Transfer FreeScout Tickets to Salesforce Service Cloud
Importing your records into Salesforce Service Cloud can be frustrating for the majority of people. The complete manual import process is not meant to be made by beginners or people with little knowledge about programming or coding. You will likely also to face the issue of your help desk software provider and their antipathy with helping you leave their system. Sure, you will end up being their lost customer. But relax, there’s still a way to migrate your records avoiding stress.
Limited Import Methods
Salesforce Service Cloud doesn’t offer seamless strategies for moving customer info out of your FreeScout directly into their system.
You will have to use several approaches such as CSV for contacts, conversations with excel, as well as other means for users, knowledge base and even more. Though it seems like you have a plethora of migration alternatives, all of them together depend on manual transfer.
Absence of Specialists
You can use API, CSV, and other techniques to transfer to Salesforce Service Cloud. Still, you’re going to require a professional IT staff to watch over the import process.
If you don’t have one within your employees, you’re going to have to find a new one. And then you’ll have to find out if the final code will run exactly as expected.
Manual Transition is Unsafe
You can spare a little money conducting the transfer alone. The possibility is small though.
You might end up losing your data anyways. What is more, you may have to suffer a data retrieval procedure and still miss some records after the restore stage.
Making Data Transfer Simpler
Migrating records from your FreeScout to Salesforce Service Cloud doesn’t have to be a nightmare. Indeed, we can make the process a piece of cake. You no longer have to waste time moving things around and hoping for the best the moment the process is started. Merely imagine the restarts and restorations that would have to take place when you make an error on both ends. Invest time in what matters most – making your customers happy. We will handle the other parts of the import!
Import from FreeScout to Salesforce Service CloudOur work - Your Win
Putting efforts into our work daily, our staff has spent many years of practicing and expertise and can apply them to managing your data migration.
We can deal with different kinds of migrations from and to help desk or helpdesk-like platforms.
We move everything, with no restrictions to Salesforce Service Cloud with our migration tool. And we’re presenting the next guarantees:
Downtime is a Thing of the Past
With our methods, we can bring downtimes to the end. We get that you have to go on with activities as soon as possible. Transition times will be so low that you won’t even notice it . And then your crew can go on with their daily business of caring for clients.
Test it First
A successful migration process should have a trial step. This assures that the complete process will be successful, and you will have a chance to see any weak points and correct them before setting up the complete transfer. Our experts have built a tool that enables you set up endless free demos so that you can overview the process and anticipate any problems.
No Frills Data Import to Salesforce
Using our service is a seamless experience with no frills. It requires no uploads, applications to set up, or even code to make. Move records to Salesforce Service Cloud easily.
Preserving Ticket Structure
Another challenge of data transition is the integrity of data. What kind of point do transferred records have when they are corrupted or have some information missing. That’s why we have rigorous testing before we launch our tool. We’re guaranteeing that you’ll have a pleasant experience moving your records.
Why You Should Decide On Our Migration Tool
Data Safety and Privacy
Most businesses are scared of using migration apps 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 during the import process. Everything will be kept confidential.
Migration Support
Our team of experts will always be on standby to help you out during the migration . You will be guided throughout the transfer and we’ll also make sure that everything is going on as planned.
Information Security
Our developers have built tools that won’t replace the records anyhow. The migration process will move your data from the source to the target without alterations or loss of records.
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 transfer, prep work is required. Sign in to your Service Cloud account and create custom fields and user accounts. For now, triggers and automation rules have to be deactivated.
Login your FreeScout
It’s time to move to your FreeScout and copy the security keys and other credentials. You’ll use this to connect your FreeScout with Salesforce Service Cloud and initiate the transfer process.
Linking Salesforce Service Cloud
After this, get back to Salesforce Service Cloud and create keys and other credentials. You’ll also have to provide these in the data transition tool in order to complete the connection.
Keeping Data Structure
You can also choose which data you need to be moved and where they should be placed. Or in case of extra needs for your transition, you can opt for customization.
Test the Import
When you’re prepared, it’s time for a demo run. The free trial allows you complete a migration process and examine a small portion of records for integrity and success. Additionally, you can perform it as many times as you need.
Transferring to Service Cloud
After conducting a free demo, you have to migrate your records. To make things easier, pick a time when your support department is the least busy and start the data transfer process.
Hear from our satisfied clients
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 Service
You can request a trial run of our migration tool reliability. You’ll see the whole procedure, get an idea of the service, and see the data that’s imported. Transfer your data today!
Migrate to Salesforce with our Expert Team
Still feel nervous about managing everything alone? Our professionals are always at standby to aid you. We can offer you a price estimation today!