Import Pylon Data to Salesforce Service Cloud
Moving your records into Salesforce Service Cloud can be frustrating for most companies. The entire manual import process is not meant to be made by beginners or people with little knowledge about programming or coding. You'll likely also to meet the problem of your help desk software provider and their unwillingness to help you get out of their system. It’s obvious, you will be their lost customer. But don’t fret, there’s still a way to import your customer records avoiding stress.
Limited Import Choices
Salesforce Service Cloud doesn’t offer clear ways to import records out of your Pylon into their system.
You will have to use several approaches such as CSV for contacts, conversations with excel, as well as other methods for users, knowledge base and even more. While it may seem that sound like you have a number of import options, all of them together fall under manual migration.
No Team of Professionals
You can use API, CSV, and other ways to transfer to Salesforce Service Cloud. Still, you’re going to need an expert IT personnel to watch over the import process.
If you don’t have one within your team, you’re going to have to employ one. And then you’ll have to check if the written code will work exactly as planned.
Manual Transfer is Unpredictable
You could spare a little money doing the migration yourself. The possibility is small though.
You might end up losing your data anyways. What is more, you may have to suffer a record retrieval process and still miss a part of records after the restore point.
Making Data Import Effortless
Transferring data from your Pylon to Salesforce Service Cloud mustn’t be stressful. In fact, we can make the process as easy as pie. You no longer have to waste time moving things around and hoping for the best once the process is initiated. Merely imagine the resets and restorations that would have to take place in case you make an error on both ends. Devote some time to things that matter most – keeping your customers happy. We’ll take care of the remaining part of the import!
Import from Pylon to Salesforce Service CloudOur Team - Your Success
Working hard every day, our staff has taken years of practicing and experience and can apply them to managing your data migration.
We can cope with all kinds of migrations from and to help desk or helpdesk-like platforms.
We move everything, with no limits to Salesforce Service Cloud with our data transition tool. And we’re giving the next benefits:
Downtime is a Thing of the Past
With our methods, we can finish downtimes. We get that you have to go on with duties at once. Transition times will be so low that you won’t even notice it . And then your team can continue doing their daily business of catering to clients.
Test it First
A successful migration process should have a testing stage. This assures that the whole process will be successful, and you can see any weaknesses and correct them before setting up the real thing. Our specialists have built a tool that gives you endless free trials so that you can see the process and forecast any mistakes.
No Frills Data Import to Salesforce
You won’t have to worry about using our tool. It doesn’t require any uploads, software to set up, or even code to write. Move data to Salesforce Service Cloud effortlessly.
Maintaining Ticket Integrity
Another problem with data migration is the integrity of records. What point do moved tickets have when they are corrupted or have data missing. That’s why we have reliable testing before we use our tool. We assure you that you’ll have an easy time migrating your tickets.
Why You Should Choose Our Migration Services
Data Safety and Privacy
Most people are afraid to use data transition apps for anxiety about information leaks. We understand your needs and we make sure that your data will only be used throughout the import process. Everything will be kept strictly confidential.
Import Assistance
Our team of specialists will always be online to help you out with the transfer . You’ll be guided during the transfer and we’ll also ensure that everything is working as expected.
Information Safety
Our developers have created tools that won’t modify the records anyhow. The transition process will transfer your data from the source to the target 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, prep work is needed. Sign in to Service Cloud and create custom fields and user profiles. For now, triggers and automation rules have to be disabled.
Login your Pylon
It’s time to go over to your Pylon and find the security tokens and other credentials. You’ll use this to link your Pylon with Salesforce Service Cloud and begin the transfer process.
Linking Salesforce Service Cloud
Then, go back to Salesforce Service Cloud and get tokens and other credentials. You’ll also have to provide these in the import tool to complete the connection.
Preserving Records Structure
You can also adjust which records you need to be moved and where they should be placed. Or if you have any additional needs for your transition, you can ask an customization.
Test the Process
Once you’re all set, it’s time for a demo run. The free trial allows you do a transition process and check a small portion of data for integrity and success. Plus, you are able to perform it as many times as you want.
Importing to Service Cloud
After doing a free test, you need to migrate your records. To simplify the process, choose a time when your support department is the least busy and initiate the data transfer process.
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 Service
You can request a free demonstration of our data transition tool reliability. You’ll see the entire procedure, get a feel of the service, and see the data that’s imported. Migrate your records today!
Salesforce Service Cloud Import with our Professionals
Still feeling anxious about doing things by yourself? Our experts are always online to support you. We can give you a price estimation today!