Transfer ServiceNow Records to Salesforce Service Cloud
Migrating data into Salesforce Service Cloud can be challenging for a great number of businesses. The full manual import process is not usually made by newbies or people with little understanding of programming or coding. You will likely also to meet the problem of your help desk vendor and their reluctance to help you abandon their system. After all, you will be their lost customer. But relax, there’s still a way to transfer your customer records without stressing out.
Limited Import Methods
Salesforce Service Cloud doesn’t offer seamless methods for importing data from your ServiceNow to their system.
You would have to use many approaches such as CSV for contacts, conversations with excel, as well as other methods for user base, knowledge base and a lot more. Though it seems like you have loads of import options, all of them collectively require manual importation.
Absence of Experts
You can use API, CSV, and other methods to import to Salesforce Service Cloud. However, you’re going to have a skilled IT team to control the migration .
If you don’t have one among your employees, you’re going to have to find one. And then you’ll have to check if the written script will act exactly as intended.
Manual Transition is Riskier
You can save a few bucks managing the import by yourself. The possibility is small though.
You might finish with losing your records anyways. And, you may have to suffer a data retrieval procedure and still miss a part of information after the restore level.
Making Data Transfer Simpler
Migrating records from your ServiceNow to Salesforce Service Cloud shouldn’t be stressful. Really, we can make it a breeze. You no more have to spend time migrating records on and off and wish for the best the moment the process is started. Merely imagine the resets and restorations you’d have to do if you make a mistake on both ends. Spend some time working on things that matter most – keeping your customers happy. We will take care of the remaining part of the migration!
Import from ServiceNow to Salesforce Service CloudOur work - Your Win
Putting efforts into our work on a daily basis, our team has taken a lot of time training and expertise and can add them to handling your data import.
We can cope with different kinds of transfers from and to help desk or helpdesk-like software.
We move everything, with no restrictions to Salesforce Service Cloud with our import tool. And we’re giving the next avantages:
Downtime is a Thing of the Past
With our methods, we can bring downtimes to the end. We understand that you should go on with daily business as soon as possible. Migration times will become so short that they won’t even be noticeable for you or your customers . And then your team can go on with their daily business of catering to customers.
Test it First
A successful migration process should have a trial phase. This ensures that the entire process will be successful, or you will be able to notice any weaknesses and fix them before starting the complete transfer. Our experts have built a tool that enables you set up unlimited trial runs so that you can assess the process and predict any mistakes.
No Frills Data Import to Salesforce
Using our service is a seamless experience with no frills. It requires no downloads, software to set up, or even script to create. Transfer data to Salesforce Service Cloud simply.
Maintaining Ticket Structure
Another challenge of data import is the integrity of tickets. What point do migrated records have when they are scattered or have data lost. That’s why we have redular testing before we launch our tool. We assure you that you’ll have a pleasant experience migrating your data.
Why You Should Decide On Our Migration Tool
Data Safety and Privacy
Most businesses are scared of using import tools for anxiety about data leaks. We know what your needs in this case are and we assure you that your data will only be used within the migration process. Everything will be kept confidential.
Migration Support
Our team of experts will always be on standby to help you with the data transition process. You will be led during the migration and we’ll also assure that everything is going on as planned.
Information Security
Our developers have made tools that won’t change the information anyhow. The import 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
First thing first
Like with any successful import, preparation is recommended. Login to your Service Cloud account and create custom fields and user profiles. Until now, triggers and automation rules must be deactivated.
Login your ServiceNow
It’s time to go to your ServiceNow and get the security tokens and other credentials. You’ll be needing this to connect your ServiceNow with Salesforce Service Cloud and initiate the import process.
Linking Salesforce Service Cloud
After this, return to Salesforce Service Cloud and generate tokens and other credentials. You’ll also need these in the migration tool to finish the linking.
Preserving Data Structure
You can also adjust which data you want to be transferred and where they should be placed. Or in case there are extra requirements for your migration, you can request a personalization.
Test the Import
When you’re prepared, it’s time for a trial run. The free trial lets you conduct a data importing process and review a small amount of data for correspondence and correctness. Additionally, you can perform it as many times as you want.
Transferring to Service Cloud
After conducting a free demo, it’s time to move your records. To make the process simpler, select a time when your support team is the least engaged and finalize 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 Tool
You can request a free demo of our import tool functionality. You’ll see the complete process, get an idea of the service, and view the records that are moved. Transfer your data today!
Migrate to Salesforce with our Expert Team
Still feel nervous about doing everything on your own? Our experts are always ready to help you out. We can provide you with a price estimate today!