Here's how to migrate from Salesforce Service Cloud to Re:amaze with Migration Wizard.

1. Help Desk Migration
Service
How to move from Salesforce
Service Cloud to Re:amaze

2. Help Desk Migration
Service
Who are we and what we do?
Help Desk Migration is an automated online data
migration service. With us, you can import your customer
service data from one help desk to another easily.
No coding or data migration skills required.

3. Help Desk Migration
Service
Get Ready!
Before starting your migration, be sure to:
› Create agent profiles in Re:amaze.
› Turn off notifications as Subscribed Channels, Desktop Notifications, Email
Notifications, and Mobile Notifications on Re:amaze.
› Check you have at least one email channel in your Re:amaze account. If
you don’t have any, you can’t complete the Demo Migration.
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4. Help Desk Migration
Service
STEP 1.
SET UP YOUR ACCOUNT

5. Help Desk Migration
Service
Fill out a short form to create an
account on our website.
Click “Sign up” and begin setting
up your migration right away.
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6. Help Desk Migration
Service
STEP 2.
CONNECT YOUR DESK.COM AND
RE:AMAZE ACCOUNTS

7. Help Desk Migration
Service
Choose Salesforce Service Cloud
and sign in with your account.
You need to put a tick next to the
Sandbox instance button if you
want to use Salesforce Sandbox
instance.
Click “Continue”.
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8. Help Desk Migration
Service
Connect your Re:amaze account –
provide the URL, email and API
token.
Note: to perform the import you
must have admin rights for both
accounts!

9. Help Desk Migration
Service
STEP 3.
CONFIGURE YOUR MIGRATION

10. Help Desk Migration
Service
Migration Wizard will check which
records can be pulled from
Freshdesk and show them in a list.
Choose data you want to transfer
to Re:amaze.
You need to match agents and pick
up a default agent for unassigned
or inactive users. Map ticket and
article fields.
For quick customization, choose
pre-built automated options.
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11. Help Desk Migration
Service
STEP 4.
RUN THE DEMO MIGRATION AND
CHECK ITS RESULTS

12. Help Desk Migration
Service
Have any questions? Drop us a line!
Help Desk Migration provides a Free
Demo so you can see
● how the service works
● how data will settle in the new
environment
● whether you need any
customizations to a default
migration flow
In the Demo, the Wizard imports 20
random records. Review the results and
check all migrated, failed, and skipped
records.
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13. Help Desk Migration
Service
STEP 5.
LAUNCH THE FULL DATA
MIGRATION

14. Help Desk Migration
Service
Your Demo looks great, then get to
starting your Full Data Migration.
Choose the suitable support plan
and proceed to payment.
Once you’re done with payment,
hit the Start button.
Log in occasionally to check the
progress. You will receive the email
notification when it is completed.
Important: Do not change or
delete any records while the
migration is in progress.
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15. Help Desk Migration
Service
Setup free demo migration:
Try it Now
Get your data
migrated!