Export data from Salesforce Service Cloud to Trengo
We understand that the challenge of moving to different help desk systems on and off sometimes can be too much for one's plate. But you can relax knowing the fact that data transition has never been more powerful and simple than nowadays. And we can deploy a highly effective strategy to export from Salesforce Service Cloud.
Unprepared Documentation
In Salesforce Service Cloud you can create a CSV file that would consist of the entirety of your data. Nevertheless, the data often runs into non-compliance of format, data scattering or even record loss issues.
That are the key factors that most of the businesses are scared of, besides from the fact that you even can’t predict them.
Dependency on Vendors
The extra reliance on vendors throughout migration usually violates everyday workflow for an indefinite amount of time.
Obviously, your platform’s vendor won’t be very glad to help somebody who has chosen another help desk software over them.
We are able to solve the problem of the absent vendor’s help to make this process less tense for you.
Absence of an experienced IT team
Even after picking the most suitable method for your Salesforce Service Cloud export, there is a possibility that you won’t be able to find an expert tech team that will take care of the data migration the way you want.
This is one of the most popular reasons why companies are having issues with data export.
It’s Time to Raise the Bar
The age of data migration and digitalization demands that you should be on the same level with modern export standards. And we will be supportive for you at every step of your transition to make the process as seamless as possible.
Move from Salesforce Service Cloud to TrengoHow We Can Solve These Difficulties?
We have been helping companies with their data transition challenges for years now.
And not only us but our clients and many reviewing platforms deem us as experts in the scope.
Be sure - we know everything about your concerns and how we can deal with this swiftly and painlessly.
Easy to Configure
You can start up the migration without any IT knowledge. It all comes down to reaching out to our team and telling us your requirements. Our data migration experts will assure a robust data export from Salesforce Service Cloud.
Precisely Tested
Our migration tool is built to avoid any probability of losing your valuable data. We can easily check and control the process of the data transfer for you before the actual migration. That’s for you to identify and tackle the weak points and possible hazards for the approaching migration.
Time-saving
With our guidance, you don’t have to hold on the daily business to control every point in the Salesforce Service Cloud export. You can leave this for our experts while your employees continue working on the assignments.
Assisted by Specialists
You can count on our advanced migration support and analytical expertise throughout your data migration. Our expert team can reply to any questions from the simplest to complicated ones. Everything you might need to figure out the Salesforce Service Cloud migration process in a comfortable way.
Our Exclusivity: Why You Should Use Our Service?
Data Security First
You can be sure of the safety of your private information and login details. We respect data privacy and have precise confidentiality regulations. All information you provide us with is made use of only through the migration process.
Dedicated Support in Real-time
Our agents are always set to help you throughout the migration from Salesforce Service Cloud and assure you that everything works like you want.
Unquestionable Data Integrity
Our migration tool is being examined and improved regularly. Thus, you can believe in the fact that the customer data organization 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
Simplified Automated Export Process
Preparation work
The first step is preparing your Salesforce Service Cloud records in order to finish with the transfer like you want to. Go to Trengo account and make necessary agent profiles and custom fields there. Our agents will tell you in case there’s anything else you can do.
Linking your Salesforce Service Cloud account.
The next step is giving access credentials to your old account. This way, our tool will be able to fetch the records you want to be migrated from Salesforce.
Connecting Trengo.
Connect Trengo in the same way - by granting the Trengo access information. Only after the tool will be able to tie these two help desks and transfer the files between them.
Selecting data to export.
Now, the time has come for you to select precisely what and which way you want to be exported. In case you require extra customization, you can also demand it from our IT specialists to make sure that your transition goes as you wish.
Trying Free Demonstration.
We strongly recommend to test out the export in advance. Submit a request for Free Trial and set up it as many times as you need to find and diminish any potential mistakes. It will be possible for you to monitor and inspect a limited amount of tickets with this demo.
Finalizing the migration.
As soon as you’re pleased with the outcome and ready to check out the full transfer, you can start it out. But make sure to find an off-peak period 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 Mean?
Just try everything out and you’ll see for yourself - the point of our migration app is to fulfill your personal migration needs through robust and seamless data transfer.
Trust Your Service Cloud Export to the Specialists
Our dedicated team members guarantee immediate expert support service and help you understand the full data exporting process completely.