A Guideline to Salesforce Service Cloud to Reamaze Data Migration

Migrating data between platforms can be a complex task, particularly when it involves powerful customer service solutions like Salesforce Service Cloud and Reamaze. "A Guideline to Salesforce Service Cloud to Reamaze Data Migration" is a comprehensive resource designed to simplify this process for businesses looking to transition their customer service operations seamlessly.

This guideline offers a step-by-step approach to ensure a smooth and efficient data migration. It starts with an in-depth overview of both Salesforce Service Cloud and Reamaze, highlighting their key features and the benefits of integrating these platforms into your customer service strategy.

1. HELP-DESK-MIGRATION.COM
A Guideline to
Salesforce Service Cloud
to Re:amaze Data
Migration
A step-by-step workflow, customization & support plans

2. Select Concierge migration to have
your data import done for you.
Click Start Demo Migration to test
our our service and how your data
will look like on the target platform.

3. Select the source platform from which
you'd like to transfer your data.
Log in with your
account.
Note that admin
rights are required
for this account, or
the migration
process cannot begin
You can also try to
run a Free Demo with
a sandbox first
To proceed to the next step,
click on the 'Continue' button

4. Select the target platform where you'd
like to transfer your data.
Provide your
company's
domain, email, and
API Token.
Note that admin
rights are required
for this account,
or the migration
process cannot
begin
To proceed to the next step,
click on the 'Continue' button

5. If you have any missing agents profiles
on your target platform, create them
while matching.
If you have any deleted,
unassigned, or inactive agents on
your source platform, select a
default user on the target
platform to re-assign their tickets
Match the source users profiles
with the corresponding ones on the
target platfrom.
Click Save matching to apply settings.

6. The system default fields get mapped
automatically.
Map the source default fields
to the corresponding target
ones.
Click Save mapping to apply settings.

7. The system default fields get mapped
automatically.
Map the source default fields
to the corresponding target
ones.
Click Save mapping to apply settings.

8. Choose the suitable
automated options
to customize your
data import.
To start a Free
Demo, click on the
'Continue' button
The available automated
options depend on both
your source and target
platforms.

9. Check every report for
migrated, failed, and
skipped records to verify
the Demo results.
If needed, change
any settings by
returning to a
specific step.

10. Choose a suitable
support plan to meet
your business needs.
Proceed to payment to initiate
the Full Data Migration.
Click on Price breakdown to
see all the details on All Data
Migration Price.

11. Click Start full data migration
to move all source data to the
target platform.
Schedule the Full Data
Migration to tailor it to your
team's workflow.
Look through the
checklist before
setting up the Full
Data Migration.

12. tickets
articles
their related data
Pricing
Customizations
Help Desk Migration ensures transparent pricing where
the price depends on:
Number of records
The migration cost depends on the
number of records (tickets, agents,
groups, companies, etc.) you want
to move to a new platform.
selected automated option
during data mapping
customizations built for your
specific migration
Supercharge your help desk
change with additional options &
customizations to enhance your
data migration.
Standard is free of charge
Premium starts at $200
Signature starts at $500
Support plan
Choose from a set of support
service packages to meet your
specific needs.

13. Take control over
customization* and tailor your
data migration painlessly
available for Salesforce Service Cloud to
Re:amaze migration
Automated options
01
Add tags to tickets to
better manage new
and historical data on
your new platform
02
Migrate inline images
as ticket attachments
if your target platform
doesn't support them
03
Skip attachments to
speed up your data
migration
05
Try a Demo with
custom data to
preview how specific
records will look like
on the target
platform
04
Migrate records
chronologically, from
newest to oldest.
Applies only to Full
Migration

14. 01
Standard plan
02
Premium plan
03
Signature plan
Support plans

15. 9/5 Support via email, phone & chat
Regular SLA response time (within 24
hours)
This plan includes
It is free and available to anyone who signs
up
Key benefits
Standard plan

16. 16/5 support via email, phone & chat
High-priority response time
Dedicated support on weekends
1 data re-migration within 5 days
This plan includes
16/5 on weekdays and 8 hours on weekends
support via email, phone & chat
Support from the senior team support
representatives
Data re-migration within 5 (five) days
Key benefits
Premium plan

17. Highest priority response time
Dedicated tech support on
weekends/holidays
1 data re-migration within 10 days
1 Delta migration within 10 days
Skipped/failed records check and migration
This plan includes
Data re-migration within 10 (ten) days
Interval Migration to pause and resume your
data migration during the workweek
Delta Migration to import new & updated
records only
Skipped/failed records check and migration
Key benefits
Signature plan

18. List of Recommended Customizations
Filter help desk data by different
criteria (i.e., creation date, tags,
custom fields, etc.)
Change the default migration
process (i.e., migrate change
and problem objects as tickets,
etc.
Migrate the information from the
integrations (i.e., migrate linked
Jira task ID or URL)
Add information to the migrated
data (i.e., mark tickets with extra
tags, add legacy ticket ID to the
ticket subject)
Migrate emails of CC users into a
text or multi-line custom field,
etc.
Migrate Account and Contact
custom fields
Migrate additional phone
numbers or emails for contacts

19. RE:AMAZE DATA MIGRATION CHECKLIST
Don't miss any crucial steps and ensure a smooth transition.
Click here to access the checklist now!

20. Contact Us
Phone Number
Email Address
Website
https://app.help-desk-migration.com/migration/create
[phone]
[email protected]