Move customer support data from Salesforce Service Cloud to Syncro

We know that the process of changing different help desk systems on and off sometimes can be overwhelming. But you can relax knowing the fact that data export has never been more efficient and simple than today. And we can uncover a highly effective strategy to transition from Salesforce Service Cloud.

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Limited Import Options

Unprepared Records

In Salesforce Service Cloud you can make a CSV file that would contain all of your data. Nevertheless, the data often runs into non-compliance of format, data scattering or record loss issues.

That are the most noticeable factors that most of the businesses are anxious about, aside from the fact that you even can’t predict them.

Unsupportive Vendors

The extra dependance on vendors throughout migration usually affects daily business activities for an indefinite amount of time.

Obviously, your vendor won’t be very glad to help a customer who prefers another help desk software over them.

Our team can solve the problem of the absent vendor’s help to make this process less tense for you.

Requires Professional IT Team
Manual Import Drawbacks

Absence of an expert IT team

Even after picking the most convenient method for your Salesforce Service Cloud export, there is a risk that you won’t be able to find an expert tech team that will take care of the data migration according to your needs.

This is one of the most popular reasons why companies are having problems 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 export standards. And we will be supportive for you at every step of your transition to make the process as efficient as possible.

Move from Salesforce Service Cloud to Syncro

How We Can Help?

We have been dealing with data export for years now.

And not only us but our customers and many reviewing services deem us as experts in the scope.

Be certain - we know a lot about what concerns you most and how we can take care of this swiftly and painlessly.

Easy to Set up

You can configure the migration without any IT knowledge. It all comes down to contacting us and explaining your preferences. Our data migration experts will make sure an efficient data migration from Salesforce Service Cloud.

Regularly Tested

Our export tool is created to avoid any chance of missing any of the customer records. We can easily verify and monitor the process of the data transfer for you before the actual migration. That’s for you to find and remove the sore places and possible dangers for the approaching migration.

Time-saving

Under our control, you don’t have to pause the everyday workflow to monitor every step of the Salesforce Service Cloud export. You can leave this for our experts while your employees continue doing the everyday work.

Under the Watchful Eye of Professionals

You can trust our high-class migration support and analytical expertise throughout your data transfer. Our expert team can reply to virtually any questions from the simplest to most complex ones. Everything 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 data and login details. We respect data privacy and have precise confidentiality regulations. All information you provide us with is used only throughout the transition process.

Dedicated Support in Real-time

Our support reps are always prepared to assist you throughout the migration from Salesforce Service Cloud and ensure you that the transfer moves on in the way you expect.

Unquestionable Data Integrity

Our data transfer service is being tested and improved regularly. So, you can rely on the fact that the customer data structure stays 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

Simplified Automated Export Process

Step

Preparation work

The first step is preparing your Salesforce Service Cloud data in order to round out the transfer like you expect to. Open Syncro account and make necessary agent profiles and custom fields there. Our agents will tell you in case there’s anything else you have to prepare.

Step

Linking your Salesforce Service Cloud profile.

The next stage is granting access credentials to your old account. Thus, our tool will be able to fetch the records you want to be exported from Salesforce.

Step

Linking up Syncro.

Link up Syncro in the same way - by giving out the Syncro access information. Only after the tool will be able to link these two help desks and move the records between them.

Step

Picking data to transfer.

Now, you need to pick exactly what and which way you want to be moved. In case you require extra customization, you can also ask for it it from our IT professionals to make certain that your export goes as you wish.

Step

Trying Free Trial.

We suggest you to try out the transfer in advance. Submit a request for Free Trial and start it as many times as you need to identify and eliminate any probable pitfalls. It will be possible for you to view and control a particular amount of records with this demo.

Step

The final step.

Whenever you’re happy with the and ready to go to the full transfer, you can set it up. But make certain to pick out an off-peak period when the flow of customer requests is the least tense. Voila, now you’re all set with 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 app is to fulfill your smallest migration needs through robust and user-friendly data transfer.

Apply for Free Demo

Trust Your Migration from Service Cloud to the Experts

Our dedicated team offer immediate expert support service and help you understand the whole data exporting process completely.

Get a price estimate today