Transfer Request Tracker Records to Salesforce Service Cloud
Migrating your records into Salesforce Service Cloud can be challenging for the majority of people. The full manual import process is not usually made by newbies or people with little knowledge about programming or coding. You will likely also to meet the issue of your help desk vendor and their unwillingness to help you abandon their platform. It’s obvious, you will be their lost customer. But don’t fret, there’s still a way to transfer your data avoiding stress.
Limited Import Methods
Salesforce Service Cloud doesn’t offer seamless methods for importing records from your Request Tracker directly into their system.
You will have to use a number of approaches such as CSV for contacts, conversations with excel, as well as other methods for users, knowledge base and a lot more. Though it seems like you have loads of migration options, all of them collectively require manual migration.
Absence of Experts
You can use API, CSV, and other methods to transfer to Salesforce Service Cloud. However, you’re going to require a professional IT team to watch over the migration process.
If you don’t have one within your employees, you’re going to have to find one. And then you’ll have to find out if the written script will act exactly as planned.
Manual Transition is Unpredictable
You can spare a few bucks conducting the transfer by yourself. The possibility is small though.
You might finish with losing your records anyways. And, you may have to suffer a data regain procedure and still miss a part of information after the restore level.
Making Data Transfer Simpler
Migrating records from your Request Tracker to Salesforce Service Cloud mustn’t be stressful. Indeed, we can make the process a breeze. You no longer have to spend time moving things around and hoping for the best the moment the process is set up. Simply imagine the restarts and restorations you’d have to do in case you make an error on both ends. Devote some time to things that matter most – keeping your customers happy. We’ll deal with the rest of the transition!
Import from Request Tracker to Salesforce Service CloudOur work - Your Win
Putting efforts into our work on a daily basis, our staff has taken many years of practicing and experience and can apply them to handling your data import.
We can deal with different kinds of migrations from and to help desk or helpdesk-like software.
We move everything, with no restrictions to Salesforce Service Cloud with our data transition tool. And we’re giving the following guarantees:
Downtime is a Thing of the Past
With our methods, we can bring downtimes to the end. We get that you should resume activities at once. Transition times will become so low that you won’t even notice it . And then your crew can go on with their daily tasks of caring for customers.
Test it First
A successful migration process should have a trial stage. This ensures that the complete process will be successful, and you will be able to see any pitfalls and fix them before starting the complete transfer. Our experts have created a tool that enables you set up unlimited free trials so that you can assess the process and forecast any issues.
No Frills Data Import to Salesforce
Using our service is a seamless experience with no frills. It requires no uploads, software to install, or even code to create. Move data to Salesforce Service Cloud simply.
Maintaining Ticket Structure
Another challenge of data import is the integrity of records. What use do transferred tickets have when they are corrupted or have data missing. That’s why we have reliable testing before we launch our tool. We assure you that you’ll have a pleasant experience migrating your tickets.
Why You Should Decide On Our Migration Tool
Data Safety and Privacy
Most businesses are scared of using data transition tools for fear of information leaks. We understand your needs and we make sure that your data will only be used during the migration process. Everything will be kept confidential.
Migration Support
Our team of experts will always be on standby to help you out with the migration . You’ll be guided during the migration and we’ll also ensure that everything is going on as planned.
Information Security
Our developers have made tools that won’t modify the information in any way. The migration process will transfer your data from the source to the target with no modifications or loss of 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
First thing first
Like with any successful migration, preparation is required. Sign in to Service Cloud and create custom fields and user profiles. Until now, triggers and automation rules must be deactivated.
Login your Request Tracker
It’s time to go to your Request Tracker and find the security tokens and credentials. You’ll use this to link your Request Tracker with Salesforce Service Cloud and begin the import process.
Linking Salesforce Service Cloud
After this, return to Salesforce Service Cloud and get tokens and credentials. You’ll also have to provide these in the migration tool to finish the connection.
Preserving Data Structure
You can also adjust which data you need to be transferred and to which fields they belong. Or in case of additional needs for your migration, you can opt for customization.
Test the Import
When you’re prepared, it’s time for a demo run. The free trial lets you complete a migration process and review a small portion of data for integrity and success. Additionally, you can start it as many times as you need.
Transferring to Service Cloud
After conducting a free demo, you need to move your data. To make things easier, select a time when your support department is the least engaged and start the migration 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 Migration Service
You can request a free demo of our data transition tool functionality. You’ll see the whole procedure, get a feel of the service, and view the data that’s moved. Transfer your data right now!
Migrate to Salesforce with our Expert Team
Still feel nervous about doing everything by yourself? Our experts are always at standby to aid you. We can provide you with a price estimation today!