Transfer Freshchat Records to Salesforce Service Cloud
Migrating data into Salesforce Service Cloud can be challenging for the majority of people. The full manual import process is not usually made by beginners or people with little knowledge about programming and coding. You'll likely also to meet the issue of your help desk software provider and their reluctance to help you get out of their system. After all, you will be their lost user. But don’t fret, there’s still a way to import your records without stress.
Limited Import Methods
Salesforce Service Cloud doesn’t offer seamless methods for importing customer info from your Freshchat 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 more. Even though it may seem that sound like you have a number of migration alternatives, all of them together fall under manual importation.
Absence of Experts
You can use API, CSV, and other methods in order to import to Salesforce Service Cloud. However, you’re going to require a professional IT team to watch over the migration process.
If you don’t have one within your staff, you’re going to have to employ one. And then you’ll have to find out if the final code will work exactly as intended.
Manual Import is Unsafe
You could save a few bucks conducting the transfer by yourself. The possibility is small though.
You might finish with losing your data anyways. Moreover, you may have to go through a record retrieval procedure and still miss some records after the restore point.
Making Data Transfer Easier
Migrating data from your Freshchat to Salesforce Service Cloud doesn’t have to be complicated. Indeed, we can make the process a breeze. You no longer have to spend time moving things around and hoping for the best as soon the process is initiated. Merely imagine the restarts and restorations that would have to take place if you make a mistake on both ends. Spend some time working on things that matter most – keeping your customers pleased. We’ll deal with the other parts of the transfer!
Import from Freshchat to Salesforce Service CloudOur work - Your Success
Putting efforts into our work on a daily basis, our team has spent many years of practicing and experience and can apply them to handling your data migration.
We can cope with all sorts of transfers from and to help desk or helpdesk-like software.
We move everything, with no limits to Salesforce Service Cloud with our migration tool. And we’re providing the next guarantees:
Downtime is a Thing of the Past
With our methods, we can finish downtimes. We understand that you should proceed with your activities at once. Transition times will become so low that you won’t even notice it . And then your staff can continue doing their daily business of caring for clients.
Test it First
A successful migration process should have a testing step. This ensures that the complete process will be successful, and you will be able to see any weak points and correct them before doing the full migration. Our specialists have built a tool that enables you set up endless trial runs so that you can see the process and predict any mistakes.
No Frills Data Import to Salesforce
Using our service is a seamless experience with no frills. It doesn’t require any downloads, applications to set up, or even code to create. Move records to Salesforce Service Cloud simply.
Maintaining Ticket Integrity
Another challenge of data import is the integrity of data. What kind of point do transferred tickets have when they are corrupted or have some information missing. That’s why we have rigorous serviceability check before we use our tool. We assure you that you’ll have a pleasant experience moving your data.
Why You Should Decide On Our Migration Services
Data Safety and Privacy
Most businesses are afraid to use migration tools for anxiety about information leaks. We understand your needs and we make sure that your information will only be used during the transfer process. All info will be kept strictly confidential.
Migration Assistance
Our team of experts will always be online to help you during the migration . You’ll be guided throughout the transfer and we’ll also make sure that everything is running as expected.
Information Safety
Our developers have made tools that won’t replace the information anyhow. The migration process will transfer your data from the source to the target without alterations 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
Import Preparation
As with any successful transfer, preparation is required. Sign in to Service Cloud and create custom fields and user accounts. For now, triggers and automation rules should be turned off.
Login your Freshchat
It’s time to go to your Freshchat and copy the security keys and other credentials. You’ll use this to link your Freshchat with Salesforce Service Cloud and begin the import process.
Linking Salesforce Service Cloud
After this, return to Salesforce Service Cloud and create keys and other credentials. You’ll also have to provide these in the migration tool in order to complete the connection.
Preserving Records Structure
You can also adjust which records you want to be transferred and where they should be placed. Or in case of additional needs for your migration, you can opt for customization.
Test the Import
When you’re set, it’s time for a trial run. The free trial lets you complete a migration process and review a small portion of records for integrity and success. In addition, you are able to perform it as many times as you need.
Transferring to Service Cloud
After conducting a free test, you have to move your records. To make things easier, select a time when your support department is the least engaged and start the import .
Hear from our satisfied 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.
Automatic Import Tool
You can request a free demo of our migration tool functionality. You’ll see the whole procedure, get a feel of the service, and view the data that’s transferred. Move your records today!
Migrate to Salesforce with our Experts
Still feel nervous about doing everything alone? Our expert team members are always at standby to support you. We can provide you with a price estimation today!