Import Front Records to Salesforce Service Cloud
Migrating data into Salesforce Service Cloud can be frustrating for most people. The entire manual migration process is not meant to be made by beginners or people with little knowledge about programming or coding. You will likely also to meet the problem of your help desk vendor and their antipathy with helping you leave their platform. It’s obvious, you will end up being their lost customer. But relax, there’s still a way to transfer your data without all the fuss.
Limited Import Choices
Salesforce Service Cloud doesn’t offer clear methods for importing records out of your Front into their system.
You will have to use various ways such as CSV for contacts, conversations with excel, as well as other methods for user base, knowledge base and even more. Even though it seems like you have loads of import choices, all of them together depend on manual importation.
No Team of Experts
You can use API, CSV, and other methods to transfer to Salesforce Service Cloud. Still, you’re going to need a professional IT personnel to control the import .
If you don’t have one within your staff, you’re going to have to find one. And then you’ll have to check if the created code will run exactly as intended.
Manual Migration is Unpredictable
You can save a little money doing the transfer yourself. The chances are slim though.
You might end up losing your data anyways. What is more, you may have to suffer a record regain process and still lose records after the restore stage.
Making Data Import Seamless
Transferring records from your Front to Salesforce Service Cloud mustn’t be stressful. In fact, we can make the process as easy as pie. You no more have to waste time migrating records on and off and hoping for the best as soon the process is begun. Simply imagine the resets and restorations you’d have to do when you make a mistake on both ends. Spend some time working on what matters most – making your customers happy. We will cope with the rest of the migration!
Import from Front to Salesforce Service CloudOur Team - Your Win
Working hard on a daily basis, our team has taken years of practicing and experience and can add them to managing your data migration.
We can handle a variety of transfers from and to help desk or helpdesk-like platforms.
We move everything, with no restrictions to Salesforce Service Cloud with our data transition tool. And we’re giving the next guarantees:
Downtime is a Thing of the Past
With our methods, we can bring downtimes to the end. We understand that you have to go on with activities at once. Migration times will be so short that you won’t even notice it . And then your crew can go on with their daily tasks of catering to customers.
Test it First
A successful migration process should have a trial stage. This assures that the whole process will be successful, and you can notice any weaknesses and correct them before setting up the full migration. Our experts have created a tool that gives you unlimited free demos so that you can overview the process and predict any errors.
No Frills Data Import to Salesforce
You won’t have to worry about using our tool. It requires no downloads, software to set up, or even code to write. Transfer data to Salesforce Service Cloud effortlessly.
Preserving Ticket Structure
Another problem with data import is the integrity of records. What point do transferred tickets have when they are scattered or have data lost. That’s why we have rigorous testing before we launch our tool. We assure you that you’ll have an easy time transferring your records.
Why You Should Choose Our Migration Tool
Data Safety and Privacy
Most people are scared of using data transition apps for anxiety about information leaks. We understand your needs and we ensure you that your data will only be used in the import process. Everything will be kept strictly confidential.
Import Support
Our team of specialists will always be on standby to help you with the transfer . You’ll be led during the transfer and we’ll also make sure that everything is running as planned.
Information Security
Our developers have made tools that won’t modify the records anyhow. The migration process will transfer your data from point A to point B with no 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
First thing first
Like with any successful migration, prep work is needed. Sign in to Service Cloud and create custom fields and agent profiles. For now, triggers and automation rules have to be turned off.
Login your Front
It’s time to go to your Front and find the security tokens and other credentials. You’ll use this to link your Front with Salesforce Service Cloud and start the transfer process.
Linking Salesforce Service Cloud
Then, return to Salesforce Service Cloud and get tokens and other credentials. You’ll also have to provide these in the import wizard to complete the connection.
Keeping Data Structure
You can also choose which data you want to be moved and where they should be placed. Or in case of additional requirements for your transition, you can order an customization.
Test the Process
Once you’re ready, it’s time for a trial run. The free trial allows you do a migration process and check a small amount of data for correspondence and success. In addition, you are able to start it as many times as you want.
Importing to Service Cloud
After doing a free demo, you need to migrate your records. To make things easier, choose a time when your support team is the least busy and begin the data transfer process.
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 Migration Tool
You can request a free demo of our data transition tool reliability. You’ll see the entire procedure, get a feel of the wizard, and see the records that are imported. Move your records right now!
Salesforce Service Cloud Import with our Specialists
Still feeling anxious about doing everything by yourself? Our experts are always online to support you. We can give you a price estimate today!