--- title: "Salesforce Platform Reviews 2026. Verified Reviews, Pros & Cons | Capterra" description: "Is Salesforce Platform the right Workflow Management solution for you? Explore 406 verified user reviews from people in industries like yours to make a confident choice." source_url: "https://www.capterra.com/p/268338/App-Cloud/reviews/" page_type: "reviews" language: "en" --- Salesforce Platform 4.4 (406) [View alternatives](https://www.capterra.com/p/268338/App-Cloud/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated August 26th, 2026 # Reviews of Salesforce Platform Ease of use 4.0 Customer Service 4.0 ## Pros and Cons in Reviews Marc R Digital Media SpecialistEducation Management, 1,001 - 5,000 employeesUsed the software for: More than 2 years. “It allows organizations to tailor nearly every aspect of the system to fit their specific workflows, whether that’s through custom objects, automation tools like Flow, or deeper development with Apex and Lightning components.“ May 15, 2026 Bill L Vice President of Sales and OperationsInformation Technology and Services, 2 - 10 employeesUsed the software for: 1-2 years. “Salesforce can become expensive as you add more users, features, and additional tools. While the platform offers a lot of functionality, smaller teams may find it difficult to justify the investment compared to more affordable options.“ July 15, 2026 Bill L Vice President of Sales and OperationsInformation Technology and Services, 2 - 10 employeesUsed the software for: 1-2 years. “It helps keep everything organized in one place, makes it easier to automate everyday tasks, and gives teams better visibility into customer information and processes.“ July 15, 2026 SK Sagar K Sales MangaerFinancial Services, 10,001+ employeesUsed the software for: 1-2 years. “Maybe it's just the provision for my firm, but I see too many frequent updates - and it sometimes messes with my work - wherein the existing processes need to be updated as well - they could help give intimations beforehand any new updates are pushed to the production.“ November 5, 2025 JP Jamie P Underfloor heating advisorBuilding Materials, 2 - 10 employeesUsed the software for: 6-12 months. “Salesforce Platform has met our needs well, providing a reliable, flexible solution for managing data, automating processes, and supporting organisational growth.“ July 21, 2026 Kobi T New Business RepresentativeFinancial Services, 1,001 - 5,000 employeesUsed the software for: More than 2 years. “A bit slow when loading reports as times and I also think it's a bit on the pricier side, but that is to be expected with a premium platform“ December 4, 2025 DE David E Maintenance techGraphic Design, 51 - 200 employeesUsed the software for: Less than 6 months. “It isn't just a CRM; it is a comprehensive development environment that allows you to build virtually any business process from the ground up.“ April 30, 2026 TE Tina E Membership ManagerNon-Profit Organization Management, 51 - 200 employeesUsed the software for: More than 2 years. “Instead, I had to rely on my team actively taking ownership of customer tickets, which doesn't usually happen.“ October 1, 2025 ## Showing most helpful reviews Showing 1-25 of 406 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Peter S. Director of Technology Services Non-Profit Organization Management Used the software for: 2+ years ### "Salesforce for a growing nonprofit" July 10, 2025 5.0 Our experience with Salesforce as been great! We replaced several aging and otherwise poorly built systems with Salesforce as a single unified platform to run our nonprofit organization. It's defiantly been a huge part of enabling growth for our organization! Pros When my team asks if Salesforce can do it the answer is always YES! Salesforce is by far the most versatile tool we have in our technology stack! Cons The cost to maintain and continue to develop Salesforce is not insignificant, you definitely need to budget well and make sure you are willing to make the investment! Don't go halfway, always go all in! Switched from [Blackbaud Raiser's Edge NXT](https://www.capterra.com/p/247647/Blackbaud-Raiser-s-Edge-NXT/) Raiser's Edge was no longer meeting our needs and the cost to augment it to meet our needs was significant! Review Source AM ANDREW M. Contractor Insurance Used the software for: 2+ years ### "By far the best business tech for the buck. Zero headaches " March 31, 2026 5.0 Top notch. From the development and continual advances to the ease of use. I simply can’t say enough about it. The summits where you can learn so much than you thought possible. There’s a reason salesforce is dominating the market. Pros Was I’d use. Sandbox development. Ability to go back and forth from lightning platform and classic. The ability to create any report. I mean ANY report. The tech is beyond advanced Cons Tracking metrics and kpis at a glance. The vast integration compatibilities with Omni being able to synch multiple voip services seamlessly and the ability to integrate back end crm’s from outside departments Alternatives considered [Sigma](https://www.capterra.com/p/188405/Sigma/) Reason for choosing Salesforce Platform We are considering using both. Mainly for cost so our agents don’t require logins Review Source MO Makenna O. Branch Office Administrator Banking Used the software for: 6-12 months ### "Kenna’s Salesforce Review " April 17, 2025 3.0 Overall, it’s a user friendly system. It has many features that help me in my workday and getting tasks done, and it has features that help me connect better with clients. Pros It’s bright and friendly to look at. I can personalize it to best fit my workday needs. There are different calendar views, where I might miss something on the calendar, I might catch on the day at a glance. It’s nice being able to bounce back and forth between coworkers tasks in case I need to make a quick change. I also love the interaction note spot! It keeps the main description clean and easy to decipher. Cons There is a lot going on. Sometimes it can feel a bit overwhelming because there are multiple ways to get to the same thing. I would like there to be an option to mark an appointment as “rescheduled” instead of just “canceled”. My opened tabs in salesforce often glitch and change the tabs I have opened to a different tab. For example, if my “home” tab is open, it’ll glitch and change it to my “calendar” tab. Review Source Marc R. Digital Media Specialist Education Management Used the software for: 2+ years ### "Robust Platform Essential for Organizations " May 15, 2026 4.0 Overall, my experience with the Salesforce Platform has been very strong, particularly in terms of its depth and ability to support complex, organization-wide needs. It’s a highly capable system that goes far beyond basic CRM functionality, allowing teams to manage relationships, automate processes, and centralize data in a way that supports both day-to-day operations and long-term strategy. Pros What stands out most about the Salesforce Platform is its powerful customization and scalability. It allows organizations to tailor nearly every aspect of the system to fit their specific workflows, whether that’s through custom objects, automation tools like Flow, or deeper development with Apex and Lightning components. This flexibility makes it incredibly valuable for organizations that need a solution that can evolve alongside their operations. Cons One of the main drawbacks of the Salesforce Platform is its complexity and steep learning curve. While its customization capabilities are a strength, they can also make the platform overwhelming, especially for new users or teams without dedicated admin or developer support. Navigating the interface and fully leveraging its features often requires significant training and experience. Review Source OD Olga D. Pharmacist Hospital & Health Care Used the software for: 2+ years ### "Great platform but there's room for improvement " January 18, 2026 4.0 Overall it's a very reliable platform, able to store and display tons of info, however, it would be much more efficient it it let each user customize what is displayed and have preset medical orders to limit typing. Pros I really like working in Salesforce platform due to its versatility and ability to access ample amount of information in the same tab. Cons I only wish it would be customizable and have the ability to easily limit the amount of information on one page to limit scrolling and clicking. Also it would be nice to include preset medical terminology and common medications names. Switched from [RingCentral Engage Voice](https://www.capterra.com/p/242187/RingCentral-Engage-Voice/) The team I work for decided to switch in order to streamline the workload. Review Source TH Tyler H. Sales Manager Marketing and Advertising Used the software for: 2+ years ### "Salesforce makes life simple " December 3, 2025 5.0 My overall experience with salesforce was very positive. I could only think of one major issue I had with the product. Pros I used salesforce in conjunction with SunRun, the platform was super smooth to use and train reps to use as well. It really made my job a LOT easier. Cons The only major issue I ever had with salesforce was loading times. I could be waiting for a few minutes at times just to load the next page. Switched from [Solo](https://www.capterra.com/p/265186/Solo/) More automation and ease of use made the switch a no brainer. Review Source YM Yahya M. Admin RD Consulting Computer Software Used the software for: 6-12 months ### "Invest a lot, get a lot" November 17, 2025 3.0 Overall, the out of box experience is pretty simple and it has a great ability to scale to meet needs and exceed project management expectations. This comes with a high-learning curve and investment into the platform over the ability and ease to transfer to other platforms Pros Established solution with security, customer support channels and near unlimited versatility for customizing features and development flows. Cons Value depends as features add up, code updates could be more seamless and rely on custom solutions with limitations out of the box. Alternatives considered [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Reason for choosing Salesforce Platform Salesforce comes highly recommended for the added versatility in customizing features Review Source IL Ira L. Account Manager Information Technology and Services Used the software for: 2+ years ### "End User Experience" July 19, 2025 5.0 Pros Web interface, ease of access, feels like from any device. No need to be in an office, great for traveling to client onsite and connecting. Cons The product allows for ease of building custom reports, connecting third party applications, allows for scaling and easy to learn. Difficult to find a negative. Review Source Pepukai Loyd C. Snr AR Assistant Non-Profit Organization Management Used the software for: 1-2 years ### "Great CRM Software" May 13, 2026 5.0 My overall experience with the Salesforce Platform has been extremely positive. What stands out the most is the reliability and continuous innovation that Salesforce consistently delivers. The platform is constantly evolving with new features, enhancements, and integrations that help businesses stay ahead without needing to completely reinvent their systems. Another major strength is the excellent customer support and community ecosystem. Whenever issues arise or guidance is needed, Salesforce provides responsive support along with a vast knowledge base, active community forums, and detailed documentation. This makes troubleshooting and learning much more efficient. Pros Support is awesome, the platform is user friendly, easy to learn and has modern features expected of modern software. Cons Nothing really. There is room for improvement in some aspects but it is generally good and efficient. Review Source CF Cameron F. Director Insurance Used the software for: 2+ years ### "Good for what you pay for " June 12, 2026 5.0 Overall the salesforce platform is good and is of the caliber of what you are paying for which can be high. Pros The Power of the simple use of using the salesforce platform and ability to use visuals are always a plus. Cons The cost of the salesforce platform can be hard to justify its use especially for non fortune 500 companies. Review Source SL Sarah L. BDR Information Technology and Services Used the software for: 1-2 years ### "Salesforce is a solid CRM" May 27, 2025 5.0 It’s a good platform. I prefer it to the other one I had used at a previous employer. Overall it gets the job done. Pros Mostly easy to navigate and run reports. Wide range of customizations made it easy to use for sales, marketing and CS teams. Cons The UI could be more friendly. The learning curve was rough for new employees but that went hand in hand with customizations. Switched from [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Changed companies so I had to use what was provided Review Source TE Tina E. Membership Manager Non-Profit Organization Management Used the software for: 2+ years ### "Really Loved Using Salesforce" October 1, 2025 4.0 Overall, I think Salesforce is a great system to use either as your AMS or CDP. The integration was smooth and straightforward. Training could be accomplished very easily and was mostly intuitive. You can't say this about a lot of systems. I also appreciated the amount of time our account rep spent with our group to ensure all of our training needs were met. I would definitely recommend this system to others or at least advise that it be one of your top runners for consideration of a new system. Pros Salesforce was a great system to use in terms of having a customer data platform. We used it when we had a legacy system that originated in the 1980's, (yes, really) but were not yet ready to take the plunge to get a new AMS. What I loved about using salesforce was that we could see a lot of information about the customer in one place. The system was very easy to navigate. We were able to track customer activity without having to check back with the legacy system. We were also able to assist customers very easily with items such as account updates and reset. I didn't really have any complaints about using salesforce. Cons One of the main reasons our service team used salesforce was to track customer contacts. The system was good about noting receipt of the contacts once an email was received. It was pretty instantaneous. What I didn't like, or probably had not learned, was how to integrate auto-assign by message types. Instead, I had to rely on my team actively taking ownership of customer tickets, which doesn't usually happen. Review Source NS Nicki S. Manager, FPandA - Sales Compensation Media Production Used the software for: 2+ years ### "Navigation is a breeze" May 29, 2025 5.0 I was on the team that helped implement Salesforce as our primary sales CRM for multiple markets over a decade ago. For the last seven years, I have managed team that supports the sales team so we use it for researching accounts, activities and orders. Pros Navigation is seamless. I use SFDC navigation as the gold standard for other websites. Clicking on any link can take me to the related records - I wish more SaaS tools I use worked the same way. Cons The number of objects/tables can be a bit overwhelming when trying to build reports - this is partly just a learning curve issue, but it can be challenging to build a report without understand how all the objects connect. Review Source SK Sagar K. Sales Mangaer Financial Services Used the software for: 1-2 years ### "A good tool if you know how to use it." November 5, 2025 4.0 It has been great so far, I've converted many and delineated even more to the team - the hierarchy for team workflows has only improved with Salesforce. Pros well, it is value for money - as far as I have seen in comparison with a few other platforms. Apart from that - it has really helped streamline the reporting and incident management in terms of new tickets that I create. Cons Maybe it's just the provision for my firm, but I see too many frequent updates - and it sometimes messes with my work - wherein the existing processes need to be updated as well - they could help give intimations beforehand any new updates are pushed to the production. Review Source AW Amy W. Collections Analyst Business Supplies and Equipment Used the software for: 2+ years ### "Salesforce is ok" June 24, 2025 4.0 Its been a hard road and many fixes but it basically does what it is supposed to. Too much money to have to add to a system that should already work. Pros Has many functions available to use. Everything combined can be used for your invocing and accounting systems. Cons Have to go multiple places and fix multiple things for salesforce to work for you. For example to print an invoice you have to go to four different places just to print. Every time it updates, it drops something else that was working. Switched from [Total Management](https://www.capterra.com/p/116971/Total-Management/) Organizational decision. Sales got my boss. Review Source Kenidra S. Content Moderator Computer & Network Security Used the software for: 1-2 years ### "Five Stars and A Thumbs Up" August 13, 2025 5.0 Using Salesforce to multitask while on a call was overall the best customer relations management app. Pros I was able to locate customers when calls came through. The whole system was very easy to use when operating it. Cons Somes a call would take place and a person's information didn't populate so I had to input it manually. Review Source RT Ruki T. Sr. Sales Enablement Specialist Computer Software Used the software for: 2+ years ### "Platform with endless options" March 25, 2025 5.0 Pros The capabilities of Salesforce are unmatched in terms of the infinite number of tools that can be integrated, the customization flexibility, and the ability to create a variety of reports. Cons It's a bit clunky and reports can take a while to load, especially if it includes a great amount of data. Review Source JR John R. HEDIS Abstractor Insurance Used the software for: 1-2 years ### "Salesforce A+" April 7, 2025 5.0 Overall positive, I would recommend this product to others if asked. It's ease of use is great. Pros Ease of use, great search function, quick load times Cons Inability to close all tabs open in SF with one click. Review Source MHS Mohammed Hareez S. Human Resource Financial Services Used the software for: 6-12 months ### "Salesforce platform review" March 26, 2025 5.0 My overall experience with Salesforce platform is wonderful Pros And the most I like about Salesforce platformers is easy to track notes for the customers Cons the least I like about Salesforce platformers it's not well organized Review Source DW Debra W. Fraud Investigator Health, Wellness and Fitness Used the software for: 1-2 years ### "Salesforce membership" April 24, 2025 5.0 Pros Very easy to find the data I need when looking up member information. Cons Don't have any complaints - website is really is very well organized Review Source NM Nikki M. HR Manager Retail Used the software for: 6-12 months ### "Salesforce is a Necessary Assistant" March 23, 2025 5.0 My experience has been using Salesforce for tracking, and it is appreciated! Pros Salesforce keeps me informed of my success! Cons There is nothing I like least. It’s easy to navigate and makes my job easier. Review Source AG Alyson G. Director of FPA Information Technology and Services Used the software for: 2+ years ### "Salesforce Platform" March 7, 2025 5.0 Pros Ease of use, UI/UX, ease of pulling information Cons The only thing I do not like is the integration with Google where you can only pull data every 4 hours, not continuously Review Source JH Jun H. Customer Relationship Manager Facilities Services Used the software for: 6-12 months ### "Great platform for information sharing" December 27, 2024 4.0 Great resource for compiling and sharing information Pros Outlook plug in was one of the best features by far, live updates instead of having to refresh browser Cons navigating the tabs and pages (individually having to close each tab) Review Source CB Cameron B. Sales Manager Information Technology and Services Used the software for: 2+ years ### "Salesforce can do it all" October 29, 2024 5.0 Overall I am very happy with what can be achieved with Salesforce. The analytics it gives me as a sales leader allows me to forecast accurately and monitor my team's pipeline. Pros Salesforce can do it all. I have used it at every company I have worked for in Sales and Sales Leadership. Cons The UI is a bit dated. I also wish that Dashboards would refresh in real time. Review Source AS Alyx S. Owner Construction Used the software for: Less than 6 months ### "Simple, but Helpful!" January 20, 2025 4.0 Pros I love all the many features available for use. Cons I do not like the way it looks, it could be more complex more beautiful. L Review Source Similar Products Featured ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.