Helpdesk migration
Field-level mapping, validation, and rollback between Seraph and Salesforce Service Cloud. We move data and schema; workflows are rebuilt natively in Salesforce Service Cloud.
Seraph
Source
Salesforce Service Cloud
Destination
Compatibility
7 of 10
objects map 1:1 between Seraph and Salesforce Service Cloud.
Complexity
BStandard
Timeline
3-6 weeks
Overview
Moving from Seraph to Salesforce Service Cloud requires careful schema reconciliation because Seraph is an independently developed helpdesk platform whose internal data model could not be verified through public research. Unlike documented platforms such as Zendesk or Freshdesk, Seraph's field names, object relationships, and API conventions are not described in published comparison resources. We begin every Seraph migration by auditing the live database or export to establish a ground-truth field inventory before mapping begins. On the Salesforce side, we use the Case object as the destination for Seraph Tickets, map Seraph Contacts to Salesforce Contacts with Account resolution, and preserve agent assignment through email-matched User lookups. Attachments migrate as Salesforce ContentDocument records linked to parent Cases. Workflows, automations, and SLA rules do not migrate; we deliver a written inventory of these for the customer's admin to rebuild in Salesforce Flow or Omni-Channel.
Every standard and custom field arrives verified.
AI proposes the map; you confirm before any record moves.
Parent–child, lookups, and ownership stay linked.
Calls, emails, meetings — with original timestamps.
Documents, uploads, and inline notes move with the record.
Source platform
Seraph platform overview
Scorecard, SWOT, gotchas, and pricing for Seraph.
Destination platform
Salesforce Service Cloud platform overview
Scorecard, SWOT, gotchas, and pricing for Salesforce Service Cloud.
Data migration guide
The complete Salesforce Service Cloud migration guide
Data model, import mechanisms, field mapping strategy, pitfalls, and cutover — by the engineers running it.
Destination checklist
Salesforce Service Cloud migration checklist
Pre- and post-cutover tasks for moving onto Salesforce Service Cloud.
Why teams make this switch
Leaving
What's pushing teams away
Choosing
What's pulling them in
Object mapping
Each row shows how a Seraph object lands in Salesforce Service Cloud, including any object-level transformations, lookup resolution, or schema-design dependencies.
Typical mapping — final map is confirmed during the sample migration step.
Seraph
Ticket
Salesforce Service Cloud
Case
1:1Seraph Ticket records map to Salesforce Case. The mapping requires schema discovery from Seraph export data because field names vary per installation. We identify the ticket identifier, subject, description, status, priority, created date, and last modified date during the discovery phase and map each to the corresponding Salesforce Case field (CaseNumber, Subject, Description, Status, Priority, CreatedDate, LastModifiedDate). Custom Seraph fields migrate as Salesforce custom fields created in the destination org before migration.
Seraph
Contact
Salesforce Service Cloud
Contact
1:1Seraph Contact records map to Salesforce Contact. Email address serves as the dedupe key. We resolve the parent Account by matching the contact's domain or company name against Salesforce Account records. If no matching Account exists, we create one. Salesforce Contact's AccountId field is set at migration time once the Account record is available.
Seraph
Account
Salesforce Service Cloud
Account
1:1Seraph Company or Account records map to Salesforce Account. We use the company name as the dedupe key and create Account records before Contact migration so that the Contact-to-Account relationship is satisfied at insert time. Website, industry, phone, and address fields map directly where present in the Seraph export.
Seraph
Agent
Salesforce Service Cloud
User
1:1Seraph Agent records map to Salesforce User via email address lookup. The customer's Salesforce admin provisions User records for each agent before migration begins. Any Seraph Agent without a matching Salesforce User goes to a reconciliation queue. OwnerId on Case is set to the resolved User Id. Inactive Seraph agents map to inactive Salesforce Users if historical assignment must be preserved.
Seraph
Comment or Reply
Salesforce Service Cloud
CaseComment or EmailMessage
1:1Seraph ticket comments and customer replies map to Salesforce CaseComment for public-facing notes or EmailMessage for email-thread content linked to the Case. Comment body, author, and timestamp migrate. If Seraph stores internal notes separately, we flag them as Salesforce InternalNotes via the IsPublished field on CaseComment.
Seraph
Attachment
Salesforce Service Cloud
ContentDocument + ContentVersion
1:1File attachments from Seraph tickets migrate as Salesforce ContentDocument records attached to the parent Case via ContentDocumentLink. We preserve original filename, file extension, and content hash for integrity verification. Files are uploaded via the Salesforce Composite API or Bulk API 2.0 with chunking for files over 12 MB.
Seraph
Tag or Category
Salesforce Service Cloud
Case Status or Custom Picklist
lossySeraph ticket tags or categories that serve as routing or classification signals map to Salesforce Case Origin, Case Type, or a custom multi-select picklist depending on the customer's use case. We define the target field type during scoping based on how the customer uses tags in Seraph.
Seraph
Custom Object
Salesforce Service Cloud
Custom Object
1:1Seraph custom fields or objects beyond Ticket, Contact, and Account migrate to Salesforce custom objects with equivalent API names and field definitions. We pre-create the destination schema including custom fields, lookup relationships, and validation rules before any data import. The customer validates the schema design in a Salesforce Sandbox before production migration.
Seraph
SLA Configuration
Salesforce Service Cloud
Entitlement Process + Milestone
lossySeraph SLA timers and first-response or resolution-time targets do not migrate as active configurations. We document the existing SLA terms from Seraph and map them to Salesforce Entitlement Processes and Milestones in the destination org, which are available from Service Cloud Professional tier. The customer's admin configures and activates these post-migration.
Seraph
Workflow or Automation
Salesforce Service Cloud
Not Migrated
lossySeraph workflows, ticket routing rules, auto-assignment rules, and SLA escalations do not migrate. These are configuration-layer logic that does not have a direct Salesforce equivalent in a runnable state. We deliver a written inventory of every active Seraph automation with its trigger, conditions, actions, and a recommended Salesforce Flow or Omni-Channel configuration equivalent. The customer's admin or a Salesforce partner rebuilds them post-migration.
| Seraph | Salesforce Service Cloud | Compatibility | |
|---|---|---|---|
| Ticket | Case1:1 | Fully supported | |
| Contact | Contact1:1 | Fully supported | |
| Account | Account1:1 | Fully supported | |
| Agent | User1:1 | Fully supported | |
| Comment or Reply | CaseComment or EmailMessage1:1 | Fully supported | |
| Attachment | ContentDocument + ContentVersion1:1 | Fully supported | |
| Tag or Category | Case Status or Custom Picklistlossy | Fully supported | |
| Custom Object | Custom Object1:1 | Fully supported | |
| SLA Configuration | Entitlement Process + Milestonelossy | Fully supported | |
| Workflow or Automation | Not Migratedlossy | Fully supported |
Gotchas + challenges
Platform-specific issues from each side, plus the pair-specific challenges that don't show up on either platform's page on its own.
Seraph gotchas
Self-hosted extraction depends on customer-controlled database
Managed-hosted (Standard/Premium) customers extract through vendor
No public API or developer portal
Salesforce Service Cloud gotchas
Data Export 512MB file size cap breaks large org exports
API Daily Request Limits vary by license edition
No automatic data backup in base Salesforce
Picklist dependencies silently break records when unmapped
Workflow rules fire unexpectedly during data load
Pair-specific challenges
Migration approach
Schema discovery and field inventory
We request a full data export from Seraph in CSV or JSON format covering Tickets, Contacts, Accounts, Comments, and Attachments. We enumerate every field in the export, identify custom fields beyond the standard Seraph ticket schema, and produce a field inventory document. This step is non-negotiable for Seraph because the platform's schema is not publicly documented. The customer's Seraph admin provides the export credentials or direct database access. The discovery output is a written field inventory and a preliminary field mapping for the customer's review.
Salesforce org assessment and schema design
We audit the destination Salesforce org for existing Case record types, business processes, case origin values, and any installed Service Cloud features (Omni-Channel, Einstein AI, Salesforce Knowledge). We design the Case page layout, define custom fields to receive Seraph custom data, configure Entitlement Processes for any SLA terms documented in discovery, and ensure the migration user has the necessary API permissions (API Enabled, Bulk API, Modify All Data for the migration user). Schema is deployed to a Salesforce Sandbox first.
Sandbox migration and reconciliation
We run a full migration into a Salesforce Sandbox using production-like data volume extracted from Seraph. The customer's service operations lead reconciles record counts (Cases in, Contacts in, Accounts in, Comments in, Attachments in), spot-checks 25-50 random Cases against the Seraph source, and reviews the Case page layout and data presentation. Sign-off on the sandbox migration is required before production migration begins. Any field mapping corrections are documented and applied to the production migration script.
User provisioning and agent reconciliation
We extract every distinct Seraph agent and admin email from the ticket records and match by email against the Salesforce destination org's User table. Agents without a matching User go to a reconciliation queue. The customer's Salesforce admin provisions any missing Users (active or inactive depending on whether the original Seraph user is still employed). OwnerId on Case cannot be resolved without a valid Salesforce User Id, so this step gates the production migration.
Production migration in dependency order
We run production migration in record-dependency order: Accounts (from Seraph Company), Contacts (with AccountId resolved), Cases (with ContactId, AccountId, and OwnerId resolved), CaseComments (splitting any body over 4,000 characters), Attachments (via ContentDocument and ContentVersion with ContentDocumentLink to parent Case). Each phase emits a row-count reconciliation report. We use the Salesforce Bulk API 2.0 with batch chunking for attachments over 12 MB and exponential backoff on API limit responses.
Cutover, validation, and automation handoff
We freeze Seraph writes during cutover, run a final delta migration of any records modified during the migration window, then enable Salesforce Service Cloud as the system of record. We deliver the Seraph automation inventory document to the customer's admin team for rebuild in Salesforce Flow or Omni-Channel. We support a one-week hypercare window where we resolve any data quality issues raised by the service team. We do not rebuild Seraph automations, SLA configurations, or routing rules inside the migration scope.
Platform deep dives
Seraph
Source
Strengths
Weaknesses
Salesforce Service Cloud
Destination
Strengths
Weaknesses
Complexity grading
Standard Helpdesk migration. 1 of 7 objects need a manual workaround.
Overall complexity
Standard migration
Derived from compatibility, mapping clarity, API constraints, and data volume across Seraph and Salesforce Service Cloud.
Object compatibility
1 of 7 objects need a manual workaround.
Field mapping clarity
Field mapping is derived from defaults — final spec confirmed during the sample migration.
Timeline complexity
7-object category — typical timelines run 2–7 days end-to-end.
API constraints
Seraph: Not publicly documented.
Data volume sensitivity
Seraph doesn't expose a bulk API — REST + parallelization used for high-volume runs.
Estimator
Rule-based pricing — no per-record fees, no manual quotes. Migrations over 2M records are scoped individually.
Step 1
Pick a category, then your source and destination platforms.
Category
FAQ
Answers to the questions buyers ask most during Seraph to Salesforce Service Cloud migration scoping. Not seeing yours? Book a call.
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