Salesforce Lightning Platform (formerly Salesforce App Cloud)

Salesforce Lightning Platform (formerly Salesforce App Cloud)

Customer Verified
Salesforce Lightning Platform (formerly Salesforce App Cloud)

Overview

Reviews

Salesforce- Lightning Strikes Twice

7
We converted over to the Salesforce Lightning Platform from the standard cloud over the past few years- and appreciated many of the …
Read full review

Salesforce Lightning Review!

9
We use the Salesforce Lightning Platform as a sales organization. It is only the sales department that uses this platform today. We use it …
Read full review

Great CRM for every Customer Success Manager

8
Our entire org uses [Salesforce Lightning Platform (formerly Salesforce App Cloud)] as our sole CRM for tracking customer health, leads, …
Read full review

Salesforce review from an end user

10
Salesforce [Lightning Platform (formerly Salesforce App Cloud)] is used as our system of record for all customer interactions. We keep …
Read full review

Salesforce Lightning Platform Review

8
Salesforce Lightening Platform is used across our company by all departments to keep track of all communication in once place, that …
Read full review

Lightning in a bottle!

10
It was originally used by our sales department but we integrated it with other systems via an ETL and now it is used company-wide. We are …
Read full review

Popular Features

View all 11 features

Platform access control (30)

8.7
87%

Scalability (31)

8.3
83%

Ease of building user interfaces (33)

7.5
75%

Services-enabled integration (31)

7.4
74%

Reviewer Pros & Cons

View all pros & cons

Pricing

View all pricing

Starter

$25.00

Cloud
Per User Per Month

Plus

$100.00

Cloud
Per User Per Month

Entry-level set up fee?

  • No setup fee

Offerings

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

Features Scorecard

Platform-as-a-Service

8.0
80%

Product Details

What is Salesforce Lightning Platform (formerly Salesforce App Cloud)?

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.


Salesforce Lightning Platform (formerly Salesforce App Cloud) Integrations

Salesforce Lightning Platform (formerly Salesforce App Cloud) Competitors

Salesforce Lightning Platform (formerly Salesforce App Cloud) Technical Details

Deployment TypesSaaS
Operating SystemsUnspecified
Mobile ApplicationNo

Alternatives

View all alternatives

Frequently Asked Questions

What is Salesforce Lightning Platform (formerly Salesforce App Cloud)?

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.

What are Salesforce Lightning Platform (formerly Salesforce App Cloud)'s top competitors?

Quickbase are common alternatives for Salesforce Lightning Platform (formerly Salesforce App Cloud).

What is Salesforce Lightning Platform (formerly Salesforce App Cloud)'s best feature?

Reviewers rate Platform access control highest, with a score of 8.7.

Who uses Salesforce Lightning Platform (formerly Salesforce App Cloud)?

The most common users of Salesforce Lightning Platform (formerly Salesforce App Cloud) are from Mid-size Companies and the Computer Software industry.

Reviews and Ratings

(512)

Ratings

Reviews

(1-25 of 512)
Companies can't remove reviews or game the system. Here's why
Michael French | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Review Source
We use Salesforce in a number of areas. I am most familiar with it in the human resources and business development sections of the company. It is used on a company wide basis in both of these areas. The main problem that this has solved is to combine mulitple process into one platform so that the information is all in one place.
  • 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
If you have a process that is done manually using multiple systems SF is able to easily put the process on one platform. It also allows for rules to be set up that create approval flows for given process and rules that will automatically approve if certain thresholds are met in the process. The reporting is ok but I think that that is more about the quality of data that we have input into the system.
Score 7 out of 10
Vetted Review
Verified User
Review Source
We converted over to the Salesforce Lightning Platform from the standard cloud over the past few years- and appreciated many of the changes it brings with it. It's not across the entire organization just yet, but it does help in streamlining the Salesforce experience and make integration a little bit easier.
  • 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.
Salesforce Lightning is definitely well suited when it comes to regular day-to-day tasks such as ticketing and sales workflows. It was a bit of a tough transition as the 'cleaner' interface can make it harder to find options/dropdowns that were more front and center in the App Cloud version.
Score 9 out of 10
Vetted Review
Verified User
Review Source
Our company leverages the tool as a primary CRM for our sales team, pre-sales team, and customer experience team. We have custom integrations and API's across another CRM and still prefer Salesforce Lightning Platform. We're able to bundle and categorize clients based on segments that are custom to our operations, and it provides us enough resources to undertake all marketing efforts, and reporting efforts down the line.
  • 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.
Salesforce Lightning Platform is excellent for companies that need a CRM that is customizable, and efficient. It can serve for a small business, SMB, and for a large multi-million dollar corporation. It is, however, quite tiered, and might not be the most suitable option based on it's cost, especially for smaller companies.
Simon Vargas | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
We use the Salesforce Lightning Platform as a sales organization. It is only the sales department that uses this platform today. We use it to keep track of all of our customers. Within each customer account, we can document notes, write down specific customer specifics on what products/services they are using, and any competitor information that follows. By keeping this information current, we can then set up opportunities that we believe as sales reps have a probability of closing. All of this can be tracked so management can review it in a timely manner and get a snapshot of sales performance at any time.
  • 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
To be quite honest, if we did not have Salesforce Lightning as our platform to store all of our data we would be in some serious trouble. It is well suited for storing competitor data and notes from the sales rep. I've used this now for over 4+ years. Most of the sales are staying organized. This platform allows you to do so. The more time you put into building our your pages in your territory of your customers, the more prepared you will be for your next call or in person meeting.
Joseph Lemos | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
Salesforce Lightning Platform is our primary CRM and is used by all of our sales staff from lead generation through delivery of product. It is relatively easy to sync back and forth with our ERP system because of the ability to create custom modules. I've also added non sales data to the app so that I can use the report module to share information across departments. The security layers make it simple to keep information compartmentalized.
  • 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.
Well suited / Poorly suited - really two sides of the same coin
  1. Company has management that will be willing to work in the system. Sometimes people are reluctant to learn something new.
  2. 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.
  3. 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.
Scott Rappleye | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source
[Salesforce Lightning Platform (formerly Salesforce App Cloud)] is being used by our entire sales team (100+). Runs smooth, easy to navigate and really easy to learn.
  • Simple Layout
  • Easy to learn
  • Fun
  • Lists are hard to build
  • Learning curve (not hard, just takes time)
Works well across the sales org and it was a pretty seamless transition. Sometimes I can see [Salesforce Lightning Platform (formerly Salesforce App Cloud)] not being necessary for smaller sales teams. Plenty of features but most aren't needed.
Score 2 out of 10
Vetted Review
Verified User
Review Source
Our team based account management utilized Salesforce Lightning to manage cases and display different windows of information at once. It is used by our team as well as our support team. It is the base of all of our work as we work almost exclusively out of cases.
  • Effective case management.
  • N/A - Lightning is worse than our previous solution, Service Cloud.
  • Very slow and clunky.
  • Lack of customization.
  • Not visually appealing.
I would recommend Salesforce Classic or Salesforce Service Cloud, but I do not like Lightning at all. I understand what the aim is, but for our team it just fell flat. It is extremely slow and cumbersome, lacks the robust customization that we previously had in Salesforce, and it doesn't look good either.
Score 8 out of 10
Vetted Review
Verified User
Review Source
Our entire org uses [Salesforce Lightning Platform (formerly Salesforce App Cloud)] as our sole CRM for tracking customer health, leads, contracts, and account management. It's our one stop shop CRM and is easy to use (who doesn't use Salesforce?!).

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.
  • Reporting
  • CRM
  • Contracts
  • 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
Well Suited
Customer Success roles for tracking customer health, customer usage, contracts, internal account management (child and parent orgs)
Customer Success roles for tracking MBOs

Less Suited
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

Score 10 out of 10
Vetted Review
Verified User
Review Source
Salesforce [Lightning Platform (formerly Salesforce App Cloud)] is used as our system of record for all customer interactions. We keep information about accounts, opportunities, contacts, and much more.
  • 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.
I understand that it is one of the more expensive CRMs. It wouldn't make sense to have for a small company with only a few customers. For SAAS companies with lots of customers, this is a great option!
Score 8 out of 10
Vetted Review
Verified User
Review Source
Salesforce Lightening Platform is used across our company by all departments to keep track of all communication in once place, that typically get lost in floods of emails. The sales department specifically uses it to track all RFPS, wins/losses, campaign statuses, revenue for our pipelines, as well as allows us to assign specific tasks to different departments through the various campaign steps.
  • 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.
  • Pricey.
Salesforce Lightening Platform helps keep all communication for RFPS from pre to post sale all in one place, allowing for easy tracking across all departments. It's very good for large businesses that have very high volume and easily allow you to assign tasks and milestones to various departments at different stages of the campaign.
Score 10 out of 10
Vetted Review
Verified User
Review Source
It was originally used by our sales department but we integrated it with other systems via an ETL and now it is used company-wide. We are in the process of switching to some new systems and are basing the architecture of that integration off compatibility with Salesforce Lightning Platform. Although it has many strengths, the ease with which we can connect to Salesforce Lightning Platform and sync data makes us more efficient and prevents departmental silos.
  • 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.
I can only recommend the sales side as we do not currently utilize the service side, although I can tell you I have pushed for the service side to be utilized. I would like to see everything except perhaps our financials run through Salesforce, even ERP so we can add CPQ functionality to our quotes.
Shanna Baty | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
We use the Salesforce Lightning Platform (formerly Salesforce App Cloud) in every department of our Company. Our call center uses it to complete legal intakes and qualify potential clients for different areas of law that we practice. If they are eligible (for one or more areas of practice), we create matters that we use to follow their cases through from start to finish. Our disability department has several sub-departments who use it for various reasons. Case management follows cases through from filing through getting awarded by SSA. Medical records use it to order, catalog, and store records. We have a personal injury and mass tort department that also uses it for case management. This keeps all records organized because we use "record types" to know which area of law each record applies to. There's also a taskbar and timeline so you can visually see where our clients are in their filing process and what tasks or steps need to be taken to move the case along.
  • 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
Salesforce Lightning Platform (formerly Salesforce App Cloud) has been fantastic when it comes to organizing and managing files and notes/documents. Its status bar in records gives you a visual idea of where your cases are and what steps need to be taken to move them along. The dashboard and reporting make it easy to know our case count, how many cases we accept/reject for any given time period if we have referred cases out AND who we have referred them out. It also makes keeping track of case cost very easy to manage.
Salesforce's support is top-notch. They have subject-matter experts that are accessible at all times to address needs as they come up. They let you know in advance when there are system updates and enhancements so that you are prepared for upcoming changes. I've never had an issue that wasn't addressed immediately when reaching out for support.
February 27, 2020

Welcome to Salesforce

Jonathan Justin Lewis | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
Salesforce is the premiere CRM in use. The Lightning platform allows other apps to merge with SFDC and keep it as your single source of truth while expanding your company's capabilities with every external app on the market. This is the most capable sales platform on the planet and you will pay dearly for the privilege to use it. It is worth every dollar.
  • 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.
For all large sales-based companies it is "the" platform. The cost and expertise needed to run and maintain the system goes up as you scale but you need at least a dedicated admin/developer just to run it. Once you start with customisations then you already need a team, or really expensive-to-use outside consultants. In a small 70-person company we probably spent one million dollars over 5 years on implementation and licensing. Once you get bigger the complexity goes up.

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.
I have always found support helpful and able to address our issues. Salesforce is responsive and has handled any issues that I have had including helping find the root causes from third-party applications and connections. They also assist in complicated SSO issues and have trailhead which is a massive resource for free internal training.
Score 9 out of 10
Vetted Review
Verified User
Review Source
We use SLP as the backbone of our entire sales cycle. All other programs that different teams use are fully integrated with SF thereby providing a seamless experience across the organization.
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.
Well suited to track an opportunity from inception across the entire sales process until closure and after sales.
Less suited for specific parts of the sales cycle, e.g. marketing and sales dev.
I am not involved in this.
Score 3 out of 10
Vetted Review
Verified User
Review Source
Salesforce Lightning is used by several departments at our company including Inside Sales, Enterprise Sales, Customer Success, and rarely Support. It is used by Sales Development Representatives and Account Executives to manage pipeline and communication during the sales process. It is used by Customer Success primarily as a reference for communication during the sales process and as a record of communication during the full life cycle of a customer.
  • Reporting and Dashboards are thorough and can show a wealth of important data to inform and scale processes. It's helpful in a high volume sales cycle to be able to quickly identify weak points in performance and productivity so that adjustments can be made.
  • Highly customizable. We are able to customize just about everything which allows us to track very specific things and in theory create better efficiency.
  • Parent/Child account hierarchy exists which is helpful.
  • Contact records can be associated with multiple accounts and opportunities. This, in theory, should minimize duplicates and mismanagement of contacts.
  • Console helps a lot with data nesting. Having a fairly comprehensive look at an account without searching through various tabs and sections speeds up an otherwise cumbersome platform.
  • There are very few aspects of this platform that are intuitive and user-friendly. Very rarely can information be found where you'd expect it and several pages with a thousand clicks are required to get just about anything done. It is very, very time-consuming! For a high volume, very short sales cycle this platform absolutely makes no sense. It is designed for something much more complex and concrete. Salesforce Lightning is completely impractical when contact information, opportunity details, notes, account owners, and so much more changes on a daily basis.
  • I mentioned it's great that contact records can be associated with multiple accounts but that also leads to all accounts for which the contact is associated being flagged as 'Duplicate'. Perhaps this is something that can be adjusted and customized at our company but so far it seems to be incredibly frustrating. The duplicate flagging seems to be all or nothing. Identical accounts are somehow not flagged while accounts that don't have a single detail in common are. A child account is flagged as the duplicate of a parent account. It's an untrustworthy process that leads to more work and poor data management. Hopefully, this can be addressed.
  • Activity logging is also very untrustworthy. Again, this may be something that is not set up properly at our company but makes for double the workload. When calls and emails do not log properly it leads to redundant and unnecessary communication between colleagues and customers alike or worse, wasted time spent on digging up the correspondence from another source such as Gmail or the Talkdesk website. Chatter and notes disappearing or not saving is equally problematic.
  • Very glitchy. Often times records will have to be entered twice because they did not save the first time. Pages need to be refreshed often. Tools sometimes just don't work. We receive error messages to 'contact your administrator' so often it's scary.
  • This ties into activities not logging but syncing with other platforms are often unreliable. Sometimes the Salesforce extension for Gmail works, sometimes it doesn't. Sometimes Talkdesk syncs with Salesforce connector, sometimes it doesn't.
I can very easily see Salesforce being a valuable tool for more complex and longer sales cycles. If you're interacting with multiple contacts, departments, and tiers within a company this will give you the organization and powerful analytics you need. If you are working with the same contacts and accounts for long periods of time (sales cycles of several months or more) it might also be a good fit. Be ready to invest heavily is implementation and training from the very beginning. It is a complex tool that requires A LOT of thoughtful, careful, and thorough planning to be implemented successfully.

It is not well suited to industries that change rapidly, where your contacts might be completely different today than they were last week or the business you were working with has closed. It does not make sense for a company who's sales goals rely very much on the volume of contract value. You will simply spend too much time on data entry that will, in the end, be unreliable.



I am not an administrator so there may very well be outstanding Support and I am just not privy to it. On a user level it's hard to gauge the effectiveness and responsiveness of Support because nearly everything has to go through an administrator.
Sarah Meerschaert | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Review Source
We're using Salesforce as a CRM. Our customer success teams have ticketing systems and integration with other tools like JIRA. We keep track of projects there, contact persons, and industry details. It works well as a snapshot of information for employees who may not know a customer well. We also track customer specific development in cases here. And we take full advantage of the dashboard functionality and reports. We have several reports that are used on a daily basis by upper management to track sales progress, customer support efforts, and overall success of business lines. It's a good tool for pulling together complex information across the divisions of our company. We've had success building out functionality in the platform over time.
  • Customer Profiles
  • Linking to other applications
  • Reports
  • Saving your session
  • Easy to share pages
  • Intuitive design
Salesforce is a great tool for companies looking to collect data about their relationships with customers. It also scales well as your company grows. But it's not always easy to set up or use. You're going to need to keep your asks simple and you may want to consult with an expert to ensure you're setting up your custom instance in a way that you can modify over time.
I don't directly interact with our Salesforce support team. We direct all questions to an internal CRM expert who then would escalate. It's a system that works mostly because there are many functionalities which are not bugs but confusing features. Instead of passing those questions up to Salesforce we train for them.
December 05, 2019

Best CRM for your buck

Alexa Terry | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source
Salesforce Lightning Platform is being used by the entire organization. The sales team, customer success, CEO, and marketing all use SFLP. We keep track of potential clients coming through the pipeline, current clients, as well as accounts we're going after and prospecting. It's where we track revenue, deals we've won, and categorize clients by vertical information.
  • 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!
It's great for keeping track of leads your pursuing, accounts you own and want to go after, and opportunities in the pipeline to close. It lets you track how much they'll pay, upload contracts for the entire organization to see, suspected close date as well as where they are in the pipeline (these stages can be set by your organization for whatever makes sense, and how many steps to close you'll need). That's on the sales side. The marketing team uses it for data collection and what type of clients we're working with, why people have churned or closed lost (never won opportunities) as well as the Client success team for similar reasons (churn).
I've never used their support to this point. We, even at my former company, had internal Salesforce (sales enablement) representatives that we would submit tickets to for any sort of issue with the Customer Relationship Management. I would assume the support is fantastic!
Matthew Bernstein | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
Salesforce Lightning Platform is used across several verticals of my organization, including sales, sales operations, sales excellence, sales administration, marketing, operations, and customer support. It is used most importantly by the sales reps, account executives, and account managers, who use the tools available to accurately manage their pipelines and forecast upcoming deals.
  • 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.
Salesforce Lightning Platform is best suited for an organization in which the sales cycle is extended over a lengthy period of time. This is due to the fact that oftentimes, a potential deal can get lost throughout the sales cycle, in which case managing an accurate pipeline becomes difficult. Being able to follow the progress of a deal is vital information for forecasting revenue.
We are very happy with our customer service representative, as he is always attentive and is able to provide adequate service whenever we have issues with troubleshooting or getting new users logged on and set up with accounts.
Kristin Sours | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source
Currently, we use Salesforce across our entire organization but it's most heavily used in Client Support and Sales. For our client support team, Salesforce is crucial for keeping track of our client base, we store all their info, activities, emails, webinar attendance, etc. We also use cases to monitor our clients batch screenings/production and opportunities for renewals. Sales uses all of these components too but they heavily use leads to track all prospective clients that come in through webinars, flash classes, conferences and so on. My favorite thing that Salesforce does is allows us to easily report and track our quarterly and yearly progress to see if we are meeting our goals or not.
  • 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.
I think any large organization that has a sales and/or client support department would be well suited for using Salesforce. In terms of CRMs, it's user-friendly, customizable and ready to use "out of the box." I would recommend anyone using Salesforce for the first time to do plenty of training and/or do trail heads (SF's online training) because there are a lot of features that you might not use but it will make your life easier. Plus, it's better to use it right the first time, as opposed to having to clean up stuff down the road. I've found that non-profits aren't as well suited with SF but this isn't from personal experience.
I explained this already as a con of Salesforce. Unfortunately, I haven't had the best response from support and tickets are drawn out for weeks with many instances that there were no solution. I've heard the same negative feedback from our tech team.
Score 9 out of 10
Vetted Review
Verified User
Review Source
Salesforce Lightning is used across the entire sales department, and in marketing a little also.

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.
Excels at tracking and managing customer and prospect information. From the Sales Development Reps (SDRs) side of things, they can easily manage a large volume of accounts with tasks and views in order to manage their outreach.
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.
I have never had to use Salesforce Support - which I presume is a good thing (??).

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.
Score 6 out of 10
Vetted Review
Verified User
Review Source
It's used to integrate email contacts of both prospects and clients alike. It is used to track emails that are sent out to be able to also track activity for each account that we have inputted into Salesforce. It's primarily used by both my team, client services, as well as our sales teams to track their outreach.
  • It's a useful tool since we already use Salesforce for our regular client data so it just makes sense that it would integrate with our email.
  • It doesn't always sync/work that well. When I try to input a new contact, it sometimes doesn't work.
  • I never actually know if I'm logged in/out, there's no way of knowing if your data is actually being saved.
It's good for companies that use Salesforce as their main platform for keeping track of their customers. It is a great two in one so if a company doesn't want to pay for multiple vendors, it might be easiest to just integrate lightning. It is also a lot easier than having to use the Salesforce BCC link in every email.
Never really used the support so maybe this is more on me. There weren't ever any technical issues that required support. I was just looking for something simple and easy and it just didn't really do that for me.
July 05, 2019

SFAC is Wonderful

Hayden Anderson | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source
Salesforce and the app functionality is being used by our developers, SE, and sales ops organizations extensively. The creation of integrations, dashboards, and more have been used to create more accountability and transparency within our organization. Aside from those pain points being resolved, it also helps our executive and management teams stay on the same page in regards to progress in various areas.
  • The creation of integrations, dashboards, and more have been used to create more accountability and transparency within our organization.
  • It also helps our executive and management teams stay on the same page in regards to progress in quota attainment and more.
  • Having the flexibility to create and customize our instance internally and externally is a huge win here.
  • Training and access to non-admins seems very limited and hard to find.
  • Resources are hard to locate at times.
  • Escalation paths when problems arise are unclear to lower-level users and others receiving the finished products.
It helps bring mobile, social, and other cloud platforms together into one place. This enhances the CRM experience enormously. It is especially helpful for developers and product owners working with SFDC and Salesforce Lightning/Heroku.
Treacy Seeley | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
We utilize Salesforce App cloud to manage our direct and programmatic business, as well as manage lead generation for direct and self-service business. It is flexible enough to support all of our lines of business. It addresses the needs to manage all the lines of business, and yet be able to effectively report on them combined and separately for Finance and Executive Management.
  • Flexibility to expand Salesforce in any way that you want, specifically for your business purposes
  • Lots of free and low cost items to try out.
  • simple integration with all aspects of salesforce, no need to research if this App will play well with the rest of your org
  • There is so much, sometimes it's hard to find what you're looking for
  • Also, it's hard to know what else could help that is out there
  • Sometimes it's hard to get ahold of the developers for particular apps
Salesforce App Cloud is well suited for an Admin or Principal users who need more functionality in their Salesforce set-up, but don't want to spend a lot of money. It also has good tool just to review or assess the effectiveness of your Salesforce set up.

It is less appropriate if you have a large business issue that probably would require a custom solution.
Laveena Bachani | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Review Source
Mobile App Development.
  • Powerful Low-Code Platform with metadata
  • Less expensive
  • All the mobile resource integration for easy development
  • Too many features on one platform
  • Less flexibility in terms of UI
  • Very limited with Salesforce1
First time offered, Salesforce SDK with Salesforce1 provides best of both worlds, Easy to build the application. One of the most important flexibility it provides is to choose between Salesforce1 and Salesforce SDK. If you want to build mobile applications, Everything that has been provided with Salesforce App cloud already existed. But with Salesforce App cloud everything is provided under one umbrella.
Score 9 out of 10
Vetted Review
Verified User
Review Source
Salesforce Lightning is used by our Sales Development, Account Executive, Account Management, and other Managerial teams. It allows us to organize all leads and accounts in one space. This gives full insight into all conversations had with the client from the moment they are a prospect until the very end (though hopefully there is no end once they are a client). In a business where turn over happens relatively frequently, it keeps our Sales Development Representatives in the loop so that they can continue engaging clients thoughtfully even if the previous SDR has left or been promoted. It also allows for easy communication between Customer Success associates and Account Executives on the off chance that any issues arise.
  • Organization.
  • Analytics.
  • Ease of use.
  • Integrating marketing initiatives.
  • Creating specific search reports.
  • Customization of fields.
It is well suited for larger companies. My company has over 10,000 business clients and tenfold of that, minimum, in the pipeline for outreach. If your business is just starting out then Salesforce Lightning may not be the right fit for you, as there will be a lot of information that may not be worth the cost of the platform. There needs to be someone dedicated to customizing the platform for your needs, which may be an unwise use of funds for the smaller startups.
There is room for improvement in the sense that not everyone can take classes and get certified in the ability to use every nuance that is available. It is a wonderful CRM, it organizes all of the information that we need and allows managers insights into what their teams are accomplishing. It is able to integrate into our Slack and our VOIP so that tracking the stage of a prospect is as easy as clicking a button.