Move Freshservice Data to Salesforce Service Cloud
Moving your records into Salesforce Service Cloud can be challenging for a great number of people. The entire manual import process is not meant to be made by newbies or people with little knowledge about programming and coding. You'll likely also to face the challenge of your help desk vendor and their unwillingness to help you leave their system. After all, you will be their lost user. But don’t fret, there’s still a way to transfer your customer records avoiding all the fuss.
Limited Import Options
Salesforce Service Cloud doesn’t offer easy ways to import records from your Freshservice to 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 transfer choices, all of them together depend on manual importation.
Lack of Professionals
You can use API, CSV, and other ways for moving records to Salesforce Service Cloud. However, you’re going to have a professional IT personnel to watch over the import .
If you don’t have one within your employees, you’re going to have to employ a new one. And then you’ll have to examine if the created code will run exactly as intended.
Manual Transition is Unpredictable
You can spare a few bucks managing the transfer yourself. The possibility is small though.
You might end up losing your records anyways. And, you may have to go through a data restoration process and still lose records after the restore stage.
Making Data Migration Simpler
Moving records from your Freshservice to Salesforce Service Cloud mustn’t be stressful. Really, we can make the process as easy as pie. You no longer have to waste time migrating records on and off and hoping for the best the moment the process is started. Just imagine the reboots and restorations you’d have to do in case you make a mistake on both ends. Spend some time working on what matters most – keeping your customers pleased. We’ll handle the remaining part of the import!
Import from Freshservice to Salesforce Service CloudOur Service - Your Win
With hard work every day, our staff has taken a lot of time practicing and experience and can apply them to managing your data import.
We can take care of different kinds of migrations from and to help desk or helpdesk-like software.
We move everything, with no restrictions to Salesforce Service Cloud with our data transition tool. And we’re giving the following guarantees:
Downtime is a Thing of the Past
With our methods, we can bring downtimes to the end. We get that you should resume activities at once. Transition times will be so short that you won’t even notice it . And then your employees can continue doing their activities of pampering your customers.
Test it First
A successful migration process should have a trial stage. This ensures that the entire process will be successful, and you can see any weak points and fix 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 predict any errors.
No Frills Data Import to Salesforce
Working with our tool is nothing to worry about. It requires no uploads, software to install, or even code to write. Move records to Salesforce Service Cloud simply.
Maintaining Ticket Structure
Another issue with data migration is the integrity of records. What use do transferred tickets have when they are corrupted or have some information lost. That’s why we have rigorous serviceability check before we use our tool. We’re guaranteeing that you’ll have an easy time transferring your tickets.
Why You Should Use Our Migration Tool
Data Safety and Privacy
Most companies are scared of using data transition tools for fear of information leaks. We understand your needs and we make sure that your information will only be used within the migration process. All info will be kept confidential.
Data Transfer Support
Our team of professionals will always be on standby to help you out with the data transition . You’ll be guided throughout the migration and we’ll also make sure that everything is going on as expected.
Information Security
Our developers have created tools that won’t modify the information in any way. The migration process will transfer your data from the source to the target without modifications 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 migration, preparation is recommended. Sign in to Service Cloud and create custom fields and user accounts. Until now, triggers and automation rules must be deactivated.
Login your Freshservice
It’s time to go over to your Freshservice and find the security tokens and credentials. You’ll use this to link your Freshservice with Salesforce Service Cloud and begin the transfer process.
Linking Salesforce Service Cloud
After, go back to Salesforce Service Cloud and get tokens and credentials. You’ll also have to provide these in the import tool in order to finish the connection.
Preserving Data Structure
You can also adjust which data you need to be transferred and to which fields they belong. Or in case of additional needs for your transition, you can request a customization.
Test the Migration
As soon as you’re prepared, it’s time for a demo run. The free trial lets you conduct a migration process and check a small portion of records for correspondence and success. Additionally, you can set it up as many times as you wish.
Migrating to Service Cloud
After performing a free demo, you need to move your data. To make things easier, choose a time when your support department is the least busy and finalize the migration .
Hear from our satisfied 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.
Automatic Migration Service
You can request a free demonstration of our data transition tool functionality. You’ll see the complete procedure, get a feel of the service, and see the records that are moved. Transfer your data now!
Move to Salesforce with our Expert Team
Still worry about doing things by yourself? Our experts are always ready to support you. We can give you a price estimation today!