Move Google Docs Data to Salesforce Service Cloud

Moving data into Salesforce Service Cloud can be overwhelming for a great number of people. The full manual migration process is not meant to be made by the unexperienced or people with little understanding of programming or coding. You'll likely also to face the issue of your help desk vendor and their reluctance to help you get out of their system. It’s obvious, you will be their lost user. But don’t fret, there’s still a way to transfer your data without all the fuss.

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Limited Import Options

Limited Import Options

Salesforce Service Cloud doesn’t offer easy ways to import customer info from the Google Docs to their system.

You will have to use a number of ways such as CSV for contacts, conversations with excel, as well as other methods for users, knowledge base and a lot more. Though it may seem that sound like you have a lot of migration options, all of them collectively fall under manual importation.

Lack of Professionals

You can use API, CSV, and other ways to import to Salesforce Service Cloud. Though, you’re going to have a professional IT team to watch over the import process.

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 find out if the written script will work exactly as intended.

Requires Professional IT Team
Manual Import Drawbacks

Manual Transition is Unsafe

You can save a few dollars managing the transfer by yourself. The chances are little though.

You might end up losing your info anyways. And, you may have to suffer a record regain process and still miss a part of information after the restore point.

Making Data Migration Simpler

Moving records from your Google Docs to Salesforce Service Cloud doesn’t have to be a problem. Really, we can make the process a breeze. You no longer have to waste time moving things around and wish for the best the moment the process is initiated. Simply imagine the restarts and restorations you’d have to do if you make a mistake on both ends. Spend some time working on what matters most – keeping your customers pleased. We’ll take care of the rest of the migration!

Import from Google Docs to Salesforce Service Cloud

Our Service - Your Win

With hard work every day, our team has taken a lot of time practicing and experience and can apply them to managing your data transition.

We can handle different kinds of transfers from and to help desk or helpdesk-like systems.

We move everything, with no restrictions to Salesforce Service Cloud with our migration tool. And we’re offering the next guarantees:

Downtime is a Thing of the Past

With our methods, we can bring downtimes to the end. We understand that you need to proceed with your activities at once. Transition times will be so low that they won’t even be noticeable for you or your customers . And then your crew can continue doing their daily tasks of caring for customers.

Test it First

A successful migration process should have a trial step. This guarantees that the entire process will be successful, and you will be able to see any weaknesses and eliminate them before starting the complete transfer. Our specialists have created a tool that gives you unlimited trial runs so that you can see the process and predict any errors.

No Frills Data Import to Salesforce

Working with our tool is nothing to worry about. It requires no downloads, software to set up, or even code to create. Move data to Salesforce Service Cloud easily.

Maintaining Ticket Structure

Another issue with data migration is the integrity of data. What point do transferred tickets have when they are corrupted or have data missing. That’s why we have redular testing before we use our tool. We’re guaranteeing that you’ll have an easy time migrating your data.

Why You Should Use Our Migration Tool

Data Safety and Privacy

Most companies are scared of using migration services for anxiety about information leaks. We understand your needs and we make certain that your data will only be used throughout 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 guided during the transition and we’ll also assure that everything is going on as expected.

Information Security

Our developers have created tools that won’t replace the data anyhow. The migration process will transfer your data from point A to point B with no changes 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

Step

First thing first

Like with any successful transfer, preparing is recommended. Sign in to Service Cloud and create custom fields and agent profiles. For the moment, triggers and automation rules must be deactivated.

Step

Login your Google Docs

It’s time to go over to your Google Docs and copy the security tokens and other credentials. You’ll use this to link your Google Docs with Salesforce Service Cloud and set up the transfer process.

Step

Linking Salesforce Service Cloud

After, go back to Salesforce Service Cloud and create tokens and other credentials. You’ll also have to provide these in the migration wizard to finalize the linking.

Step

Preserving Data Structure

You can also adjust which data you want to be migrated and where they should be placed. Or in case of additional needs for your transition, you can ask an personalization.

Step

Test the Migration

As soon as you’re prepared, it’s time for a trial run. The free trial enables you conduct a migration process and review a small portion of data for integrity and correctness. Additionally, you are able to start it as many times as you need.

Step

Migrating to Service Cloud

After performing a free demo, you have to transfer your records. To make things easier, select a time when your support department is the least busy and initiate the migration process.

Hear from our satisfied customers

Automatic Migration Tool

You can request a free demonstration of our migration tool serviceability. You’ll see the complete procedure, get a feel of the wizard, and see the data that’s moved. Transfer your records right now!

Request a Demo

Move to Salesforce with our Expert Team

Still worry about doing things alone? Our specialists are always ready to support you. We can provide you with a price estimation today!

Request Free Trial