Move customer support data from Salesforce Service Cloud to Halo ITSM
We know that the process of moving to various help desk platforms on and off sometimes may be too much for one's plate. But you can relax as data export has never been more robust and easy than now. 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 consist of the entirety of your information. Nevertheless, the data often runs into non-compliance of format, data altering or even record loss situations.
These are the main factors that many businesses are afraid of, besides from the fact that you even can’t anticipate them.
Unsupportive Vendors
The excessive dependance on vendors during export usually interferes everyday workflow for an indefinite period.
It’s obvious that your help provider won’t be really happy to help somebody who has chosen another help desk over them.
We are able to deal with the issue of the absent vendor’s help to make this process less stressful for your company.
No expert IT team
Even with the most convenient method 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 take care of the data migration according to your needs.
This is one of the most common reasons why businesses are having troubles with data migration.
Let’s Make Data Migration Easier for You Together
The age of data migration and digitalization requires you to keep up with with modern migration standards. And we will be always there for you at every stage of your transition to make the process as seamless as we can.
Move from Salesforce Service Cloud to Halo ITSMHow We Can Take Care of These Difficulties?
We have been working with data export challenges for quite a long time now.
And not only us but also our customers and many reviewing platforms consider us as professionalists in the scope.
Be certain - we know everything about your worries and how we can solve this swiftly and trouble-free.
Simple to Set up
You can start up everything without any IT knowledge. Everything comes down to reaching out to our team and telling us your preferences. Our developers will ensure a smooth data transfer from Salesforce Service Cloud.
Regularly Tested
Our export tool is built to avert every probability of your valuable records to be gone. We can easily check and control the process of the data export for you before the full transition. That’s for you to pinpoint and resolve the weak points and possible hazards for the upcoming export.
Saving your time
With our assistance, you don’t have to pause the daily business to control each point in the Salesforce Service Cloud export. You can hand this over to our experts while you continue doing the everyday work.
Under the Watchful Eye of Professionals
You can trust our high-class migration assistance and analytical knowledge throughout your data export. Our expert team can reply to virtually any questions from the simplest to most complex ones. All you might need to understand the Salesforce Service Cloud export 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 information and login credentials. We respect data security and have precise confidentiality regulations. All information you give us is used only during the exportation process.
Devoted Support in Real-time
Our support reps are always prepared to help you during the Salesforce Service Cloud export and assure you that the process goes on in like you want.
Undeniable Data Integrity
Our data transfer service is being examined and updated consistently. Thus, you can trust us that the customer data organization will be the same after the Salesforce Service Cloud export and there’s no chance of data 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
Export Process Made Easier
Preparation
You have to start Salesforce Service Cloud export with preparing your Salesforce Service Cloud data in order to finish with the export the way you want to. Head to Halo ITSM account and make necessary agent profiles and custom fields there. Our agents will let you know if there’s something else you have to do.
Connecting your Salesforce Service Cloud profile.
The next stage is granting login details to your source profile. This way, our app will be able to fetch the records you want to be exported from Salesforce Service Cloud.
Linking up Halo ITSM.
Link up Halo ITSM in the same way - by giving out the Halo ITSM access information. Only afterward the service will be able to tie those two help desks and transfer the records between them.
Picking data to transfer.
Now, you need to select precisely what and which way you need to be exported. If you require extra personalization, you may also request it from our IT team to ensure that your transition works as you want.
Trying Free Trial.
We advise you to try out the export beforehand. Request a Free Trial and initiate it as many times as you need to find and eliminate any probable errors. You will be able to see and inspect a limited amount of records with this trial.
The final step.
Whenever you’re happy with the outcome and ready to proceed to the full data export, you can start it out. But be certain to choose an off-peak period when the flow of customer queries is the least tense. Voila, now you’re fully ready for your Salesforce Service Cloud migration!
What Is Automated Data Export About?
Just try it now and you’ll see for yourself - the purpose of our migration tool is to meet your personal exportation needs through robust and seamless migration.
Hand Over Your Migration from Service Cloud to the Specialists
Our devoted support agents guarantee real-time professional support service and explain you the full data exporting process from A to Z.