Move Live Agent Data to Salesforce Service Cloud
Moving your records into Salesforce Service Cloud can be challenging for a great number of businesses. The entire manual import process is not meant to be made by the unexperienced or people with little knowledge about programming and coding. You will probably also to face the challenge of your help desk vendor and their reluctance to help you leave their system. Sure, you will end up being their lost client. But don’t fret, there’s still a way to transfer your records without stress.
Limited Import Options
Salesforce Service Cloud doesn’t offer easy ways to import records from your Live Agent to their system.
You will have to use many approaches such as CSV for contacts, conversations with excel, as well as other means for user base, knowledge base and more. Though it looks like you have a plethora of transfer options, all of them together depend on manual importation.
Lack of Professionals
You can use API, CSV, and other ways for moving records to Salesforce Service Cloud. However, you’re going to have a skilled IT personnel to manage the import .
If you don’t have one within your employees, you’re going to have to hire a new one. And then you’ll have to examine if the written code will run exactly as intended.
Manual Transition is Unpredictable
You can spare a few bucks managing the import yourself. The possibility is small though.
You might end up losing your info anyways. Moreover, you may have to go through a record regain process and still miss a part of records after the restore stage.
Making Data Migration Simpler
Moving records from your Live Agent to Salesforce Service Cloud mustn’t be complicated. Really, we can make the process as easy as pie. You nevermore have to waste time migrating records on and off and hoping for the best the moment the process is initiated. Simply imagine the reboots and restorations you’d have to do if you make an error on both ends. Spend some time working on things that matter most – making your customers satisfied. We’ll handle the other parts of the migration!
Import from Live Agent to Salesforce Service CloudOur Service - Your Win
With hard work every day, our staff has spent a lot of time practicing and expertise and can involve them in managing your data transition.
We can deal with different kinds of migrations from and to help desk or helpdesk-like software.
We move everything, with no restrictions to Salesforce Service Cloud with our data transition tool. And we’re providing the following avantages:
Downtime is a Thing of the Past
With our methods, we can bring downtimes to the end. We get that you should resume daily business as soon as possible. Data transfer times will be so short that you won’t even notice it . And then your staff can resume their daily tasks of pampering your customers.
Test it First
A successful migration process should have a trial stage. This ensures that the entire process will be successful, and you can detect any weak points and eliminate them before doing the complete transfer. Our professionals have created a tool that gives you unlimited trial runs so that you can overview the process and predict any mistakes.
No Frills Data Import to Salesforce
Working with our tool is nothing to worry about. It requires no uploads, applications to install, or even code to write. Migrate records to Salesforce Service Cloud easily.
Maintaining Ticket Structure
Another issue with data migration is the integrity of records. What kind of use do migrated records have when they are scrambled or have some information lost. That’s why we have reliable serviceability check before we release 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 data transition tools for fear of information leaks. We know what your needs in this case are and we assure you that your information will only be used within the transfer process. All info will be kept strictly confidential.
Data Transfer Support
Our team of professionals will always be on standby to help you out during the data transition . You will be supported throughout the transition and we’ll also ensure that everything is going on as intended.
Information Security
Our developers have created tools that won’t modify the information in any way. The import process will move your data from the source to the target without changes or loss of 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 migration, preparation is recommended. Sign in to your Service Cloud account and create custom fields and user accounts. For the moment, triggers and automation rules should be deactivated.
Login your Live Agent
It’s time to go over to your Live Agent and find the security keys and credentials. You’ll use this to connect your Live Agent with Salesforce Service Cloud and initiate the transfer process.
Linking Salesforce Service Cloud
After, go back to Salesforce Service Cloud and get keys and credentials. You’ll also have to provide these in the import tool in order to finalize the connection.
Preserving Data Structure
You can also adjust which data you need to be transferred and to which fields they belong. Or in case there are extra demands for your transition, you can request a customization.
Test the Migration
As soon as you’re prepared, it’s time for a demo migration. The free trial lets you conduct a data importing process and check a small number of records for correspondence and success. Additionally, you are able to start it as many times as you wish.
Migrating to Service Cloud
After performing a free demo, you need to move your data. To make the process simpler, choose a time when your support crew is the least busy and finalize the import .
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 Migration Service
You can request a free demonstration of our data transition tool functionality. You’ll see the complete procedure, get an idea of the service, and see the records that are transferred. Transfer your records right now!
Move to Salesforce with our Expert Team
Still worry about doing things by yourself? Our expert team members are always ready to aid you. We can give you a price today!