Move customer support data from Salesforce Service Cloud to Halo Service Solutions
We know that the process of changing numerous help desk platforms back and forth sometimes can be overwhelming. But rest assured as data migration has never been more efficient and simple than today. 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 contain the entirety of your data. However, the data often runs into non-compliance of format, data scattering or record missing situations.
These are the most noticeable factors that most of the businesses are anxious about, apart from the fact that you even can’t anticipate them.
Unsupportive Vendors
The extra dependance on vendors while export often affects daily business activities for an indefinite period.
It’s obvious that your vendor won’t be very willing to help a customer who prefers another help desk platform over them.
We can sort out the problem of the non-present vendor’s help to make data migration less stressful for you.
Absence of an expert IT team
Even after picking the most convenient method for your Salesforce Service Cloud migration, there’s a risk that you won’t be able to find an expert tech team that will take care of the task the way you need.
This is one of the most common reasons why businesses are having troubles with data transition.
It’s Time to Raise the Bar
The age of data migration and digitalization demands that you should keep up with with contemporary data transition standards. And we will be supportive for you at each step of your transition to make the process as efficient as we can.
Move from Salesforce Service Cloud to Halo Service SolutionsHow We Can Take Care of These Challenges?
We have been helping companies with their data export for several years now.
And not only us but our customers and many reviewing platforms consider us to be experts in the scope.
Be certain - we know a lot 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 contacting us and explaining your needs. Our developers will make sure a smooth data migration from Salesforce Service Cloud.
Regularly Tested
Our export tool is created to divert every chance of missing any of the customer records. 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 remove the sore places and possible pitfalls of the future export.
Time-saving
With our guidance, you don’t have to pause the everyday workflow to control each step of the Salesforce Service Cloud export. You can leave this for our experts while your staff continues tackling the tasks.
Under the Watchful Eye of Professionals
You can trust our high-class migration support service and analytical expertise during your data migration. Our expert team can answer any kind of 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.
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 precise confidentiality rules. All information you give us is utilized only throughout the exportation process.
Dedicated Support in Real-time
Our support reps are always prepared to assist you on your way through Salesforce Service Cloud export and ensure you that the transfer moves on in the way you expect.
Unquestionable Data Integrity
Our data transfer service is being tested and upgraded regularly. So, you can rely on the fact that the customer data structure will be the same after the transfer 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
Simplified Automated Export Process
Preparation work
The first step is preparing your Salesforce Service Cloud data in order to round out the migration the way you expect to. Open Halo Service Solutions account and make necessary agent profiles and custom fields there. Our team will contact you if there’s something else you have to prepare.
Linking your Salesforce Service Cloud profile.
The next stage is granting access credentials to your current profile. Thus, our tool will be able to fetch the data you want to be transferred from Salesforce Service Cloud.
Linking up Halo Service Solutions.
Link up Halo Service Solutions in the same way - by giving out the Halo Service Solutions access information. Only after that the tool will be able to link these two help desks and move the data between them.
Picking data to transfer.
Now, you need to pick precisely what and which way you want to be moved. In case you require additional personalization, you may also ask for it it from our IT team to make certain that your migration works as you wish.
Trying Free Trial.
We strongly recommend to try out the transfer first. Request a Free Demo and start it as many times as you need to identify and minimize any possible issues. It will be possible for you to view and check a particular amount of tickets with this demo.
The final step.
Whenever you’re happy with the and ready to proceed to the full transfer, you can set it up. But make certain to pick out a quiet time when the flow of customer queries is the least stressful. Voila, now you’re fully ready for 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 service is to fulfill your smallest migration needs through robust and user-friendly migration.
Trust Your Migration from Service Cloud to the Experts
Our dedicated team offer swift professional support and help you understand the whole data migration process from A to Z.