Transfer SherpaDesk Tickets to Salesforce Service Cloud
Importing your records into Salesforce Service Cloud can be overwhelming for most companies. The complete manual migration process is not meant to be made by the unexperienced or people with little knowledge about programming or coding. You will likely also to meet the problem of your help desk software provider and their antipathy with helping you get out of their platform. Sure, you will end up being their lost client. But don’t worry, there’s still a way to import your records avoiding stress.
Limited Import Methods
Salesforce Service Cloud doesn’t offer seamless strategies for moving customer info from the SherpaDesk into their system.
You would have to use various ways such as CSV for contacts, conversations with excel, as well as other means for users, knowledge base and a lot more. Even though it seems like you have a number of import alternatives, all of them together fall under manual importation.
Absence of Specialists
You are able to use API, CSV, and other techniques to transfer to Salesforce Service Cloud. Though, you’re going to need an expert IT staff to control the import process.
If you don’t have one within your staff, you’re going to have to find one. And then you’ll have to check if the final code will work exactly as intended.
By Hand Transfer is Unsafe
You could spare a few dollars doing the migration alone. The chances are small though.
You might end up losing your info anyways. And, you may have to suffer a record retrieval process and still miss some records after the restore point.
Making Data Transfer Effortless
Migrating data from your SherpaDesk to Salesforce Service Cloud doesn’t have to be a nightmare. In fact, we can make it a piece of cake. You no more have to waste time moving things around and hoping for the best as soon the process is initiated. Merely imagine the resets and restorations that would have to take place when you make an error on both ends. Spend some time working on things that matter most – making your customers satisfied. We’ll cope with the other parts of the import!
Import from SherpaDesk to Salesforce Service CloudOur work - Your Success
Putting efforts into our work daily, our staff has spent years of training and expertise and can add them to managing your data transition.
We can manage 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 migration tool. And we’re presenting the following benefits:
Say No To Downtime
Using our methods, we can finish downtimes. We get that you need to continue with duties as soon as possible. Migration times will be so low that you won’t even notice it . And then your team can go on with their daily business of catering to clients.
Try it Out First
A successful importing process should have a testing step. This guarantees that the whole process will be successful, or you will have a chance to notice any weak points and eliminate them before starting the full migration. Our experts have built a tool that gives you endless free demos so that you can see the process and predict any issues.
No Frills Data Migration to Salesforce
Using our service is a seamless experience with no frills. It doesn’t require any uploads, applications to install, or even script to make. Transfer records to Salesforce Service Cloud with ease.
Saving Ticket Integrity
Another challenge of data transition is the integrity of data. What kind of use do moved records have when they are scattered or have some information missing. That’s why we have rigorous testing before we launch our tool. We assure you that you’ll have an easy time moving your records.
Why You Should Decide On Our Migration Services
Data Security and Privacy
Most businesses are afraid to use migration services for fear of data leaks. We know what your needs in this case are and we make certain that your information will only be used throughout the migration process. Everything will be kept strictly confidential.
Migration Assistance
Our team of experts will always be online to help you out during the transfer process. You will be led throughout the transition and we’ll also make sure that everything is running as planned.
Data Safety
Our tech team have built tools that won’t replace the data in any way. The transition process will move your data from point A to point B without changes or loss of data.
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 transfer, preparing is needed. Login to your Service Cloud profile and create custom fields and agent accounts. For the moment, triggers and automation rules must be turned off.
Login your SherpaDesk
It’s high time to move to your SherpaDesk and copy the security keys and credentials. You’ll be needing this to connect your SherpaDesk with Salesforce Service Cloud and set up the transfer process.
Connecting Salesforce Service Cloud
After this, get back to Salesforce Service Cloud and create keys and credentials. You’ll also need these in the data transition wizard in order to finalize the connection.
Adjusting Records Structure
You can also set which records you need to be migrated and to which fields they belong. Or if you have any extra requirements for your transition, you can ask an customization.
Test the Import
When you’re all set, it’s time for a demo run. The free trial enables you do a transition process and examine a small amount of records for integrity and success. In addition, you are able to perform it as many times as you want.
Transferring to Service Cloud
After conducting a free test, you have to transfer your data. To simplify the process, pick a time when your support team is the least busy and initiate the migration process.
Hear from our happy clients
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 trial run of our migration tool serviceability. You’ll see the entire process, get an idea of the wizard, and see the data that’s moved. Move your records today!
Migrate to Salesforce with our Professionals
Still feel nervous about managing everything alone? Our professionals are always online to assist you. We can offer you a price estimate today!