Move Gladly Tickets to Salesforce Service Cloud
Importing data into Salesforce Service Cloud can be overwhelming for a great number of companies. The entire manual import process is not usually made by beginners or people with little knowledge about programming or coding. You will likely also to meet the issue of your help desk vendor and their reluctance to help you leave their system. After all, you will be their lost customer. But relax, there’s still a way to migrate your customer records avoiding all the fuss.
Limited Import Options
Salesforce Service Cloud doesn’t offer easy strategies for moving data from the Gladly to their system.
You will have to use certain approaches such as CSV for contacts, conversations with excel, as well as other means for user base, knowledge base and a lot more. While it seems like you have a number of migration options, all of them together depend on manual transfer.
Lack of Specialists
You are able to use API, CSV, and other techniques to move data to Salesforce Service Cloud. Though, you’re going to have an expert IT personnel to control the migration .
If you don’t have one within your team, you’re going to have to find one. And then you’ll have to find out if the written code will run exactly as expected.
By Hand Transition is Riskier
You can save a few dollars managing the migration yourself. The possibility is small though.
You might finish with losing your data anyways. And, you may have to suffer a record regain process and still miss a part of records after the restore stage.
Making Data Migration Simpler
Moving records from your Gladly to Salesforce Service Cloud shouldn’t be stressful. Really, we can make the process as easy as pie. You no more have to spend time migrating records on and off and hoping for the best once the process is initiated. Simply imagine the restarts and restorations you’d have to do if you make a mistake on both ends. Invest time in what matters most – keeping your customers happy. We will handle the remaining part of the transition!
Import from Gladly to Salesforce Service CloudOur Service - Your Win
With hard work daily, our team has taken a lot of time practicing and experience and can add them to handling your data migration.
We can cope with different kinds of transfers from and to help desk or helpdesk-like systems.
We can transfer everything, with no restrictions to Salesforce Service Cloud with our import tool. And we’re giving the next benefits:
Say No To Downtime
Using our methods, we can bring downtimes to the end. We understand that you need to go on with duties at once. Migration times will become so short that you won’t even notice it . And then your crew can go on with their daily tasks of caring for customers.
Try it Out First
A successful importing process should have a trial phase. This guarantees that the entire process will be successful, and you can notice any possible errors and correct them before starting the real thing. Our experts have created a tool that gives you unlimited trial runs so that you can overview the process and anticipate any problems.
No Frills Data Migration to Salesforce
Working with our tool is nothing to worry about. It requires no downloads, software to set up, or even code to write. Transfer records to Salesforce Service Cloud easily.
Sustaining Ticket Structure
Another issue with data transition is the integrity of tickets. What point do moved tickets have when they are scattered or have some information lost. That’s why we have rigorous testing before we launch our tool. We assure you that you’ll have an easy time migrating your data.
Why You Should Use Our Migration Tool
Data Security and Privacy
Most companies are scared of using import services for anxiety about information leaks. We understand your needs and we make sure that your information will only be used within the migration process. Everything will be kept strictly confidential.
Data Transfer Support
Our team of professionals will always be on standby to help you with the data transition . You’ll be led throughout the transfer and we’ll also make sure that everything is working as planned.
Data Security
Our tech team have built tools that won’t change the data anyhow. The transition process will transfer your data from the source to the target without alterations or loss of information.
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 import, preparing is recommended. Sign in to Service Cloud and create custom fields and user accounts. For now, triggers and automation rules must be disabled.
Login your Gladly
It’s high time to move to your Gladly and get the security tokens and other credentials. You’ll use this to link your Gladly with Salesforce Service Cloud and begin the import process.
Connecting Salesforce Service Cloud
After, get back to Salesforce Service Cloud and generate tokens and other credentials. You’ll also have to provide these in the import tool in order to complete the connection.
Saving Data Structure
You can also change which data you want to be migrated and where they should be placed. Or if you have any additional requirements for your migration, you can request a customization.
Test the Migration
As soon as you’re prepared, it’s time for a trial run. The free trial enables you conduct a transition process and check a small amount of records for correspondence and success. Plus, you are able to start it as many times as you need.
Migrating to Service Cloud
After performing a free demo, it’s time to transfer your records. To simplify the process, choose a time when your support team is the least engaged and finalize the migration process.
Hear from our happy 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.
Automated Migration Tool
You can ask for a trial run of our import tool serviceability. You’ll see the complete procedure, get a feel of the service, and view the records that are moved. Migrate your records right now!
Move to Salesforce with our Expert Team
Still worry about managing everything on your own? Our experts are always ready to aid you. We can give you a price estimate today!