Data Migration from Salesforce Service

This guide will help you migrate from Salesforce Service to Pylon. Talk to your AE about a data migration to make sure that we cover what you are looking for.

This migration will bring over the tickets in a closed state, meaning neither you or the customer can reply on these tickets from Pylon.

For the overall process, see 📄 Data Migration to Pylon

What we'll need from you

To get started with your migration, we’ll need the following:

• Admin access to your SFDC instance

• Your users should already be invited to Pylon

• An idea on what you want to bring over, we recommend only bringing over custom fields that you are going to use in Pylon (going forward)

Supported Fields