Transfer Groove Records to Salesforce Service Cloud

Migrating data into Salesforce Service Cloud can be overwhelming for the majority of companies. The full manual migration process is not usually made by newbies or people with little understanding of programming and coding. You will likely also to face the issue of your help desk vendor and their unwillingness to help you get out of their system. It’s obvious, you will end up being their lost user. But relax, there’s still a way to transfer your customer records without stressing out.

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Limited Import Options

Limited Import Methods

Salesforce Service Cloud doesn’t offer seamless methods for importing customer info from the Groove directly into their system.

You will have to use many ways such as CSV for contacts, conversations with excel, as well as other means for user base, knowledge base and more. Though it seems like you have a plethora of migration choices, all of them collectively fall under manual importation.

Absence of Experts

You are able to use API, CSV, and other methods for moving records to Salesforce Service Cloud. Though, you’re going to require an expert IT team to manage the migration .

If you don’t have one among your employees, you’re going to have to find a new one. And then you’ll have to find out if the created script will work exactly as intended.

Requires Professional IT Team
Manual Import Drawbacks

By Hand Import is Unsafe

You could save a few dollars conducting the migration by yourself. The chances are small though.

You might finish with losing your records anyways. Moreover, you may have to go through a record restoration process and still lose information after the restore point.

Making Data Transfer Easier

Migrating data from your Groove to Salesforce Service Cloud doesn’t have to be stressful. Indeed, we can make the process a breeze. You nevermore have to spend time migrating records on and off and wish for the best the moment the process is begun. Just imagine the restarts and restorations you’d have to do in case you make an error on both ends. Spend some time working on what matters most – making your customers pleased. We will cope with the remaining part of the migration!

Import from Groove to Salesforce Service Cloud

Our work - Your Success

Putting efforts into our work on a daily basis, our team has taken many years of practicing and expertise and can involve them in handling your data import.

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

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 understand that you need to continue with duties as soon as possible. Data transfer times will become so short that they won’t even be noticeable for you or your customers . And then your employees can go on with their activities of caring for customers.

Try it Out First

A successful importing process should have a testing step. This guarantees that the complete process will be successful, and you will be able to detect any possible errors and fix them before doing the complete transfer. Our experts have made a tool that gives you unlimited free trials so that you can see the process and predict any errors.

No Frills Data Migration to Salesforce

Using our service is a seamless experience with no frills. It doesn’t require any downloads, software to install, or even code to create. Migrate records to Salesforce Service Cloud effortlessly.

Sustaining Ticket Integrity

Another challenge of data import is the integrity of data. What use do moved records have when they are scrambled or have some information lost. That’s why we have redular serviceability check before we launch our tool. We’re guaranteeing that you’ll have an easy time transferring your tickets.

Why You Should Decide On Our Migration Services

Data Security and Privacy

Most businesses are afraid to use migration services for fear of information leaks. We know what your needs in this case are and we ensure you that your information will only be used within the transfer process. All info will be kept strictly confidential.

Migration Assistance

Our team of experts will always be online to help you with the migration . You will be supported throughout the migration and we’ll also assure that everything is going on as planned.

Data Safety

Our tech team have made tools that won’t replace the data in any way. The transition process will move your data from point A to point B without modifications 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

Migration Preparation

As with any successful transfer, preparing is required. Sign in to your Service Cloud profile and create custom fields and agent accounts. Until now, triggers and automation rules should be deactivated.

Step

Login your Groove

It’s high time to go to your Groove and copy the security tokens and credentials. You’ll use this to connect your Groove with Salesforce Service Cloud and start the import process.

Step

Connecting Salesforce Service Cloud

After this, return to Salesforce Service Cloud and create tokens and credentials. You’ll also have to provide these in the migration wizard in order to finish the linking.

Step

Saving Records Structure

You can also change which records you want to be migrated and to which fields they belong. Or if you have any extra demands for your migration, you can request a personalization.

Step

Test the Import

When you’re set, it’s time for a free trial. The free trial enables you complete a transition process and review a small number of records for correspondence and correctness. Additionally, you are able to set it up as many times as you need.

Step

Transferring to Service Cloud

After conducting a free test, you have to transfer your data. To simplify the process, select a time when your support crew is the least engaged and finalize the import .

Hear from our happy buyers

Automated Import Tool

You can ask for a free demo of our migration tool serviceability. You’ll see the whole procedure, get an idea of the wizard, and view the records that are transferred. Transfer your records now!

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Migrate to Salesforce with our Experts

Still feel nervous about doing everything alone? Our experts are always at standby to aid you. We can provide you with a price today!

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