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- Platform access control (32)8.787%
- Scalability (33)8.686%
- Ease of building user interfaces (35)7.878%
- Services-enabled integration (32)7.777%
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Entry-level set up fee?
- No setup fee
- Free Trial
- Free/Freemium Version
- Premium Consulting / Integration Services
- Tech Details
Salesforce Platform is designed for building and deploying scalable cloud applications with managed hardware provisioning and app stacks. It provides out-of-the-box tools and services to automate business processes, integrate with external apps, and provide responsive layouts and more.
With the Salesforce Platform and Heroku users can deploy, run, and manage apps written in open languages like Ruby, Java, PHP and more. Deploy code via git and Salesforce Platform automatically builds and runs the application so developers can focus on delivering engaging apps for their own users. In addition, Heroku Enterprise provides collaboration functionality, additional control features, and enterprise grade support.
With Lightning on the Salesforce Platform, developers can also quickly deliver innovative apps with an interactive UX by using reusable building blocks including maps, calendars, buttons, and number entry forms. And, with the Salesforce Lightning Design System, every developer has a how-to guide and code for building beautiful apps.
The Salesforce AppExchange is a proven ecosystem of apps, with millions of installs and thousands of customer reviews to help Salesforce users find the best match for their business. Whether developers are looking for applications to accelerate internal implementations or looking to grow their business by selling apps or components to other customers, the AppExchange can assist with that.
|Deployment Types||Software as a Service (SaaS), Cloud, or Web-Based|
- Raising sales support requests for the sales team
- Viewing the status of each sales opportunity
- Viewing a list of who knows what in the firm for analysts to reach out to those employees
- The platform can improve its UI. It is a bit difficult for a new user to navigate his/her way initially.
- Automation procedures
- Auto full capabilities
- User interface
- Some glitches in terms of custom functionality.
- Can be more customized for each individual user.
- Report searching isn’t as easy as in Classic.
- Check the status of our bookings.
- Send and receive emails.
- You can check your productivity.
- Leave important notes to thw chatter box.
- I wish we can change the background color ans more options for background designs.
- Chat/message feature with other users within the organization.
- Some error messages are unclear and we hope they can change the phrases and make it more understandable.
- Sometimes it is slow but not all the time.
- Sales and revenue computation.
- Sending leads to prospects that helps us win the business.
- Helps us communicates with clients.
- It takes a while before it recognizes bounced emails.
- We get so many notifications from a single action. Not sure if this can be modified in the settings though.
- Error messages are sometimes unclear which makes it hard for us to identify the problem.
- Ease of use.
- Clean interface.
- Good integration and sandbox.
- Interface can be TOO simple at times.
- Some previously available options are hard to find.
- Specific workflows can be challenging to create.
- Categorizes contacts and companies according to custom and pre-made fields.
- Allows for a very high detail of user permission management.
- Simple interface that loads fast and without a hitch.
- UX could be prettier
- API integration support should be simpler.
- ability to incorporate systems
- create specific reports
- easy work flow for process
- displays are easy to understand
- lots of training required
- hard to integrate into other systems
- Ability to track opportunities efficiently
- Allows you to add detailed information on competitor data
- Provides easy follow-ups where each sales rep can provide notes specific to each customer
- The way the quoting tool is used could be a little easier to understand
- We build reports from time to time and the process can get tedious at times
- Sometimes the dialer that we use to call customers does not work
- Keeps all communication for campaigns in one place.
- Minimizes the floods of emails, where communication tends to get lost.
- Efficient tracking for RFP statuses from pre to post sale.
- The learning curve can be challenging.
- Design and interface often vary from company to company.
- Allows add-ons and connectivity.
- Training, training, training.
- Community upvoting.
- Seasonal updates.
- Allows for customization and data uploading.
- Permission layers can be redundant and time-consuming.
- Error messages that cannot be customized are confusing for the end user.
As an Enterprise Customer Success Manager, it is critical to have the Lightning version because we can more readily see what we need faster and more efficiently, and reporting is super easy to create and use. It also helps me track my MBOs which I am measured on internally.
- Health status
- Can be cumbersome: takes multiple clicks to get where you need to go
- Lightning is slower than original Salesforce, and it is very noticeable
- The UI change means sometimes I can't find what I need, so I have to switch back to the Classic version to find it
Customer Success roles for tracking customer health, customer usage, contracts, internal account management (child and parent orgs)
Customer Success roles for tracking MBOs
It's slow, takes forever to load, literally forever its atrocious
If you're used to the older UI you don't always know where to go for certain things
- Effective case management.
- N/A - Lightning is worse than our previous solution, Service Cloud.
- Very slow and clunky.
- Lack of customization.
- Not visually appealing.
- The customization options are great. I can add whatever modules I want and relate them together.
- The security features make it easy to know who can see what.
- Workflows allow for automating of many tasks, including emails, field updates, etc.
- The reporting module is weak compared to the rest. Essentially no customization at all.
- Some of the default modules - Opportunity Contacts - for example, have almost customization options, meaning I had to build my own module and work around it.
- I would like more oversight into how and when users are working in the system.
- Company has management that will be willing to work in the system. Sometimes people are reluctant to learn something new.
- In house IT with developer skills. This is critical unless you either want to change your business to match Salesforce, or pay consultants a lot of money.
- Existing systems can be integrated, but you need that knowledge and access as well. Running Salesforce with connecting it will create a need for double data entry, If you have a locked down legacy system, you will have difficulty sharing data.
- It's a great way to organize your interations
- With custom reports, you can drill into the data
- It would be great if you didn't need a customer outreach tool in addition, but instead could email or call directly from SFDC.
- Organizing records by type
- Keeping notes organized
- Following up on tasks and assigning/completing new tasks
- Creating documents
- Referring out clients to other law offices for areas that we don't practice
- Managing case costs and expenses
- Scheduling for hearings
- More document friendly (we had to integrate box)
- Stronger integration with five9 for documentation purposes
- Adding call counters and automatic call logs
- Dashboards updating in real-time
We are able to track the progress of accounts, contacts, and leads from the marketing stage/nurturing right through to after sales service.
- Integrates with other programs I use.
- Stores info in a coherent manner.
- Could work on more integrations possibly LinkedIn.
- Sometimes mapping is not seamless and there are glitches.
Less suited for specific parts of the sales cycle, e.g. marketing and sales dev.
- Integrations to extend Salesforce's capabilities.
- Connects Salesforce back to where you do your work.
- Converting from SFDC classic to Lightning takes some adjustment.
- Some custom apps may not work in the old system.
I would not suggest it for nonprofits and early stage companies, but once you start to systemise your sales process and need to track leads-to ops and sales and renewals, get off of spreadsheets and get a real system.
- Contract repository
- Meeting notes and action items
- Mobile version is lacking a tad
- Slight learning curve
- Customer Profiles
- Linking to other applications
- Saving your session
- Easy to share pages
- Intuitive design
- It keeps track of all open opportunities.
- It keeps track of all closed won opportunities.
- We can track reasons why opportunities were lost.
- Keeps track of who owns different accounts within Salesforce Lightning.
- It can be a bit buggy at times, like randomly not letting you save or making you refresh the page or do the same action, and then it will save.
- Bugs really are the main issue here. Otherwise it's great with reporting!
- Reporting dashboards.
- Pipeline management.
- Contact records.
- Not entirely user-friendly and intuitive.
- Sometimes glitchy when inputting a pending opportunity entry.
- Synching with 3rd party applications is often glitchy.
- Ease of use.
- Integrating marketing initiatives.
- Creating specific search reports.
- Customization of fields.
- Reports and dashboards - I can build my own reports very easily to see upcoming renewals, first-year clients and so on. Then, I can create my own custom dashboard to track my favorite reports.
- Opportunities and quotes - when I first started here we didn't use Opportunities for tracking renewals and upgrades. Now, it's easy to see what I'm working on and when ready I just add the products to a quote and it sends it to our billing for really fast invoice creation. It used to take me hours to do this and now it's seconds.
- I love using activities - it keeps me organized and up to date on all my accounts that I manage. Plus, I can create future tasks so I don't forget to reach out.
- I can send mass emails to any group of clients and I can create nice email templates with "placeholders" which allow me to use the first name of the main point of contact across hundreds of organizations. Again, this saves me lots of time.
- With Lightning, the calendar is seriously lacking functionality. With Classic, I could schedule events across multiple people in my organization (something I have to do quite often). We cannot do this with Lightning and it's a big shortcoming. It caused such an issue for us that we stopped using events in SF and moved completely to Google Calendar for all work events.
- Calendar and email sync with Google - again, this worked fine with Classic and then when we switched to Lightning it didn't.
- Technical and client support - it's been frustrating dealing with support here. I've either had things messed up or just not resolved and a lot of times it takes a very long time to look into a small issue. It has made me reluctant to reach out again.
- Customization views based on your role at the organization (i.e. sales console).
- Seamless reporting within the platform.
- The functionality of being able to link out to other platforms we use straight from a record.
- The Lightning view tends to take far longer to load than classic.
- Getting up to speed on Salesforce language can be difficult. There are resources out there to assist.
- Managing events in Lightning seems to be more difficult than classic.
We used to use the classic version of the platform but after a few kinks with lightning were ironed out we have grown to love it. The improved user interface, greater functionality, and more accessible information have greatly helped our sales.
It is, of course, a CRM that we used to track and manage accounts, contacts, and opportunities, among others.
- A huge amount of data in one place that is easy to access and track.
- Integrates with many other applications to enhance user experience and life. For example Gmail - all emails are tracked and stored within the appropriate contact.
- Flexible reporting makes spotting trends, in our markets/segments, etc., a breeze.
- It can be a little slow, but given a large amount of data this can be expected.
- Some of the integrations that update themselves life can cause salesforce pages to crash. For example, if you send an email and then want to edit the same account, you will be asked to refresh the page as "changes were made".
- Searching can be tricky as it doesn't allow for spelling mistakes. You have to know exactly what you are looking for which can make searching for tricky names difficult.
As all the call and email activities are tracked it is very easy to see what is going on with a customer or prospect and understand what stage of the sales cycle they are in, or what we need to do in terms of the next steps.
SDRs can also use integrations to personalize their outreach, making them more efficient.
From what I have heard from others, the staff is responsive and helpful. Any time that we have had an issue our team could not resolve themselves I belive the Salesforce team has been able to resolve the issue quite quickly.