ServiceNow to Salesforce Service Cloud Migration

•

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This presentation will help you get ready as well as get a clue of what it takes to migrate data with Help Desk Migration service. Make sure to download the presentation, so you don't lose it! Learn more about Help Desk Migration: https://help-desk-migration.com/ Try our Free Demo: https://app.help-desk-migration.com/authorization/sign-up

Business

Help Desk Migration
Service
HOW TO EXPORT
DATA FROM
SERVICENOW TO
SALESFORCE
SERVICE CLOUD

Help Desk Migration
Service
Place your screenshot here
SUMMARY
› What data can be
exported
› Preparing for the
migration
› How to migrate data to
Service Cloud
2

Help Desk Migration
Service
DATA YOU CAN
EXPORT FROM
SERVICENOW TO
SERVICE CLOUD

Help Desk Migration
Service
With our Migration Wizard you can automatically
export:
› Tickets along with Attachments, Public/Private Notes
› Contacts and Agents
› Organizations
› Custom Fields
4
But you cannot export:
› Inline Images
› ServiceNow settings
› Macros, reports, automation rules
› Tags
› Knowledge base articles

Help Desk Migration
Service
MIGRATION
CHECKLIST
Essential steps you should take before
the migration
5

Help Desk Migration
Service 6
Make sure you have admin privileges on both accounts.
Create agent accounts in Service Cloud, make sure they have
“Modify all data” permission and the same email as in
ServiceNow.
Create necessary custom ﬁelds in Service Cloud of the same
type as in ServiceNow to be able to match them up.
If you have any active Triggers, Validation Rules and
Workﬂow disable them before the migration.
Enable audit ﬁelds to import Creates, Updated and Closed at
dates.

Help Desk Migration
Service
HOW TO USE
MIGRATION
WIZARD TO
EXPORT DATA

Help Desk Migration
Service
Connect your
ServiceNow account
To export data from
ServiceNow provide the URL of
your instance and your
username and password. Input
those values in Migration
Wizard.
Then click Continue.
8

Help Desk Migration
Service
Connect your Salesforce
Service Cloud account
Next you need to log into your
Service Cloud account. Check the
Sandbox instance box if you want
to migrate your data to sandbox
ﬁrst.
If not, keep the box unchecked
and click Continue.
9

Help Desk Migration
Service
Choose the information
you need to migrate
Check the boxes to select the data
you want to export. Click Map
Fields to match up ticket ﬁelds.
Once you’re done matching, click
Save mapping to save your
settings.
Click Continue to start the trial
migration.
10

Help Desk Migration
Service
Test the migration
Once you’ve mapped ticket ﬁelds, start your
Free Demo Migration. This will import 20
tickets to Service Cloud for you to check the
quality of the export and see if there are any
issues with the data.
You can restart the Demo Migration as many
times as you need.
11

Help Desk Migration
Service
Decide what
your NEXT
STEP IS

Help Desk Migration
Service
WHEN YOU’RE READY
If you’re ready to export all data from
ServiceNow, then proceed to the
payment.
Once the payment is complete, you can
start the Full Migration*.
*You need to manually initiate the migration in your
Help Desk Migration account.
HAVE SPECIAL REQUIREMENTS?
Is there something that our tool doesn’t offer
out-of-the-box? We’d be happy to develop a
custom migration to meet your needs.
Drop us a line specifying your requirements**.
**The cost of the custom work is charged on top of the price of
the automatic data migration.
13
Happy with the result?

Help Desk Migration
Service
Should you have any
questions?
Contact sales

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ServiceNow to Salesforce Service Cloud Migration

1. Help Desk Migration Service HOW TO EXPORT DATA FROM SERVICENOW TO SALESFORCE SERVICE CLOUD

2. Help Desk Migration Service Place your screenshot here SUMMARY › What data can be exported › Preparing for the migration › How to migrate data to Service Cloud 2

3. Help Desk Migration Service DATA YOU CAN EXPORT FROM SERVICENOW TO SERVICE CLOUD

4. Help Desk Migration Service With our Migration Wizard you can automatically export: › Tickets along with Attachments, Public/Private Notes › Contacts and Agents › Organizations › Custom Fields 4 But you cannot export: › Inline Images › ServiceNow settings › Macros, reports, automation rules › Tags › Knowledge base articles

5. Help Desk Migration Service MIGRATION CHECKLIST Essential steps you should take before the migration 5

6. Help Desk Migration Service 6 Make sure you have admin privileges on both accounts. Create agent accounts in Service Cloud, make sure they have “Modify all data” permission and the same email as in ServiceNow. Create necessary custom fields in Service Cloud of the same type as in ServiceNow to be able to match them up. If you have any active Triggers, Validation Rules and Workflow disable them before the migration. Enable audit fields to import Creates, Updated and Closed at dates.

7. Help Desk Migration Service HOW TO USE MIGRATION WIZARD TO EXPORT DATA

8. Help Desk Migration Service Connect your ServiceNow account To export data from ServiceNow provide the URL of your instance and your username and password. Input those values in Migration Wizard. Then click Continue. 8

9. Help Desk Migration Service Connect your Salesforce Service Cloud account Next you need to log into your Service Cloud account. Check the Sandbox instance box if you want to migrate your data to sandbox ﬁrst. If not, keep the box unchecked and click Continue. 9

10. Help Desk Migration Service Choose the information you need to migrate Check the boxes to select the data you want to export. Click Map Fields to match up ticket ﬁelds. Once you’re done matching, click Save mapping to save your settings. Click Continue to start the trial migration. 10

11. Help Desk Migration Service Test the migration Once you’ve mapped ticket ﬁelds, start your Free Demo Migration. This will import 20 tickets to Service Cloud for you to check the quality of the export and see if there are any issues with the data. You can restart the Demo Migration as many times as you need. 11

12. Help Desk Migration Service Decide what your NEXT STEP IS

13. Help Desk Migration Service WHEN YOU’RE READY If you’re ready to export all data from ServiceNow, then proceed to the payment. Once the payment is complete, you can start the Full Migration*. *You need to manually initiate the migration in your Help Desk Migration account. HAVE SPECIAL REQUIREMENTS? Is there something that our tool doesn’t offer out-of-the-box? We’d be happy to develop a custom migration to meet your needs. Drop us a line specifying your requirements**. **The cost of the custom work is charged on top of the price of the automatic data migration. 13 Happy with the result?

14. Help Desk Migration Service Should you have any questions? Contact sales