No Fuss Salesforce Data Export to SherpaDesk
We know that the task of changing various help desk systems back and forth sometimes may be overwhelming. But you can relax as data migration has never been more efficient and easy than now. And we can uncover an effective method to migration from Salesforce Service Cloud.
Off-the-Cuff Records
In Salesforce Service Cloud you are able to make a CSV file that would contain all of your data. However, 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, aside from the fact that you even can’t anticipate them.
Unsupportive Vendors
The excessive dependance on help desk software providers during migration often interferes daily business activities for an indefinite period.
It’s obvious that your vendor won’t be really happy to help a customer who has chosen another help desk platform over them.
We can solve the issue of the non-present vendor’s help to make data migration less stressful for you.
No expert tech team
Even with the most convenient strategy for your Salesforce Service Cloud data export, there is a possibility that you won’t be able to find an expert IT team that will deal with the data migration the way you want.
This is one of the most common reasons why companies are having troubles with data migration.
Let’s Make Data Migration Easier for You Together
The age of data migration and digitalization requires you to be on par with contemporary migration standards. And we will be supportive for you at each stage of your migration to make the process as efficient as we can.
Move from Salesforce Service Cloud to SherpaDeskHow We Can Help?
We have been solving data migration for quite a long time now.
And not only us but also our customers and lots of reviewing services deem us to be professionalists in the sphere.
Be certain - we know a lot about what concerns you most and how we can deal with this quickly and trouble-free.
Simple to Set up
You don’t need coding skills at all. Everything comes down to contacting us and explaining your requirements. Our developers will make sure a smooth data transfer from Salesforce Service Cloud.
Regularly Tested
Our export tool is created to avert any probability of your valuable records to be gone. We can easily verify and monitor the process of the data export for you before the full migration. That’s for you to spot and resolve the sore points and potential pitfalls of the approaching transition.
Saving your time
Under our guidance, you don’t have to stop the everyday workflow to monitor every point in the Salesforce Service Cloud export. You can hand this over to us while you continue working on the tasks.
Under the Watchful Eye of Experts
You can trust our developed export assistance and analytical expertise during your data transition. Our experts can reply to any questions from the simplest to most tangled ones. Everything you might need to understand the Salesforce Service Cloud export process in a convenient way.
Why Should You Pick Us Over Others?
Data Security First
You can be certain of the security of your personal data and login details. We value data security and have rigid confidentiality regulations. All information you give us is utilized only throughout the exportation process.
Devoted Support in Real-time
Our support reps are always ready to assist you during the migration from Salesforce Service Cloud and assure you that the process goes on in the way you expect.
Undeniable Data Integrity
Our data transfer service is being tested and updated regularly. Thus, you can trust us that the data structure will be 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 round out the export like you want to. Head to SherpaDesk account and set up necessary agent profiles and custom fields there. Our agents will let you know if there’s anything else you need to do.
Connecting your Salesforce Service Cloud profile.
The next stage is providing permits to your source account. This way, our app will be able to access the records you want to be migrated from Salesforce Service Cloud.
Linking up SherpaDesk.
Link up SherpaDesk in the same way - by providing the login credentials from SherpaDesk. Only afterward the tool will be able to tie those two systems and move the files between them.
Picking data to move.
Now, you have to pick exactly what and which way you want to be exported. If you need extra personalization, you may also ask for it it from our IT team to ensure that your export works the way you want.
Trying Free Trial.
We highly recommend to try out the transfer beforehand. Submit a request for Free Demo and initiate it as many times as you wish to identify and diminish any possible pitfalls. You will be able to see and control a limited number of tickets with this trial.
The final step.
Whenever you’re satisfied with the and ready to go to the full transfer, you can start it out. But be certain to pick out an off-peak period when the flow of customer queries is the least stressful. Voila, now you’re all set with your Salesforce Service Cloud migration!
What Is Automated Data Export About?
Just try it now and you’ll see for yourself - the essence of our export tool is to fulfill your personal exportation needs through powerful and user-friendly migration.
Hand Over Your Migration from Service Cloud to the Experts
Our devoted support agents offer real-time expert support and explain you the whole data exporting process from A to Z.