Migrate data from Salesforce Service Cloud to Halo PSA
We are aware of the fact that the challenge of switching various help desk systems on and off sometimes can be overwhelming. But you can relax as data migration has never been more powerful and simple than today. And we can uncover a highly effective strategy to export from Salesforce Service Cloud.
Unprepared Documentation
In Salesforce Service Cloud you can create a CSV file that would comprise the entirety of your data. Nevertheless, the data often runs into non-compliance of format, data scattering or record loss situations.
These are the key factors that most of the businesses are anxious about, apart from the fact that you even can’t predict them.
Unhelpful Vendors
The extra reliance on vendors during migration usually affects daily workflow for an indefinite period.
It’s obvious that your platform’s vendor won’t be very glad to help a customer who has chosen another help desk software over them.
We are able to deal with the problem of the absent vendor’s help to make this process less worrying for you.
Absence of an experienced IT team
Even after picking the most suitable method for your Salesforce Service Cloud data export, there is a risk 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 common reasons why businesses are having problems with data transition.
It’s Time to Raise the Bar
The age of data migration and digitalization demands that you should be on the same level with current migration 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 Halo PSAHow We Can Deal with These Problems?
We have been helping companies with their data transition issues for quite a long time now.
And not only us but our clients and many reviewing platforms deem us as experts in the sphere.
Be sure - we know what are your concerns and how we can deal with this swiftly and painlessly.
Easy to Configure
You can set up everything without any IT knowledge. It all comes down to contacting us and telling us your requirements. Our developers will assure an efficient data migration from Salesforce Service Cloud.
Accurately Tested
Our migration tool is designed to avert any chance of missing any of the customer records. We can easily verify and control the process of the data export for you before the full transition. That’s for you to find and remove the sore points and potential hazards for the upcoming migration.
Time-saving
With our guidance, you don’t have to hold on the workflow to control every step of the Salesforce Service Cloud export. You can leave this for us while you continue working on the tasks.
Supported by Specialists
You can rely on our advanced migration assistance and analytical expertise throughout your data transfer. Our experts can reply to any questions from the simplest to most tangled ones. All 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 private information and login details. We respect data privacy and have rigid confidentiality regulations. All information you give us is utilized only through the transition process.
Dedicated Support in Real-time
Our support team are always set to support you during the migration from Salesforce Service Cloud and ensure you that the transfer moves on in the way you want.
Unquestionable Data Integrity
Our export tool is being checked and updated regularly. So, you can rely on the fact that the data organization will be the same after the transfer 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 like you expect to. Open Halo PSA account and set up necessary agent profiles and custom fields there. Our agents will let you know if there’s something else you have to prepare.
Linking your Salesforce Service Cloud account.
The next phase is giving login details to your source account. Thus, our tool will be able to access the records you want to be migrated from Salesforce Service Cloud.
Linking Halo PSA.
Link Halo PSA in the same way - by granting the Halo PSA access information. Only afterward the tool will be able to link these two systems and transfer the files between them.
Choosing data to export.
Now, the time has come for you to choose precisely what and which way you want to be moved. In case you need extra personalization, you may also demand it from our IT professionals to make certain that your migration goes the way you want.
Trying Free Demo.
We strongly recommend to test out the migration beforehand. Submit a request for Free Trial and start it as many times as you wish to find and diminish any possible errors. It will be possible for you to view and check a limited number of records with this demo.
Finishing the migration.
When you’re pleased with the results and ready to check out the full transfer, you can set it up. But make certain to decide on an off-peak period when the flow of customer queries is the least stressful. Voila, now you’re fully ready for your Salesforce Service Cloud export!
What Does Automated Data Migration Mean?
Just test the process and you’ll see for yourself - the point of our migration tool is to fulfill your smallest migration needs through powerful and seamless migration.
Trust Your Service Cloud Export to the Professionals
Our dedicated team members provide real-time expert support service and help you understand the whole data exporting process from A to Z.