Import Outlook Records to Salesforce Service Cloud
Migrating data into Salesforce Service Cloud can be frustrating for the majority of companies. The entire manual import process is not usually made by newbies or people with little understanding of programming and coding. You'll likely also to meet the problem of your help desk software provider and their antipathy with helping you leave their system. Sure, you will be their lost user. But relax, there’s still a way to transfer your customer records without stress.
Limited Import Choices
Salesforce Service Cloud doesn’t offer clear methods for importing customer info out of your Outlook directly into their system.
You would have to use certain approaches such as CSV for contacts, conversations with excel, as well as other methods for user base, knowledge base and more. Though it may seem that sound like you have loads of import choices, all of them collectively depend on manual importation.
No Team of Experts
You can use API, CSV, and other methods for moving records to Salesforce Service Cloud. Still, you’re going to require an expert IT personnel to manage the migration .
If you don’t have one among your employees, you’re going to have to employ one. And then you’ll have to check if the created script will run exactly as intended.
Manual Transfer is Unsafe
You could save a little money conducting the migration yourself. The possibility is small though.
You might finish with losing your records anyways. Moreover, you may have to go through a record retrieval procedure and still lose information after the restore stage.
Making Data Import Effortless
Transferring data from your Outlook to Salesforce Service Cloud doesn’t have to be complicated. Indeed, we can make it as easy as pie. You nevermore have to spend time migrating records on and off and wish for the best the moment the process is begun. Merely imagine the resets and restorations that would have to take place when you make an error on both ends. Spend some time working on what matters most – keeping your customers pleased. We will handle the remaining part of the transfer!
Import from Outlook to Salesforce Service CloudOur Team - Your Success
Working hard on a daily basis, our team has spent many years of training and expertise and can involve them in handling your data import.
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 providing the following benefits:
Downtime is a Thing of the Past
With our methods, we can finish downtimes. We understand that you have to continue with duties as soon as possible. Data transfer times will become so short that they won’t even be noticeable for you or your customers . And then your employees can continue doing their daily business of catering to clients.
Test it First
A successful migration process should have a testing step. This assures that the complete process will be successful, or you can detect any weaknesses and fix them before doing the complete transfer. Our specialists have built a tool that enables you set up endless free demos so that you can overview the process and predict any problems.
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 write. Migrate data to Salesforce Service Cloud simply.
Preserving Ticket Integrity
Another problem with data import is the integrity of data. What kind of use do moved records have when they are scrambled or have data lost. That’s why we have redular serviceability check before we use our tool. We assure you that you’ll have a pleasant experience transferring your records.
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 know what your needs in this case are and we make sure that your data will only be used within the transfer process. All info will be kept strictly confidential.
Import Assistance
Our team of specialists will always be online to help you during the migration process. You will be supported during the migration and we’ll also assure that everything is going on as expected.
Information Safety
Our developers have made tools that won’t replace the records in any way. The transition process will move your data from the source to the target with no 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
Import Preparation
As with any successful transfer, prep work is required. Login to your Service Cloud account and create custom fields and user profiles. Until now, triggers and automation rules should be deactivated.
Login your Outlook
It’s time to go to your Outlook and copy the security keys and credentials. You’ll be needing this to connect your Outlook with Salesforce Service Cloud and begin the import process.
Linking Salesforce Service Cloud
Then, return to Salesforce Service Cloud and create keys and credentials. You’ll also need these in the import tool to finish the linking.
Keeping Records Structure
You can also choose which records you want to be moved and to which fields they belong. Or if you have any extra demands for your migration, you can request a personalization.
Test the Process
Once you’re all set, it’s time for a trial run. The free trial allows you complete a transition process and check a small number of data for correspondence and correctness. Additionally, you are able to perform it as many times as you want.
Importing to Service Cloud
After doing a free test, you have to migrate your data. To simplify the process, choose a time when your support crew is the least engaged and finalize the import .
Hear from our satisfied 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.
Automatic Import Tool
You can request a free demo of our migration tool reliability. You’ll see the whole process, get an idea of the service, and view the records that are transferred. Transfer your records today!
Salesforce Service Cloud Import with our Professionals
Still feeling anxious about doing everything alone? Our expert team members are always at standby to help you out. We can give you a price today!