Effortless Salesforce Service Cloud Data Export
Just a few clicks and you’re good to go!
With new help desk software being released every day, old ones slowly disappear. The latest products are not only superior but much more versatile in what they do.
Move your database to a new home with our latest Service Cloud data management tool!
Migrate to a new system with the help of Salesforce data export tool!
Having difficulty with Salesforce Service Cloud transfer?
Sometimes, it’s just hard to move all your Salesforce data in one go. Why not avoid the hassle of exporting complex blocks of information by using one simple tool?
After all, being prepared means being ready for all kinds of caveats. If transferring stuff isn’t your cup of tea, entrust this to someone who specializes in data migration.
Our Salesforce export specialists will make sure that your data is safe and sound. They will go the extra mile of verifying everything. Do you want to do everything your way?
Our support team will guide you through the process so that you could export data from Salesforce yourself.
Get a free consultationHow to Prepare to Salesforce Service Cloud Migration?
1. Settle on one data export method and analyze the drawbacks
There are so many ways you can export data nowadays that it’s more of a problem to settle on one method than to actually transport it.
Before you jump into conclusions and decide that you want to stick with a certain method, analyze the export and import capabilities of both platforms.
While Salesforce export feature is quite robust, keep in mind that it is only for Salesforce products. If you want to shift to, say, Pipedrive, you’ll be in for a surprise as the way data is handled on this CRM is different.
2. Outline the export files and carefully thread each transfer
Plan the whole process in advance to ensure that you won’t lose a single record. Also, if possible, create a backup of the source data just in case. The transition does not affect the source database, but having a backup is always a good idea.
Therefore, don’t forget to create a couple of backup files. Never keep one copy of a file as things can go south and you’ll be in trouble.
3. Always test your data export tool in advance
When it comes to data migration, prevention is the best medicine. You never know what might go wrong and you don’t want to lose anything during the data transfer. That is why you need to test the migration first.
Use a sandbox environment or set up a sample data file and try to migrate it. Analyze what was lost, appeared, or even created. Exporting Salesforce data is never too safe!
4. Train your staff so that they could get hold of the new Service Cloud faster!
This might seem like a no-brainer, but your employees might experience some difficulties with the new help desk software. Before you export Salesforce data, create a guideline or conduct a training session on how to use the new tool.
With this intelligence under your belt, your staff will work with the exported data from Salesforce like pros.
Export Salesforce Service Cloud easily!
Use our newest migration tool for a seamless Salesforce data export and continue working in the
new Service Cloud in the shortest timeframes.