • Caxton
  • AAB
  • MoneyCorp
  • Monavate
  • YouLend
  • Yaspa
  • Iwoca
  • Yonder
  • Caxton
  • AAB

Salesforce Migrations

A smooth move to Salesforce

Zendesk to Salesforce Migration

A Zendesk to Salesforce migration brings support onto the same platform as sales, so teams see every client conversation in one place. Zendesk tickets become Salesforce cases in Service Cloud, requesters become Contacts, organisations become Accounts, and comments, attachments and tags travel with them. Macros, triggers and views are rebuilt as Flows, queues and list views. For financial services and fintech teams we preserve audit trails, access controls and retention needs. See our migration and integration services.

Why choose a Zendesk to Salesforce migration?

  • Zero-loss migration

    Every contact, deal, note and file moves from Zendesk to Salesforce with full field mapping and validation.

  • Live in weeks, not months

    A proven Zendesk to Salesforce migration playbook delivers a clean cutover, typically in under 6 weeks.

  • No disruption to revenue

    We migrate in parallel and switch over cleanly, so your sales team never loses the pipeline.

  • Salesforce set up the right way

    Not a lift-and-shift - we configure Salesforce to your process as part of the Zendesk to Salesforce migration.

CRM adoption increase
Records cleaned and unified
Data accuracy and visibility
Systems deployed

Not moving off Zendesk?

If you want to keep Zendesk and connect it to Salesforce rather than migrate away from it, we build that integration too.

See the Salesforce Zendesk integration →

Frequently asked questions

Common questions about your Zendesk to Salesforce migration

Each ticket becomes a Case. Status, priority, type, tags and custom ticket fields map to Case fields and picklists. Public comments and internal notes become case comments or related records, and attachments are linked to the right case. Requesters map to Contacts and organisations to Accounts, with the original Zendesk ticket IDs stored for reference. CRM data model design decides whether specific ticket categories need custom fields, record types or a separate object.

None of them transfer. Zendesk macros, triggers, automations and SLA policies are documented one by one and rebuilt in Service Cloud with Flows, assignment and escalation rules, entitlements and milestones, and quick text for canned replies. Help centre content and other channels such as email, chat and web forms need separate planning. We test each rebuilt process with sample cases before cutover, so agents see familiar behaviour and clients notice no gap in service.

Case counts are reconciled against ticket counts, comments, attachments, timestamps and requesters are checked, and sampled tickets are compared side by side. A test migration into a sandbox comes first, then a delta load at cutover catches tickets created in the meantime. In financial services the full conversation record often matters for complaints and audit, so we confirm nothing has been dropped. Our Salesforce services include agent training and post-launch support.

Keep exploring

Similar Salesforce Migrations

GET IN TOUCH

Start the Conversation.

Moving off Zendesk? As a Salesforce partner for financial services and fintech, Evara handles your Zendesk to Salesforce migration end to end - mapping every record, validating the data, and cutting over cleanly with no loss or downtime. No obligation, no hard sell. Book a consultation and we'll map out your migration plan.

Book a Consultation

No obligation. Response within 1 business day.