Migrate data from Salesforce Service Cloud to Freshchat
We are aware of the fact that the challenge of switching various help desk systems back and forth sometimes can be too much for one's plate. But you can relax as data transition has never been more efficient and easy than nowadays. And we can uncover a highly effective method to migration from Salesforce Service Cloud.
Off-the-Cuff Documentation
In Salesforce Service Cloud you are able to create a CSV file that would comprise the entirety of your data. 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, aside from the fact that you even can’t predict them.
Unhelpful Vendors
The excessive reliance on vendors during migration often interferes everyday business activities for an indefinite period.
Obviously, your vendor won’t be really willing to help a customer who prefers another help desk platform over them.
We can sort out the issue of the non-present vendor’s help to make data migration process less tense for you.
No experienced IT team
Even with the most suitable method for your Salesforce Service Cloud data export, there is a chance that you won’t be able to find an expert tech team that will complete the data migration the way you need.
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 the same level with current migration standards. And we will be supportive for you at each step of your way to make the process as efficient as we can.
Move from Salesforce Service Cloud to FreshchatHow We Can Deal with These Problems?
We have been working with data transition issues for quite a long time now.
And not only us but also our clients and many reviewing platforms deem us to be experts in the field.
Be sure - we know what are your worries and how we can take care of this quickly and painlessly.
Simple to Configure
You don’t need coding skills whatsoever. It all comes down to reaching out to our team and explaining your needs. Our data migration experts will make sure an efficient data export from Salesforce Service Cloud.
Accurately Tested
Our migration tool is designed to avert any possibility of your valuable records to be gone. We can easily check and monitor the process of the data export for you before the actual migration. That’s for you to spot and tackle the sore places and potential pitfalls of the future migration.
Saving your time
With our assistance, you don’t have to hold on the workflow to control every stage of the Salesforce Service Cloud export. You can leave this for our team of professionals while you continue tackling the assignments.
Supported by Specialists
You can rely on our advanced migration assistance and analytical expertise during your data migration. Our professionals can reply to any kind of questions from the simplest to complicated ones. Everything you might need to understand the Salesforce Service Cloud migration process in a convenient way.
Our Exclusivity: Why You Should Use Our Tool?
Data Security First
You can be certain of the safety of your private information and login details. We value data privacy and have strict confidentiality regulations. All information you give us is made use of only throughout the transition process.
Devoted Support in Real-time
Our support team are always set to support you during the migration from Salesforce Service Cloud and guarantee you that the process goes on in like you expect.
Undeniable Data Integrity
Our export tool is being checked and updated regularly. Therefore, you can trust us that the record structure will be the same after the transition 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 records in order to complete the export like you plan to. Head to Freshchat account and create necessary agent profiles and custom fields there. Our agents will let you know in case there’s anything else you need to do.
Connecting your Salesforce Service Cloud account.
The next phase is giving access credentials to your source account. Therefore, our tool will be able to reach the records you want to be transferred from Salesforce.
Linking Freshchat.
Link Freshchat in the same way - by granting the Freshchat access information. Only afterward the tool will be able to connect these two platforms and move the data between them.
Choosing data to export.
Now, the time has come for you to choose precisely what and which way you want to be transferred. In case you want extra personalization, you can also ask for it it from our IT professionals to make sure that your export goes the way you want.
Trying Free Demo.
We advise you to test out the migration beforehand. Submit a request for Free Demo and initiate it as many times as you want to identify and minimize any potential mistakes. You will be able to monitor and control a particular number of records with this trial.
Finishing the migration.
When you’re pleased with the results and ready to check out the full transfer, you can configure it. But be certain to find 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 migration!
What Does Automated Data Migration Imply?
Just test the process and you’ll see for yourself - the point of our migration tool is to fulfill your unique migration needs through efficient and user-friendly migration.
Hand Over Your Service Cloud Export to the Professionals
Our devoted agents provide real-time expert support and help you understand the full data exporting process from A to Z.