# Page 12 | Salesforce Platform Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Page 12 - Is Salesforce Platform the right Workflow Management solution for you? Explore 392 verified user reviews from people in industries like yours to make a confident choice.

Source: https://www.capterra.com/p/268338/App-Cloud/reviews

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Salesforce Platform

4.4 (392)

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Last updated March 13th, 2026

# Page 12 - Reviews of Salesforce Platform

## Showing most helpful reviews

Showing 276-300 of 392 Reviews

Sort by:

Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

CH

Carol H.  
Sales and Account Manager  
  
Used the software for: 2+ years

### "Best CRM for Sales, hands down!"

January 9, 2018

5.0

Pros

User-friendly, fast, can easily find history of notes/activities all together, no need to open and close various entrees. Good reporting options. Believe has decent area/piece for Finance too but not 100% sure on that.

Cons

Expensive but if you're serious about a stable, strong CRM program, it's worth it! I've used 3 others (MS-Dynamics, SAP, NetSuite), Salesforce, handsdown the best!

Review Source

VR

Verified Reviewer  
Watch Analyst  
Construction  
Used the software for: 6-12 months

### "Salesforce "

December 16, 2018

4.0

Pros

Fast, user friendly, easy to navigate and train others to use.

Cons

liked the old layout better, i often switch to it.

Review Source

KD

Kadi D.  
ERP Solutions Engineer  
  
Used the software for: 2+ years

### "Very Robust - Almost to a Fault"

February 8, 2018

4.0

Pros

Salesforce does pretty much anything you need it to do and is very robust. There is a lot of room for customization and integrating many different areas of your business.

Cons

Salesforce is almost too busy. There are so many options and so much going on it’s almost too difficult to pare it down to the basics. Sometimes users want fewer options and more standardization with an easy GUI.

Review Source

DJ

Darrell J.  
Major Account Manager  
  
Used the software for: 2+ years

### "Salesforce.com from an account executive & sales manager positions"

March 26, 2018

4.0

Pros

AE - Easy funnel management updates in bulk, ability to add notes, tasks, and events and sync to Outlook, Manager - Granular & pre-built reports to manage KPI's of team and funnel health. Ease of sending out team updates & sharing files

Cons

Report building can be difficult due to all the fields and options Tasks were not synced to Outlook tasks - want more integration with Outlook

Review Source

VR

Verified Reviewer  
Marketing Manager  
Consumer Services  
Used the software for: Less than 6 months

### "Visually Appealing, but not as easy"

April 25, 2019

5.0

Pros

We recently switched to the lightning platform and the transition has been a bit bumpy. Overall, Lightning is more aesthetically pleasing and well organized. I like that you can generally see everything on one screen without scrolling down so much.

Cons

It's taken a lot of time to figure out where things are now. There's more clicking and going through pages and tabs to get to the information that was once on the main screen in the classic version.

Review Source

CS

Christian S.  
Associate  
  
Used the software for: 6-12 months

### "Robust functionality but expensive and hard to customize"

February 1, 2018

3.0

I would love to find a new platform for our firm to use, but the switching costs are painfully high.

Pros

The concept of the product is awesome. Centralized place to store all records. The app platform is great as many newer softwares are able to integrate seamlessly into Salesforce to provide additional functionality. There definitely is a network effect from working on this platform.

Cons

Each company is very different and needs to track specific fields. Salesforce is extremely hard to customize and it is very expensive as well. The reporting features aren't great and you'll probably need to pay for a BI tool to feed the Salesforce data to in order to better understand the things you are tracking.

Review Source

VR

Verified Reviewer  
Compliance Associate  
Financial Services  
Used the software for: 6-12 months

### "Great GUI"

February 9, 2019

5.0

Pros

User interface is far superior to SF classic

Cons

Reporting is a little bit more confusing than classic

Review Source

EU

Eduardo U.  
Marketing Operations Manager  
Information Technology and Services  
Used the software for: 1-2 years

### "Still the best CRM around"

September 12, 2022

5.0

All in all, SalesForce is still a great asset for your company.

Pros

SalesForce is still an important asset and CRM tool that also allows for highly customizable reporting and workflow tracking.

Cons

SalesForce interface can be rather obtuse, and UI is not that friendly.

Review Source

Mayur K.  
Software Developer  
Computer Software  
Used the software for: 6-12 months

### "One of the best CRM software."

September 23, 2022

5.0

Pros

This software's user interface is extremely user friendly. It provides numerous features to increase your productivity. You are free to add and develop as many features as you want.

Cons

When it comes to cons Because there are so many features, training is required to utilize this tool effectively. This tool is quite expensive.

Review Source

NR

Nathan R.  
SEO Specialist  
Computer Software  
Used the software for: 2+ years

### "Worth the Switch!"

August 15, 2019

4.0

Salesforce is the best there is.

Pros

It takes a while to get used to lightning, but it's much easier to use once you do!

Cons

Quite a learning curve from the old version to this one.

Review Source

MKM

Mary Kate M.  
Customer Experience Lead  
Hospitality  
Used the software for: 6-12 months

### "Much Improved from Classic"

July 17, 2019

4.0

I used Salesforce Lightning Platform as a customer support lead at a software company. I used it to respond to questions from clients and track interactions and resolutions.

Pros

The Lightning Platform is a much cleaner and easier to use version of Salesforce than Salesforce Classic. It looks more modern and it overall more intuitive.

Cons

Some features I expect from Salesforce Classic aren't available on Lightning, so I have to switch back to Classic to use them. That's very annoying and makes projects take longer.

Review Source

SK

Sarah K.  
project Manager  
  
Used the software for: 2+ years

### "Easy to Use"

January 23, 2018

4.0

Pros

Easy to configure and enter data. I love the reporting abilities and at a glance dashboards for easy live time review.

Cons

I wish the hierarchy set up for affiliate relationships was a bit more user friendly. Partner relationship can be complicated and sometimes with multiple partner contracts it makes it difficult to report and associated opportunities.

Review Source

KL

Kelsey L.  
BD  
Financial Services  
Used the software for: 6-12 months

### "Salesforce Lightning Experience "

August 2, 2019

4.0

I will not be using the Lightning Platform and would rather use the Classic Salesforce platform. Lightning does not seem to have better functionality or layout.

Pros

This software hosts a new layout for the Salesforce platform. It was implemented in 2019 and is supposed to be an updated and more functional version of the Salesforce layout

Cons

I do not think this version of Salesforce and layout is functional at all. It is actually much more difficult to maneuver than the regular Salesforce classic platform.

Review Source

JF

Jessica F.  
Sales Operations  
  
Used the software for: 2+ years

### "Great for Aggregating Users"

February 1, 2018

4.0

Overall I would highly recommend.

Pros

I use this software at my company to manage international resellers and it's great with aggregating their information so only users in certain territories can see their mutually shared content.

Cons

Reporting features are rather limited and difficult to navigate. I also find we use a third party emailing tool for easy access.

Review Source

VR

Verified Reviewer  
Associate Solutions Analyst  
Computer Software  
Used the software for: 1-2 years

### "Limitless uses, streamlines productivity"

December 21, 2017

5.0

Pros

\-Easy to Use -Immense Customization -Ability to be used across all functions of the business -Increase customer satisfaction/retention

Cons

While I have only used a fraction of SFDC, because it is so complicated you need to have someones who really knows the SF product or hire a 3rd party to assist in doing so.

Review Source

VR

Verified Reviewer  
Senior Software Engineer  
Computer Software  
Used the software for: Less than 6 months

### "Much cleaner to read than the old platform."

October 29, 2019

4.0

Overall it felt non-disruptive to our workflow as the third party and we've been able to make updates at our own pace rather than being tethered to whatever backend we are building on top of.

Pros

The progress ribbon on leads makes it much easier for us as a third-party vendor to see the full process that our client who utilizes this software has made process changes to. It also was a seamless transition from our perspective as the service we had created using the older platform is still working and simply funnels leads into this new endpoint now.

Cons

Documentation still feels hard to find with regard to how exactly SOAP vs REST are handled and differentiated so it took a bit of research to get our heads around what exactly was the norm when developing applications for the overall SF platform vs just this new one.

Review Source

mJ

mattt J.  
Pre-Implementation Onboarding Coordinator  
  
Used the software for: 2+ years

### "Salesforce is awesome"

November 9, 2017

5.0

Pros

Its an easy way to keep track of all your customer data. They make it easy to run reports, create graphs and search the database for specific items.

Review Source

VR

Verified Reviewer  
ATS Support  
Wireless  
Used the software for: Less than 6 months

### "The Lightning Platform is a great concept but its Clunky"

February 18, 2019

4.0

Pros

I love the full features that you can get out of the platform. It really is intuitive and houses much of the things that makes SFDC really great right inside of this platform. Chatter works well, tabs are accessible and search is very robust.

Cons

Its slow, For whatever reason It always seems to be catching up to itself. I wish it were lighter on its feet and just snapped to the information that you dropped into it.

Review Source

VR

Verified Reviewer  
Sr. Manager, Marketing Analytics & Operations  
Real Estate  
Used the software for: Less than 6 months

### "Not Sure Why We Waited to Get on Lightning"

April 18, 2018

5.0

Pros

The time saved using Lightning has been incredible. Workflows and reduction in hunting for information on customer and activity records has been a huge help. The increase in the ability to customize the UI for Lightning is also a huge plus.

Cons

Some of the reporting functionality still reverts back to the old/classic interface which is disappointing but I'm assuming they are going to upgrade that in a later release.

Review Source

AS

Abhinav S.  
Manager  
Management Consulting  
Used the software for: 1-2 years

### "Salesforce Lightning : Old book in a brand new cover and added chapters"

July 19, 2019

4.0

Pros

Well that it is cloud ready and has Einstein (the AI based flagship from SFA). The dropdown for recent, All and My pages in all leads, Ops etc is quite helpful in reviewing the data. Also the Dashboards can be built quite rapidly.

Cons

To make use of the high speed of the application, a very high end data speed is required which is mostly not available for sales people who are on the go especially in non wifi areas/remote locations/ while travelling.

Reason for choosing Salesforce Platform

This was the latest offering from SFA and we were re-implementing the CRM tool and hence upgraded to this version. We did not buy additional Einstein licenses though.

Review Source

HL

Henry L.  
Fulfillment Coordinator  
  
Used the software for: 1-2 years

### "It Gets The Job Done"

April 5, 2018

4.0

Pros

It has an incredible range of customizations to improve your workflow. You can perform really narrow-ended searches to pull up leads relevant to you.

Cons

By the same vein mentioned above, the ability to customize so greatly may confuse those not familiar with the software or its full capabilities.

Review Source

AW

Austin W.  
Account Executive  
Automotive  
Used the software for: 6-12 months

### "Workflow Management is Key"

July 19, 2022

4.0

Pros

The workflow management is all I use this for and it is helpful to keep track of stages

Cons

The tasks can get lost in the busyness of the platform.

Review Source

MR

Mark R.  
Project Manager  
  
Used the software for: 1-2 years

### "Favorite CRM Period!"

October 18, 2018

5.0

Pros

Salesforce has been our favorite CRM for so many reasons over the years. It's been absolutely critical to building a strong foundation in our organization with building our customer relationships. Hands down this is the best!

Cons

I had a bit of issues initially getting set up. At the same time it felt like the sales rep was unable to help with technical issues, and their support line was limited. Still, this was just a small hiccup as we launched forward with speed right after!

Review Source

VR

Verified Reviewer  
Information Manager  
Automotive  
Used the software for: 6-12 months

### "State of the Art Dashboards & Reporting"

September 8, 2018

5.0

As the salesforce classic platform is going away, we are slowly switching to lightning. We use the platform to manage accounts, user stories and test results, and create reports and dashboards.

Pros

The ability to create and customize dashboards is much improved in this platform vs. salesforce classic. The features for report creation and the ability to create custom filters for reports is also better than the previous platform. The platform allows you to create interactive, professional looking dashboards for any of the data stored in salesforce . It provides the ability to create executive summary dashboards with the ability to drill down to obtain specific details.

Cons

I prefer the layout for account and user management in the classic version. The layout is a lot different in this platform and takes time to adapt.

Review Source

TC

Trent C.  
Director  
  
Used the software for: 2+ years

### "Behemoth, slow and clunky and not built for speed"

January 23, 2018

1.0

They don't market to non-profits, so don't use them. They are built for sales, not non-profits.

Pros

Biggest CRM on the market. If you are doing high-volume sales, then sure, they are helpful. Their app is nice.

Cons

Reporting is a nightmare. Moves management is non-existent. COnstantly had to find workarounds to get it to do what I wanted.

Review Source

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