Struck by Lightning and Loving It
November 29, 2018

Struck by Lightning and Loving It

Yvette Montague | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Software Version


Overall Satisfaction with Salesforce Lightning

Salesforce Lightning is the main UX for Sales Cloud and is used across the organization. It addresses productivity improvement.
  • Keeps you up-to-date on your accounts. There's a great News feature that shows the latest PR or articles about companies in your database. There have been times where I was about to hop on a call only to see the company was recently acquired or recently implemented a company wide-marketing solution. Fantastic intel and save me searching for it.
  • I love the Google address search feature. If I put in the street information, Google will populate the city, state, zip and country. A great time saver when I'm adding new prospects.
  • The Gmail integration is fantastic. It lets me quickly add prospects who contact me via email. It's pretty good at reading signature lines to populate the basic name and contact info.
  • I find the new report builder more powerful when trying to build cross-object reports. Plus I love that you can email the nice new dashboards.
  • On occasion, Lightning will throw out random errors. The errors can usually be fixed by refreshing your browser but the problem is that when you refresh, you lose the work you just entered. It doesn't happen often, but when it does, it's a real pain.
  • Not all of the Classic features are in Lightning. An example is the recycling bin - you need to switch to Classic to access it. Another example is Joined Reports.
  • I wish there were more out of the box page layouts available. It would be nice to have a three-column page layout in some sections or have a drag and drop page builder. The page layout function needs to be revamped.
  • It would be great if it were easier to add custom metrics in reports (for example formulas or baseline numbers) that could be reused without having to build fields.
  • I would say that data entry time (leads and new contacts) has been reduced by 50% easily. Time spent prepping for discovery calls has been reduced by 10% since Lightning serves up information about the business.
  • Checking the pipeline is a lot faster. In Classic, you can only add 3 components to the home page. Lightning gives you a lot more flexibility to add key KPIs to the home page to manage the business.
I think that Lightning is suited for most users across all industries. There are just a few kinks that still need to be worked out, but no show stoppers.

If you want to limit the time spend administering the system or writing custom code (VF/Apex), Lightning does have many features and components that can be added and modified with clicks not code. Gone are the days when you need a whole team of people to maintain Salesforce. You can get by with 1 person if it's a small to mid-sized org, and 2-4 if it's a large enterprise.

Lightning works for small business (one user) and large business. It works great for for-profit and non-profit (there's actually a special non-profit version). It also works great across a variety of industries. I can't think of a situation where it wouldn't be a good fit.