SFDC Lightning - great with some wonky bits
November 19, 2018
SFDC Lightning - great with some wonky bits
Score 8 out of 10
Vetted Review
Verified User
Software Version
Lightning
Overall Satisfaction with Salesforce Lightning
It's being used in the sales org at this time (about 50-60 people). The customer success teams use Salesforce Classic at this time since Lightning was just rolled out. Seems like the plan is to roll out to the entire company at some point.
It is used as our primary CRM and has integrations with a lot of our different systems (Marketo, Contivio phone system.)
It is used as our primary CRM and has integrations with a lot of our different systems (Marketo, Contivio phone system.)
- Mobile friendly - the app is pretty solid
- Visually pleasing compared to classic.
- A bit more intuitive as you can adjust or edit things much easier in Lightning vs Classic.
- Some of the flows are....weird. Example - if you are deleting a task or event, it takes you back to the previous page you are on and doesn't stay on the current page you are on. If I'm on an account and use the option to delete the tasks (without clicking into it) it will take me to the search screen.
- The Activities section doesn't show enough detail. it shows the date you called, but not the TIME that you called. In sales, knowing the time is huge.
- If you have integrations with other software and you go to edit a page, the selected edit box will jump around randomly and you will end up typing in the wrong area.
- Helps me manage my accounts and cadences for reaching out.
- Helps me accurately manage my pipeline
- Helps our company with forecasting and customer success