Move data from Salesforce Service Cloud to Halo ServiceDesk
We know that the challenge of moving to various help desk systems on and off sometimes may be overwhelming. But rest assured as data export has never been more efficient and simple than nowadays. And we can uncover a highly effective method to export from Salesforce Service Cloud.
Off-the-Cuff Documentation
In Salesforce Service Cloud you are able to create a CSV file that would consist of the entirety of your data. Nevertheless, the data often runs into non-compliance of format, data altering or record missing situations.
These are the most noticeable factors that most of the businesses are scared of, apart from the fact that you even can’t predict them.
Unsupportive Vendors
The excessive reliance on vendors during migration usually violates daily business activities for an indefinite period.
It’s obvious that your vendor won’t be very willing to help a customer who has chosen another help desk platform over them.
We are able to solve the problem of the absent vendor’s help to make data migration process less stressful for your company.
No experienced IT team
Even with 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 IT team that will take care of the task the way you want.
This is one of the most common reasons why businesses are having issues 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 modern migration standards. And we will be supportive for you at every stage of your transition to make the process as efficient as we can.
Move from Salesforce Service Cloud to Halo ServiceDeskHow We Can Take Care of These Difficulties?
We have been solving data transition challenges for quite a long time now.
And not only us but also our clients and many reviewing platforms deem us as professionalists in the scope.
Be sure - we know everything about your worries and how we can deal with this swiftly and trouble-free.
Simple to Configure
You can start up everything without any IT knowledge. Everything comes down to contacting us and explaining your requirements. Our developers will make sure a robust data export from Salesforce Service Cloud.
Regularly Tested
Our migration tool is built to avert any chance of losing your valuable data. We can easily verify and monitor the process of the data export for you before the full transition. That’s for you to find and tackle the sore points and possible hazards for the approaching export.
Saving your time
Under our guidance, you don’t have to hold on the daily business to control every step of the Salesforce Service Cloud export. You can hand this over to our experts while your company continues working on the everyday work.
Under the Watchful Eye of Specialists
You can trust our advanced migration assistance and analytical expertise throughout your data transition. Our expert team can answer any questions from the simplest to most complex 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 Tool?
Data Security First
You can be certain of the safety of your private information and login details. We respect data security and have precise confidentiality rules. All information you give us is used only throughout the migration process.
Devoted Support in Real-time
Our support reps are always set to help you during the migration from Salesforce Service Cloud and ensure you that everything works the way you expect.
Undeniable Data Integrity
Our data transfer tool is being examined and updated regularly. So, you can believe in the fact that the customer data structure will be the same after the Salesforce Service Cloud export and there’s no possibility of 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
Export Process Made Easier
Preparation
You have to start Salesforce Service Cloud export with preparing your Salesforce Service Cloud records in order to finish with the export like you expect to. Go to Halo ServiceDesk account and make necessary agent profiles and custom fields there. Our team will let you know if there’s something else you have to prepare.
Connecting your Salesforce Service Cloud account.
The next stage is giving access credentials to your source account. Thus, our app will be able to fetch the data you want to be migrated from Salesforce Service Cloud.
Linking up Halo ServiceDesk.
Link up Halo ServiceDesk in the same way - by granting the Halo ServiceDesk access information. Only afterward the tool will be able to link those two help desks and move the files between them.
Picking data to export.
Now, the time has come for you to select precisely what and which way you want to be moved. If you require additional personalization, you may also ask for it it from our IT specialists to make sure that your migration goes as you want.
Trying Free Trial.
We highly recommend to test out the export beforehand. Submit a request for Free Trial and set up it as many times as you need to identify and diminish any probable errors. It will be possible for you to monitor and check a limited amount of tickets with this demo.
Completing the migration.
Whenever you’re pleased with the outcome and ready to proceed to the full transfer, you can set it up. But make sure to pick out a quiet time when the flow of customer queries is the least tense. Voila, now you’re fully ready for your Salesforce Service Cloud export!
What Does Automated Data Migration Imply?
Just try it now and you’ll see for yourself - the point of our migration tool is to fulfill your smallest exportation needs through robust and user-friendly migration.
Hand Over Your Service Cloud Export to the Specialists
Our devoted agents guarantee real-time expert support service and explain you the whole data migration process from A to Z.