Transfer Help Scout Data to Salesforce Service Cloud
Moving data into Salesforce Service Cloud can be frustrating for most people. The entire manual migration process is not meant to be 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 antipathy with helping you abandon their platform. Sure, you will be their lost user. But relax, there’s still a way to import your records without all the fuss.
Limited Import Methods
Salesforce Service Cloud doesn’t offer seamless ways to import customer info out of your Help Scout into their system.
You would have to use certain ways such as CSV for contacts, conversations with excel, as well as other means for users, knowledge base and more. Though it seems like you have a plethora of migration options, all of them together require manual transfer.
Absence of Professionals
You are able to use API, CSV, and other ways to import to Salesforce Service Cloud. Still, you’re going to need a professional IT personnel to control the import process.
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 written code will act exactly as expected.
By Hand Transition is Unsafe
You can save a little money doing the transfer yourself. The chances are small though.
You might end up losing your records anyways. Moreover, you may have to go through a record restoration process and still miss a part of records after the restore level.
Making Data Transfer Simpler
Migrating records from your Help Scout to Salesforce Service Cloud doesn’t have to be a nightmare. In fact, we can make it as easy as pie. You no more have to waste time moving things around and wish for the best the moment the process is begun. Just imagine the restarts and restorations you’d have to do when you make a mistake on both ends. Invest time in what matters most – keeping your customers pleased. We will deal with the other parts of the transfer!
Import from Help Scout to Salesforce Service CloudOur work - Your Win
Putting efforts into our work every day, our team has spent years of training and experience and can add them to managing your data import.
We can cope with different kinds of transfers from and to help desk or helpdesk-like platforms.
We can transfer everything, with no restrictions to Salesforce Service Cloud with our migration tool. And we’re presenting the next guarantees:
Say No To Downtime
Using our methods, we can bring downtimes to the end. We understand that you have to go on with activities at once. Migration times will be so low that they won’t even be noticeable for you or your customers . And then your staff can go on with their activities of caring for customers.
Try it Out First
A successful importing process should have a trial step. This assures that the whole process will be successful, or you can notice any possible errors and fix them before doing the complete transfer. Our experts have made a tool that gives you unlimited free demos so that you can assess the process and anticipate any problems.
No Frills Data Migration to Salesforce
Using our service is a seamless experience with no frills. It requires no downloads, applications to set up, or even script to write. Transfer records to Salesforce Service Cloud simply.
Saving Ticket Structure
Another challenge of data migration is the integrity of data. What kind of point do transferred tickets have when they are scattered or have some information missing. That’s why we have rigid serviceability check before we launch our tool. We’re guaranteeing that you’ll have an easy time migrating your records.
Why You Should Decide On Our Migration Tool
Data Security and Privacy
Most businesses are scared of using migration apps for anxiety about data leaks. We understand your needs and we make certain that your information will only be used during the transfer process. All info will be kept strictly confidential.
Migration Support
Our team of experts will always be on standby to help you during the transfer process. You’ll be led throughout the migration and we’ll also make certain that everything is going on as planned.
Data Security
Our tech team have created tools that won’t replace the records anyhow. The migration process will transfer 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
First thing first
Like with any successful transfer, prep work is needed. Login to Service Cloud and create custom fields and agent accounts. Until now, triggers and automation rules should be deactivated.
Login your Help Scout
It’s high time to go over to your Help Scout and copy the security keys and other credentials. You’ll be needing this to link your Help Scout with Salesforce Service Cloud and set up the transfer process.
Connecting Salesforce Service Cloud
After this, go back to Salesforce Service Cloud and create keys and other credentials. You’ll also need these in the import wizard in order to finish the linking.
Adjusting Data Structure
You can also set which data you want to be moved and where they should be placed. Or in case of additional requirements for your transition, you can opt for personalization.
Test the Import
When you’re prepared, it’s time for a free trial. The free trial allows you do a migration process and check a small amount of records for integrity and correctness. Additionally, you are able to set it up as many times as you need.
Transferring to Service Cloud
After conducting a free demo, you have to migrate your records. To make things easier, choose a time when your support team is the least busy and start the import .
Hear from our happy 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.
Automated Migration Tool
You can ask for a free demonstration of our migration tool reliability. You’ll see the entire process, get a feel of the wizard, and see the data that’s transferred. Transfer your records now!
Migrate to Salesforce with our Expert Team
Still feel nervous about doing things alone? Our professionals are always online to help you out. We can give you a price estimate today!