{"id":1346,"date":"2025-10-01T17:10:25","date_gmt":"2025-10-01T11:40:25","guid":{"rendered":"https:\/\/www.dhruvsoft.com\/blog\/?p=1346"},"modified":"2025-10-01T18:32:21","modified_gmt":"2025-10-01T13:02:21","slug":"zendesk-sell-to-salesforce-migration","status":"publish","type":"post","link":"https:\/\/www.dhruvsoft.com\/blog\/zendesk-sell-to-salesforce-migration\/","title":{"rendered":"Migrate from Zendesk Sell to Salesforce: A Complete Transition Guide\u00a0"},"content":{"rendered":"\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/www.dhruvsoft.com\/blog\/wp-content\/uploads\/2025\/10\/Migrate-from-Zendesk-Sell-to-Salesforce-A-Complete-Transition-Guide-.png\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"321\" src=\"https:\/\/www.dhruvsoft.com\/blog\/wp-content\/uploads\/2025\/10\/Migrate-from-Zendesk-Sell-to-Salesforce-A-Complete-Transition-Guide-.png\" alt=\"Migrate from Zendesk Sell to Salesforce: A Complete Transition Guide\u00a0\" class=\"wp-image-1347\" title=\"Migrate from Zendesk Sell to Salesforce: A Complete Transition Guide\u00a0\" srcset=\"https:\/\/www.dhruvsoft.com\/blog\/wp-content\/uploads\/2025\/10\/Migrate-from-Zendesk-Sell-to-Salesforce-A-Complete-Transition-Guide-.png 1024w, https:\/\/www.dhruvsoft.com\/blog\/wp-content\/uploads\/2025\/10\/Migrate-from-Zendesk-Sell-to-Salesforce-A-Complete-Transition-Guide--300x94.png 300w, https:\/\/www.dhruvsoft.com\/blog\/wp-content\/uploads\/2025\/10\/Migrate-from-Zendesk-Sell-to-Salesforce-A-Complete-Transition-Guide--768x241.png 768w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Zendesk recently announced that<a href=\"https:\/\/support.zendesk.com\/hc\/en-us\/articles\/9591462550042-Announcing-the-retiring-of-Zendesk-Sell\" target=\"_blank\" rel=\"noreferrer noopener\"> <strong>Zendesk Sell<\/strong><\/a><strong> will retire on August 31, 2027<\/strong>. While customers will still have access until then, the clock is ticking for businesses that depend on Sell to manage leads, track pipelines, and close deals.<\/p>\n\n\n\n<!--more-->\n\n\n\n<p class=\"wp-block-paragraph\">This change may feel disruptive, but it also gives organizations the opportunity to move to a more powerful CRM system. For many, the natural next step is <strong>Salesforce CRM<\/strong>\u2014a market leader in customer relationship management with unmatched flexibility, scalability, and AI-powered tools.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">In this guide, we\u2019ll explain:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Why Zendesk Sell is retiring<\/li>\n\n\n\n<li>Why Salesforce CRM is a strong choice<\/li>\n\n\n\n<li>Key challenges in migration<\/li>\n\n\n\n<li>The step-by-step migration process<\/li>\n\n\n\n<li>Best practices to ensure a smooth transition<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">By the end, you\u2019ll have a roadmap to confidently migrate from Zendesk Sell to Salesforce.<\/p>\n\n\n\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_83 ez-toc-wrap-left-text counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 eztoc-toggle-hide-by-default' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/www.dhruvsoft.com\/blog\/zendesk-sell-to-salesforce-migration\/#Why_Zendesk_Sell_is_Retiring\" >Why Zendesk Sell is Retiring&nbsp;&nbsp;<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/www.dhruvsoft.com\/blog\/zendesk-sell-to-salesforce-migration\/#Why_Migrate_to_Salesforce_CRM\" >Why Migrate to Salesforce CRM&nbsp;&nbsp;<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/www.dhruvsoft.com\/blog\/zendesk-sell-to-salesforce-migration\/#1_Market_Leader_in_CRM\" >1. Market Leader in CRM&nbsp;&nbsp;<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/www.dhruvsoft.com\/blog\/zendesk-sell-to-salesforce-migration\/#2_Scalability_for_All_Business_Sizes\" >2. Scalability for All Business Sizes&nbsp;&nbsp;<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/www.dhruvsoft.com\/blog\/zendesk-sell-to-salesforce-migration\/#3_Customizable_Sales_Workflows\" >3. Customizable Sales Workflows&nbsp;&nbsp;<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/www.dhruvsoft.com\/blog\/zendesk-sell-to-salesforce-migration\/#4_AI-Powered_Insights_Einstein\" >4. AI-Powered Insights (Einstein)&nbsp;&nbsp;<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/www.dhruvsoft.com\/blog\/zendesk-sell-to-salesforce-migration\/#5_Advanced_Analytics_Dashboards\" >5. Advanced Analytics &amp; Dashboards&nbsp;&nbsp;<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/www.dhruvsoft.com\/blog\/zendesk-sell-to-salesforce-migration\/#6_Integration_Ecosystem\" >6. Integration Ecosystem&nbsp;&nbsp;<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/www.dhruvsoft.com\/blog\/zendesk-sell-to-salesforce-migration\/#7_Mobile_Access\" >7. Mobile Access&nbsp;&nbsp;<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-10\" href=\"https:\/\/www.dhruvsoft.com\/blog\/zendesk-sell-to-salesforce-migration\/#Challenges_in_Zendesk_Sell_to_Salesforce_Migration\" >Challenges in Zendesk Sell to Salesforce Migration&nbsp;&nbsp;<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-11\" href=\"https:\/\/www.dhruvsoft.com\/blog\/zendesk-sell-to-salesforce-migration\/#Steps_to_Migrate_from_Zendesk_Sell_to_Salesforce\" >Steps to Migrate from Zendesk Sell to Salesforce&nbsp;&nbsp;<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-12\" href=\"https:\/\/www.dhruvsoft.com\/blog\/zendesk-sell-to-salesforce-migration\/#Step_1_Audit_Your_Zendesk_Sell_Data\" >Step 1: Audit Your Zendesk Sell Data&nbsp;&nbsp;<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-13\" href=\"https:\/\/www.dhruvsoft.com\/blog\/zendesk-sell-to-salesforce-migration\/#Step_2_Export_Data_from_Zendesk_Sell\" >Step 2: Export Data from Zendesk Sell&nbsp;&nbsp;<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-14\" href=\"https:\/\/www.dhruvsoft.com\/blog\/zendesk-sell-to-salesforce-migration\/#Step_3_Prepare_Salesforce_for_Migration\" >Step 3: Prepare Salesforce for Migration&nbsp;&nbsp;<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-15\" href=\"https:\/\/www.dhruvsoft.com\/blog\/zendesk-sell-to-salesforce-migration\/#Step_4_Clean_and_Map_Data\" >Step 4: Clean and Map Data&nbsp;&nbsp;<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-16\" href=\"https:\/\/www.dhruvsoft.com\/blog\/zendesk-sell-to-salesforce-migration\/#Step_5_Import_Data_into_Salesforce\" >Step 5: Import Data into Salesforce&nbsp;&nbsp;<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-17\" href=\"https:\/\/www.dhruvsoft.com\/blog\/zendesk-sell-to-salesforce-migration\/#Step_6_Recreate_Automations_Reports\" >Step 6: Recreate Automations &amp; Reports&nbsp;&nbsp;<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-18\" href=\"https:\/\/www.dhruvsoft.com\/blog\/zendesk-sell-to-salesforce-migration\/#Step_7_Train_Your_Sales_Team\" >Step 7: Train Your Sales Team&nbsp;&nbsp;<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-19\" href=\"https:\/\/www.dhruvsoft.com\/blog\/zendesk-sell-to-salesforce-migration\/#Step_8_Go_Live_and_Monitor\" >Step 8: Go Live and Monitor&nbsp;&nbsp;<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-20\" href=\"https:\/\/www.dhruvsoft.com\/blog\/zendesk-sell-to-salesforce-migration\/#Best_Practices_for_a_Smooth_Migration\" >Best Practices for a Smooth Migration&nbsp;&nbsp;<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-21\" href=\"https:\/\/www.dhruvsoft.com\/blog\/zendesk-sell-to-salesforce-migration\/#Conclusion\" >Conclusion&nbsp;&nbsp;<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-22\" href=\"https:\/\/www.dhruvsoft.com\/blog\/zendesk-sell-to-salesforce-migration\/#Frequently_Asked_Questions_FAQ\" >Frequently Asked Questions (FAQ)<\/a><\/li><\/ul><\/nav><\/div>\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Why_Zendesk_Sell_is_Retiring\"><\/span><strong>Why Zendesk Sell is Retiring<\/strong>&nbsp;&nbsp;<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Zendesk has chosen to retire Sell to focus on customer and employee service. This strategic shift means they will no longer provide a sales CRM solution after August 31, 2027.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">For existing customers:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Full access continues until August 31, 2027<\/li>\n\n\n\n<li>Data exports remain available<\/li>\n\n\n\n<li>After retirement, data will be deleted in line with Zendesk\u2019s Service Data Deletion Policy<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">This means organizations need to <strong>find a long-term CRM replacement<\/strong> well before the retirement date.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Why_Migrate_to_Salesforce_CRM\"><\/span><strong>Why Migrate to Salesforce CRM<\/strong>&nbsp;&nbsp;<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">While Zendesk partnered with Pipedrive as a migration option, Salesforce CRM is often the preferred destination for enterprises and growing businesses. Here\u2019s why:<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"1_Market_Leader_in_CRM\"><\/span><strong>1. Market Leader in CRM<\/strong>&nbsp;&nbsp;<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Salesforce is trusted by over 150,000 businesses globally. It provides end-to-end CRM capabilities\u2014covering sales, service, marketing, commerce, and analytics.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"2_Scalability_for_All_Business_Sizes\"><\/span><strong>2. Scalability for All Business Sizes<\/strong>&nbsp;&nbsp;<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Whether you\u2019re a small business or a global enterprise, Salesforce scales with you. From Essentials (for small teams) to Enterprise and Unlimited editions, Salesforce adapts to your growth.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"3_Customizable_Sales_Workflows\"><\/span><strong>3. Customizable Sales Workflows<\/strong>&nbsp;&nbsp;<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">With Salesforce\u2019s drag-and-drop automation and workflow tools, you can replicate (and improve) the pipelines you used in Zendesk Sell.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Example: If your Sell workflow had 5 deal stages, Salesforce lets you rebuild those while adding automation for reminders, email alerts, and approvals.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"4_AI-Powered_Insights_Einstein\"><\/span><strong>4. AI-Powered Insights (Einstein)<\/strong>&nbsp;&nbsp;<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Salesforce Einstein provides AI recommendations on:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Which deals are most likely to close<\/li>\n\n\n\n<li>Best time to reach out to prospects<\/li>\n\n\n\n<li>Predictive forecasting<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">This takes sales management beyond what Zendesk Sell offers.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"5_Advanced_Analytics_Dashboards\"><\/span><strong>5. Advanced Analytics &amp; Dashboards<\/strong>&nbsp;&nbsp;<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Salesforce dashboards give real-time visibility into pipeline health, revenue forecasts, and team performance. You can create <strong>custom KPIs<\/strong> that align with your goals.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"6_Integration_Ecosystem\"><\/span><strong>6. Integration Ecosystem<\/strong>&nbsp;&nbsp;<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">With <strong>AppExchange (5,000+ apps)<\/strong> and APIs, Salesforce integrates seamlessly with email, ERP, marketing tools, and third-party apps.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"7_Mobile_Access\"><\/span><strong>7. Mobile Access<\/strong>&nbsp;&nbsp;<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">The Salesforce mobile app ensures your sales reps can access data, log calls, and manage deals anytime, anywhere.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">&#x1f449; In short, Salesforce offers everything Zendesk Sell provided and much more.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Challenges_in_Zendesk_Sell_to_Salesforce_Migration\"><\/span><strong>Challenges in Zendesk Sell to Salesforce Migration<\/strong>&nbsp;&nbsp;<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Before diving into the migration process, it\u2019s important to acknowledge the potential risks:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Data Loss<\/strong> \u2013 Improper mapping can lead to missing or incomplete records.<\/li>\n\n\n\n<li><strong>Disrupted Operations<\/strong> \u2013 Teams may face downtime if migration isn\u2019t properly planned.<\/li>\n\n\n\n<li><strong>Broken Workflows<\/strong> \u2013 Automations in Zendesk Sell may not directly translate into Salesforce.<\/li>\n\n\n\n<li><strong>Team Resistance<\/strong> \u2013 Without training, employees may hesitate to adopt Salesforce.<\/li>\n\n\n\n<li><strong>Cost &amp; Time Overruns<\/strong> \u2013 Poor planning often results in delayed projects and inflated budgets.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Recognizing these challenges upfront allows you to build a <strong>structured migration plan<\/strong> that mitigates risks<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Steps_to_Migrate_from_Zendesk_Sell_to_Salesforce\"><\/span><strong>Steps to Migrate from Zendesk Sell to Salesforce<\/strong>&nbsp;&nbsp;<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Migrating to Salesforce involves more planning than a simple export\/import. Here\u2019s a structured process:<\/p>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><a href=\"https:\/\/www.dhruvsoft.com\/blog\/wp-content\/uploads\/2025\/10\/Steps-to-Migrate-from-Zendesk-Sell-to-Salesforce-1.png\"><img loading=\"lazy\" decoding=\"async\" width=\"800\" height=\"400\" src=\"https:\/\/www.dhruvsoft.com\/blog\/wp-content\/uploads\/2025\/10\/Steps-to-Migrate-from-Zendesk-Sell-to-Salesforce-1.png\" alt=\"Steps to Migrate from Zendesk Sell to Salesforce\" class=\"wp-image-1349\" style=\"width:840px;height:auto\" title=\"Steps to Migrate from Zendesk Sell to Salesforce\" srcset=\"https:\/\/www.dhruvsoft.com\/blog\/wp-content\/uploads\/2025\/10\/Steps-to-Migrate-from-Zendesk-Sell-to-Salesforce-1.png 800w, https:\/\/www.dhruvsoft.com\/blog\/wp-content\/uploads\/2025\/10\/Steps-to-Migrate-from-Zendesk-Sell-to-Salesforce-1-300x150.png 300w, https:\/\/www.dhruvsoft.com\/blog\/wp-content\/uploads\/2025\/10\/Steps-to-Migrate-from-Zendesk-Sell-to-Salesforce-1-768x384.png 768w\" sizes=\"auto, (max-width: 800px) 100vw, 800px\" \/><\/a><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Step_1_Audit_Your_Zendesk_Sell_Data\"><\/span><strong>Step 1: Audit Your Zendesk Sell Data<\/strong>&nbsp;&nbsp;<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Review the data you currently store in Sell, such as:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Leads<\/li>\n\n\n\n<li>Contacts<\/li>\n\n\n\n<li>Accounts<\/li>\n\n\n\n<li>Deals\/Pipelines<\/li>\n\n\n\n<li>Notes &amp; Tasks<\/li>\n\n\n\n<li>Smart Lists and Reports<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">This helps you decide what to keep, archive, or clean up before migration.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Step_2_Export_Data_from_Zendesk_Sell\"><\/span><strong>Step 2: Export Data from Zendesk Sell<\/strong>&nbsp;&nbsp;<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Zendesk allows admins to export data via <strong>Settings &gt; Data &gt; Export<\/strong>. Available exports include:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Leads, Contacts, Accounts<\/li>\n\n\n\n<li>Deals &amp; Pipeline data<\/li>\n\n\n\n<li>Notes &amp; Tasks<\/li>\n\n\n\n<li>Reports and Sales data<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Limitations: <\/strong>Activity history, emails, call logs, and documents cannot be exported directly. Plan to capture these separately if needed.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Step_3_Prepare_Salesforce_for_Migration\"><\/span><strong>Step 3: Prepare Salesforce for Migration<\/strong>&nbsp;&nbsp;<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Before importing, configure Salesforce to mirror your sales process:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Set up Leads, Opportunities, Accounts, and Contacts modules<\/li>\n\n\n\n<li>Define pipelines and stages (map them to Zendesk Sell stages)<\/li>\n\n\n\n<li>Customize fields and permissions for your team<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Step_4_Clean_and_Map_Data\"><\/span><strong>Step 4: Clean and Map Data<\/strong>&nbsp;&nbsp;<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Use Salesforce\u2019s <strong>Data Loader<\/strong> or third-party migration tools to map CSV exports into Salesforce. Key mapping tasks include:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Lead \u2192 Lead<\/li>\n\n\n\n<li>Contact \u2192 Contact<\/li>\n\n\n\n<li>Deal \u2192 Opportunity<\/li>\n\n\n\n<li>Account \u2192 Account<\/li>\n\n\n\n<li>Notes\/Tasks \u2192 Activities<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Step_5_Import_Data_into_Salesforce\"><\/span><strong>Step 5: Import Data into Salesforce<\/strong>&nbsp;&nbsp;<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Run a test migration with a smaller dataset first to ensure:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Fields align correctly<\/li>\n\n\n\n<li>Records aren\u2019t duplicated<\/li>\n\n\n\n<li>Relationships (e.g., deal-to-account links) are preserved<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Then, proceed with a full import.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Step_6_Recreate_Automations_Reports\"><\/span><strong>Step 6: Recreate Automations &amp; Reports<\/strong>&nbsp;&nbsp;<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">If you had workflows in Zendesk Sell (e.g., automated emails or task reminders), rebuild them in Salesforce using:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Flow Builder<\/strong> (for automation)<\/li>\n\n\n\n<li><strong>Reports &amp; Dashboards<\/strong> (for analytics)<\/li>\n\n\n\n<li><strong>Einstein AI<\/strong> (for predictive insights)<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Step_7_Train_Your_Sales_Team\"><\/span><strong>Step 7: Train Your Sales Team<\/strong>&nbsp;&nbsp;<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Salesforce offers a wide ecosystem, but your team needs training to leverage it. Use:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Trailhead<\/strong> (Salesforce\u2019s free learning platform)<\/li>\n\n\n\n<li>Internal workshops and hands-on sessions<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Step_8_Go_Live_and_Monitor\"><\/span><strong>Step 8: Go Live and Monitor<\/strong>&nbsp;&nbsp;<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">After data migration and team training, launch Salesforce as your primary CRM. Monitor adoption, fix any data gaps, and optimize processes over time.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Best_Practices_for_a_Smooth_Migration\"><\/span><strong>Best Practices for a Smooth Migration<\/strong>&nbsp;&nbsp;<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Start Early:<\/strong> Don\u2019t wait until 2027\u2014migrate at least 6\u201312 months in advance.<\/li>\n\n\n\n<li><strong>Data Cleanup:<\/strong> Remove outdated leads and duplicates before migration.<\/li>\n\n\n\n<li><strong>Work with Experts:<\/strong> Partner with certified Salesforce consultants for complex migrations.<\/li>\n\n\n\n<li><strong>Pilot Program:<\/strong> Test Salesforce with a smaller team before a company-wide rollout.<\/li>\n\n\n\n<li><strong>Communicate Clearly:<\/strong> Keep your team informed about timelines and benefits.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Conclusion\"><\/span><strong>Conclusion<\/strong>&nbsp;&nbsp;<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Zendesk Sell\u2019s retirement in 2027 doesn\u2019t have to be a setback. Instead, it\u2019s a chance to move to a <strong>world-class CRM platform like Salesforce<\/strong>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">With its robust features, AI-driven insights, scalability, and unmatched customization, Salesforce not only replaces Zendesk Sell but elevates your sales process to a whole new level.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">By starting early and following a structured migration plan, you can ensure a smooth transition and empower your team to work smarter, close deals faster, and build stronger customer relationships.&#x1f449; Ready to migrate? Explore Salesforce CRM today with our<a href=\"https:\/\/www.dhruvsoft.com\/contact-us\/\"> Salesforce experts<\/a> and take the next big step in your sales transformation journey.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Frequently_Asked_Questions_FAQ\"><\/span><strong>Frequently Asked Questions (FAQ)<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\"><br><\/p>\n\n\n\n<div class=\"wp-block-group\"><div class=\"wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained\">\n<div class=\"wp-block-columns are-vertically-aligned-center is-layout-flex wp-container-core-columns-is-layout-8f761849 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:100%\">\n<div class=\"wp-block-group is-vertical is-layout-flex wp-container-core-group-is-layout-4fc3f8e1 wp-block-group-is-layout-flex\">\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-8f761849 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-vertically-aligned-top is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:100%\">\n<div class=\"wp-block-esab-accordion esab-0h28s9cn\" data-mode=\"global\"><div class=\"esab__container\">\n<div class=\"wp-block-esab-accordion-child esab__active_accordion\"><div class=\"esab__head\" role=\"button\" aria-expanded=\"true\"><div class=\"esab__heading_txt\"><p class=\"esab__heading_tag\"><strong>How long does Zendesk Sell to Salesforce migration take?<\/strong><\/p><\/div><div class=\"esab__icon esab__active_icon\"><div class=\"esab__collapse\"> <svg version=\"1.2\" viewBox=\"0 0 24 24\" width=\"24\" height=\"24\"><path fill-rule=\"evenodd\" d=\"m3.5 20.5c-4.7-4.7-4.7-12.3 0-17 4.7-4.7 12.3-4.7 17 0 4.6 4.7 4.6 12.3 0 17-4.7 4.6-12.3 4.6-17 0zm0.9-0.9c4.2 4.2 11 4.2 15.2 0 4.2-4.2 4.2-11 0-15.2-4.2-4.3-11-4.3-15.2 0-4.3 4.2-4.3 11 0 15.2z\"><\/path><path d=\"m11.4 15.9v-3.3h-3.3c-0.3 0-0.6-0.3-0.6-0.6 0-0.4 0.3-0.6 0.6-0.6h3.3v-3.3c0-0.3 0.3-0.6 0.6-0.6 0.3 0 0.6 0.3 0.6 0.6v3.3h3.3c0.3 0 0.6 0.2 0.6 0.6q0 0.2-0.2 0.4-0.2 0.2-0.4 0.2h-3.3v3.3q0 0.2-0.2 0.4-0.2 0.2-0.4 0.2c-0.4 0-0.6-0.3-0.6-0.6z\"><\/path><\/svg> <\/div><div class=\"esab__expand\"> <svg version=\"1.2\" viewBox=\"0 0 24 24\" width=\"24\" height=\"24\"><path fill-rule=\"evenodd\" d=\"m12 24c-6.6 0-12-5.4-12-12 0-6.6 5.4-12 12-12 6.6 0 12 5.4 12 12 0 6.6-5.4 12-12 12zm10.6-12c0-5.9-4.7-10.6-10.6-10.6-5.9 0-10.6 4.7-10.6 10.6 0 5.9 4.7 10.6 10.6 10.6 5.9 0 10.6-4.7 10.6-10.6z\"><\/path><path d=\"m5.6 11.3h12.8v1.4h-12.8z\"><\/path><\/svg> <\/div><\/div><\/div><div class=\"esab__body esab__active\">\n<p class=\"wp-block-paragraph\">It depends on data volume and complexity. On average, 2\u20138 weeks.<br><\/p>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-esab-accordion-child\"><div class=\"esab__head\" role=\"button\" aria-expanded=\"false\"><div class=\"esab__heading_txt\"><p class=\"esab__heading_tag\"><strong><strong>Will we lose data during migration?<\/strong><\/strong><\/p><\/div><div class=\"esab__icon\"><div class=\"esab__collapse\"> <svg version=\"1.2\" viewBox=\"0 0 24 24\" width=\"24\" height=\"24\"><path fill-rule=\"evenodd\" d=\"m3.5 20.5c-4.7-4.7-4.7-12.3 0-17 4.7-4.7 12.3-4.7 17 0 4.6 4.7 4.6 12.3 0 17-4.7 4.6-12.3 4.6-17 0zm0.9-0.9c4.2 4.2 11 4.2 15.2 0 4.2-4.2 4.2-11 0-15.2-4.2-4.3-11-4.3-15.2 0-4.3 4.2-4.3 11 0 15.2z\"><\/path><path d=\"m11.4 15.9v-3.3h-3.3c-0.3 0-0.6-0.3-0.6-0.6 0-0.4 0.3-0.6 0.6-0.6h3.3v-3.3c0-0.3 0.3-0.6 0.6-0.6 0.3 0 0.6 0.3 0.6 0.6v3.3h3.3c0.3 0 0.6 0.2 0.6 0.6q0 0.2-0.2 0.4-0.2 0.2-0.4 0.2h-3.3v3.3q0 0.2-0.2 0.4-0.2 0.2-0.4 0.2c-0.4 0-0.6-0.3-0.6-0.6z\"><\/path><\/svg> <\/div><div class=\"esab__expand\"> <svg version=\"1.2\" viewBox=\"0 0 24 24\" width=\"24\" height=\"24\"><path fill-rule=\"evenodd\" d=\"m12 24c-6.6 0-12-5.4-12-12 0-6.6 5.4-12 12-12 6.6 0 12 5.4 12 12 0 6.6-5.4 12-12 12zm10.6-12c0-5.9-4.7-10.6-10.6-10.6-5.9 0-10.6 4.7-10.6 10.6 0 5.9 4.7 10.6 10.6 10.6 5.9 0 10.6-4.7 10.6-10.6z\"><\/path><path d=\"m5.6 11.3h12.8v1.4h-12.8z\"><\/path><\/svg> <\/div><\/div><\/div><div class=\"esab__body\">\n<p class=\"wp-block-paragraph\">Not if migration is carefully planned with audits, backups, and test runs.<\/p>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-esab-accordion-child\"><div class=\"esab__head\" role=\"button\" aria-expanded=\"false\"><div class=\"esab__heading_txt\"><p class=\"esab__heading_tag\"><strong><strong>Do we need technical experts?<\/strong><\/strong><\/p><\/div><div class=\"esab__icon\"><div class=\"esab__collapse\"> <svg version=\"1.2\" viewBox=\"0 0 24 24\" width=\"24\" height=\"24\"><path fill-rule=\"evenodd\" d=\"m3.5 20.5c-4.7-4.7-4.7-12.3 0-17 4.7-4.7 12.3-4.7 17 0 4.6 4.7 4.6 12.3 0 17-4.7 4.6-12.3 4.6-17 0zm0.9-0.9c4.2 4.2 11 4.2 15.2 0 4.2-4.2 4.2-11 0-15.2-4.2-4.3-11-4.3-15.2 0-4.3 4.2-4.3 11 0 15.2z\"><\/path><path d=\"m11.4 15.9v-3.3h-3.3c-0.3 0-0.6-0.3-0.6-0.6 0-0.4 0.3-0.6 0.6-0.6h3.3v-3.3c0-0.3 0.3-0.6 0.6-0.6 0.3 0 0.6 0.3 0.6 0.6v3.3h3.3c0.3 0 0.6 0.2 0.6 0.6q0 0.2-0.2 0.4-0.2 0.2-0.4 0.2h-3.3v3.3q0 0.2-0.2 0.4-0.2 0.2-0.4 0.2c-0.4 0-0.6-0.3-0.6-0.6z\"><\/path><\/svg> <\/div><div class=\"esab__expand\"> <svg version=\"1.2\" viewBox=\"0 0 24 24\" width=\"24\" height=\"24\"><path fill-rule=\"evenodd\" d=\"m12 24c-6.6 0-12-5.4-12-12 0-6.6 5.4-12 12-12 6.6 0 12 5.4 12 12 0 6.6-5.4 12-12 12zm10.6-12c0-5.9-4.7-10.6-10.6-10.6-5.9 0-10.6 4.7-10.6 10.6 0 5.9 4.7 10.6 10.6 10.6 5.9 0 10.6-4.7 10.6-10.6z\"><\/path><path d=\"m5.6 11.3h12.8v1.4h-12.8z\"><\/path><\/svg> <\/div><\/div><\/div><div class=\"esab__body\">\n<p class=\"wp-block-paragraph\">Yes, especially for mapping, automation rebuilding, and custom integrations.<\/p>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-esab-accordion-child\"><div class=\"esab__head\" role=\"button\" aria-expanded=\"false\"><div class=\"esab__heading_txt\"><p class=\"esab__heading_tag\"><strong><strong>Can Zendesk Sell and Salesforce run in parallel during migration?<\/strong><\/strong><\/p><\/div><div class=\"esab__icon\"><div class=\"esab__collapse\"> <svg version=\"1.2\" viewBox=\"0 0 24 24\" width=\"24\" height=\"24\"><path fill-rule=\"evenodd\" d=\"m3.5 20.5c-4.7-4.7-4.7-12.3 0-17 4.7-4.7 12.3-4.7 17 0 4.6 4.7 4.6 12.3 0 17-4.7 4.6-12.3 4.6-17 0zm0.9-0.9c4.2 4.2 11 4.2 15.2 0 4.2-4.2 4.2-11 0-15.2-4.2-4.3-11-4.3-15.2 0-4.3 4.2-4.3 11 0 15.2z\"><\/path><path d=\"m11.4 15.9v-3.3h-3.3c-0.3 0-0.6-0.3-0.6-0.6 0-0.4 0.3-0.6 0.6-0.6h3.3v-3.3c0-0.3 0.3-0.6 0.6-0.6 0.3 0 0.6 0.3 0.6 0.6v3.3h3.3c0.3 0 0.6 0.2 0.6 0.6q0 0.2-0.2 0.4-0.2 0.2-0.4 0.2h-3.3v3.3q0 0.2-0.2 0.4-0.2 0.2-0.4 0.2c-0.4 0-0.6-0.3-0.6-0.6z\"><\/path><\/svg> <\/div><div class=\"esab__expand\"> <svg version=\"1.2\" viewBox=\"0 0 24 24\" width=\"24\" height=\"24\"><path fill-rule=\"evenodd\" d=\"m12 24c-6.6 0-12-5.4-12-12 0-6.6 5.4-12 12-12 6.6 0 12 5.4 12 12 0 6.6-5.4 12-12 12zm10.6-12c0-5.9-4.7-10.6-10.6-10.6-5.9 0-10.6 4.7-10.6 10.6 0 5.9 4.7 10.6 10.6 10.6 5.9 0 10.6-4.7 10.6-10.6z\"><\/path><path d=\"m5.6 11.3h12.8v1.4h-12.8z\"><\/path><\/svg> <\/div><\/div><\/div><div class=\"esab__body\">\n<p class=\"wp-block-paragraph\">Yes, many businesses run both for a short overlap to reduce risk.<\/p>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-esab-accordion-child\"><div class=\"esab__head\" role=\"button\" aria-expanded=\"false\"><div class=\"esab__heading_txt\"><p class=\"esab__heading_tag\"><strong><strong>Is Salesforce more expensive than Zendesk Sell?<\/strong><\/strong><\/p><\/div><div class=\"esab__icon\"><div class=\"esab__collapse\"> <svg version=\"1.2\" viewBox=\"0 0 24 24\" width=\"24\" height=\"24\"><path fill-rule=\"evenodd\" d=\"m3.5 20.5c-4.7-4.7-4.7-12.3 0-17 4.7-4.7 12.3-4.7 17 0 4.6 4.7 4.6 12.3 0 17-4.7 4.6-12.3 4.6-17 0zm0.9-0.9c4.2 4.2 11 4.2 15.2 0 4.2-4.2 4.2-11 0-15.2-4.2-4.3-11-4.3-15.2 0-4.3 4.2-4.3 11 0 15.2z\"><\/path><path d=\"m11.4 15.9v-3.3h-3.3c-0.3 0-0.6-0.3-0.6-0.6 0-0.4 0.3-0.6 0.6-0.6h3.3v-3.3c0-0.3 0.3-0.6 0.6-0.6 0.3 0 0.6 0.3 0.6 0.6v3.3h3.3c0.3 0 0.6 0.2 0.6 0.6q0 0.2-0.2 0.4-0.2 0.2-0.4 0.2h-3.3v3.3q0 0.2-0.2 0.4-0.2 0.2-0.4 0.2c-0.4 0-0.6-0.3-0.6-0.6z\"><\/path><\/svg> <\/div><div class=\"esab__expand\"> <svg version=\"1.2\" viewBox=\"0 0 24 24\" width=\"24\" height=\"24\"><path fill-rule=\"evenodd\" d=\"m12 24c-6.6 0-12-5.4-12-12 0-6.6 5.4-12 12-12 6.6 0 12 5.4 12 12 0 6.6-5.4 12-12 12zm10.6-12c0-5.9-4.7-10.6-10.6-10.6-5.9 0-10.6 4.7-10.6 10.6 0 5.9 4.7 10.6 10.6 10.6 5.9 0 10.6-4.7 10.6-10.6z\"><\/path><path d=\"m5.6 11.3h12.8v1.4h-12.8z\"><\/path><\/svg> <\/div><\/div><\/div><div class=\"esab__body\">\n<p class=\"wp-block-paragraph\">May be, but it provides enterprise-grade scalability, reporting, and integrations, which often justifies the investment.<\/p>\n<\/div><\/div>\n<\/div><\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div><\/div>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Zendesk recently announced that Zendesk Sell will retire on August 31, 2027. While customers will still have access until then, the clock is ticking for businesses that depend on Sell to manage leads, track pipelines, and close deals.<\/p>\n","protected":false},"author":36,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[16],"tags":[],"class_list":["post-1346","post","type-post","status-publish","format-standard","hentry","category-news","entry"],"_links":{"self":[{"href":"https:\/\/www.dhruvsoft.com\/blog\/wp-json\/wp\/v2\/posts\/1346","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.dhruvsoft.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.dhruvsoft.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.dhruvsoft.com\/blog\/wp-json\/wp\/v2\/users\/36"}],"replies":[{"embeddable":true,"href":"https:\/\/www.dhruvsoft.com\/blog\/wp-json\/wp\/v2\/comments?post=1346"}],"version-history":[{"count":0,"href":"https:\/\/www.dhruvsoft.com\/blog\/wp-json\/wp\/v2\/posts\/1346\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.dhruvsoft.com\/blog\/wp-json\/wp\/v2\/media?parent=1346"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.dhruvsoft.com\/blog\/wp-json\/wp\/v2\/categories?post=1346"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.dhruvsoft.com\/blog\/wp-json\/wp\/v2\/tags?post=1346"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}