Transfer Freshdesk Tickets to Salesforce Service Cloud
Importing your records into Salesforce Service Cloud can be overwhelming for the majority of businesses. The entire manual import process is not rarely possible to be successfully made by beginners or people with little understanding of programming and coding. You'll likely also to face the problem of your help desk vendor and their unwillingness to help you leave their system. It’s obvious, you will be their lost user. But relax, there’s still a way to transfer your records avoiding stressing out.
Limited Import Methods
Salesforce Service Cloud doesn’t offer seamless strategies for moving records from the Freshdesk 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 user base, knowledge base and a lot more. Though it may seem that sound like you have a lot of import options, all of them together depend on manual migration.
Absence of Specialists
You can use API, CSV, and other techniques in order to import to Salesforce Service Cloud. Though, you’re going to require a skilled IT personnel to watch over the transition .
If you don’t have one among your employees, you’re going to have to employ a new one. And then you’ll have to check if the written code will run exactly as planned.
Manual Migration is Unpredictable
You can spare a few dollars conducting the import yourself. The possibility is small though.
You might wind up losing your data anyways. And, you may have to go through a record restoration process and still miss a part of records after the restore stage.
Making Data Transfer Seamless
Migrating records from your Freshdesk to Salesforce Service Cloud mustn’t be complicated. Indeed, we can make the process as easy as pie. You no longer have to lose time migrating records on and off and wish for the best the moment the process is initiated. Just imagine the resets and restorations you’d have to do in case you make an error on both ends. Devote some time to what matters most – keeping your customers pleased. We will deal with the other parts of the import!
Import from Freshdesk 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 controlling your data migration.
We can deal with a variety of migrations from and to help desk or helpdesk-like systems.
We move everything, with no restrictions to Salesforce Service Cloud with our data transition tool. And we’re providing the next avantages:
Downtime is a Thing of the Past
With our methods, we can bring downtimes to the end. We get that you need to proceed with your daily business as soon as possible. Transition times will turn out to be so short that they won’t even be noticeable for you or your customers . And then your staff can continue doing their activities of catering to customers.
Test it First
A successful migration process should have a trial stage. This guarantees that the complete process will be successful, and you can see any weak points and correct them before starting the complete transfer. Our specialists have made a tool that gives you unlimited free trials so that you can overview the process and forecast any errors.
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 write. Move records to Salesforce Service Cloud seamlessly.
Preserving Ticket Structure
Another challenge of data transition is the integrity of records. What kind of point do migrated records have when they are corrupted or have some information lost. That’s why we have redular serviceability check before we use our tool. We’re guaranteeing that you’ll have an easy time migrating your tickets.
Why You Should Decide On Our Migration Tool
Data Safety and Privacy
Most businesses are scared of using data transition services 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 within the migration process. All info will be kept strictly 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 assure that everything is going on as expected.
Information Security
Our developers have built tools that won’t modify the data anyhow. The import process will move your data from the source to the target without alterations or missing 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 migration, preparing is required. Sign in to your Service Cloud account and create custom fields and user accounts. For now, triggers and automation rules must be deactivated.
Login your Freshdesk
It’s time to move to your Freshdesk and find the security keys and other credentials. You’ll use this to connect your Freshdesk with Salesforce Service Cloud and begin the migration process.
Linking Salesforce Service Cloud
After this, get back to Salesforce Service Cloud and get keys and other credentials. You’ll also have to provide these in the import tool in order to complete the linking.
Keeping Data Structure
You can also choose which data you need to be migrated and where they should be placed. Or in case there are extra needs for your import, you can request a personalization.
Test the Import
When you’re ready, it’s time for a demo run. The free trial enables you complete a data importing process and check a small portion of records for correspondence and correctness. Additionally, you are able to set it up as many times as you want.
Transferring to Service Cloud
After conducting a free demo, you need to transfer your records. To make the process simpler, choose a time when your support department is the least loaded and finalize the migration .
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 data transition tool serviceability. You’ll see the whole procedure, get an idea of the service, and check the records that are moved. Transfer your records now!
Migrate to Salesforce with our Specialists
Still feel nervous about managing everything by yourself? Our expert team members are always at standby to support you. We can give you a price estimation today!