Effortless Halo Service Solutions to Salesforce Service Cloud data migration services
Encrypted conversations, safe servers, modern authorization methods
Automated method, zero downtime, no workflow pauses
Bargain charging to ensure an opportunity + charge balance
Businesses among many verticals prefer us
Data migration timeline: 1-2 weeks
Preparation
Project and Requirements Evaluation
Initiate your migration by assessing Source records, workflows, and applications. Review data cleansing and field alignment to the Target. Formulate a transition approach, involving the timeline and customer service reps coaching.
Security and Compliance Review
Ensure data adheres to security standards. Set permissions and access settings to safeguard the movement.
Migration
Data Mapping and Customization
Map records fields between your Source and Target. Select in-built custom capabilities from the menu or ask for distinct tailoring for the data replication.
Demo Migration
Do a test Demo to figure out how the transmit tool performs. Verify outcomes and modify mapping as you wish.
Data Verification
Review all transferred data in the Target is accurate, fully captured, and adequately formatted.
Full Data Migration
Move all selected data, encompassing tickets, contacts, attachments, and associated records.
Delta Migration
Catch any new or updated data that tweaked at the time of the Full data replication.
Interval Migration*
Data transfer can be paused and restarted to align with your timeline, with no service disruption. You can pause up to five instances for five days per pause, adjusted by our sales crew during work hours.
Post-Migration Phase
Go Live
Launch the Target for all users. Decommission the Source if required and protect data backups.
What Entities Can You Import from Halo Service Solutions to Salesforce Service Cloud ?
With our Migration service, you can painlessly import and export big piles of differing records entities to or from Halo Service Solutions to Salesforce Service Cloud. Examine the selection of data entities you can import or export implementing automation service without extra guidance from tech support team.
Do you require exclusive Halo Service Solutions to Salesforce Service Cloud import needs?
Let us know you need a nonstandard data migration.
Halo Service Solutions objects | Salesforce Service Cloud objects | |
---|---|---|
Help desk | ||
Agents | Users | |
Clients | Accounts | |
Users | Contacts | |
Incidents | Cases | |
Knowledge Base | ||
Top level FAQ lists | Top level categories | |
Low level FAQ lists | Second level categories | |
Articles | Articles |
Why transfer with Help Desk Migration?
No downtime
Shift records effortlessly - keep workflows operational and serve customers continuously.Enhanced efficiency
Effortlessly transfer data and map predefined and personalized fields with the out-of-box Migration Wizard.Streamlined ticket retrieval
The Migration Wizard moves tickets and all associated records, keeping the data structure unchanged on the Target.Dedicated support service
Our support team is ready to help you via chat, email, or phone.Comprehensive migration framework
Managers will develop a clear plan for data import, ensuring a seamless process and reliable records.Custom options available
Pick pre-built options or request specific adjustments, and we'll guarantee your data is preserved.
How Does Halo Service Solutions to Salesforce Service Cloud Data Migration Go?
Our automated migration tool allows you export and import data in a few simple moves. However, if you have unique requirements or a distinct data structure, feel free to choose a custom approach.
Connect platforms
Connect your source and target platforms
Map and match data
Specify how your data should be transferred
Test-drive
Start a Demo to access the replication tool and its results
Full Data Migration
Start or plan your data transition
Enhance Your Halo Service Solutions to Salesforce Service Cloud Migrate
with These Options
Get a seamless data transfer experience that reconciles your business objectives. The Help Desk Migration service provides functions to enable you to complete your support service data transfer in the automated and secure route.
Import content translations
Move your multilingual help center to your target help desk app easily! Choose our “Migrate content translations” feature and migate translated language versions of each article automatedly.
Skip attachments
Does your destination help desk system provide limited data storage? Leave behind attachments, especially if your historical data doesn’t suffer a loss of its value without them. The data migration time will cut down considerably.
Migrate inline images as attachments
Migrate the images fixed into tickets as attachments. The data migration time might be longer, but the images will be moved to a expected help desk platform.
Check out our Demo with custom records by exporting 20 entities
Don’t take any chances. Ensure you know completely how the entities settle at the end of you’ve migrated them. Help Desk Migration’s Demo with custom data greenlights you appoint 20 entities for a test export.
Migrate newest data first
Opt for this option to transfer your most recent records in a chronological flow, from newest to oldest. This custom option is applicable to Full Migrations.
Your Help Desk Data Import is the Whole Way Long
Using Help Desk Migration tool, don't worry about security of business data. We properly scan all servers and make advancements, so that your data is secured matching to the latest recommendations.
We use a strict 2FA authentication policy
Help Desk Migration Wizard guards your business records from unauthorized getting access with two-factor access. Besides, only your company representatives with admin rights can export your Halo Service Solutions records. With these safety features arranged, you don't worry about data leakage.
3-level data safety
We deliver three levels of business records security: physical (we secure our hosting equipment against physical and logical breach), network (we protect our networks against digital abuse), and app (we protect your business data within our importing service against unsanctioned log in).
Compliance with security levels
We take care of your records based on all key security fundamentals. Help Desk Migration service has an extensive portfolio of compliance, and we continue enlarging it. Currently, we correspond to GDPR, CCPA, HIPAA, PCI (Level 1), and other data protection standards.
How much does Halo Service Solutions to Salesforce Service Cloud data migration cost?
How much will you need to invest in the switch from Halo Service Solutions to Salesforce Service Cloud? The cost will largely lean on the records volume you require to migrate, the complexity of your demands, and the options you’ll select or customizations you’ll ask for. Set a Free Demo to test the Migration Wizard performance and find out how much your data switch will cost.
Run a Demo to get the priceFeedback encourages us upgrade our tool: Few words from Help Desk Migration clients
Full Halo Service Solutions to Salesforce Service Cloud Import in a Couple Clicks
Migrate your data from Halo Service Solutions to Salesforce Service Cloud smoothly and with no disarranging your ultimate goal of solving your clients’ issues.
Find out more guides about data import
Interested to get more? Our knowledge base is packed with information on support service upgrading and help desk records import and export. Take a look at it!
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