No Fuss Salesforce Data Export to CSV
We understand that the process of changing different help desk platforms on and off sometimes can be overwhelming. But you can relax as data transition has never been more robust and simple than nowadays. And we can uncover an effective way to transition from Salesforce Service Cloud.
Unprepared Records
In Salesforce Service Cloud you can make a CSV file that would contain all of your data. Nevertheless, the data often runs into non-compliance of format, data scattering or record loss situations.
That are the main factors that most of the businesses are scared of, besides from the fact that you even can’t anticipate them.
Dependency on Vendors
The extra dependance on help desk software providers throughout export usually violates daily workflow for an indefinite period.
Obviously, your help provider won’t be very happy to help a customer who has chosen another help desk over them.
Our team can solve the issue of the non-present vendor’s help to make data migration process less worrying for your company.
Absence of an expert tech team
Even after picking the most convenient strategy for your Salesforce Service Cloud export, there’s a possibility that you won’t be able to find an expert tech team that will deal with the data migration the way you want.
This is one of the most popular reasons why companies are having troubles with data export.
It’s Time to Raise the Bar
The age of data migration and digitalization demands that you should keep up with with contemporary export standards. And we will be supportive for you at every step of your migration to make the process as seamless as we can.
Move from Salesforce Service Cloud to CSVHow We Can Help?
We have been helping companies with their data export for years now.
And not only us but our customers and lots of reviewing services consider us as experts in the sphere.
Be certain - we know a lot about what concerns you most and how we can solve this swiftly and painlessly.
Easy to Set up
You can configure the migration without any IT knowledge. It all comes down to contacting us and telling us your requirements. Our coding experts will ensure a smooth data export from Salesforce Service Cloud.
Precisely Tested
Our export tool is created to avoid every probability of losing your valuable data. We can easily verify and control the process of the data export for you before the actual migration. That’s for you to identify and tackle the sore points and possible dangers for the approaching migration.
Time-saving
With our guidance, you don’t have to pause the everyday workflow to monitor each point in the Salesforce Service Cloud export. You can leave this for us while you continue working on the assignments.
Assisted by Professionals
You can count on our high-class export support and analytical expertise throughout your data migration. Our experts can reply to any questions from the simplest to complicated ones. Everything you might need to figure out the Salesforce Service Cloud export process in a convenient way.
Why Should You Pick Us Over Others?
Data Security First
You can be sure of the security of your personal data and login credentials. We respect data privacy and have rigid confidentiality regulations. All information you give us is made use of only during the exportation process.
Dedicated Support in Real-time
Our agents are always prepared to assist you throughout the Salesforce Service Cloud export and assure you that everything works the way you want.
Unquestionable Data Integrity
Our migration service is being tested and improved regularly. Thus, you can believe in the fact that the data organization will be the same after the transition and there’s no chance of records corruption.
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
Simplified Automated Export Process
Preparation work
The first step is preparing your Salesforce Service Cloud data in order to round out the transfer the way you want to. Go to CSV account and set up necessary agent profiles and custom fields there. Our agents will contact you in case there’s anything else you can do.
Linking your Salesforce Service Cloud profile.
The next step is granting specific access credentials to your old profile. This way, our tool will be able to access the records you want to be migrated from Salesforce.
Connecting CSV.
Connect CSV in the same way - by giving out the login credentials from CSV. Only after the tool will be able to tie these two systems and transfer the files between them.
Selecting data to transfer.
Now, you need to pick exactly what and which way you want to be exported. In case you need extra personalization, you can also request it from our IT team to make sure that your transition works as you wish.
Trying Free Demonstration.
We strongly recommend to try out the transfer in advance. Request a Free Trial and set up it as many times as you wish to find and diminish any potential pitfalls. It will be possible for you to monitor and inspect a limited amount of records with this trial.
The final step.
As soon as you’re happy with the and ready to go to the full transfer, you can start it out. But make sure to pick out an off-peak period when the flow of customer queries is the least crowded. Voila, now you’re all set with your Salesforce Service Cloud export!
What Is Automated Data Export About?
Just try everything out and you’ll see for yourself - the purpose of our export app is to fulfill your personal migration needs through powerful and seamless migration.
Trust Your Migration from Service Cloud to the Experts
Our dedicated team offer immediate professional support service and help you understand the whole data exporting process from A to Z.