Import HelpDesk Data to Salesforce Service Cloud
Moving data into Salesforce Service Cloud can be frustrating for most businesses. The complete manual migration process is not meant to be made by beginners or people with little understanding of programming or coding. You will probably also to face the problem of your help desk vendor and their reluctance to help you abandon their platform. Sure, you will be their lost client. But don’t fret, there’s still a way to migrate your data avoiding all the fuss.
Limited Import Choices
Salesforce Service Cloud doesn’t offer clear ways to import customer info out of your HelpDesk into their system.
You would have to use a number of ways such as CSV for contacts, conversations with excel, as well as other means for user base, knowledge base and a lot more. While it looks like you have a plethora of import options, all of them together require manual migration.
No Team of Professionals
You can use API, CSV, and other ways in order to import to Salesforce Service Cloud. Still, you’re going to need a skilled IT staff to control the import .
If you don’t have one among your team, you’re going to have to hire a new one. And then you’ll have to check if the written code will act exactly as planned.
Manual Transfer is Unsafe
You could save a little money doing the import alone. The chances are slim though.
You might end up losing your data anyways. And, you may have to suffer a data regain process and still miss a part of records after the restore level.
Making Data Import Effortless
Transferring data from your HelpDesk to Salesforce Service Cloud doesn’t have to be a nightmare. In fact, we can make it a piece of cake. You no more have to waste time migrating records on and off and wish for the best once the process is started. Simply imagine the resets and restorations you’d have to do if you make a mistake on both ends. Devote some time to what matters most – keeping your customers satisfied. We’ll cope with the rest of the import!
Import from HelpDesk to Salesforce Service CloudOur Team - Your Success
Working hard every day, our team has spent years of training and experience and can add them to managing your data migration.
We can handle all kinds of transfers from and to help desk or helpdesk-like platforms.
We move everything, with no limits to Salesforce Service Cloud with our migration tool. And we’re presenting the following avantages:
Downtime is a Thing of the Past
With our methods, we can finish downtimes. We understand that you have to resume daily business at once. Migration times will be so short that they won’t even be noticeable for you or your customers . And then your team can resume their daily tasks of catering to customers.
Test it First
A successful migration process should have a testing step. This assures that the whole process will be successful, or you will have a chance to notice any possible errors and correct them before starting the real thing. Our professionals have created a tool that gives you unlimited trial runs so that you can assess the process and forecast any errors.
No Frills Data Import to Salesforce
You won’t have to worry about using our tool. It doesn’t require any downloads, applications to install, or even script to make. Transfer records to Salesforce Service Cloud simply.
Maintaining Ticket Integrity
Another problem with data migration is the integrity of data. What kind of use do migrated tickets have when they are scattered or have some information lost. That’s why we have rigid testing before we release our tool. We’re guaranteeing that you’ll have an easy time migrating your data.
Why You Should Choose Our Migration Services
Data Safety and Privacy
Most people are afraid to use migration apps for fear of data leaks. We understand your needs and we make certain that your information will only be used in the migration process. Everything will be kept confidential.
Import Assistance
Our team of specialists will always be online to help you during the transfer process. You’ll be led throughout the transfer and we’ll also make certain that everything is working as intended.
Information Safety
Our developers have created tools that won’t replace the records in any way. The import process will transfer your data from point A to point B without alterations or missing 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
Import Preparation
As with any successful transfer, prep work is needed. Login to Service Cloud and create custom fields and agent accounts. For now, triggers and automation rules must be disabled.
Login your HelpDesk
It’s time to go over to your HelpDesk and copy the security keys and credentials. You’ll be needing this to link your HelpDesk with Salesforce Service Cloud and set up the transfer process.
Linking Salesforce Service Cloud
Then, go back to Salesforce Service Cloud and create keys and credentials. You’ll also need these in the data transition wizard in order to complete the linking.
Preserving Records Structure
You can also adjust which records you want to be moved and to which fields they belong. Or in case there are additional requirements for your transition, you can order an personalization.
Test the Process
Once you’re all set, it’s time for a trial run. The free trial allows you do a data importing process and examine a small amount of records for correspondence and correctness. Plus, you can start it as many times as you want.
Importing to Service Cloud
After doing a free test, you have to migrate your data. To make the process simpler, pick a time when your support team is the least busy and begin the migration process.
Hear from our satisfied customers
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 Import Tool
You can request a free demonstration of our migration tool reliability. You’ll see the entire process, get a feel of the wizard, and see the records that are moved. Migrate your data right now!
Salesforce Service Cloud Import with our Professionals
Still feeling anxious about doing things alone? Our professionals are always online to help you out. We can offer you a price estimate today!