Migrate from Desk365 to Salesforce Service Cloud with precision & ease

Do I need professional help for this migration?

Yes. Professional help ensures proper field mapping and preservation of relationships between records. Our engineer-led approach catches edge cases that automated tools miss.

Does ClonePartner provide guidance before committing?

Yes. We provide a free consultation and assessment. We'll review your data structure, discuss your requirements, and provide a detailed migration plan and fixed-price quote before you commit to anything.

Do you use an off-the-shelf tool to migrate from Desk365 to Salesforce Service Cloud, or is this built for our data?

It is built for your data. Each migration is a set of custom scripts written for your data model, not a generic import tool. That is also why we start with a sample migration: you see your own records in Salesforce Service Cloud before the full migration is committed.

Can we see a sample of our Desk365 data migrated to Salesforce Service Cloud before the full migration runs?

Yes. We run a sample migration on your own data first, so you can review how your records look in Salesforce Service Cloud before the full migration goes ahead. We run validation scripts to confirm the record counts match your source, and you check the sample against your source records; if a field is missing or mapped wrong, or anything else needs adjusting, we fix it in the migration scripts and re-run the sample as many times as you need. The full migration only runs after you've approved the sample. On projects delivered in phases, each phase gets its own sample migration for you to approve.

How many sample migrations do we get, and can we choose which Desk365 tickets go into them?

You can run the sample as many times as you need, until you are satisfied with how the data looks in Salesforce Service Cloud. By default it uses your most recent tickets, and you can name specific tickets to include instead, such as ones with long or complex threads you want to check.

Do we need to keep our Desk365 account active during the migration?

Usually, yes. Keep it active until we confirm the migration is complete, including the final delta migration, because we read your data directly from your Desk365 account throughout the project. If your subscription is due to end mid-project, extending it to cover the migration window keeps everything on track, and we tell you when it is safe to cancel. If it has to close sooner, we can pull your data out before it closes and migrate from that copy.

Will the sample tickets be removed from Salesforce Service Cloud before the full migration runs?

Yes, if you want them removed. Before the full run, we delete the tickets the sample migration created in Salesforce Service Cloud, so the full migration does not duplicate them.

Do we need to connect our support email to Salesforce Service Cloud before the migration from Desk365 starts?

No. Your support email doesn't need to be connected for the historical tickets to migrate. It matters for go-live, and so does its timing: once Salesforce Service Cloud is receiving email directly, a sync run after that point can pull in the same tickets a second time, so we line the final delta sync up with your email switchover. Some items, such as rules that depend on your email channel, may need it connected before they can be migrated.

Will the original assignees, message authors and created dates be preserved?

Yes. Created-time metadata is carried across, and so are assignees and message authors who have a user account in Salesforce Service Cloud. Where Salesforce Service Cloud cannot store one of them natively, it is kept as embedded metadata on the migrated record.

If the new system can't natively support an old record type, what are my options?

We handle it case by case. While mapping your data, we identify every record type without a direct counterpart in Salesforce Service Cloud, review sample records from it and propose how it can be represented, based on what Salesforce Service Cloud supports: map it to the closest native object, create a custom field or object, fold it into the parent record as text or a note, attach it as a file, or keep it in a read-only archive. You choose the approach, we write the migration scripts to place the data there, so it comes across in the form you choose instead of being left behind, and you see how it looks in a sample migration before we run the full set.

Do you migrate our Desk365 workflows, triggers and automations to Salesforce Service Cloud, or just the tickets?

They can be part of the migration. We recreate your existing Desk365 triggers and automations in Salesforce Service Cloud using its own conditions and actions, and agree the exact list of rules with you during scoping. Designing new workflows beyond the ones you have today is separate, and is best done by your team or your implementation partner.

Are the times of each Desk365 comment, reply and update preserved in Salesforce Service Cloud, not just ticket creation dates?

Yes. Each ticket's creation time is preserved exactly, and so is the time of each comment and reply, so the history shows when every update happened. The one possible exception is the ticket-level 'last updated' field, which some platforms set themselves when a ticket is written, so it may show the migration date; the original update history stays in the comment timestamps.

What happens to Desk365 tickets assigned to agents who have left the team or don't have an account in Salesforce Service Cloud?

They still come across. Before the migration runs, you decide where they go: to a fallback owner you choose, or left unassigned where Salesforce Service Cloud allows it. Either way, each ticket can get a tag with the original agent's name, for example Assigned_to_Jane, so your team can still see and filter who handled it and reassign them later.

Can we merge several Desk365 accounts into one Salesforce Service Cloud account and still tell which account each ticket came from?

Yes. Tickets from several Desk365 accounts can be consolidated into one Salesforce Service Cloud account, and each ticket is tagged with the account it came from so your team can filter by origin. A shared migration tag can also go on every imported ticket, which keeps historical records separate from new work.

Do our Desk365 dropdown ticket fields come across to Salesforce Service Cloud with all their options?

Yes. Each dropdown field that is migrated as it is comes across with all of its options, including nested sub-options, so the value on each migrated ticket has a matching option in Salesforce Service Cloud. If you choose to combine or restructure fields, map them onto fields that already exist in Salesforce Service Cloud, or a field holds more than one value per ticket, we agree with you during scoping how those values are mapped.

Do our Desk365 ticket attachments come across to Salesforce Service Cloud?

Yes. Attachments are migrated along with the ticket conversations they belong to, not just the text. We can also carry over reference fields such as the original ticket number and a link back to Desk365, so your team can cross-check any record. You can review attachments and dates in the sample migration before the full run.

Our Desk365 setup has custom ticket statuses that Salesforce Service Cloud doesn't have. How do they get mapped?

We map every Desk365 status to a status in Salesforce Service Cloud and send you a proposed mapping for the ones that need a decision. You confirm or correct it before the full migration, and the sample migration shows exactly how your tickets' statuses land.

Will the migration set off automations or send emails or notifications to customers, our team or anyone else?

No. Before the sample or full migration starts, we confirm with you that nothing in Salesforce Service Cloud will send messages about the migrated data: we import with notifications switched off wherever Salesforce Service Cloud allows it, and either pause any automation that could send them for the migration window or give it a condition, such as a suppression tag, that skips migrated records, which lets your live automations keep running for new records. We only proceed once you have confirmed it. If you want anyone told about the move, that message is sent separately, once the migrated data has been checked.

Will you migrate our Desk365 knowledge base articles as well as tickets?

Yes. Knowledge base articles can be part of the same migration as your tickets, and move into your Salesforce Service Cloud knowledge base.

Can we migrate only our Desk365 contacts who have tickets, not our whole contact list?

Yes. We pull your tickets first, collect the distinct requesters from them, and migrate only those contact records. Contacts with no ticket history are not added to Salesforce Service Cloud.

Can you migrate data that Salesforce Service Cloud can't take in through an API?

In many cases, yes. Where something can't be written through an API, we recreate it through Salesforce Service Cloud's user interface where the interface allows it, and where that work is repetitive we script and automate it. We tell you up front which items are handled this way, because recreating them through the interface can add time to the schedule.

If we don't recreate all our Desk365 custom fields in Salesforce Service Cloud, will that data still be kept on our old tickets?

Yes. We can write custom field values onto each migrated ticket as an internal note, laid out as readable field-and-value pairs. Your team can still see that information on every historical ticket, and only the fields you plan to keep using need to be recreated.

Will full Desk365 ticket conversations come across, or only notes on each ticket?

We migrate the full conversation on each ticket, not a summary saved as notes. Where Desk365's API doesn't expose part of the history, our engineers retrieve it from Desk365 directly and work out a route to load it into Salesforce Service Cloud. You check the result in a sample migration before the full run begins.

What happens if Salesforce Service Cloud requires fields our Desk365 data doesn't have?

We check the destination for required fields your source data cannot fill and bring each one to you before those records are migrated. Together we agree how each one is handled, such as a mapping from an existing field, a default value, or, where Salesforce Service Cloud lets that field be made optional, setting it to not required for the migration so you can make it required again once the migration is complete. The migration then runs with that rule applied, so no records are rejected or left behind.

What happens if some Desk365 tickets fail to migrate?

Every ticket that errors is logged. We review it, fix the cause and re-sync it, then validate the result before cutover. When the migration is complete you receive a list of every migrated ticket, so you can check it against Desk365.

What happens to Desk365 comments written by agents who have since left the company?

Their comments migrate with the rest of the ticket history. If the original author does not have an account in Salesforce Service Cloud, we can add a line at the start of the comment naming who wrote it, so it stays attributable.

How will we tell migrated records apart from the ones already in Salesforce Service Cloud?

We can mark every migrated record in Salesforce Service Cloud, for example with a custom checkbox field such as "Migrated from Desk365", so your team can tell migrated data apart from records created there. We agree the marker with you during scoping so it fits how your team uses Salesforce Service Cloud.

Do internal notes and system-generated notes from Desk365 migrate to Salesforce Service Cloud, or only customer-facing replies?

Internal notes can come across, and so can system-generated notes where Desk365's API makes them available. During scoping you choose which notes to include, so Salesforce Service Cloud holds the history your team will actually use.

Will our custom Desk365 ticket fields map to the right fields in Salesforce Service Cloud?

Yes. Before anything runs, we map each of your custom fields to its destination field in Salesforce Service Cloud and confirm the mapping with you. You then review a sample migration so you can check that the values land where you expect, and we make any mapping changes before the full migration.

Can you assign migrated tickets to Salesforce Service Cloud groups based on the email address they were sent to?

Yes, where Desk365's API shows which address each ticket was sent to and Salesforce Service Cloud's API lets us set each ticket's group. Routing rules like "every ticket sent to this address goes to that group" are written into the migration script, so tickets arrive in Salesforce Service Cloud already in the right groups. You confirm the rules with us up front and check the result on the sample migration before the full run.

Can you map our Desk365 ticket categories or field values to different ones in Salesforce Service Cloud?

Yes. You give us the mapping, including what blank values should become, and we apply it in the migration script so every ticket arrives in Salesforce Service Cloud with the new values. You check the mapping on the sample migration before the full run.

Can we keep spam and sales emails out of Salesforce Service Cloud?

Yes. We agree filtering rules with you up front so spam and sales emails are excluded rather than imported. Afterwards you receive a list of every ticket we pulled from Desk365, with excluded tickets marked as skipped.

Will emojis and special characters in our Desk365 tickets come through correctly in Salesforce Service Cloud?

Yes, as long as Salesforce Service Cloud can store them. Our scripts carry emojis and special characters across intact, and we can clean out stray encoding characters left behind in older tickets before anything is written to Salesforce Service Cloud. You can check the result in the sample migration before the full run.

Can you migrate hundreds of thousands of Desk365 tickets and contacts to Salesforce Service Cloud?

Yes. Every migration is a custom script built for your project, so volume is something we plan for, not a limit on what can move. At large volumes, run time is set mainly by how fast Desk365's and Salesforce Service Cloud's APIs accept requests, and we plan the full run around that. Before the full run, we test the mapping and throughput with a sample migration.

Can you combine data from Desk365 and other support tools into one Salesforce Service Cloud account?

Yes. Each tool's data is extracted separately and written into the same Salesforce Service Cloud account. How records from the different tools fit together is settled in the data mapping before the build. The sample migration includes data from every source, so you can check the combined result before the full run.

Can you fix Desk365 tickets that are linked to the wrong company during the migration?

Yes, where Salesforce Service Cloud lets a company be set on each ticket. Each migration runs as custom scripts against the source and destination APIs, so we can set the correct company on each ticket as it is written to Salesforce Service Cloud. We agree the assignment rules with you first. The corrected links show up in the sample migration, so you can check them before the full run.

Can Desk365 ticket watchers or followers be migrated to Salesforce Service Cloud?

Yes. We read the watcher list from each Desk365 ticket and, where a watcher has an agent account in Salesforce Service Cloud, matched by email, add them as a watcher on the matching migrated ticket. You confirm the result on the sample migration before the full run.

Will our Desk365 ticket formatting, including HTML content, carry over to Salesforce Service Cloud?

Yes. The migration script converts ticket content, including HTML, into the format Salesforce Service Cloud expects, and our verification checks compare migrated tickets with the originals, including how the HTML renders. The sample migration lets you compare migrated tickets side by side with the originals before the full run, and if anything renders differently, such as HTML appearing as raw text, we adjust the script and re-run the samples until you sign off.

Our Desk365 account already holds tickets imported from an earlier migration. Will that cause problems when we migrate to Salesforce Service Cloud?

It can make the number of tickets we pull differ from the count Desk365 shows, so tell us about the earlier import during scoping. We compare those two numbers before the full run, so if earlier-imported history makes them differ, we find out why first. When the migration is complete, the reconciliation report accounts for every ticket.

Are deleted Desk365 tickets included in the migration?

Only if you want them. You decide during scoping whether deleted and spam tickets are included, and we apply that choice to every run, including the final delta sync. Some platforms keep deleted tickets as scrubbed records with no remaining content; we flag any we find and migrate them only if you ask.

Will our migrated tickets end up with duplicate comments?

Not normally, and we check for it. Our verification checks compare each migrated ticket with its original, including the message content, and each delta round is checked against what earlier rounds already migrated. If a ticket is found with duplicated comments, we can delete and reimport it, and it keeps its original creation time and conversation timestamps.

Will Desk365 tickets that have no customer email address, or whose contact can't be found, still be migrated to Salesforce Service Cloud?

Yes, if you want them. We look the contact up again before leaving any ticket behind: when a ticket can't be linked to its contact on the first pass, we run a second lookup, also checking elsewhere in the ticket's data, and attach the requester before the ticket is migrated. Some help desks need an email address or telephone number to create the customer a ticket belongs to, so we flag every ticket whose requester still has neither, including where Desk365's privacy settings hide the email from its API, and send you the list. You can then give us the right email for each requester, or have the tickets migrated with placeholder email addresses, and we migrate them that way.

If our Desk365 spam tickets are migrated to Salesforce Service Cloud, will they still be marked as spam?

Yes, they can be. If you choose to include spam tickets, we mark them, for example with a spam tag, alongside a migration tag if you use one, so they stay easy to find and filter in Salesforce Service Cloud, and we include some in the sample so you can check them. If you'd rather leave spam behind, we agree a filter during scoping and it isn't imported.

If we collect customer satisfaction (CSAT) ratings in Desk365, can you migrate them to Salesforce Service Cloud?

Yes, where Salesforce Service Cloud can store them. Where it accepts satisfaction ratings, we migrate them with their tickets, which can need an extra permission on the new account's connection. Where it has no native place for historical ratings, we bring the scores across another way, such as a custom field or a tag on each ticket, agreed with you during scoping.

Can the activity history on each Desk365 ticket, such as status changes and assignments, be migrated to Salesforce Service Cloud?

Usually not as a native timeline. Event history such as status changes and assignment timestamps stays with your Desk365 account and generally isn't something a help desk accepts on import, so it is left out of the migration. Each ticket still arrives with its full conversation, status and assignee, and with its original timestamps where Salesforce Service Cloud accepts them, and parts of the history that matter to you can be kept another way, such as a tag with the ticket's original status or an internal note.

Can you migrate Desk365 tickets that belong to private or restricted categories?

Yes, once the migration's connection can reach them. If a category or group is private or restricted in Desk365 or Salesforce Service Cloud, the account we connect with may not be able to read or create tickets in it, so we flag every ticket this affects. You can then lift the restriction or give the connection the access it needs, such as an admin-level account, and we migrate the remaining tickets, or tell us to leave them out.

If we have Facebook and Instagram comments in Desk365, will they keep the right author and show where they came from in Salesforce Service Cloud?

Yes, as far as Desk365 records it. Each message is attributed to the author Desk365's API reports, and messages from your team show under the right agent as long as that agent's account exists in Salesforce Service Cloud before the tickets are migrated; otherwise they fall back to the default agent. We also carry over the message source in as much detail as the API provides, for example telling comments on Instagram posts apart from comments on Instagram ads.

Can you also migrate email threads from our email account, such as Gmail, that never became tickets in Desk365?

Yes. Once your email account, such as Gmail, is connected, we can pull selected email threads directly from it, for example for a date range you choose, and migrate them into Salesforce Service Cloud as tickets. We share the list of threads with you to confirm before anything moves. Because they were never tickets, some details can look different from tickets migrated from Desk365.

Will Desk365 tickets that have no messages or comments still be migrated to Salesforce Service Cloud?

Yes, if you want them. Some help desks can't create a ticket without at least one message, so we flag every ticket that has none and send you the list rather than skipping them silently. We first check whether the content is stored elsewhere in Desk365, such as a ticket description we can use as the first message. Otherwise we can migrate the ticket with a placeholder message, or leave it out if you prefer.

Do you download attachments for every Desk365 ticket, or only for the tickets being migrated?

It depends on the source platform. For some sources, our scripts fetch attachments at the time each ticket is migrated rather than during the initial data pull, so files are downloaded only for the tickets in scope. For others, attachments are pulled along with the initial data. Either way, only the tickets you choose are migrated.

Will a customer in Desk365 with several email addresses or telephone numbers end up as duplicate contacts in Salesforce Service Cloud?

Not if we agree the merges with you first. We identify records that share an email address or telephone number and propose merges in the migration checklist, where you confirm each one and choose which address stays primary. Each merged set becomes one contact holding all of that customer's tickets and, where Salesforce Service Cloud allows it, all of their email addresses. We don't merge on a guess, so records you don't confirm stay as they are.

Will our customers be able to see their migrated conversations in Salesforce Service Cloud, for example in a customer portal?

It depends on Salesforce Service Cloud. Migrated tickets are attached to each customer's contact record like any other ticket, so where Salesforce Service Cloud has a portal that shows customers their own tickets, the migrated ones can appear there, while internal notes stay private to your agents. Some portals only show tickets or replies set up in a particular way, so we confirm during scoping how imported tickets show to customers in Salesforce Service Cloud and check it in the sample migration.

Can our agents reply to customers from migrated Desk365 tickets in Salesforce Service Cloud?

Yes, where Salesforce Service Cloud treats migrated tickets as regular tickets and your support email is connected to it. An agent's reply from a migrated ticket then goes out to the customer, and the customer's next reply continues on that same ticket. Some help desks keep imported tickets read-only, so we confirm this for Salesforce Service Cloud and test it on your account before your team relies on it.

Will the information that integrations show in our Desk365 tickets be migrated to Salesforce Service Cloud?

Not if that information lives in the integration rather than in Desk365. Widgets and similar panels are often drawn live by the integration, and where Desk365 doesn't store that data or return it through its API, it can't be migrated with the tickets. The tickets and their conversations migrate as normal, and your team reconnects each integration to Salesforce Service Cloud after cutover.

How long does the Desk365 to Salesforce Service Cloud migration take?

Most migrations complete within 1–5 business days, depending on data volume and complexity; very large migrations, such as several hundred thousand records, take longer. We provide a detailed timeline after the initial assessment and can often complete small migrations in under 24 hours.

Will there be downtime when migrating from Desk365 to Salesforce Service Cloud?

No. Our migration process is designed for zero downtime. Desk365 stays fully operational throughout: the bulk migration runs in the background and the cutover is fast, so there is no disruption to your live business operations.

Can we choose which Desk365 tickets move to Salesforce Service Cloud first, such as active tickets before the backlog?

Yes, either way round. With a hard go-live date, we can migrate open and active tickets first, so your team can work in Salesforce Service Cloud from go-live day; a delta migration on that date brings across every ticket created or updated since the first pass, and the historical backlog then keeps migrating in the background. Or closed tickets can move first while your team keeps working open tickets in Desk365, with open tickets moving in a separate delta run close to switchover, so active conversations are the last data to transfer.

If we go live on Salesforce Service Cloud before the migration finishes, can you bring over tickets that come in afterwards?

Yes. A follow-up delta migration brings over tickets that reached Desk365 after your team switched. Because your team is already working in Salesforce Service Cloud by then, we agree with you how rules in Salesforce Service Cloud that would otherwise fire on imported tickets are kept from firing, for example by pausing them for the run, and let you know when the run is complete so you can turn any paused rules back on. Some duplicates are possible because your team is already live, and we tell you about that before the run.

What happens to tickets that are still open in Desk365 on the day we switch to Salesforce Service Cloud?

Tickets that are open at the final cutover come across as open tickets, so your team picks them up and keeps working without a gap. Closed tickets come across as history, and if you want that history kept apart from live work, they can be kept in a separate archive group where Salesforce Service Cloud's API lets us set a ticket's group.

Our team has already started working in Salesforce Service Cloud. Can we still migrate our Desk365 history?

Yes. We take the exact date, time and time zone your team went live as the cutoff, and migrate the history up to that point, so the work already done in Salesforce Service Cloud is left as it is. That go-live moment separates the two systems' records, so we confirm it with you before anything runs.

Can we leave Desk365 attachments out of the migration to finish it faster?

Yes. Attachments are transferred file by file, so excluding them from historical tickets, or from tickets older than a cutoff date you choose, shortens the run considerably. Before you decide, we give you a revised completion estimate for each option so you can weigh the time saved against what you keep.

What is a delta sync, and when does it run before we switch to Salesforce Service Cloud?

Moving tickets through the platforms' APIs takes time, so we migrate the bulk of your history, mainly closed tickets, well before your switchover date. A delta sync then brings across everything created or updated in Desk365 since the previous pass of the migration. The final delta sync runs at your switchover time, so Salesforce Service Cloud is current on the day your team starts using it: you share your switchover date, time and time zone, giving us about a week's notice, and we schedule it around that. Timing it to the cutover matters, because a sync run after your team is already working in Salesforce Service Cloud can create duplicate records.

How long does it take to export a very large ticket history from Desk365?

Extraction time depends on volume: a history of more than half a million tickets can take several days to pull. Your Desk365 account needs to stay active until extraction is finished, so we confirm its end date with you at the start and plan the schedule around it.

Can we run more than one delta migration to Salesforce Service Cloud, moving only tickets that changed since the last round?

Yes, when your cutover plan needs more than one. Each round picks up only the tickets created or changed since the previous round and is checked against what earlier rounds already migrated, so no ticket is created twice. Your agents keep working in Desk365 until you switch over.

How do you avoid duplicate tickets when we switch our support email and other channels from Desk365 to Salesforce Service Cloud?

We agree one cutoff time with you and line up the switchover of your email and of each other channel with it. Everything received in Desk365 up to that moment is migrated, and everything after it arrives directly in Salesforce Service Cloud. While a channel is connected to both, new messages land in both, so Salesforce Service Cloud creates its own copy of a conversation that the migration also brings across. Desk365 and Salesforce Service Cloud can stay live side by side after go-live, as long as each one is connected to its own support email addresses so incoming mail lands in only one place. Once your support email is connected to Salesforce Service Cloud and tickets are arriving there directly, a delta sync run after that point can pull in the same tickets a second time, so we time the final sync around your email cutover and flag it if a sync you ask for falls after your switchover point. If a conversation was captured both ways, the two tickets sit on the same customer and, where Salesforce Service Cloud supports merging tickets, can be merged. The final list of migrated tickets with their new Salesforce Service Cloud IDs lets you check the boundary and spot any ticket that came in around the switch.

Can we change fields or settings in Desk365 or Salesforce Service Cloud while the migration is running, and is there anything we should switch off?

Mostly yes, and your team can keep working as normal, but leave the fields being migrated as they are, in Desk365 and Salesforce Service Cloud, until the migration, including the final delta, is complete. The field mappings are set before the run starts, so hold off on renaming or removing those fields, and changing a migrated field's options, archiving it, or marking it as required or conditional can stop records from migrating. Where needed, and as agreed with you, we set the matching fields in Salesforce Service Cloud to active, not required and not conditional for the duration of the migration. Other fields can be added or removed in the meantime. Also pause any AI agents, automations or rules in Salesforce Service Cloud that could act on migrated records, so they don't fire on historical records as they arrive; if some must keep running for live work, we can instead agree a condition that makes them skip migrated records. Once the migration is complete, you can switch them back on, restore those field settings and rename fields freely.

If a customer replies to an old Desk365 ticket after we switch to Salesforce Service Cloud, will the reply join the migrated ticket or start a new one?

It depends on who replies first. If the customer replies to an email sent from Desk365, many help desks open a new ticket on the same customer rather than adding the reply to the migrated one, for example where replies are threaded by the original email's message ID, which migrated messages don't keep. Where Salesforce Service Cloud supports merging tickets, your team can then merge the two. If an agent replies from the migrated ticket first and Salesforce Service Cloud allows replies from migrated tickets, the customer's next reply continues on that ticket.

Can we whitelist a single IP instead of opening our network to your migration tool?

Yes. All migration traffic runs through a centralized system using one fixed IP, which your IT team can whitelist instead of opening broader network access.

Is migration pricing a flat fee, or does it scale with data volume?

It's a flat fee with no hidden costs. The price we agree with you for your scope is the price you pay, and small variances in the final volume, a bit more or less, are included.

How do I validate that everything migrated correctly?

Every client receives a Migration Validation Report with comprehensive metrics including record-count comparison, attachment integrity verification via checksum, and full audit logs of the migration run, showing every record created, skipped or failed. If any item didn't come across, the report names each one, the specific reason, and how to bring it across if you want it there. We also offer unlimited sample migrations, so you can check your data before the full migration runs.

What support do you provide after the migration goes live?

At ClonePartner, we consider ourselves your partners in this journey. We take full accountability for your migration's success. Once your migration goes live, we provide 30 days of comprehensive post-migration support as standard, and longer support, such as 60 or 90 days, can be agreed for your project. During this period, we help with anything related to your migrated data, so your migration is a complete success.

Will we get a migration report and a mapping sheet linking old record IDs to new ones?

Yes. We provide a comprehensive migration report along with an ID-mapping sheet that links each old Desk365 record ID to its new ID in Salesforce Service Cloud. This ensures full traceability, simplifies post-migration verification, and helps your team validate that records have been migrated accurately.

After migration, do I contact ClonePartner or the platform's own support if something looks wrong?

ClonePartner is the contact for anything about the migrated data itself. Questions about the platform itself, such as how its features and settings work, go to the platform's own support or to whoever administers it for you.

If a migrated ticket has to be deleted and reimported to fix an issue, does it lose its original dates or history?

No. A ticket reimported to fix an issue, such as broken inline images, keeps its original creation time and its conversation history with the original timestamps. Tickets that have been changed in Salesforce Service Cloud since the original migration are left out of any reimport, because overwriting them would lose those updates.

Can our customers be told that their open Desk365 tickets have moved to Salesforce Service Cloud?

Yes, if you want them to be. Once the migrated tickets have been checked, we can send each requester of an open ticket a notification through Salesforce Service Cloud's API where it supports this, with wording you approve. If you'd rather not tell customers, no message is sent.

Can we keep an offline archive of our old Desk365 data?

Yes. The archive is delivered to you as a set of local files: folders holding the ticket data and attachments, plus an HTML file that reads from those folders so you can browse tickets in a web browser. Nothing is hosted on our servers and there is no software to install, so you can store it wherever suits you, such as Google Drive or Box.

Can you keep our CRM updated with support activity after we move from Desk365 to Salesforce Service Cloud?

Yes, where Salesforce Service Cloud's API makes that activity available. We build an ongoing sync on Salesforce Service Cloud's and your CRM's APIs that writes support activity to the right contacts and companies, and you decide what gets logged. It is a separate piece of work from the migration, scoped and priced on its own.

What if we later want Desk365 tickets we chose to leave out of the migration?

Tell us which tickets you want added, for example by status, and we migrate them in a follow-up run. We can also share a list of every excluded ticket so you can review exactly what was left out. After the follow-up, you get a list matching each original ticket to its new ticket ID and URL, so your team can find it straight away.

If we use an AI agent in Salesforce Service Cloud, can our migrated Desk365 tickets be used to train it?

It depends on how Salesforce Service Cloud's AI agent learns. Some AI agents draw on your knowledge base and guidance content rather than on historical tickets, so check with Salesforce Service Cloud how its AI uses past conversations before deciding how much history to migrate for that reason. Migrated tickets arrive as regular tickets, and we can tag them, for example so the AI agent doesn't respond to them, or so you can include or exclude them.

If we use an AI agent, will it work straight away after the migration to Salesforce Service Cloud, and can its knowledge and guidance come across?

Partly. Knowledge base articles that the AI agent draws on can be migrated, so it has the same content to work from on day one. Some AI-specific settings, such as guidance written for the AI agent, can't be transferred between accounts and have to be set up again in Salesforce Service Cloud, and some AI agents also learn from your team's feedback in a way that stays with the old account, so they refine again in the new one. We confirm during scoping which of your AI agent's content can move, so nothing is assumed. Keep the AI agent paused while historical tickets load, or give it a condition that skips migrated tickets so it keeps serving live customers, and switch it back on once the migration is complete.

Why don't our ticket counts or open ticket numbers match between Desk365 and Salesforce Service Cloud after the migration?

Usually because the two numbers aren't counting the same tickets. A count in Salesforce Service Cloud can include tickets created there directly as well as migrated ones, and rules in Salesforce Service Cloud can close migrated tickets automatically. Open tickets also keep changing until the final delta sync, which brings their latest status across. We check the counts against the migrated tickets and the list of every ticket we migrated, and if a gap remains, we investigate specific examples with you.

Will migrated historical tickets skew our help desk reports, such as resolution time?

Yes, they can, so it's worth planning for. Some timing data, such as when a ticket was assigned, closed or changed status, stays with your old account because the platform's API doesn't provide it, so reports that measure resolution or closed tickets can count old tickets as resolved on the day they were migrated. How fully each platform's reports and analytics count imported historical tickets also varies, so confirm it with Salesforce Service Cloud before you rely on those reports for past periods. If you want, every migrated ticket can carry a migration tag, so you can keep it apart from new work in views and, where your reports can filter by tag, in reports. We also recommend exporting your historical reports from the old platform before you close it.

Will all of our historical Desk365 tickets stay searchable in Salesforce Service Cloud after the migration?

Yes. Historical tickets are migrated as regular tickets with their messages, customers and statuses, so your team can search them in Salesforce Service Cloud like any other ticket. If you want, each one can also carry a migration tag, so history can be filtered apart from new work, and the original ticket ID is kept in a field and in the ID-mapping file, so any old ticket number can be looked up.

Can you tag tickets that changed in Desk365 after the first migration run, so our team can review them in Salesforce Service Cloud?

Yes. When a follow-up sync adds new comments to tickets that were already migrated, we can put a tag of your choice on those tickets, for example only the ones that are still open, so your team can filter for them and review them. Because each sync runs as a custom script, we can also leave each ticket's current status, assignee and other details unchanged while the new comments are added. We confirm the rule with you first, such as whether "open" means the status in Desk365 or in Salesforce Service Cloud.

Can a ticket migrated from Desk365 be reopened later in Salesforce Service Cloud if a customer or agent needs it?

It depends on Salesforce Service Cloud and on the status the ticket arrives with. You choose the status migrated tickets come in with, such as closed for old history, and if you later want tickets set differently we can update them in bulk. Whether an agent can reopen a ticket that arrived closed, or move it from an archive area back into a live one, depends on how Salesforce Service Cloud handles closed tickets, so we check that with you during scoping and can test it on a sample ticket before go-live.