Move BoldDesk Data to Salesforce® Service Cloud
Moving data into Salesforce® Service Cloud can be overwhelming for most businesses. The entire manual import process is not meant to be made by beginners or people with little knowledge about programming or coding. You'll likely also to face the problem of your help desk software provider and their reluctance to help you get out of their platform. After all, you will be their lost customer. But relax, there’s still a way to import your records without stress.
Limited Import Options
Salesforce® Service Cloud doesn’t offer easy ways to import data from the BoldDesk into their system.
You would have to use many approaches such as CSV for contacts, conversations with excel, as well as other methods for user base, knowledge base and a lot more. While it may seem that sound like you have a lot of import choices, all of them collectively fall under manual transfer.
Lack of Professionals
You can use API, CSV, and other ways in order to import to Salesforce® Service Cloud. Though, you’re going to need a skilled IT personnel to watch over the import .
If you don’t have one within your team, you’re going to have to employ a new one. And then you’ll have to check if the created script will work exactly as expected.
Manual Transition is Riskier
You can save a few dollars doing the import yourself. The possibility is small though.
You might end up losing your data anyways. And, you may have to suffer a record restoration procedure and still lose information after the restore point.
Making Data Migration Simpler
Moving records from your BoldDesk to Salesforce® Service Cloud shouldn’t be stressful. In fact, we can make it as easy as pie. You no longer have to waste time migrating records on and off and hoping for the best once the process is begun. Just imagine the resets and restorations that would have to take place if you make an error on both ends. Invest time in things that matter most – keeping your customers happy. We will deal with the other parts of the transfer!
Import from BoldDesk to Salesforce® Service CloudOur Service - Your Win
With hard work every day, our team has taken years of training and experience and can apply them to managing your data migration.
We can take care of different kinds of transfers from and to help desk or helpdesk-like systems.
We move everything, with no restrictions to Salesforce® Service Cloud with our import tool. And we’re giving the next avantages:
Downtime is a Thing of the Past
With our methods, we can bring downtimes to the end. We understand that you need to go on with daily business at once. Transition times will be so short that you won’t even notice it . And then your team can continue doing their activities of catering to clients.
Test it First
A successful migration process should have a trial phase. This guarantees that the whole process will be successful, or you can see any pitfalls and correct them before starting the real thing. Our specialists have made a tool that enables you set up endless trial runs so that you can see the process and anticipate any issues.
No Frills Data Import to Salesforce®
Working with our tool is nothing to worry about. It requires no downloads, software to set up, or even script to write. Move data to Salesforce® Service Cloud effortlessly.
Preserving Ticket Structure
Another issue with data migration is the integrity of tickets. What point do migrated tickets have when they are corrupted or have data lost. That’s why we have reliable testing before we use our tool. We’re guaranteeing that you’ll have a pleasant experience transferring your data.
Why You Should Use Our Migration Tool
Data Safety and Privacy
Most companies are scared of using import services for anxiety about data leaks. We understand your needs and we assure you that your data will only be used in the migration process. Everything will be kept strictly confidential.
Data Transfer Support
Our team of professionals will always be on standby to help you with the transfer process. You’ll be guided during the transfer and we’ll also ensure that everything is working as expected.
Information Security
Our developers have created tools that won’t change the data anyhow. The import process will transfer your data from the source to the target with no alterations or loss of information.
What you can migrate
That the list is generalized and may differ depending on your target platform
Help Desk Objects
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Tickets
with replies, notes and attachments
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Contact
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Companies
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Agents
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Agents Groups
Knowledge Base Objects
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Articles
with images and attachments
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Categories
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Folders
The Salesforce® Service Cloud Import Process
First thing first
Like with any successful import, preparing is needed. Login to Service Cloud and create custom fields and user profiles. For now, triggers and automation rules must be disabled.
Login your BoldDesk
It’s time to go over to your BoldDesk and get the security tokens and other credentials. You’ll be needing this to link your BoldDesk with Salesforce® Service Cloud and initiate the transfer process.
Linking Salesforce® Service Cloud
After, go back to Salesforce® Service Cloud and generate tokens and other credentials. You’ll also need these in the import tool to complete the connection.
Keeping Data Structure
You can also choose which data you want to be migrated and where they should be placed. Or in case there are additional needs for your transition, you can order an customization.
Test the Migration
As soon as you’re prepared, it’s time for a free trial. The free trial enables you do a data importing process and check a small portion of data for correspondence and success. Plus, you are able to set it up as many times as you want.
Migrating to Service Cloud
After performing a free demo, it’s time to transfer your records. To make the process simpler, choose a time when your support department is the least busy and begin the migration process.
Hear from our satisfied customers
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The service was excellent, the pricing and process were clear. Support was excellent! Even though it took us two months to pull the trigger, support was always there to help us out. -
The product and service are fantastic. Even if you are a beginner, they would help you. We transfer our data from Jira Service Desk to Salesforce Service Cloud easily. Support Team held our hand during the whole process.
Automatic Migration Tool
You can request a free demonstration of our import tool serviceability. You’ll see the entire process, get a feel of the service, and see the records that are moved. Migrate your records now!
Move to Salesforce® with our Expert Team
Still worry about doing things on your own? Our experts are always online to help you out. We can give you a price estimation today!