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6 Tips to Make Service Cloud Migrations Easier

In a crowded marketplace, business value is becoming more about offering a great customer experience throughout a customer lifetime as opposed to a one-off sale. How does your business measure up to today’s service challenges?

In our guide, Salesforce Service Cloud Migrations Made Easy, we explore in detail what organizations need to take into consideration when choosing a service technology, what to prepare for, and features that make Salesforce Service Cloud a popular choice.

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6 Tips to Make Service Cloud Migrations Easier*

1. Be open to process changes

Change management starts from within, and that means creating a culture where change is not only expected, but appreciated.

2. Let processes drive the new solution

To increase user adoption post-implementation, don’t fit your processes to your technology, fit your technology to your processes.

3. Leverage native Salesforce functionality

Customizations are typically a part of technology, but they don’t have to be. Explore Salesforce Service Cloud features that can support your business right out-of-the-box.

4. Get a head start on the data

Data extraction can be a difficult, often slow and arduous process. We recommend migrating only the data that will truly be used by agents in Salesforce. Do you need help identifying exactly what that is? We can help.

5. Knowledge article migrations can be tricky

Knowledge articles are often an essential part of a Service Cloud transition, but they can be fraught with complexity. We share tips on what to consider when migrating your knowledge articles.

6. Reporting on day one

Set a baseline for your customer service metrics so you know how far you’ve come.

*If you’re interested in learning about these in detail and how to tackle your Salesforce Service Cloud migration, check out this guide on Salesforce Service Cloud Migrations Made Easy.

Customer service technology plays a defining role in the brand experience. Do you want to improve your customer experience but aren’t sure where to start? Begin with intelligent data and actionable insights just like GoPro, HULU, and many other leading brands did. Let us know if we can help you with any questions regarding migrating to Salesforce Service Cloud by contacting us here, or leaving a comment in the section below.

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Marisa Lather, Marketing Manager

Marisa Lather is the Employment Branding Marketing Manager at Perficient and is proudly dedicated to developing the Perficient culture. Known as @MarketerMarisa, she is a data-driven design thinker who specializes in creating aesthetic brand experiences that delight. With an inbound marketing specialization in multimedia content creation and engagement, she develops and executes omnichannel campaigns, blending online and offline worlds to create data-informed content and affinity-building experiences for brands. She is actively engaged in the national marketing community, blogs about modern business, personal development, marketing, and more at, and speaks at conferences around the country. Connect with Marisa on LinkedIn and follow @MarketerMarisa on Twitter, Instagram, Facebook, and Pinterest.

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