Overall Satisfaction with Salesforce Communities
It is used by all of sales, finance and managers for reports. We use it for the CRM platform mainly but also have add-ons for creating quotations and reports/dashboards.
One of the best options is to email the reports directly out to the requested users daily/weekly which they love and the directors love the dashboards which they use for Board meetings.
One of the best options is to email the reports directly out to the requested users daily/weekly which they love and the directors love the dashboards which they use for Board meetings.
- The dashboards are my favorite section. Great for a snapshot view of current situations.
- The workflows are so easy to setup yourself. No need for Salesforce specialists at all. Very simple and user friendly.
- You can select specific dates and times to send an email group of person a report which is great. Ensures those reports for specific meetings are never delayed.
- Linking it to other systems could be better, for example SAP, which it really struggled with.
- The number of columns is limited which is incredibly frustrating. Would be better with a scrolling bar.
- Loading numerous amounts of data at a time can be difficult. We had to create a macro upload button which was a workaround to a problem that shouldn't be there to start with..
- We never measured the actual ROI but it definitely saves a lot of time with the reports instead of manually pulling them together.
Much more expensive and time consuming to setup.