Move data from Salesforce Service Cloud to Vivantio
We know that the challenge of moving to various help desk platforms on and off sometimes may be too much for one's plate. But rest assured knowing the fact that data migration has never been more efficient and simple than nowadays. And we can uncover an effective method to transition from Salesforce Service Cloud.
Unprepared Documentation
In Salesforce Service Cloud you can create a CSV file that would consist of all of your information. Nevertheless, the data often runs into non-compliance of format, data altering or even record missing issues.
These are the most noticeable factors that most of the businesses are scared of, apart from the fact that you even can’t anticipate them.
Unsupportive Vendors
The extra reliance on vendors during export usually affects everyday workflow for an indefinite amount of time.
It’s obvious that your vendor won’t be very pleased to help a customer who prefers another help desk platform over them.
Our team can deal with the issue of the absent vendor’s help to make data migration less stressful for you.
Absence of an experienced IT team
Even after picking 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 task according to your needs.
This is one of the most common reasons why businesses are having problems 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 migration standards. And we will be always there for you at every stage of your transition to make the process as seamless as possible.
Move from Salesforce Service Cloud to VivantioHow We Can Help?
We have been dealing with data transition challenges for quite a long time now.
And not only us but our clients and many reviewing services consider us as professionalists in the scope.
Be sure - we know everything about what concerns you most and how we can solve this swiftly and trouble-free.
Easy to Configure
You can start up everything without any IT knowledge. Everything comes down to reaching out to our team and telling us your preferences. Our developers will make sure an efficient data export from Salesforce Service Cloud.
Regularly Tested
Our migration tool is built to avert every chance of missing any of the customer records. We can easily check and control the process of the data transfer for you before the full transition. That’s for you to identify and tackle the sore places and potential dangers for the upcoming export.
Time-saving
Under our control, you don’t have to hold on the daily business to monitor each step of the Salesforce Service Cloud export. You can hand this over to our experts while your company continues doing the tasks.
Under the Watchful Eye of Specialists
You can trust our advanced migration assistance and analytical knowledge throughout your data transition. Our expert team can answer virtually any questions from the simplest to most tangled ones. All you might need to figure out the Salesforce Service Cloud export process in a convenient way.
Our Exclusivity: Why You Should Use Our Service?
Data Security First
You can be sure of the safety of your private data and login credentials. We respect data security and have precise confidentiality rules. All information you provide us with is utilized only throughout the transition process.
Dedicated Support in Real-time
Our support reps are always set to help you during the Salesforce Service Cloud export and ensure you that the transfer moves on in like you want.
Unquestionable Data Integrity
Our data transfer tool is being examined and updated consistently. So, you can rely on the fact that the customer data organization stays the same after the transfer and there’s no possibility of records 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
Simplified Automated Export Process
Preparation work
The first step is preparing your Salesforce Service Cloud records in order to finish with the export the way you expect to. Open Vivantio account and make necessary agent profiles and custom fields there. Our team will tell you if there’s something else you can do.
Linking your Salesforce Service Cloud account.
The next stage is giving login details to your source profile. Thus, our app will be able to fetch the data you want to be exported from Salesforce Service Cloud.
Linking up Vivantio.
Link up Vivantio in the same way - by granting the Vivantio access information. Only afterward the service will be able to link those two help desks and transfer the records between them.
Picking data to export.
Now, the time has come for you to select exactly what and which way you need to be moved. If you require additional customization, you may also ask for it it from our IT professionals to make sure that your migration works the way you want.
Trying Free Trial.
We suggest you to test out the export beforehand. Request a Free Trial and start it as many times as you need to find and eliminate any possible errors. It will be possible for you to monitor and check a particular number of records with this demo.
Completing the migration.
Whenever you’re pleased with the outcome and ready to go to the full data export, you can set it up. But make certain to find a quiet time when the flow of customer requests is the least stressful. Voila, now you’re fully ready for your Salesforce Service Cloud export!
What Does Automated Data Migration Mean?
Just try it now and you’ll see for yourself - the point of our migration tool is to meet your smallest exportation needs through robust and seamless data transfer.
Trust Your Service Cloud Export to the Specialists
Our dedicated team members guarantee real-time professional support service and explain you the full data migration process completely.