Import Salesforce Service Cloud Records to Salesforce Service Cloud
Migrating your records into Salesforce Service Cloud can be overwhelming for a great number of people. The complete manual migration process is not usually made by newbies or people with little understanding of programming and coding. You'll likely also to meet the challenge of your help desk vendor and their reluctance to help you get out of their platform. Sure, you will end up being their lost customer. But relax, there’s still a way to import your data avoiding stressing out.
Limited Import Choices
Salesforce Service Cloud doesn’t offer clear methods for importing data from the Salesforce Service Cloud to their system.
You will have to use several ways such as CSV for contacts, conversations with excel, as well as other means for user base, knowledge base and a lot more. Though it may seem that sound like you have a number of transfer alternatives, all of them together fall under manual migration.
No Team of Experts
You are able to use API, CSV, and other methods to import to Salesforce Service Cloud. Though, you’re going to have a professional IT staff to watch over 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 examine if the final code will work exactly as planned.
By Hand Transfer is Riskier
You could spare a few dollars managing the transfer alone. The chances are slim though.
You might finish with losing your records anyways. And, you may have to go through a data regain process and still miss some records after the restore point.
Making Data Import Effortless
Transferring data from your Salesforce Service Cloud to Salesforce Service Cloud shouldn’t be stressful. Really, we can make the process a piece of cake. You no longer have to spend time migrating records on and off and wish for the best the moment the process is set up. Simply imagine the reboots and restorations you’d have to do if you make an error on both ends. Devote some time to things that matter most – making your customers happy. We will handle the rest of the import!
Import from Salesforce Service Cloud to Salesforce Service CloudOur Team - Your Success
Working hard on a daily basis, our staff has taken a lot of time practicing and experience and can apply them to handling your data import.
We can cope with all kinds of migrations from and to help desk or helpdesk-like systems.
We can transfer everything, with no limits to Salesforce Service Cloud with our import tool. And we’re giving the following guarantees:
Say No To Downtime
Using our methods, we can finish downtimes. We get that you need to continue with activities at once. Transition 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 tasks of pampering your customers.
Try it Out First
A successful importing process should have a testing phase. This guarantees that the entire process will be successful, and you will have a chance to see any possible errors and fix them before starting the complete transfer. Our specialists have created a tool that gives you unlimited trial runs so that you can see the process and forecast any mistakes.
No Frills Data Migration to Salesforce
You won’t have to worry about using our tool. It doesn’t require any uploads, software to install, or even code to make. Move records to Salesforce Service Cloud easily.
Sustaining Ticket Integrity
Another problem with data import is the integrity of tickets. What use do transferred tickets have when they are corrupted or have some information lost. That’s why we have redular serviceability check before we use our tool. We assure you that you’ll have an easy time moving your data.
Why You Should Choose Our Migration Services
Data Security and Privacy
Most people are afraid to use import services for fear of information leaks. We understand your needs and we ensure you that your information will only be used in the migration process. All info will be kept confidential.
Import Assistance
Our team of specialists will always be online to help you out with the data transition . You’ll be guided throughout the migration and we’ll also assure that everything is going on as expected.
Data Safety
Our tech team have made tools that won’t change the data in any way. The migration process will transfer your data from point A to point B without 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
Migration Preparation
As with any successful import, preparing is recommended. Sign in to Service Cloud and create custom fields and agent accounts. Until now, triggers and automation rules must be deactivated.
Login your Salesforce Service Cloud
It’s high time to go to your Salesforce Service Cloud and get the security tokens and credentials. You’ll use this to link your Salesforce Service Cloud with Salesforce Service Cloud and start the import process.
Connecting Salesforce Service Cloud
Then, return to Salesforce Service Cloud and generate tokens and credentials. You’ll also have to provide these in the data transition wizard in order to finish the linking.
Saving Records Structure
You can also change which records you need to be migrated and to which fields they belong. Or in case of additional needs for your migration, you can order an personalization.
Test the Process
Once you’re all set, it’s time for a demo migration. The free trial enables you conduct a migration process and examine a small portion of records for correspondence and correctness. Additionally, you can start it as many times as you wish.
Importing to Service Cloud
After doing a free test, it’s time to transfer your data. To make things easier, pick a time when your support department is the least engaged and begin the migration .
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 import tool serviceability. You’ll see the complete procedure, get a feel of the wizard, and view the records that are moved. Transfer your data right now!
Salesforce Service Cloud Import with our Professionals
Still feeling anxious about doing everything on your own? Our experts are always ready to support you. We can offer you a price estimation today!