Move eDesk Records to Salesforce Service Cloud
Migrating data into Salesforce Service Cloud can be frustrating for the majority of businesses. The entire manual import process is not usually made by beginners or people with little understanding of programming or coding. You will probably also to face the challenge of your help desk vendor and their unwillingness to help you leave their system. Sure, you will be their lost customer. But relax, there’s still a way to migrate your data without stress.
Limited Import Options
Salesforce Service Cloud doesn’t offer easy methods for importing records out of your eDesk directly into their system.
You will have to use many approaches such as CSV for contacts, conversations with excel, as well as other means for users, knowledge base and a lot more. While it looks like you have a plethora of transfer options, all of them collectively depend on manual transfer.
Lack of Experts
You are able to use API, CSV, and other methods for moving records to Salesforce Service Cloud. Still, you’re going to require a skilled IT personnel to manage the migration process.
If you don’t have one among your team, you’re going to have to hire a new one. And then you’ll have to examine if the written script will run exactly as expected.
By Hand Migration is Unpredictable
You can save a little money conducting the import yourself. The possibility is small though.
You might finish with losing your data anyways. And, you may have to suffer a record retrieval procedure and still miss a part of information after the restore stage.
Making Data Migration Seamless
Moving records from your eDesk to Salesforce Service Cloud mustn’t be a problem. Indeed, we can make the process as easy as pie. You nevermore have to spend time moving things around and wish for the best once the process is initiated. Merely imagine the reboots and restorations you’d have to do in case you make an error on both ends. Invest time in things that matter most – keeping your customers happy. We will cope with the rest of the transfer!
Import from eDesk to Salesforce Service CloudOur Service - Your Win
With hard work on a daily basis, our team has taken many years of practicing and expertise and can involve them in handling your data migration.
We can deal with a variety of transfers from and to help desk or helpdesk-like platforms.
We can transfer everything, with no restrictions to Salesforce Service Cloud with our data transition tool. And we’re offering the next avantages:
Say No To Downtime
Using our methods, we can bring downtimes to the end. We understand that you have to go on with daily business as soon as possible. Data transfer times will become so low that they won’t even be noticeable for you or your customers . And then your crew can resume their daily business of pampering your customers.
Try it Out First
A successful importing process should have a trial stage. This assures that the complete process will be successful, and you can detect any possible errors and correct them before starting the real thing. Our professionals have built a tool that enables you set up unlimited free trials so that you can overview the process and anticipate any issues.
No Frills Data Migration to Salesforce
Working with our tool is nothing to worry about. It requires no downloads, software to set up, or even code to write. Migrate records to Salesforce Service Cloud simply.
Sustaining Ticket Structure
Another issue with data import is the integrity of records. What point do migrated records have when they are scrambled or have some information missing. That’s why we have redular testing before we release our tool. We’re guaranteeing that you’ll have a pleasant experience migrating your tickets.
Why You Should Use Our Migration Tool
Data Security and Privacy
Most companies are scared of using data transition apps for anxiety about information leaks. We know what your needs in this case are and we make sure that your information will only be used during 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 migration . You will be supported throughout the transfer and we’ll also assure that everything is working as intended.
Data Security
Our tech team have made tools that won’t modify the records anyhow. The import process will move your data from the source to the target without alterations or missing information.
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
First thing first
Like with any successful migration, prep work is required. Sign in to your Service Cloud profile and create custom fields and user accounts. For now, triggers and automation rules must be disabled.
Login your eDesk
It’s high time to go to your eDesk and find the security tokens and other credentials. You’ll use this to connect your eDesk with Salesforce Service Cloud and begin the import process.
Connecting Salesforce Service Cloud
After, return to Salesforce Service Cloud and get tokens and other credentials. You’ll also have to provide these in the import tool in order to complete the linking.
Saving Data Structure
You can also change which data you want to be moved and where they should be placed. Or in case there are extra demands for your migration, you can opt for personalization.
Test the Migration
As soon as you’re ready, it’s time for a trial run. The free trial allows you complete a data importing process and check a small number of records for integrity and correctness. Plus, you are able to perform it as many times as you wish.
Migrating to Service Cloud
After performing a free demo, you need to migrate your records. To make the process simpler, choose a time when your support crew is the least engaged and start the migration process.
Hear from our happy buyers
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 Migration Tool
You can ask for a free demo of our data transition tool reliability. You’ll see the whole procedure, get an idea of the service, and view the data that’s moved. Migrate your records today!
Move to Salesforce with our Specialists
Still worry about doing everything by yourself? Our specialists are always at standby to aid you. We can give you a price today!