Export customer support data from Salesforce Service Cloud to Autotask PSA
We understand that the task of switching numerous help desk systems back and forth sometimes can be too much for one's plate. But you can relax as data migration has never been more efficient and easy than nowadays. And we can deploy an effective way to export from Salesforce Service Cloud.
Off-the-Cuff Records
In Salesforce Service Cloud you are able to make a CSV file that would comprise all of your information. However, the data often runs into non-compliance of format, data scattering or even record loss situations.
That are the most noticeable factors that many businesses are scared of, besides from the fact that you even can’t anticipate them.
Dependency on Vendors
The excessive dependance on vendors while migration often violates everyday workflow for an indefinite period.
Obviously, your vendor won’t be really glad to help somebody who has chosen another help desk over them.
We are able to deal with the issue of the non-present vendor’s help to make data migration less stressful for you.
No expert IT team
Even with the most convenient method for your Salesforce Service Cloud migration, there is a chance that you won’t be able to find an expert tech team that will take care of the data migration the way you want.
This is one of the most popular reasons why companies are having problems with data export.
Let’s Make Data Migration Easier for You Together
The age of data migration and digitalization requires you to be on par with current data transition standards. And we will be always there for you at each step of your transition to make the process as seamless as we can.
Move from Salesforce Service Cloud to Autotask PSAHow We Can Help?
We have been working with data migration issues for several years now.
And not only us but also our customers and many reviewing services deem us to be experts in the scope.
Be certain - we know what are what concerns you most and how we can take care of this quickly and painlessly.
Simple to Set up
You don’t need coding skills at all. It all comes down to reaching out to our team and telling us your requirements. Our data migration experts will make sure an efficient data export from Salesforce Service Cloud.
Precisely Tested
Our export tool is designed to divert any possibility of losing your valuable data. We can easily check and control the process of the data export for you before the actual migration. That’s for you to pinpoint and tackle the weak points and potential hazards for the upcoming migration.
Saving your time
With our assistance, you don’t have to stop the workflow to monitor every stage of the Salesforce Service Cloud export. You can leave this for our experts while your employees continue working on the tasks.
Assisted by Experts
You can count on our developed migration support service and analytical knowledge during your data transfer. Our expert team can reply to any questions from the simplest to most tangled ones. Everything you might need to understand the Salesforce Service Cloud migration process in a comfortable way.
Why Should You Pick Us Over Others?
Data Security First
You can be certain of the security of your private data and login details. We value data privacy and have precise confidentiality regulations. All information you give us is utilized only throughout the transition process.
Devoted Support in Real-time
Our agents are always ready to support you on your way through migration from Salesforce Service Cloud and guarantee you that everything works like you want.
Undeniable Data Integrity
Our migration service is being checked and upgraded consistently. Therefore, you can believe in the fact that the customer data organization will be the same after the transfer and there’s no possibility of data altering.
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
Export Process Made Easier
Preparation
You have to start Salesforce Service Cloud export with preparing your Salesforce Service Cloud data in order to complete the migration like you plan to. Go to Autotask PSA account and make necessary agent profiles and custom fields there. Our agents will contact you in case there’s anything else you have to do.
Connecting your Salesforce Service Cloud profile.
The next step is providing access credentials to your current account. Therefore, our tool will be able to fetch the records you want to be migrated from Salesforce.
Connecting Autotask PSA.
Connect Autotask PSA in the same way - by providing the Autotask PSA access information. Only after that the service will be able to connect these two help desks and transfer the files between them.
Selecting data to move.
Now, you have to choose exactly what and which way you need to be transferred. In case you require extra personalization, you can also ask for it it from our IT professionals to make sure that your transition works the way you want.
Trying Free Demonstration.
We advise you to try out the migration first. Submit a request for Free Demo and set up it as many times as you need to find and diminish any possible pitfalls. You will be able to monitor and inspect a limited number of tickets with this trial.
The final step.
As soon as you’re satisfied with the results and ready to go to the full data export, you can configure it. But make sure to find an off-peak period when the flow of customer queries is the least stressful. Voila, now you’re all set with your Salesforce Service Cloud migration!
What Is Automated Data Export About?
Just try everything out and you’ll see for yourself - the essence of our migration service is to meet your unique migration needs through robust and seamless migration.
Hand Over Your Migration from Service Cloud to the Professionals
Our devoted team provide swift expert support and help you understand the full data exporting process from A to Z.