Transfer Zoho Mail Data to Salesforce Service Cloud
Moving data into Salesforce Service Cloud can be frustrating for most companies. The complete manual import process is not meant to be made by newbies or people with little knowledge about programming or coding. You will probably also to face the issue of your help desk software provider and their reluctance to help you leave their system. After all, you will be their lost customer. But relax, there’s still a way to transfer your data avoiding stress.
Limited Import Methods
Salesforce Service Cloud doesn’t offer seamless ways to import data out of your Zoho Mail into their system.
You would have to use certain approaches such as CSV for contacts, conversations with excel, as well as other means for users, knowledge base and a lot more. Though it looks like you have a plethora of migration alternatives, all of them collectively depend on manual importation.
Absence of Professionals
You can use API, CSV, and other ways to move data to Salesforce Service Cloud. Still, you’re going to need an expert IT staff to manage the import process.
If you don’t have one within your employees, you’re going to have to hire a new one. And then you’ll have to find out if the final script will run exactly as intended.
Manual Migration is Riskier
You can save a little money doing the migration alone. The possibility is small though.
You might end up losing your records anyways. And, you may have to suffer a record regain process and still miss some information after the restore stage.
Making Data Transfer Seamless
Migrating records from your Zoho Mail to Salesforce Service Cloud shouldn’t be complicated. In fact, we can make it a piece of cake. You nevermore have to waste time moving things around and hoping for the best the moment the process is begun. Simply imagine the restarts and restorations that would have to take place if you make an error on both ends. Spend some time working on things that matter most – keeping your customers happy. We will cope with the rest of the transition!
Import from Zoho Mail to Salesforce Service CloudOur work - Your Win
Putting efforts into our work every day, our team has spent years of training and experience and can involve them in managing your data import.
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 import tool. And we’re providing the following benefits:
Downtime is a Thing of the Past
With our methods, we can bring downtimes to the end. We understand that you have to continue with duties at once. Data transfer times will be so low that you won’t even notice it . And then your team can resume their daily tasks of caring for clients.
Test it First
A successful migration process should have a trial phase. This assures that the whole process will be successful, or you will have a chance to detect any weak points and fix them before starting the complete transfer. Our professionals have created a tool that gives you endless trial runs so that you can overview 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 install, or even script to make. Migrate records to Salesforce Service Cloud simply.
Maintaining Ticket Structure
Another challenge of data migration is the integrity of tickets. What kind of use do moved tickets have when they are scrambled or have some information missing. That’s why we have reliable testing before we release our tool. We’re guaranteeing that you’ll have an easy time moving your data.
Why You Should Decide On Our Migration Tool
Data Safety and Privacy
Most businesses are scared of using import apps for fear of data leaks. We understand your needs and we assure you that your information will only be used during the migration process. Everything will be kept strictly confidential.
Migration Support
Our team of experts will always be on standby to help you during the transfer process. You’ll be supported throughout the migration and we’ll also ensure that everything is going on as intended.
Information Security
Our developers have created tools that won’t change the records in any way. The transition process will transfer your data from the source to the target without modifications or loss of 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, prep work is needed. Login to Service Cloud and create custom fields and user accounts. Until now, triggers and automation rules must be deactivated.
Login your Zoho Mail
It’s time to go over to your Zoho Mail and get the security keys and credentials. You’ll be needing this to link your Zoho Mail with Salesforce Service Cloud and initiate the transfer process.
Linking Salesforce Service Cloud
After this, go back to Salesforce Service Cloud and generate keys and credentials. You’ll also need these in the data transition tool in order to finish the connection.
Preserving Data Structure
You can also adjust which data you want to be moved and to which fields they belong. Or if you have any additional demands for your transition, you can opt for customization.
Test the Import
When you’re ready, it’s time for a trial run. The free trial allows you do a transition process and examine a small number of records for integrity and success. Additionally, you are able to start it as many times as you need.
Transferring to Service Cloud
After conducting a free demo, it’s time to migrate your data. To simplify the process, pick a time when your support crew is the least busy and start the migration 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 import tool reliability. You’ll see the entire process, get a feel of the service, and see the data that’s moved. Transfer your records right now!
Migrate to Salesforce with our Specialists
Still feel nervous about doing things on your own? Our expert team members are always online to assist you. We can offer you a price today!