Export data from Salesforce Service Cloud to Live Agent
We understand that the process of switching various help desk platforms on and off sometimes may be overwhelming. But you can relax as data export has never been more efficient and easy than now. And we can uncover a highly effective strategy to export from Salesforce Service Cloud.
Off-the-Cuff Documentation
In Salesforce Service Cloud you are able to create a CSV file that would comprise the entirety of your data. Nevertheless, the data often runs into non-compliance of format, data altering or record loss situations.
These are the most noticeable factors that many businesses are afraid of, apart from the fact that you even can’t predict them.
Dependency on Vendors
The excessive reliance on vendors during export usually affects daily duties for an indefinite period.
It’s obvious that your vendor won’t be really willing to help a customer who prefers 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 tense for you.
No experienced IT team
Even with the most suitable method for your Salesforce Service Cloud data export, there’s a risk that you won’t be able to find an expert IT team that will take care of the data migration the way you need.
This is one of the most common reasons why businesses are having issues 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 current migration standards. And we will be supportive for you at every stage of your transition to make the process as easy as we can.
Move from Salesforce Service Cloud to Live AgentHow We Can Solve These Problems?
We have been solving data export issues for quite a long time now.
And not only us but also our clients and many reviewing platforms consider us as professionalists in the scope.
Be sure - we know what are your worries and how we can resolve this swiftly and trouble-free.
Simple to Configure
You can set up everything without any IT knowledge. Everything comes down to contacting us and describing your needs. Our developers will make sure a robust data transfer from Salesforce Service Cloud.
Precisely Tested
Our migration tool is designed to avert every chance of missing any of the customer records. We can easily verify and keep the track of the process of the data export for you before the full transition. That’s for you to pinpoint and resolve the sore places and potential hazards for the upcoming export.
Saving your time
Under our guidance, you don’t have to pause the workflow to control each step of the Salesforce Service Cloud export. You can hand this over to our experts while your employees continue tackling the everyday work.
Assisted by Professionals
You can count on our high-class migration assistance and analytical expertise throughout your data export. Our expert team can reply to any kind of questions from the simplest to most complex ones. All you might need to understand 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 credentials. We respect data security and have precise confidentiality regulations. All information you give us is used only throughout the migration process.
Devoted Support in Real-time
Our agents are always prepared to support you during the Salesforce Service Cloud export and ensure you that the transfer moves on in the way you wish.
Undeniable Data Integrity
Our migration tool is being checked and updated regularly. So, you can rely on the fact that the customer data arrangement will be the same after the Salesforce Service Cloud export and there’s no possibility of data 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 complete the export the way you expect to. Open Live Agent account and make necessary agent profiles and custom fields there. Our agents will contact you if there’s something else you have to do.
Connecting your Salesforce Service Cloud account.
The next step is granting login details to your source profile. Thus, our app will be able to fetch the records you want to be transferred from Salesforce Service Cloud.
Connecting Live Agent.
Connect Live Agent in the same way - by giving out the Live Agent access information. Only afterward the tool will be able to link those two help desks and transition the data between them.
Selecting data to transfer.
Now, you need to choose precisely what and which way you want to be moved. If you require extra personalization, you may also ask for it it from our IT specialists to ensure that your migration goes the way you want.
Trying Free Demonstration.
We highly recommend to test out the migration beforehand. Request a Free Trial and start it as many times as you need to detect and minimize any probable issues. You will be able to see and check a particular number of records with this demo.
Finalizing the migration.
As soon as you’re happy 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 tense. Voila, now you’re fully ready for your Salesforce Service Cloud migration!
What Does Automated Data Migration Imply?
Just try everything out and you’ll see for yourself - the purpose of our migration tool is to fulfill your smallest exportation needs through robust and smooth migration.
Hand Over Your Service Cloud Export to the Professionals
Our devoted team members provide real-time professional support service and explain you the whole data exporting process from A to Z.