Import LiveChat Data to Salesforce Service Cloud
Moving data into Salesforce Service Cloud can be challenging for the majority of companies. The full manual migration process is not meant to be made by beginners or people with little understanding of programming and coding. You will probably also to face the challenge of your help desk vendor and their unwillingness to help you leave their system. It’s obvious, you will be their lost client. But relax, there’s still a way to migrate your records avoiding all the fuss.
Limited Import Choices
Salesforce Service Cloud doesn’t offer clear ways to import customer info from your LiveChat directly into their system.
You would have to use several ways such as CSV for contacts, conversations with excel, as well as other means for users, knowledge base and even more. Even though it looks like you have a lot of transfer options, all of them collectively depend on manual transfer.
No Team of Professionals
You can use API, CSV, and other ways in order to import to Salesforce Service Cloud. However, you’re going to require an expert IT team to watch over the import process.
If you don’t have one among your staff, you’re going to have to hire a new one. And then you’ll have to examine if the written script will run exactly as expected.
Manual Transfer is Unsafe
You could save a few bucks conducting the migration by yourself. The chances are slim though.
You might end up losing your data anyways. What is more, you may have to go through a data restoration procedure and still miss a part of information after the restore stage.
Making Data Import Effortless
Transferring data from your LiveChat to Salesforce Service Cloud doesn’t have to be complicated. Indeed, we can make it a breeze. You no longer have to waste time moving things around and wish for the best as soon the process is started. Just imagine the reboots and restorations you’d have to do in case you make an error on both ends. Invest time in things that matter most – keeping your customers satisfied. We will deal with the other parts of the import!
Import from LiveChat to Salesforce Service CloudOur Team - Your Success
Working hard every day, our team has spent many years of training and experience and can apply them to managing your data migration.
We can deal with all kinds of transfers from and to help desk or helpdesk-like software.
We move everything, with no limits to Salesforce Service Cloud with our migration tool. And we’re providing the following benefits:
Downtime is a Thing of the Past
With our methods, we can finish downtimes. We understand that you should resume duties at once. Transition times will be so low that they won’t even be noticeable for you or your customers . And then your staff can resume their activities of pampering your customers.
Test it First
A successful migration process should have a testing step. This ensures that the complete process will be successful, or you will be able to see any possible errors and correct them before setting up the full migration. Our professionals have made a tool that enables you set up unlimited free trials so that you can overview the process and anticipate any mistakes.
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 create. Move records to Salesforce Service Cloud seamlessly.
Preserving Ticket Integrity
Another problem with data migration is the integrity of data. What kind of use do moved tickets have when they are corrupted or have some information missing. That’s why we have rigid serviceability check before we release our tool. We’re guaranteeing that you’ll have a pleasant experience migrating your tickets.
Why You Should Choose Our Migration Services
Data Safety and Privacy
Most people are afraid to use migration tools for fear of data leaks. We understand your needs and we make certain that your information will only be used throughout the import process. All info will be kept confidential.
Import Assistance
Our team of specialists will always be online to help you during the migration process. You’ll be guided throughout the transfer and we’ll also make certain that everything is running as intended.
Information Safety
Our developers have created tools that won’t replace the information in any way. The transition process will transfer your data from point A to point B without alterations or missing data.
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, preparation is required. Login to Service Cloud and create custom fields and agent accounts. For now, triggers and automation rules have to be turned off.
Login your LiveChat
It’s time to go over to your LiveChat and copy the security keys and credentials. You’ll be needing this to link your LiveChat 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 migration wizard in order to complete the linking.
Keeping Records Structure
You can also choose which records you want to be transferred and to which fields they belong. Or if you have any additional needs for your transition, you can ask an personalization.
Test the Process
Once you’re all set, it’s time for a free trial. The free trial lets you complete a transition process and review a small portion of records for integrity and correctness. In addition, you can set it up as many times as you wish.
Importing to Service Cloud
After doing a free test, you have to move your data. To simplify the process, select a time when your support department is the least busy and initiate the data transfer .
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 functionality. You’ll see the whole process, get a feel of the wizard, and see the data that’s imported. Move your data now!
Salesforce Service Cloud Import with our Professionals
Still feeling anxious about doing things alone? Our expert team members are always at standby to help you out. We can provide you with a price estimation today!