# Page 12 | Salesforce Platform Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 12 - Is Salesforce Platform the right Workflow Management solution for you? Explore 395 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/268338/App-Cloud/reviews --- Salesforce Platform 4.4 (395) [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 May 14th, 2026 # Page 12 - Reviews of Salesforce Platform ## Showing most helpful reviews Showing 276-300 of 395 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use VH Vicky H. Systems Specialist Information Technology and Services Used the software for: 2+ years ### "Generally good functionality" September 10, 2017 4.0 Pros Once you are used to the Salesforce platform it is easy to navigate around and switch between screens. Easy to set up custom objects and fields where required to enhance standard functionality. Cons Reporting is terrible. Data can be accessed but the output formats when manually running and scheduling reports is non-workable. Restrictions in the ability to add products form multiple pricebooks to one order. Review Source JP Jacob P. Director of Business Development Security and Investigations Used the software for: 6-12 months ### "Sales Force" May 11, 2021 3.0 I was not particularly happy with this system - nothing can be changed, cannot use a "custom" part number - which I find it hard to believe no other company would like a line item to just freely type in on a quote. Customer service was not that great - especially if you are not one of the bigwig companies to make things happen. Overall, I would not use Salesforce. Pros I did not really like anything about this software. Perhaps, if we were a billion dollar business we could make it work towards our needs, but they were unwilling to do that. Cons The flow of how the CRM work is not user friendly. Review Source SB Stacy B. SDR Transportation/Trucking/Railroad Used the software for: 6-12 months ### "Makes my job so much easier" July 13, 2022 5.0 It's been great! It makes my workflow so much cleaner. Pros I use every aspect of Salesforce but I love the custom reporting. Cons I've had to get help from someone more experienced to help me with the custom reporting. Review Source 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. 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