Transfer Trengo Data to Salesforce Service Cloud
Moving data into Salesforce Service Cloud can be frustrating for a great number of companies. The complete manual import process is not meant to be made by beginners or people with little understanding of programming or coding. You will likely also to meet the issue of your help desk software provider and their antipathy with helping you get out of their platform. It’s obvious, you will be their lost client. But don’t fret, there’s still a way to migrate your records without all the fuss.
Limited Import Methods
Salesforce Service Cloud doesn’t offer seamless ways to import records out of your Trengo to their system.
You would have to use certain approaches such as CSV for contacts, conversations with excel, as well as other means for user base, knowledge base and more. Even though it seems like you have loads of migration choices, all of them collectively fall under manual importation.
Absence of Professionals
You can use API, CSV, and other ways for moving records to Salesforce Service Cloud. Still, you’re going to have an expert IT staff to manage the import .
If you don’t have one among your staff, you’re going to have to find one. And then you’ll have to find out if the created script will work exactly as intended.
Manual Migration is Unpredictable
You can save a little money managing the migration alone. The possibility is small though.
You might end up losing your data anyways. Moreover, you may have to suffer a record regain process and still lose information after the restore point.
Making Data Transfer Seamless
Migrating records from your Trengo to Salesforce Service Cloud mustn’t be a nightmare. Really, we can make it a piece of cake. You nevermore have to waste time migrating records on and off and wish for the best as soon the process is initiated. Simply imagine the restarts and restorations that would have to take place when you make a mistake on both ends. Spend some time working on things that matter most – keeping your customers satisfied. We’ll cope with the other parts of the migration!
Import from Trengo to Salesforce Service CloudOur work - Your Win
Putting efforts into our work every day, our team has spent a lot of time training and expertise and can involve them in managing your data migration.
We can handle a variety of transfers from and to help desk or helpdesk-like platforms.
We move everything, with no restrictions to Salesforce Service Cloud with our data transition tool. And we’re presenting the next benefits:
Downtime is a Thing of the Past
With our methods, we can bring downtimes to the end. We understand that you have to proceed with your duties as soon as possible. Data transfer times will be so short that they won’t even be noticeable for you or your customers . And then your crew can go on with their daily tasks of caring for clients.
Test it First
A successful migration process should have a trial stage. This assures that the entire process will be successful, or you will have a chance to detect any possible errors and correct them before doing the full migration. Our experts have created a tool that gives you endless free demos so that you can see the process and predict any issues.
No Frills Data Import to Salesforce
Using our service is a seamless experience with no frills. It requires no downloads, applications to set up, or even script to make. Migrate records to Salesforce Service Cloud easily.
Maintaining Ticket Structure
Another challenge of data migration is the integrity of records. What kind of point do moved records have when they are scrambled or have some information lost. That’s why we have redular testing before we launch our tool. We assure you that you’ll have an easy time transferring your records.
Why You Should Decide On Our Migration Tool
Data Safety and Privacy
Most businesses are scared of using data transition apps for anxiety about data leaks. We know what your needs in this case are and we make sure that your information will only be used within the transfer process. Everything will be kept strictly confidential.
Migration Support
Our team of experts will always be on standby to help you during the data transition process. You will be supported throughout the transfer and we’ll also assure that everything is running as planned.
Information Security
Our developers have created tools that won’t modify the records anyhow. The transition process will move your data from the source to the target 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
First thing first
Like with any successful migration, prep work is recommended. Login to your Service Cloud account and create custom fields and user accounts. For now, triggers and automation rules should be turned off.
Login your Trengo
It’s time to go over to your Trengo and find the security keys and other credentials. You’ll be needing this to connect your Trengo with Salesforce Service Cloud and begin the transfer process.
Linking Salesforce Service Cloud
After this, go back to Salesforce Service Cloud and get keys and other credentials. You’ll also need these in the data transition tool in order to complete the linking.
Preserving Data Structure
You can also adjust which data you want to be moved and where they should be placed. Or if you have any extra demands for your transition, you can request a personalization.
Test the Import
When you’re ready, it’s time for a trial run. The free trial allows you conduct a transition process and examine a small number of records for correspondence and correctness. In addition, you are able to start it as many times as you need.
Transferring to Service Cloud
After conducting a free demo, you need to migrate your records. To simplify the process, pick a time when your support crew is the least busy and finalize the import process.
Hear from our satisfied customers
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 demonstration of our data transition tool reliability. You’ll see the complete process, get an idea of the service, and see the records that are transferred. Move your records right now!
Migrate to Salesforce with our Specialists
Still feel nervous about doing things by yourself? Our professionals are always ready to assist you. We can offer you a price today!