Transfer Database Data to Salesforce Service Cloud
Moving your records into Salesforce Service Cloud can be overwhelming for a great number of people. The complete manual import process is not rarely possible to be successfully made by the unexperienced or people with little knowledge about programming or coding. You'll likely also to face the challenge of your help desk software provider and their reluctance to help you leave their system. Sure, you will be their lost user. But relax, there’s still a way to import your customer records avoiding stress.
Limited Import Methods
Salesforce Service Cloud doesn’t offer seamless ways to import data from the Database to their system.
You will have to use a number of approaches such as CSV for contacts, conversations with excel, as well as other means for user base, knowledge base and more. Even though it may seem that sound like you have a plethora of transfer alternatives, all of them collectively depend on manual migration.
Absence of Professionals
You are able to use API, CSV, and other ways for moving records to Salesforce Service Cloud. Though, you’re going to have a professional IT staff to watch over the transition .
If you don’t have one within your staff, you’re going to have to employ a new one. And then you’ll have to examine if the final script will run exactly as planned.
By Hand Import is Riskier
You could spare a few dollars managing the transfer alone. The possibility is small though.
You might wind up losing your info anyways. Moreover, you may have to suffer a record regain procedure and still miss some information after the restore stage.
Making Data Transfer Easier
Migrating data from your Database to Salesforce Service Cloud shouldn’t be stressful. Really, we can make the process a piece of cake. You no longer have to lose time migrating records on and off and hoping for the best as soon the process is begun. Simply imagine the reboots and restorations that would have to take place if you make a mistake on both ends. Devote some time to what matters most – keeping your customers pleased. We will take care of the remaining part of the import!
Import from Database to Salesforce Service CloudOur work - Your Success
Putting efforts into our work every day, our staff has taken a lot of time practicing and expertise and can apply them to controlling your data transition.
We can cope with all sorts of migrations from and to help desk or helpdesk-like systems.
We can transfer everything, with no limits to Salesforce Service Cloud with our import tool. And we’re giving the next guarantees:
Say No To Downtime
Using our methods, we can finish downtimes. We get that you need to proceed with your activities as soon as possible. Transition times will turn out to be so short that you won’t even notice it . And then your crew can continue doing their daily tasks of pampering your clients.
Try it Out First
A successful importing process should have a testing phase. This guarantees that the entire process will be successful, and you will have a chance to see any weak points and eliminate them before doing the full migration. Our specialists have created a tool that enables you set up endless trial runs so that you can overview the process and forecast any errors.
No Frills Data Migration to Salesforce
Using our service is a seamless experience with no frills. It doesn’t require any uploads, software to set up, or even code to make. Move records to Salesforce Service Cloud easily.
Saving Ticket Integrity
Another challenge of data migration is the integrity of tickets. What point do transferred records have when they are corrupted or have some information lost. That’s why we have reliable testing before we use our tool. We’re guaranteeing that you’ll have a pleasant experience moving your data.
Why You Should Decide On Our Migration Services
Data Security and Privacy
Most businesses are afraid to use import services for anxiety about information leaks. We know what your needs in this case are and we assure you that your information will only be used in the transfer process. Everything will be kept strictly confidential.
Migration Assistance
Our team of experts will always be online to help you out with the data transition . You will be guided throughout the transition and we’ll also ensure that everything is running as expected.
Data Safety
Our tech team have created tools that won’t change the data anyhow. The migration process will move your data from the source to the target without changes or loss of data.
What you can migrate
That the list is generalized and may differ depending on your target platform
Help Desk Objects
Tickets
with replies, notes and attachments
Contact
Companies
Agents
Agents Groups
Knowledge Base Objects
Articles
with images and attachments
Categories
Folders
The Salesforce Service Cloud Import Process
Migration Preparation
As with any successful import, preparing is recommended. Sign in to your Service Cloud profile and create custom fields and user accounts. For the moment, triggers and automation rules should be turned off.
Login your Database
It’s high time to go over to your Database and get the security tokens and other credentials. You’ll use this to connect your Database with Salesforce Service Cloud and initiate the migration process.
Connecting Salesforce Service Cloud
After this, go back to Salesforce Service Cloud and generate tokens and other credentials. You’ll also have to provide these in the data transition tool in order to finalize the connection.
Adjusting Records Structure
You can also set which records you need to be migrated and where they should be placed. Or in case of extra needs for your import, you can order an customization.
Test the Import
When you’re set, it’s time for a demo migration. The free trial enables you conduct a migration process and examine a small portion of records for correspondence and success. In addition, you are able to start it as many times as you wish.
Transferring to Service Cloud
After conducting a free test, it’s time to transfer your records. To make things easier, pick a time when your support department is the least loaded and begin the import process.
Hear from our happy customers
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.
Automated Import Service
You can ask for a free demonstration of our import tool serviceability. You’ll see the complete procedure, get an idea of the service, and check the records that are transferred. Move your records right now!
Migrate to Salesforce with our Experts
Still feel nervous about doing things on your own? Our experts are always ready to aid you. We can offer you a price estimation today!