Outlook to Salesforce Service Cloud data migration made painlessly
Encrypted dialogues, safe servers, advanced authorization ways
Automated process, zero downtime, avoiding any workflow pauses
Flexible pricing to ensure an opportunity + fee balance
Companies among many areas prefer us
Data migration timeline: 1-2 weeks
Preparation
Project and Requirements Evaluation
Start your migration by assessing Source data, procedures, and apps. Review data cleaning and field alignment to the Target. Make a movement approach, involving the timeline and reps coaching.
Security and Compliance Review
Confirm data complies with security standards. Grant permissions and access controls to secure the movement.
Migration
Data Mapping and Customization
Connect data fields between the Source and Target. Handpick pre-built custom capabilities from the set or ask for certain tailoring for the record replication.
Demo Migration
Set up a free trial Demo to figure out how the replication solution works. Verify outcomes and alter mapping as you wish.
Data Verification
Ensure all transferred data in the Target is genuine, complete, and appropriately formatted.
Full Data Migration
Migrate all chosen data, including tickets, contacts, attachments, and related information.
Delta Migration
Capture any fresh or updated data that tweaked for the duration of the Full data transfer.
Interval Migration*
Data migration can be halted and restarted to cohere your timeline, with zero interruption. You can pause up to five instances for five days per pause, managed by our sales team during work hours.
Post-Migration Phase
Go Live
Roll out the Target for all users. Decommission the Source if required and protect data backups.
What Kind of Records Can You Migrate from Outlook to Salesforce Service Cloud ?
With our Migration tool, you can painlessly import and export hefty volumes of differing records types to or from Outlook to Salesforce Service Cloud. Check out the list of data entities you can import or export implementing automation service without extra assistance from tech support team.
Do you have distinguishing Outlook to Salesforce Service Cloud import demands?
Let's discuss your specific needs for a customized data migration.
| Outlook objects | Salesforce Service Cloud objects | |
|---|---|---|
| Help desk | ||
| Users | Users | |
| Companies | Accounts | |
| Contacts | Contacts | |
| Emails | Cases | |
Why migrate with Help Desk Migration?
-
Zero downtime
Migrate data effortlessly - preserve workflows running smoothly and support customers without delays. -
Enhanced efficiency
Seamlessly shift data and map predefined and personalized fields with the automated Migration Wizard. -
Easy ticket retrieval
The Migration Wizard replicates tickets and all connected records, ensuring the data structure intact on the Target. -
Always here for you
Our support agents is ready to help you using chat, email, or phone. -
Detailed migration framework
Our team will establish a clear plan for data import, providing a efficient process and secure records. -
Pre-built options and customizations
Choose automated options or request specific adjustments, and we'll ensure your data is accurate.
How Does Outlook to Salesforce Service Cloud Data Migration Work?
You can do records migration in a few simple steps, with our automated migration service. However, if you have unique demands or a unique data structure, feel free to choose a custom route.
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
Boost Your Outlook to Salesforce Service Cloud Import
with These Options
Have a smooth data transfer experience that corresponds your company’s requirements. The Help Desk Migration service provides functionalities to facilitate you to complete your customer service records import in the automated and secure route.
-
Bypass attachments
Does your new support service platform provide small data storage? Skip attachments, especially if your historical data loses none of its value without them. The data migration time will cut down greatly.
Don’t empower data migration to distract you from your goals
Whether you’re importing from Outlook to Salesforce Service Cloud, use our automated migration solution. It will allow you to migrate all your records to a future platform in just a few clicks. Thus, you will have your import completed quickly without putting important processes on the back burner.
Data migration meets security standards
Our Migration Wizard handles your records is secure throughout the import process. To assure the maximum protection of your support service records whether they are in import or at rest, we implement tested modes. Here is encompassed running regular security audits, keeping our servers protected, complying with many commands, and more.
Choose the migration app that customers recommend
A collection of goal-achieved data imports and countless awards and inspiring mentions can vouch for the high quality of our migration service. What’s more, we grow our functions. We go to develop our app and present useful options to include measures for ensuring we’re covering all your import and export requests.
Apply comprehensive mapping to deal with all your needs
Our app will relieve you from copy pasting help desk data or creating nonexistent data types along Outlook to Salesforce Service Cloud migration. Our tool allows you map record fields and adjust your data migration. This will retain the native system of your data with no effort on your side.
Choose a appropriate time for data migration
Begin by the help desk data import anytime it fits into your schedule. Begin by exporting historical records and then move ahead to the Delta opportunity to move your freshly updated records. Then, relax and empower our Migration Wizard handle the rest.
Talk to our savvy support team
Are you having challenges with your Supported Platform data import and export? Help Desk Migration customer support team is ready to guide you with any tasks. With lots of experience importing data, Help Desk Migration team are well-prepared to guarantee a accomplished migration of your business data.
Your Help Desk Data Import and Export is Protected at Each Stage
With Help Desk Migration tool, don't worry about safety of business records. We properly audit all servers and make improvements, so that your data is protected matching to the recent standards.
We apply a rigid 2FA access policy
Our Migration Wizard secured your information from illegal getting access with two-factor access. What’s more, your agents can only migrate Outlook data if they possess admin access. Combined, these security measures prevent the risk of information leak.
We use 3-layer
Help Desk Migration comes with three layers of records safety. At the physical level, we defense our hosting facilities from any intrusion. At the app layer, we cease any prohibited access to your business records on our service. And, finally, on the network level, we secure our networks from cyber harm.
Follow protection regulations
Our Help Desk Migration service fulfills to upmost security levels, delivering maximum protection for your business data. We are compliant with HIPAA, CCPA, PCI DSS Level 1, GDPR, and other key data security levels. And our broad compliance list keeps getting large.
How much does Outlook to Salesforce Service Cloud data migration cost?
How much will you need to invest in the switch from Outlook to Salesforce Service Cloud? The price will largely lean on the records volume you want to migrate, the complexity of your specifications, and the features you’ll choose or customizations you’ll ask for. Set a Free Demo to check the Migration Wizard performance and learn how much your data switch will cost.
Run a Demo to get the priceFeedback motivates us upgrade our tool: Few thoughts from Help Desk Migration clients
The transition was made easy. The service was excellent, during all the steps of the transition we felt taken care of and monitored perfectly.
Gauthier Escorbiac Supervisor of Customer Service at Thule Group
Use Help Desk Migration. This tool took the “painful” and “time-consuming” factors out of the data migration.
Chantelle Viani Associate Publisher at Cosmos Magazine
Overall, I found the process to be very fast and effortless. I enjoyed working with the support team. The customer service reps I talked to were very helpful during the entire process.
Nicola Mustone Woo Happiness Engineer at Automattic Inc.
The overall experience was excellent. I appreciated the constant follow-up that I received from the Account Managers at Help Desk Migration.
Ionut Birzu Operations Manager at Lenovo
Before spending time on in-house options take a look at Help Desk Migration first. They can more than likely save you time and money in the long run.
Steve Milligan Associate Director OIS - Networked Systems at Arkansas Tech University
Honestly, I was really pleasantly surprised by how responsive the company is. I was left to wonder, do you guys even sleep? I was able to get responses to virtually every question each time I was asking within a few hours, even considering the time zones.
Paul McCabe The Vice President of Global Customer Experience in Roland corporation
It was a great experience using HDM. They were very prompt and thorough throughout the entire process, very willing to help ensure that the migration is done correctly, and answered all questions I had in a very timely manner.
Andrew Cassano Customer Service Manager at J Skis and 4frnt Skis
Help Desk Migration was great with us. Being my first time dealing with a migration, they were very patient with me as I guided myself through the process of migrating data.
Tom Doulos Director of Customer Experience at Endy
Migrating our Zendesk data with Help Desk Migration was an absolutely seamless experience. We had a very complex case because we had over 200 000 tickets, and HDM just made it much easier.
Noga Edelstein Co-founder of UrbanYou
The transition was made easy. The service was excellent, during all the steps of the transition we felt taken care of and monitored perfectly.
Gauthier Escorbiac Supervisor of Customer Service at Thule Group
Use Help Desk Migration. This tool took the “painful” and “time-consuming” factors out of the data migration.
Chantelle Viani Associate Publisher at Cosmos Magazine
Overall, I found the process to be very fast and effortless. I enjoyed working with the support team. The customer service reps I talked to were very helpful during the entire process.
Nicola Mustone Woo Happiness Engineer at Automattic Inc.
The overall experience was excellent. I appreciated the constant follow-up that I received from the Account Managers at Help Desk Migration.
Ionut Birzu Operations Manager at Lenovo
Before spending time on in-house options take a look at Help Desk Migration first. They can more than likely save you time and money in the long run.
Steve Milligan Associate Director OIS - Networked Systems at Arkansas Tech University
Honestly, I was really pleasantly surprised by how responsive the company is. I was left to wonder, do you guys even sleep? I was able to get responses to virtually every question each time I was asking within a few hours, even considering the time zones.
Paul McCabe The Vice President of Global Customer Experience in Roland corporation
It was a great experience using HDM. They were very prompt and thorough throughout the entire process, very willing to help ensure that the migration is done correctly, and answered all questions I had in a very timely manner.
Andrew Cassano Customer Service Manager at J Skis and 4frnt Skis
Help Desk Migration was great with us. Being my first time dealing with a migration, they were very patient with me as I guided myself through the process of migrating data.
Tom Doulos Director of Customer Experience at Endy
Migrating our Zendesk data with Help Desk Migration was an absolutely seamless experience. We had a very complex case because we had over 200 000 tickets, and HDM just made it much easier.
Noga Edelstein Co-founder of UrbanYou
All-packed Outlook to Salesforce Service Cloud Migration in a Couple Clicks
Export your business data from Outlook to Salesforce Service Cloud with no trouble with no confusing from what actually matters — setting right your customers’ requests. Help Desk Migration tool takes on all the work behind the scenes when you simply enjoy using your chosen platform.
More tips and tricks about data import
Interested to learn more? Our knowledge base is constantly updating information on customer service improvement and help desk records import. Take a look at it!
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