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Salesforce CMS

Salesforce CMS

Overview

What is Salesforce CMS?

Salesforce Marketing Cloud Personalization (formerly Salesforce CMS) is a hybrid CMS allowing users to author content once and deliver it anywhere, in or out of Salesforce. Users create content, define content access, and define channels so they can share content…

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Recent Reviews

Organize it all!

8 out of 10
May 24, 2021
Incentivized
They offer a lot of good solutions for our business uses. It is really handy in keeping all of our content organized and in one place. A …
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Streamline your data!

8 out of 10
May 12, 2021
Incentivized
Salesforce CMS is used across a few different departments at my organization. ExCo, Client Succes, Implementation, Sales, and a few others …
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Salesforce CMS Review

7 out of 10
March 17, 2021
Incentivized
Salesforce CMS is used by our whole company to manage and track institutional prospective entities throughout our whole sales and selling …
Continue reading
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Awards

Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards

Popular Features

View all 16 features
  • Community / comment management (19)
    8.9
    89%
  • Code quality / cleanliness (18)
    8.5
    85%
  • API (22)
    8.5
    85%
  • Role-based user permissions (23)
    8.5
    85%
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Pricing

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Unavailable

What is Salesforce CMS?

Salesforce Marketing Cloud Personalization (formerly Salesforce CMS) is a hybrid CMS allowing users to author content once and deliver it anywhere, in or out of Salesforce. Users create content, define content access, and define channels so they can share content and limit access to appropriate…

Entry-level set up fee?

  • No setup fee

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

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Product Demos

Verbis Translation & Localization for Salesforce CMS DEMO

YouTube

Introduction to Salesforce CMS

YouTube

Introduction to Salesforce CMS

YouTube

Salesforce CMS Demo | Salesforce

YouTube
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Features

Security

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

8.5
Avg 8.0

Platform & Infrastructure

Features related to platform-wide settings and structure, such as permissions, languages, integrations, customizations, etc.

8.5
Avg 7.7

Web Content Creation

Features that support the creation of website content.

8.4
Avg 7.6

Web Content Management

Features for managing website content

8.5
Avg 7.3
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Product Details

What is Salesforce CMS?

Salesforce Marketing Cloud Personalization (formerly Salesforce CMS) is a hybrid CMS allowing users to author content once and deliver it anywhere, in or out of Salesforce. Users create content, define content access, and define channels so they can share content and limit access to appropriate contributors. For an experience built with Salesforce, users can choose from two of the company's “what-you-see-is-what-you-get” (WYSIWYG) tools: Experience Builder and Commerce Page Designer. If the user wants to deliver content onto a third-party site, experience, or mobile app, the system's headless APIs can deliver the content. Salesforce' "unlimited" content management for experiences at scale is available at $10,000 per org / per month.

Salesforce CMS Video

Salesforce CMS Demo | Salesforce

Salesforce CMS Competitors

Salesforce CMS Technical Details

Operating SystemsUnspecified
Mobile ApplicationNo

Frequently Asked Questions

Salesforce Marketing Cloud Personalization (formerly Salesforce CMS) is a hybrid CMS allowing users to author content once and deliver it anywhere, in or out of Salesforce. Users create content, define content access, and define channels so they can share content and limit access to appropriate contributors. For an experience built with Salesforce, users can choose from two of the company's “what-you-see-is-what-you-get” (WYSIWYG) tools: Experience Builder and Commerce Page Designer. If the user wants to deliver content onto a third-party site, experience, or mobile app, the system's headless APIs can deliver the content. Salesforce' "unlimited" content management for experiences at scale is available at $10,000 per org / per month.

Adobe Experience Manager, WordPress, and Drupal are common alternatives for Salesforce CMS.

Reviewers rate Community / comment management highest, with a score of 8.9.

The most common users of Salesforce CMS are from Mid-sized Companies (51-1,000 employees).
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Comparisons

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Reviews and Ratings

(1573)

Attribute Ratings

Reviews

(1-9 of 9)
Companies can't remove reviews or game the system. Here's why
Swarup Sangale | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
We are currently managing a program to train and certify individuals in my organization. We have created an user interface from where users can enroll to the program. The details submitted by the users then added to the Salesforce and we can manage it through CMS. Sometimes users face issue while submitting the registration due to OTP issues. Through CMS we can get the OTP for these individuals and provide it to them. Also, whenever users are unable to complete any steps through UI, we can complete it through backend from CMS.
  • User management
  • Easy to use
  • Easy to navigate
  • Application Development
  • Some of the features like algorithms
If we want to create a form for registration to a particular program and we want to manage it from backend, then Salesforce CMS is a perfect tool. The user management through CMS is quite easy. The tool is easy to navigate and no hands on knowledge required to work in it.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Salesforce CMS is used globally by Demand Generation, Sales and CS teams of the whole company to plan, manage and analyze activities related to prospects and customers. From lead generation to customer acquisition, the platform provides any relevant data related to churn/upsell/new business opportunities and activity history of every account.
  • Track Account Historical Data
  • Manage Customer Contacts
  • Monitor Business Opportunity at every stage
  • The interface of the tool could be more user friendly
  • Faster conversion process of leads into contacts
  • Add analytics (views and downloads) to file sharing via link
Salesforce is very useful to manage leads and opportunities globally. As Sales Account, I use the tool to organize the pipeline and analyze sales forecasting. Once the customer is acquired, the tool serves as main point of information for client related activities. Additionally, the tool is integrated with the Finance operations and it provides information related to invoicing status.

Score 8 out of 10
Vetted Review
Verified User
Incentivized
Salesforce CMS is used across a few different departments at my organization. ExCo, Client Succes, Implementation, Sales, and a few others all have access to the database. It is exhaustive, deep, and has many features. Sales uses Salesforce for pretty much everything - all activities must be tracked and logged, tasks and opportunities are created and then followed up on, Won / Lost deals are in there too. It's very handy for managing all aspects of the sales cycle from cradle to grave. There are filters you can play with to sort by your owned accounts, you can see who is reaching out to them, and it syncs up with our activity from other tools like Outreach and ZoomInfo. It really is an entire database that works nicely across the board. Any communications with prospects or clients are synchronized and used for reference. Additionally, it forecasts projected revenue, and keeps track of what team member is doing what.
  • Organization
  • Tracking
  • Delegating
  • Forecasting / Projecting
  • Referencing
  • Learning
  • Clunky
  • Slow computer
  • Could use a modern UI refresh
  • Better IOS app
Salesforce CMS is well suited for anything sales. If you need information on an account, want to touch your old accounts, need to get a better idea of ownership by vertical, or want to estimate revenue from your pipeline, it is very A-OK. We use Salesforce to open, close, and study prospects to later convert them into closed deals. There is a section for notes to detail about each and every account. You can add contacts in, complete with their title, email, cell phones, and other additional info, and since our program is sync'ed up with Outreach.io you can make an immediate call from the Salesforce page. It's a must if you are growing your company and want to stay organized within multiple departments.
Clay Coleman | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Salesforce CMS is utilized by Phi Delta Theta as our member portal for all employees, members, volunteers, and prospective members. Salesforce provides our organization real time data on all our member organizations, volunteers, and donors. The main business problem it solves is that all access points to information and engagement happen through our salesforce backed MyPhiDelt portal.
  • Extensive Report Queries that are intuitive to run
  • User friendly member portal interface
  • Utilization of Dashboards to help track membership and volunteer engagement metrics
  • Platform is so robust it can be overwhelming when starting a report from scratch
  • Key words in the Search column have to be fairly specific
  • Lot's of training is Salesforce Trailhead that it can be a bit daunting to decide what to learn about that is applicable to our organization
Salesforce [CMS] is well suited for non-profit 501C 3 organizations that have a small staff, but large membership and volunteers. Specifically for Phi Delta Theta, we are an organization of 37 employees that serve over 14,000 current members and 185,000 living members. Less appropriate for individual member organizations with less than 100 members.
March 17, 2021

Salesforce CMS Review

Score 7 out of 10
Vetted Review
Verified User
Incentivized
Salesforce CMS is used by our whole company to manage and track institutional prospective entities throughout our whole sales and selling process, starting with pre-sales. The tool gives us data on usage and adoption, helps us track sales numbers and conversion, is used to track engagements for both sales and marketing departments, and a number of other great features.
  • Visually appealing dashboards
  • Organizational Tools
  • Easy to read metrics
  • Mobile App is lacking functionality
  • certain export features could be improved
  • Updating fields can take longer than needed
The tool is greatly suited for reviewing and managing our sales pipeline. We are able to create customized reports that are easy to share and review across all teammembers. This ability has enabled better communication between sales, client service, operations and marketing teams.

The tool has not been as beneficial with outbound marketing campaigns and customized drip campaigns. This may be a limited function with enterprise software license but not having this ability has created a big gap.
March 11, 2021

Second to None

Thomas Collins, MSF | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
The Salesforce CMS is being used [to] store customer, prospect, and lead information. The software helps to address the problem that most companies begin with, which is a lack of organization.
  • Detailed, customizable dashboards.
  • Advanced reporting and dashboard functionality.
  • Easy workflow with specific fields easy for export.
  • Defining the rules of Salesforce CMS is difficult.
  • It can be difficult to choose the correct report type when creating a new report.
  • Real time refreshes on dashboard.
When you need to build a list it's easy to do. And the same goes for building reports. So if you need all of your information in one place Salesforce CMS does the trick.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We currently use Salesforce for our Sales/Marketing and Customer Success departments. We use it for tracking prospect & opportunity movement, activity tracking, and case management.
  • Customizability - even out of the box, I am able to accomplish that majority of the workflows needed by the organization.
  • Reporting - dashboards are easy to put together, display data in a digestible and cohesive way, and there are few limits on ways that we can capture and report on specific data points.
  • Trailhead - I have run into several issues with Trailhead articles directing me to an Error 404 page, and with inconsistent product naming conventions (Community Cloud vs Experience Cloud etc) which make for a confusing journey when implementing.
  • Salesforce Inbox - the integration for Gmail/Salesforce for logging emails is rather archaic and step-heavy. It would be ideal to implement some AI that can detect the account & opportunity outright, as well as fast-track the ability to create new contacts.
Well suited for tracking sales lifecycle.
Not as well suited for tracking messaging efficacy - white you are able to capture activity logged on accounts/contacts/opportunities, it is challenging to get data around sentiment so as to determine which messages resonate best with our prospects.
December 23, 2020

Marketing uses, reports

Score 7 out of 10
Vetted Review
Verified User
Incentivized
Salesforce CMS is mostly used by our Sales departments. Other departments in our organization use Salesforce CMS for reporting purposes. The business problems that it addresses lead organization and allows for transparency between departments on lead information.
  • Lead organization
  • Reporting
  • Customizable dashboards
  • Speed
  • More transparency between other CRMs (Hubspot) and Salesforce.
  • Real time refreshes on dashboard.
In marketing, we use a lot of customizable dashboards to see lead reports in real-time throughout the day/month. It simplifies things and makes it easy to focus on what areas and leads need improvements. Our marketing team uses Hubspot for a lot of things and usually, the integration between Hubspot and Salesforce is pretty seamless.
Score 7 out of 10
Vetted Review
Verified User
Incentivized
We use Salesforce as a customer management tool. Recording incidents, service requests, onboarding, offboarding, and document management.
  • Organization
  • Multiple client support
  • Metric management
  • Layout looks old
  • Repetitive fields
  • Search function in documentation
Salesforce CMS is awesome if you need to support anything from one to a hundred different clients. I have used it for several years supporting several different types of industry. The real nice thing is that it can be molded to fit almost anything. The only issue is maintaining a good solid team of admins.
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