SherpaDesk to Salesforce Service Cloud data migration done easily
Encoded dialogues, safe servers, advanced authorization ways
Automated approach, don't have time-out, reduced workflow breaks
Fair pricing to deliver a function + fee balance
Clients among many industries prefer us
Data migration timeline: 1-2 weeks
Preparation
Project and Requirements Evaluation
Begin your transmit by evaluating Source data, procedures, and apps. Examine data cleansing and field mapping to the Target. Set up a replication strategy, featuring the timeline and agent coaching.
Security and Compliance Review
Make sure data complies with security protocols. Establish permissions and access controls to secure the replication.
Migration
Data Mapping and Customization
Match data fields amid the Source and Target. Handpick pre-built custom features from the menu or request specific customization for the data transition.
Demo Migration
Start a free trial Demo to check how the transition solution operates. Spot results and change settings as needed.
Data Verification
Verify all moved records in the Target is correct, complete, and appropriately organized.
Full Data Migration
Shift all required records, including tickets, contacts, attachments, and associated information.
Delta Migration
Net any newest or updated records that altered for the duration of the Full data transfer.
Interval Migration*
Data replication can be interrupted and restarted to accommodate your schedule, with zero interruption. You can halt up to five times for five days each, coordinated by our sales crew during operating hours.
Post-Migration Phase
Go Live
Present the Target for all reps. Disable the Source if necessary and secure data backups.
What Sorts of Entities Can You Import from SherpaDesk to Salesforce Service Cloud ?
With Help Desk Migration tool, you can smoothly import or export hefty amount of varying data entities to or from SherpaDesk to Salesforce Service Cloud. Take a look the selection of entities you can import implementing automation by yourself from tech support agents.
Do you need distinguishing SherpaDesk to Salesforce Service Cloud import requirements?
Drop us a line for a custom data migration.
SherpaDesk entities | Salesforce Service Cloud entities | |
---|---|---|
Help desk | ||
Technicians | Users | |
Accounts | Accounts | |
End users | Contacts | |
Tickets | Cases | |
Knowledge Base | ||
Top level categories | Top level categories | |
Second level categories | Second level categories | |
Articles | Articles |
Why transmit with Help Desk Migration?
Without downtime
Transfer data without interruption - maintain workflows operational and aid customers without hassle.Increased efficiency
Quickly shift data and configure standard and custom fields with the smart Migration Wizard.Seamless ticket transmiting
The Migration Wizard imports tickets and all connected data, maintaining the data structure unchanged on the Target.Expert support
Our support crew is available to support you through chat, email, or phone.Effective import framework
Our migration experts will establish a detailed plan for data import, guaranteeing a efficient process and safe records.Flexible customizations
Select pre-designed options or ask for personalization, and we'll guarantee your data is on point.
How SherpaDesk to Salesforce Service Cloud Data Migration Runs
You can run data import in five simple actions, applying our automated migration app. However, if you have distinct 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
Elevate Your SherpaDesk to Salesforce Service Cloud Import
with These Opportunities
Leverage a smooth data transfer experience that matches your company’s preferences. The Help Desk Migration service delivers functions to handle you to succeed your support service data movement in the automated and secure manner.
Leave behind attachments
Does your future help desk solution enable definite data storage? Bypass attachments, particularly if your current data doesn’t suffer a loss of its value without them. The data import and export time will trim significantly.
Demo with custom data: Handpick 20 entities for export
Don't waste your time on doubts. Make certain you understand exactly what the entities look like at the end of you’ve imported them. Help Desk Migration’s Demo with custom data empowers you appoint 20 entities for a test migration.
Your Help Desk Data Import and Export is Secured at Each and Every Stage
Using Help Desk Migration app, you’ll never have to worry about security of critical records. We regularly analyse all servers and make updates, so that your business data is secured based on the latest standards.
We employ a rigid two-factor access policy
Our Migration Wizard secured your records from unauthorized accessing with 2FA authentication. Moreover, your company representatives can only migrate SherpaDesk records if they have admin rights. Linked, these safeguards eliminate the dangers of data leak.
We employ 3-layer
Help Desk Migration ensures three levels of business data protection. At the physical level, we safeguard our data hosting equipment from logical and physical breach. At the application layer, we cease any unauthorized entry to your records on our service. And, last but not least, on the network layer, we protect our networks against digital attacks.
Meet protection fundamentals
Help Desk Migration service fulfills to leading security principles, ensuring maximum safety for your business records. We are compatible with HIPAA, CCPA, PCI DSS Level 1, GDPR, and other critical data safety standards. And our extended compliance list keeps getting large.
What is the cost of your SherpaDesk to Salesforce Service Cloud data migration?
And now to the burning question. How much will it cost to switch from SherpaDesk to Salesforce Service Cloud? The price will mostly build upon the data volume you want to transfer, the complexity of your demands, and the options you’ll select or custom work you’ll inquire. Start a Free Demo to check the Migration Wizard work and figure out how much your data switch will cost.
Run a Demo to get the priceReviews motivates us level up our solution: Some thoughts from Help Desk Migration customers
Packed SherpaDesk to Salesforce Service Cloud Migration in a Couple Clicks
Import your records from SherpaDesk to Salesforce Service Cloud easily with no disturbing from what really matters — addressing your clients’ requests. Our Wizard manages all the work behind the scenes whilst you simply enjoy applying your chosen platform.
Get more information about data import
Willing to learn more about help desk platforms import and export and support service upgrading? Check out our resources.
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