Using Lightning for over a year... meh.
August 28, 2018

Using Lightning for over a year... meh.

Mark Evans | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Software Version


Overall Satisfaction with Salesforce Lightning

Salesforce Lightning is being used by my company to track customers and prospects. It's mostly used to track them in the sales process. Sales department uses Salesforce the most compared to other departments, though support, engineers, and onboarding teams all use it on more of a limited level.
  • It makes reports look a lot more appealing than Salesforce Classic
  • It is easier to edit in-line items
  • Lightning is more aesthetically pleasing than Classic
  • It does not map to our version of Classic
  • Multiple clicks to try and find information about a customer, opportunity, or other areas
  • Some buttons on Classic have not ported into Lightning so my team has to switch between Classic and Lightning to accomplish daily tasks.
  • Easier to forecast which helps with sales predictability
  • Negative ROI in the fact that we are wasting time switching between both versions to accomplish tasks that were easily completed on Classic alone
  • Positive ROI in the amount of time spent editing information on a contact, opp, lead, or account page, etc.
HubSpot is easier to manage, more intuitive, and less complicated. I believe this is because of the lack of customizable options. I have less control over HubSpot but because of this there is less clutter and admin errors. HubSpot is mostly sales focused.
Well suited if you are a big user of the dashboards or reports tabs in classic. It is overall a more cosmetically pleasing experience and some areas of normal frustration have been cleaned up while others are not ready yet. Though, it seems to be pushing out a beta experience because not everything works like it should, and we often have to switch between Salesforce Classic and Lightning to get normal daily tasks completed.