Move customer support data from Salesforce Service Cloud to Freshdesk
We know that the process of moving to different help desk platforms back and forth sometimes can be too much for one's plate. But rest assured as data transition has never been more powerful and simple than nowadays. And we can uncover an effective method to migration from Salesforce Service Cloud.
Unprepared Records
In Salesforce Service Cloud you can make a CSV file that would consist of the entirety of your data. However, the data often runs into non-compliance of format, data scattering or even record missing situations.
That are the key factors that most of the businesses are scared of, besides from the fact that you even can’t anticipate them.
Unsupportive Vendors
The extra dependance on vendors throughout export often violates everyday duties for an indefinite period.
Obviously, your platform’s vendor won’t be very glad to help a customer who prefers another help desk platform over them.
We can deal with the problem of the absent vendor’s help to make data migration less worrying for your company.
Absence of an expert IT team
Even after picking the most convenient method for your Salesforce Service Cloud export, there’s a possibility that you won’t be able to find an expert tech team that will complete the task the way you want.
This is one of the most popular reasons why companies are having issues 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 modern export standards. And we will be supportive for you at each step of your way to make the process as easy as we can.
Move from Salesforce Service Cloud to FreshdeskHow We Can Take Care of These Difficulties?
We have been helping companies with their data export challenges for years now.
And not only us but our customers and many reviewing platforms consider us to be experts in the field.
Be certain - we know everything about your concerns and how we can solve this quickly and painlessly.
Easy to Set up
You don’t need programming skills at all. It all comes down to reaching out to our team and describing your requirements. Our coding experts will assure a robust data export from Salesforce Service Cloud.
Regularly Tested
Our export tool is built to avoid every probability of losing your valuable data. We can easily check and keep the track of the process of the data export for you before the actual migration. That’s for you to identify and tackle the sore places and possible pitfalls of the upcoming migration.
Time-saving
With our guidance, you don’t have to pause the daily business to control each point in the Salesforce Service Cloud export. You can leave this for our team of professionals while your company continues working on the assignments.
Under the Watchful Eye of Professionals
You can trust our high-class migration support and analytical expertise during your data migration. Our professionals can answer any questions from the simplest to complicated ones. Everything you might need to figure out the Salesforce Service Cloud migration process in a convenient way.
Why Should You Pick Us Over Others?
Data Security First
You can be sure of the security of your private information and login credentials. We value data privacy and have strict confidentiality rules. All information you give us is made use of only through the migration process.
Dedicated Support in Real-time
Our support reps are always prepared to help you throughout the Salesforce Service Cloud export and assure you that everything works like you wish.
Unquestionable Data Integrity
Our data transfer service is being examined and improved regularly. Thus, you can believe in the fact that the record arrangement will be the same after the transition 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 data in order to finish with the transfer the way you want to. Go to Freshdesk account and create necessary agent profiles and custom fields there. Our team will let you know in case there’s anything else you can do.
Linking your Salesforce Service Cloud profile.
The next stage is granting access credentials to your old profile. This way, our tool will be able to reach the data you want to be migrated from Salesforce.
Linking up Freshdesk.
Link up Freshdesk in the same way - by giving out the Freshdesk access information. Only after the tool will be able to tie these two platforms and transition the files between them.
Picking data to transfer.
Now, you need to select precisely what and which way you want to be exported. In case you want additional personalization, you can also demand it from our IT specialists to make sure that your transition works as you wish.
Trying Free Trial.
We strongly recommend to try out the export in advance. Request a Free Demo and set up it as many times as you want to detect and diminish any potential pitfalls. It will be possible for you to monitor and inspect a particular amount of records with this demo.
The final step.
Whenever you’re happy with the outcome and ready to proceed to the full transfer, you can start it out. But make sure to find a quiet time 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 it now and you’ll see for yourself - the purpose of our migration app is to fulfill your personal migration needs through efficient and smooth migration.
Trust Your Migration from Service Cloud to the Specialists
Our dedicated team guarantee immediate professional support and help you understand the full data migration process from A to Z.