No Fuss Salesforce Data Export to Help Scout
We understand that the challenge of moving to various help desk platforms on and off sometimes can be too much for one's plate. But you can relax knowing the fact that data migration has never been more efficient and easy than nowadays. And we can deploy an effective strategy to transition from Salesforce Service Cloud.
Off-the-Cuff Records
In Salesforce Service Cloud you are able to make a CSV file that would consist of all of your information. Nevertheless, the data often runs into non-compliance of format, data scattering or even record loss issues.
That are the most noticeable factors that many businesses are scared of, besides from the fact that you even can’t anticipate them.
Dependency on Vendors
The excessive dependance on help desk software providers during export usually interferes everyday business activities for an indefinite amount of time.
Obviously, your vendor won’t be really pleased to help somebody who prefers another help desk software over them.
Our team can deal with the issue of the absent vendor’s help to make this process less tense for your company.
No expert tech team
Even with the most convenient strategy for your Salesforce Service Cloud data export, there’s 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 popular 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 always there for you at every step of your migration to make the process as efficient as possible.
Move from Salesforce Service Cloud to Help ScoutHow We Can Help?
We have been working with data transition challenges for quite a long time now.
And not only us but also our customers and lots of reviewing services consider us as experts in the sphere.
Be certain - we know everything about what concerns you most and how we can solve this swiftly and painlessly.
Simple to Set up
You can start up everything without any IT knowledge. It all comes down to reaching out to our team and explaining your requirements. Our coding experts will make sure a robust data export from Salesforce Service Cloud.
Precisely Tested
Our export tool is built to avert every chance of your valuable records to be gone. We can easily check and monitor the process of the data transfer for you before the actual transition. That’s for you to spot and tackle the weak places and potential dangers of the upcoming migration.
Saving your time
With our assistance, you don’t have to hold on the daily business to monitor each step of the Salesforce Service Cloud export. You can leave this for us while your employees continue working on the tasks.
Assisted by Specialists
You can count on our advanced export assistance and analytical knowledge throughout your data migration. Our experts can reply to any questions from the simplest to most tangled 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 personal data and login credentials. We respect data privacy and have rigid confidentiality regulations. All information you provide us with is utilized only throughout the migration process.
Devoted Support in Real-time
Our agents are always set to help you during the Salesforce Service Cloud export and ensure you that the process goes on in like you expect.
Undeniable Data Integrity
Our migration service is being examined and updated consistently. So, you can trust us that the data structure stays the same after the transfer and there’s no possibility 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 expect to. Head to Help Scout account and set up necessary agent profiles and custom fields there. Our agents will tell you in case there’s something else you need to do.
Connecting your Salesforce Service Cloud profile.
The next step is giving permits to your source profile. Thus, our tool will be able to access the records you want to be migrated from Salesforce.
Connecting Help Scout.
Connect Help Scout in the same way - by granting the login credentials from Help Scout. Only afterward the service will be able to link these two systems and move the files between them.
Selecting data to export.
Now, the time has come for you to select exactly what and which way you need to be moved. In case you need extra customization, you can also ask for it it from our IT specialists to make sure that your transition works the way you want.
Trying Free Demonstration.
We advise you to try out the export beforehand. Request a Free Trial and initiate it as many times as you wish to identify and diminish any possible errors. You will be able to monitor and inspect a particular number of records with this demo.
The final step.
As soon as you’re pleased with the outcome and ready to initiate the full data export, you can set it up. But be certain to find an off-peak period when the flow of customer requests is the least stressful. Voila, now you’re fully ready for your Salesforce Service Cloud migration!
What Is Automated Data Export About?
Just try everything out and you’ll see for yourself - the point of our export tool is to meet your smallest migration needs through powerful and user-friendly data transfer.
Hand Over Your Migration from Service Cloud to the Specialists
Our devoted team guarantee real-time professional support service and help you understand the full data exporting process completely.