No Fuss Salesforce Data Export to Dynamics 365
We understand that the process of switching various help desk platforms on and off sometimes may be too much for one's plate. But rest assured knowing the fact that data export has never been more powerful and simple than now. And we can uncover an effective way to transition from Salesforce Service Cloud.
Unprepared Documentation
In Salesforce Service Cloud you can create a CSV file that would comprise all of your data. Nevertheless, the data often runs into non-compliance of format, data altering or even record missing issues.
That are the key factors that most of the businesses are afraid of, besides from the fact that you even can’t anticipate them.
Dependency on Vendors
The extra reliance on help desk software providers during export usually affects everyday duties for an indefinite amount of time.
Obviously, your platform’s vendor won’t be very willing to help a customer who prefers another help desk over them.
Our team can solve the issue of the non-present vendor’s help to make data migration process less tense for your company.
Absence of an experienced tech team
Even after picking the most suitable strategy for your Salesforce Service Cloud data export, there’s a possibility that you won’t be able to find an expert IT team that will complete the task according to your needs.
This is one of the most popular reasons why companies are having problems with data migration.
It’s Time to Raise the Bar
The age of data migration and digitalization demands that you should keep up with with current migration standards. And we will be supportive for you at every stage of your way to make the process as easy as possible.
Move from Salesforce Service Cloud to Dynamics 365How We Can Help?
We have been dealing with data export issues for quite a long time now.
And not only us but our clients and lots of reviewing services consider us as professionalists in the field.
Be sure - we know what are what concerns you most and how we can solve this swiftly and trouble-free.
Easy to Configure
You can set up everything without any IT knowledge. Everything comes down to reaching out to our team and describing your preferences. Our coding experts will assure an efficient data transfer from Salesforce Service Cloud.
Precisely Tested
Our migration tool is designed to avert every probability of missing any of the customer records. We can easily check and keep the track of the process of the data transfer for you before the actual migration. That’s for you to find and resolve the sore places and potential dangers for the approaching migration.
Time-saving
Under our control, you don’t have to pause the workflow to monitor each point in the Salesforce Service Cloud export. You can hand this over to our team of professionals while your staff continues doing the everyday work.
Assisted by Professionals
You can count on our high-class export assistance and analytical expertise throughout your data export. Our professionals can answer virtually any questions from the simplest to most complex ones. Everything you might need to figure out the Salesforce Service Cloud migration process in a convenient way.
Our Exclusivity: Why You Should Use Our Service?
Data Security First
You can be sure of the safety of your personal data and login credentials. We respect data security and have strict confidentiality rules. All information you provide us with is used only through the transition process.
Dedicated Support in Real-time
Our agents are always prepared to support you during the Salesforce Service Cloud export and assure you that the transfer moves on in like you wish.
Unquestionable Data Integrity
Our migration tool is being checked and updated regularly. Thus, you can rely on the fact that the record arrangement stays the same after the Salesforce Service Cloud export and there’s no potential for records 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
Simplified Automated Export Process
Preparation work
The first step is preparing your Salesforce Service Cloud records in order to complete the export the way you want to. Open Dynamics 365 account and create necessary agent profiles and custom fields there. Our team will tell you in case there’s anything else you have to prepare.
Linking your Salesforce Service Cloud account.
The next step is granting specific access credentials to your source profile. This way, our app will be able to reach the data you want to be exported from Salesforce.
Connecting Dynamics 365.
Connect Dynamics 365 in the same way - by giving out the login credentials from Dynamics 365. Only afterward the tool will be able to tie those two platforms and transition the records between them.
Selecting data to transfer.
Now, you need to choose exactly what and which way you want to be exported. If you want additional customization, you can also demand it from our IT professionals to ensure that your transition works the way you want.
Trying Free Demonstration.
We suggest you to test out the migration beforehand. Request a Free Trial and start it as many times as you want to detect and eliminate any probable pitfalls. It will be possible for you to see and inspect a particular number of records with this demo.
Finalizing the migration.
As soon as you’re happy with the results and ready to initiate the full transfer, you can start it out. But make certain to find a quiet time when the flow of customer requests is the least tense. Voila, now you’re all set with your Salesforce Service Cloud export!
What Does Automated Data Migration Mean?
Just try everything out and you’ll see for yourself - the purpose of our export tool is to fulfill your personal exportation needs through efficient and smooth data transfer.
Trust Your Service Cloud Export to the Professionals
Our dedicated team members provide real-time professional support service and explain you the full data migration process completely.