Transfer ((OTRS)) Community Edition Records to Salesforce Service Cloud
Migrating your records into Salesforce Service Cloud can be challenging for the majority of people. The entire manual migration process is not usually made by newbies or people with little knowledge about programming or coding. You'll likely also to face the challenge of your help desk vendor and their antipathy with helping you get out of their platform. After all, you will be their lost client. But relax, there’s still a way to migrate your records avoiding stress.
Limited Import Methods
Salesforce Service Cloud doesn’t offer seamless methods for importing records from your ((OTRS)) Community Edition directly into their system.
You would have to use certain ways such as CSV for contacts, conversations with excel, as well as other methods for user base, knowledge base and a lot more. Even though it may seem that sound like you have a lot of transfer alternatives, all of them collectively fall under manual migration.
Absence of Experts
You are able to use API, CSV, and other methods in order to import to Salesforce Service Cloud. However, you’re going to require a professional IT personnel to watch over the migration .
If you don’t have one within your staff, you’re going to have to employ a new one. And then you’ll have to examine if the final script will work exactly as planned.
By Hand Import is Unpredictable
You could spare a few bucks conducting the transfer yourself. The chances are small though.
You might finish with losing your records anyways. And, you may have to suffer a record retrieval procedure and still miss some information after the restore point.
Making Data Transfer Easier
Migrating data from your ((OTRS)) Community Edition to Salesforce Service Cloud mustn’t be a nightmare. Indeed, we can make it as easy as pie. You no longer have to spend time migrating records on and off and hoping for the best as soon the process is begun. Merely imagine the reboots and restorations you’d have to do when you make an error on both ends. Devote some time to what matters most – keeping your customers satisfied. We will take care of the other parts of the import!
Import from ((OTRS)) Community Edition to Salesforce Service CloudOur work - Your Success
Putting efforts into our work on a daily basis, our staff has spent many years of training and expertise and can apply them to handling your data import.
We can handle all sorts of migrations from and to help desk or helpdesk-like software.
We can transfer everything, with no limits to Salesforce Service Cloud with our data transition tool. And we’re presenting the following guarantees:
Say No To Downtime
Using our methods, we can finish downtimes. We get that you should resume activities as soon as possible. Transition times will become so short that you won’t even notice it . And then your crew can continue doing their daily business of pampering your customers.
Try it Out First
A successful importing process should have a testing stage. This ensures that the complete process will be successful, or you can see any pitfalls and fix them before starting the full migration. Our specialists have built a tool that enables you set up unlimited free demos so that you can see the process and forecast any problems.
No Frills Data Migration to Salesforce
Using our service is a seamless experience with no frills. It doesn’t require any uploads, applications to install, or even script to write. Move data to Salesforce Service Cloud easily.
Sustaining Ticket Integrity
Another challenge of data import is the integrity of records. What kind of use do transferred records have when they are corrupted or have data lost. That’s why we have reliable testing before we use our tool. We’re guaranteeing that you’ll have a pleasant experience moving your records.
Why You Should Decide On Our Migration Services
Data Security and Privacy
Most businesses are afraid to use data transition tools for fear of data leaks. We know what your needs in this case are and we ensure you that your data will only be used within the migration process. Everything will be kept strictly confidential.
Migration Assistance
Our team of experts will always be online to help you out during the migration process. You will be guided during the migration and we’ll also ensure that everything is running as expected.
Data Safety
Our tech team have made tools that won’t modify the information in any way. The migration process will move your data from point A to point B with no modifications or loss of 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
Migration Preparation
As with any successful migration, preparation is required. Login to your Service Cloud profile and create custom fields and agent profiles. Until now, triggers and automation rules must be turned off.
Login your ((OTRS)) Community Edition
It’s high time to go to your ((OTRS)) Community Edition and find the security keys and credentials. You’ll be needing this to connect your ((OTRS)) Community Edition with Salesforce Service Cloud and start the import process.
Connecting Salesforce Service Cloud
After this, return to Salesforce Service Cloud and get keys and credentials. You’ll also need these in the import wizard to finish the connection.
Saving Records Structure
You can also change which records you need to be transferred and to which fields they belong. Or in case of extra needs for your migration, you can request a customization.
Test the Import
When you’re set, it’s time for a demo run. The free trial lets you complete a migration process and check a small portion of data for correspondence and success. In addition, you are able to perform it as many times as you wish.
Transferring to Service Cloud
After conducting a free test, you need to move your data. To make things easier, choose a time when your support department is the least engaged and finalize the migration process.
Hear from our happy buyers
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 Import Service
You can ask for a free demo of our data transition tool functionality. You’ll see the whole process, get an idea of the wizard, and view the records that are moved. Move your records today!
Migrate to Salesforce with our Experts
Still feel nervous about doing everything by yourself? Our professionals are always at standby to assist you. We can give you a price estimation today!