Move Plain Records to Salesforce® Service Cloud
Migrating data into Salesforce® Service Cloud can be challenging for the majority of companies. The entire manual migration process is not usually made by beginners 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 abandon their system. It’s obvious, you will be their lost customer. But relax, there’s still a way to transfer your records without stress.
Limited Import Options
Salesforce® Service Cloud doesn’t offer easy methods for importing records from your Plain directly into their system.
You will have to use a number of ways such as CSV for contacts, conversations with excel, as well as other methods for users, knowledge base and more. While it may seem that sound like you have a lot of transfer alternatives, all of them together require manual migration.
Lack of Experts
You can use API, CSV, and other methods to transfer to Salesforce® Service Cloud. However, you’re going to require an expert IT personnel to manage the migration process.
If you don’t have one within your team, you’re going to have to employ a new one. And then you’ll have to examine if the final code will act exactly as planned.
Manual Transfer is Unpredictable
You could save a few bucks conducting the migration yourself. The chances are little though.
You might finish with losing your data anyways. Moreover, you may have to suffer a record restoration process and still miss some records after the restore level.
Making Data Migration Effortless
Moving data from your Plain to Salesforce® Service Cloud mustn’t be a problem. Indeed, we can make the process as easy as pie. You nevermore have to spend time moving things around and hoping for the best once the process is initiated. Just imagine the reboots and restorations you’d have to do when you make an error on both ends. Devote some time to things that matter most – keeping your customers happy. We will deal with the other parts of the transfer!
Import from Plain to Salesforce® Service CloudOur Service - Your Success
With hard work on a daily basis, our team has taken many years of practicing and expertise and can involve them in handling your data migration.
We can handle 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 data transition tool. And we’re offering the following benefits:
Downtime is a Thing of the Past
With our methods, we can finish downtimes. We understand that you should continue with duties as soon as possible. Data transfer times will become so low that you won’t even notice it . And then your team can continue doing their activities of pampering your customers.
Test it First
A successful migration process should have a testing stage. This ensures that the complete process will be successful, and you can detect any pitfalls and correct them before doing the real thing. Our specialists have made a tool that gives you unlimited free demos so that you can assess the process and forecast any issues.
No Frills Data Import to Salesforce®
Working with our tool is nothing to worry about. It doesn’t require any downloads, software to install, or even code to write. Migrate data to Salesforce® Service Cloud with ease.
Preserving Ticket Integrity
Another issue with data import is the integrity of records. What use do moved records have when they are scrambled or have data missing. That’s why we have rigorous testing before we use our tool. We’re guaranteeing that you’ll have an easy time moving your records.
Why You Should Use Our Migration Services
Data Safety and Privacy
Most companies are afraid to use data transition tools for fear of information leaks. We know what your needs in this case are and we ensure you that your data will only be used throughout the transfer process. Everything will be kept strictly confidential.
Data Transfer Assistance
Our team of professionals will always be online to help you with the migration . You will be supported during the transfer and we’ll also make sure that everything is working as expected.
Information Safety
Our developers have made tools that won’t modify the information in any way. The transition process will move your data from point A to point B with no alterations or loss of information.
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 migration, preparation is required. Sign in to your Service Cloud account and create custom fields and agent profiles. For now, triggers and automation rules should be disabled.
Login your Plain
It’s time to go to your Plain and find the security tokens and credentials. You’ll use this to connect your Plain with Salesforce® Service Cloud and start the import process.
Linking Salesforce® Service Cloud
After, return to Salesforce® Service Cloud and get tokens and credentials. You’ll also have to provide these in the import wizard to complete the connection.
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 extra demands for your migration, you can ask an customization.
Test the Migration
As soon as you’re all set, it’s time for a trial run. The free trial lets you complete a transition process and check a small number of data for integrity and success. Plus, you are able to set it up as many times as you wish.
Migrating to Service Cloud
After performing a free test, you need to move your data. To simplify the process, choose a time when your support crew is the least engaged and initiate the import process.
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 data transition tool functionality. You’ll see the whole procedure, get an idea of the wizard, and view the data that’s transferred. Migrate your records now!
Move to Salesforce® with our Professionals
Still worry about doing everything by yourself? Our specialists are always at standby to aid you. We can give you a price today!