Salesforce CMS

Salesforce CMS

Customer Verified
Top Rated
About TrustRadius Scoring
Score 8.3 out of 100
Top Rated
Salesforce CMS

Overview

Recent Reviews

Salesforce CMS

9 out of 10
May 16, 2022
It helps solidify our content and keeps things clean and organized. I love its ability to allow our end-users to collaborate in the …
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I love Salesforce CMS!

10 out of 10
May 03, 2022
Salesforce CMS allows me to manage my book of business. It helps me stay organized, manage the leads we get, build reports for forecasting …
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Get everyone on the same page!

10 out of 10
April 29, 2022
I use Salesforce every day to keep track of all my tasks. It keeps me on top of my work. I use it to record everything about an account …
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Salesforce for organization

6 out of 10
April 26, 2022
Prospecting, tracking activity & prospect interaction, housing contacts, keeping notes on my accounts, performance KPIs, quota & pipeline …
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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
  • Role-based user permissions (38)
    8.5
    85%
  • API (37)
    8.0
    80%
  • Community / comment management (32)
    7.9
    79%
  • Page templates (31)
    7.6
    76%

Reviewer Pros & Cons

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Video Reviews

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Pricing

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N/A
Unavailable

What is Salesforce CMS?

Salesforce CMS is a hybrid CMS allowing users to author content once and deliver it anywhere, in or out of Salesforce. In CMS Workspaces, users create content, define content access, and define channels so they can share content and limit access to appropriate contributors. For an experience built…

Entry-level set up fee?

  • No setup fee

Offerings

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

Would you like us to let the vendor know that you want pricing?

12 people want pricing too

Alternatives Pricing

What is Contentful?

Contentful is a cloud based CMS solution that provides the ability to manage content across multiple platforms.The editing interface allows for managing content interactively and provides developers the ability to deliver the content with the programming language and template framework of their…

What is SharePoint?

Microsoft's SharePoint is an Intranet solution that enables users to share and manage content, knowledge, and applications to empower teamwork, quickly find information, and collaborate across the organization.

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Product Demos

Salesforce CMS Demo | Salesforce
01:23
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Features Scorecard

Security

8.5
85%

Platform & Infrastructure

8.0
80%

Web Content Creation

7.6
76%

Web Content Management

7.8
78%
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Product Details

What is Salesforce CMS?

Salesforce CMS is a hybrid CMS allowing users to author content once and deliver it anywhere, in or out of Salesforce. In CMS Workspaces, 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 Technical Details

Operating SystemsUnspecified
Mobile ApplicationNo

Frequently Asked Questions

Salesforce CMS is a hybrid CMS allowing users to author content once and deliver it anywhere, in or out of Salesforce. In CMS Workspaces, 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.

Reviewers rate Role-based user permissions highest, with a score of 8.5.

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

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Reviews and Ratings

 (916)

Ratings

Reviews

(1-25 of 41)
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Luis Amelinckx | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
  • Ability to track customer interactions and communications
  • Optimal customer relationship management
  • Better integration and reporting platform
  • Customizable to fit any organization CRM needs
  • Single trustable source for any customer-centric organization
  • Search function sometimes gets stuck
  • Self-training videos are needed for exploiting Salesforce CMS fullest
  • Duplication of information is not halted
  • Set up process is lengthy and time consuming
Score 8 out of 10
Vetted Review
Verified User
Review Source
  • A good interface for service calls.
  • Easy to communicate with the users.
  • Detailed view of change requests in one page.
  • Search function could be better.
  • The list view for the ticketing queue could be improved.
  • Arrangement of fields in a ticket could be a bit more concise.
Score 10 out of 10
Vetted Review
Verified User
Review Source
  • Customizable
  • Organization
  • Easy to use
  • It would be nice if the customization was a little easier to navigate
  • Merging duplicate accounts or contacts doesn’t always go as planned
  • You need someone very knowledgeable to be an administrator
Chauntée Nicole Clark | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
  • Customer Relationship Management is made so much easier by using Salesforce. I love the ability to move between customer contacts easily and to chatter with my other teammates.
  • It’s so beneficial to have more industry data and to store it in Salesforce. From comparing my customers, I can make better recommendations as to what practices will be most beneficial and productive for them to use.
  • I love the integrations that I can use with Salesforce. It will document the communication I’ve had between customer contacts. It also documents tasks for me to complete regarding their implementations. I find it so easy to navigate to find good data.
  • In Salesforce I can also see the files and contractual agreements customers signed, and I love that it’s easy to find in their profiles. It’s helpful because sometimes my coworkers do not add the files to the google drive folders we use for storing customer facility data, so this is a great backup resource.
  • I would love the ability to use this more for Implementation Journeys.
  • The profile settings can be hard to manage or navigate if you don’t know what to look for. Additional pop-up boxes or icons with further explanations would be helpful.
  • I’m not sure if this isn’t an option but being able to customize the steps for the customer’s stage depending on their tier or subscription would be helpful too.
Score 6 out of 10
Vetted Review
Verified User
Review Source
  • Performance dashboards & activity tracking.
  • Integrations with ZoomInfo & LinkedIn.
  • List views & contact views.
  • We use Salesforce classic which is slow & doesn't have a great UI in my opinion.
  • I wish you could hover over contacts and view recent activity.
  • Lots of glitches that are time-consuming (when editing a contact, there are a lot of error messages).
Ralph Flores | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Review Source
  • Keeps prospect and customer conversation history.
  • It provides virtual files for company and enterprise data.
  • It provides a road map for strategic follow up.
  • I would like to see Salesforce having a module that's similar to Salesloft cadence software.
  • I think it could better augment email templates.
Score 9 out of 10
Vetted Review
Verified User
Review Source
  • It's easy to see open opportunities for an account and its entire hierarchy.
  • It's easy to see existing users for an account and its entire hierarchy.
  • Dashboards make it easy to track KPIs.
  • Tasks and posts make it easy to communicate with other users.
  • I like the highlighting of duplicates and how relatively easy it is to merge accounts.
  • You have to scroll down a long way to see important details in an account.
  • It can be difficult to choose the correct report type when creating a new report.
  • Account and opportunity fields are not set up for ease of use in my opinion.
Score 9 out of 10
Vetted Review
Verified User
Review Source
  • Lead Management
  • Customer Information Storage and Automation
  • Easy access when particular information is needed about the customer
  • Detection of multiple entries having the same information
  • Though detailed, it has a lot of cells to be filled
  • User interface and usability
Score 9 out of 10
Vetted Review
Verified User
Review Source
  • Always on access to all of our sales information.
  • Quick and easy generation of content filled reports.
  • Easy to modify and add or remove options and information as we require.
  • Cost effective and with great support.
  • Able to modify the core values and options (for a price).
  • 24x7 support that actually is 24x7.
  • The mobile app does not have the options and information we need.
  • The new redesign that happened during 2019 makes it harder and slower to use.
  • Due to the changes brought on by the new versions, we had to update most of our reports.
  • They changed their pricing during 2020, we did not get really affected by it, but it might hurt us later since we are adding new people.
Score 7 out of 10
Vetted Review
Verified User
Review Source
  • Powerful CMS platform
  • It can add/remove features to suit your needs
  • It is accessible round-the-clock from anywhere worldwide
  • The lengthy learning curve of the platform
  • Configuration & setup is time-consuming and complex
  • Cluttered interface makes navigation and simple tasks unnecessarily complex
  • Pricing
May 24, 2021

Organize it all!

Score 8 out of 10
Vetted Review
Verified User
Review Source
  • Organization of files, materials, etc.
  • Collaboration with viewing what other departments have planned.
  • Marketing
  • Marketing
  • Collaboration
  • Organization
Score 9 out of 10
Vetted Review
Verified User
Review Source
  • 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
Score 8 out of 10
Vetted Review
Verified User
Review Source
  • Implementing rules that cannot be broken
  • Transparency in tasks and assignments
  • Ease of communication with your team through SF
  • Lack of spell check continues to be an issue
  • Implementation of a style guide would be helpful
  • Learning curve is steep with older demographics
April 30, 2021

Salesforce CMS Review

Score 8 out of 10
Vetted Review
Verified User
Review Source
  • It stores a lot of data.
  • It is easy to set up detailed dashboard.
  • It allows customized reports.
  • It takes time to download multiple years data.
  • Can't put quota in SFDC. Have to manage actual vs. quota offline via Excel.
  • The email subscribe function does not have raw data, only provides the end reports.
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