Move SmarterTrack Tickets to Salesforce Service Cloud
Importing your records into Salesforce Service Cloud can be challenging for the majority of companies. The entire manual migration process is not usually made by beginners or people with little understanding of programming and coding. You'll likely also to meet the problem of your help desk software provider and their antipathy with helping you leave their system. Sure, you will be their lost client. But relax, there’s still a way to transfer your data avoiding stressing out.
Limited Import Options
Salesforce Service Cloud doesn’t offer easy strategies for moving records from your SmarterTrack directly into their system.
You will have to use various ways such as CSV for contacts, conversations with excel, as well as other means for user base, knowledge base and even more. Even though it may seem that sound like you have loads of import alternatives, all of them collectively depend on manual transfer.
Lack of Specialists
You are able to use API, CSV, and other techniques to import to Salesforce Service Cloud. However, you’re going to require an expert IT personnel to control the migration .
If you don’t have one among your staff, you’re going to have to employ one. And then you’ll have to check if the final script will run exactly as expected.
By Hand Transfer is Unpredictable
You could spare a few bucks conducting the migration yourself. The chances are little though.
You might finish with losing your data anyways. What is more, you may have to go through a record retrieval process and still miss some information after the restore stage.
Making Data Migration Effortless
Moving data from your SmarterTrack to Salesforce Service Cloud mustn’t be a nightmare. Indeed, we can make the process as easy as pie. You no more have to spend time migrating records on and off and wish 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. Invest time in things that matter most – keeping your customers satisfied. We will cope with the rest of the transition!
Import from SmarterTrack to Salesforce Service CloudOur Service - Your Success
With hard work daily, our staff has spent many years of practicing and expertise and can add them to handling your data migration.
We can deal with all kinds of migrations from and to help desk or helpdesk-like software.
We can transfer everything, with no limits to Salesforce Service Cloud with our data transition tool. And we’re presenting the next benefits:
Say No To Downtime
Using our methods, we can finish downtimes. We get that you should go on with duties 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 staff can continue doing their daily business of catering to clients.
Try it Out First
A successful importing process should have a testing stage. This ensures that the complete process will be successful, and you can notice any possible errors and correct them before setting up the full migration. Our specialists have built a tool that gives you endless free demos so that you can overview the process and anticipate any issues.
No Frills Data Migration to Salesforce
Working with our tool is nothing to worry about. It doesn’t require any uploads, applications to set up, or even code to write. Transfer records to Salesforce Service Cloud easily.
Saving Ticket Integrity
Another issue with data transition is the integrity of records. What kind of point do moved records have when they are scattered or have some information lost. That’s why we have rigid serviceability check before we use our tool. We assure you that you’ll have an easy time moving your records.
Why You Should Use Our Migration Services
Data Security and Privacy
Most companies are afraid to use data transition tools for anxiety about information leaks. We know what your needs in this case are and we ensure you that your information will only be used in the import process. All info will be kept strictly confidential.
Data Transfer Assistance
Our team of professionals will always be online to help you out during the migration . You will be led throughout the transfer and we’ll also make certain that everything is running as expected.
Data Safety
Our tech team have built tools that won’t modify the information anyhow. The transition process will move your data from point A to point B without alterations or missing 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 migration, preparation is required. Sign in to your Service Cloud profile and create custom fields and agent accounts. For now, triggers and automation rules have to be turned off.
Login your SmarterTrack
It’s high time to move to your SmarterTrack and find the security keys and other credentials. You’ll use this to connect your SmarterTrack with Salesforce Service Cloud and start the import process.
Connecting Salesforce Service Cloud
After, get back to Salesforce Service Cloud and get keys and other credentials. You’ll also have to provide these in the import wizard in order to complete the linking.
Adjusting Records Structure
You can also set which records you need to be transferred and where they should be placed. Or if you have any extra requirements for your migration, you can order an personalization.
Test the Migration
As soon as you’re all set, it’s time for a demo migration. The free trial lets you complete a transition process and check a small amount of records for correspondence and correctness. In addition, you are able to perform it as many times as you want.
Migrating to Service Cloud
After performing a free test, you need to move your records. To simplify the process, choose a time when your support team is the least engaged and begin the data transfer .
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 data transition tool functionality. You’ll see the whole procedure, get an idea of the wizard, and view the records that are imported. Move your records today!
Move to Salesforce with our Professionals
Still worry about managing everything by yourself? Our professionals are always at standby to support you. We can give you a price estimate today!