No Fuss Salesforce Data Export to TeamworkDesk
We understand that the task of switching numerous help desk platforms back and forth sometimes can be overwhelming. But rest assured knowing the fact that data transition has never been more powerful and simple than now. And we can uncover a highly effective way 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. However, the data often runs into non-compliance of format, data scattering or record missing issues.
That are the key factors that most of the businesses are afraid of, besides from the fact that you even can’t predict them.
Dependency on Vendors
The excessive reliance on help desk software providers while export often affects daily duties for an indefinite amount of time.
Obviously, your platform’s vendor won’t be very glad to help a customer who prefers another help desk over them.
We are able to solve the issue of the absent vendor’s help to make data migration less worrying for your company.
No experienced tech team
Even with the most suitable strategy for your Salesforce Service Cloud migration, there’s a risk that you won’t be able to find an expert tech team that will deal with the task the way you want.
This is one of the most popular reasons why companies 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 be on par with current data transition standards. And we will be supportive for you at each step of your migration to make the process as easy as possible.
Move from Salesforce Service Cloud to TeamworkDeskHow We Can Solve These Problems?
We have been solving data migration issues for several years now.
And not only us but also our clients and lots of reviewing platforms consider us to be experts in the sphere.
Be sure - we know what are your worries and how we can solve this quickly and painlessly.
Simple to Configure
You don’t need coding skills whatsoever. It all comes down to contacting us and describing your requirements. Our coding experts will assure a robust data transfer from Salesforce Service Cloud.
Precisely Tested
Our migration tool is designed to divert every chance of missing any of the customer records. We can easily verify and keep the track of the process of the data transfer for you before the actual migration. That’s for you to find and resolve the sore places and possible hazards for the approaching migration.
Saving your time
Under our guidance, you don’t have to stop the workflow to control each step of the Salesforce Service Cloud export. You can leave this for us while your company continues working on the assignments.
Assisted by Experts
You can count on our developed export support service and analytical expertise during your data transfer. Our experts can answer any questions from the simplest to complicated ones. Everything you might need to figure out 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 personal information and login credentials. We value data privacy and have rigid confidentiality rules. All information you provide us with is made use of only through the migration process.
Devoted Support in Real-time
Our agents are always ready to support you on your way through 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 upgraded regularly. So, you can rely on the fact that the data arrangement stays the same after the transition and there’s no potential for 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
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 migration the way you expect to. Open TeamworkDesk account and set up necessary agent profiles and custom fields there. Our team will tell you in case there’s anything else you have to prepare.
Connecting your Salesforce Service Cloud account.
The next step is providing specific access credentials to your current profile. Thus, our tool will be able to access the data you want to be migrated from Salesforce.
Connecting TeamworkDesk.
Connect TeamworkDesk in the same way - by providing the login credentials from TeamworkDesk. Only after that the tool will be able to link these two systems and transition the files between them.
Selecting data to move.
Now, you have to choose precisely what and which way you want to be moved. In case you need additional customization, you can also demand it from our IT specialists to ensure that your transition goes as you want.
Trying Free Demonstration.
We highly recommend to test out the migration first. Request a Free Demo and start it as many times as you wish to detect and diminish any potential pitfalls. It will be possible for you to see and inspect a particular amount of records with this trial.
Finalizing the migration.
As soon as you’re satisfied with the results and ready to check out the full transfer, you can set it up. But make certain to decide on a quiet time when the flow of customer requests is the least crowded. Voila, now you’re all set with your Salesforce Service Cloud export!
What Does Automated Data Migration Imply?
Just try everything out and you’ll see for yourself - the essence of our export service is to fulfill your smallest migration needs through powerful and smooth data transfer.
Hand Over Your Service Cloud Export to the Professionals
Our devoted agents provide swift professional support and help you understand the whole data migration process completely.