Transfer Gmail Records to Salesforce Service Cloud
Migrating your records into Salesforce Service Cloud can be frustrating for most companies. The entire manual import process is not rarely possible to be successfully made by newbies or people with little knowledge about programming and coding. You'll likely also to meet the issue of your help desk vendor and their reluctance to help you abandon their platform. It’s obvious, you will be their lost customer. But don’t worry, there’s still a way to transfer your data avoiding all the fuss.
Limited Import Methods
Salesforce Service Cloud doesn’t offer seamless methods for importing customer info out of your Gmail into their system.
You would 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 loads of migration choices, all of them collectively require manual migration.
Absence of Experts
You are able to use API, CSV, and other methods to transfer to Salesforce Service Cloud. Still, you’re going to need an expert IT personnel to watch over the transition 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 created script will act exactly as planned.
By Hand Transfer is Unsafe
You could spare a little money doing the migration yourself. The possibility is small though.
You might wind up losing your records anyways. Moreover, you may have to go through a record restoration process and still lose information after the restore level.
Making Data Transfer Effortless
Migrating data from your Gmail to Salesforce Service Cloud doesn’t have to be stressful. In fact, we can make it as easy as pie. You no longer have to lose time moving things around and hoping for the best as soon the process is initiated. Just imagine the restarts and restorations you’d have to do if you make an error on both ends. Devote some time to what matters most – keeping your customers happy. We’ll take care of the rest of the import!
Import from Gmail to Salesforce Service CloudOur work - Your Success
Putting efforts into our work on a daily basis, our staff has taken years of training and experience and can apply them to controlling your data import.
We can handle all kinds of migrations from and to help desk or helpdesk-like platforms.
We can transfer everything, with no limits to Salesforce Service Cloud with our migration tool. And we’re giving the following benefits:
Say No To Downtime
Using our methods, we can finish downtimes. We get that you have to resume duties at once. Transition times will turn out to be so low that you won’t even notice it . And then your employees can continue doing their activities of caring for customers.
Try it Out First
A successful importing process should have a testing step. This assures that the whole process will be successful, or you can see any weak points and fix them before doing the full migration. Our specialists have made a tool that gives you unlimited trial runs so that you can assess the process and forecast any problems.
No Frills Data Migration to Salesforce
Using our service is a seamless experience with no frills. It doesn’t require any uploads, software to install, or even script to write. Move records to Salesforce Service Cloud seamlessly.
Sustaining Ticket Integrity
Another challenge of data import is the integrity of data. What use do moved 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 an easy time transferring your data.
Why You Should Decide On Our Migration Services
Data Security and Privacy
Most businesses are afraid to use migration apps for fear of data leaks. We understand your needs and we assure you that your information will only be used throughout the transfer process. All info will be kept strictly confidential.
Migration Assistance
Our team of experts will always be online to help you out with the transfer process. You’ll be guided throughout the migration and we’ll also make sure that everything is running as expected.
Data Safety
Our tech team have made tools that won’t replace the records in any way. The transition process will transfer your data from the source to the target without modifications 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
Migration Preparation
As with any successful transfer, prep work is needed. Login to Service Cloud and create custom fields and user accounts. Until now, triggers and automation rules should be turned off.
Login your Gmail
It’s high time to go to your Gmail and copy the security tokens and credentials. You’ll be needing this to link your Gmail with Salesforce Service Cloud and initiate the migration process.
Connecting Salesforce Service Cloud
After this, return to Salesforce Service Cloud and create tokens and credentials. You’ll also need these in the import tool in order to finish the connection.
Saving Records Structure
You can also change which records you need to be moved and to which fields they belong. Or if you have any additional needs for your import, you can ask an customization.
Test the Import
When you’re all set, it’s time for a demo run. The free trial allows you do a transition process and check a small portion of records for integrity and success. In addition, you are able to set it up as many times as you need.
Transferring to Service Cloud
After conducting a free test, you have to migrate your data. To simplify the process, choose a time when your support department is the least loaded and initiate the import .
Hear from our happy 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.
Automated Import Service
You can ask for a free demo of our migration tool reliability. You’ll see the entire process, get a feel of the service, and check the data that’s transferred. Move your records now!
Migrate to Salesforce with our Professionals
Still feel nervous about doing everything alone? Our experts are always online to assist you. We can give you a price estimation today!