# Page 13 | Salesforce Platform Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Page 13 - 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)

[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/)

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Last updated March 13th, 2026

# Page 13 - Reviews of Salesforce Platform

## Showing most helpful reviews

Showing 301-325 of 392 Reviews

Sort by:

Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

AF

Anne F.  
Sr Strategy Advisor  
Non-Profit Organization Management  
Used the software for: Less than 6 months

### "Connecting to customers"

May 6, 2024

4.0

Pros

Ubiquitous platform familiar to a wide audience of users.

Cons

Works OK to manage data, campaigns, outreach to customers.

Review Source

aR

ami R.  
Ad Operations Manager  
  
Used the software for: 2+ years

### "Lighting is salesforce next level"

April 23, 2018

4.0

sales crm

Pros

Great user interface. Makes moving things along much more easier. Looks visually better than the classic version.

Cons

Reports cannot be viewed in detail in lightning you still need to switch to classic. many function that were available in classic are no longer there in lightning. Not admin friendly.

Review Source

YA

Yuri A.  
Help Desk Manager  
Information Technology and Services  
Used the software for: Less than 6 months

### "Endless functionality, but for a large amount of money"

September 14, 2023

5.0

I like the platform in general, there are endless possibilities for customisation, but the price is a big factor at the end of the day,

Pros

For the short period I worked with Salesforce in this company I saw what I have seen in the other two companies where I used Salesforce as a CRM software. Very good functionality and versatility.

Cons

The only con I can mention is that the product it's very expensive. In two of the companies where I used it it was replaced with way cheaper solutions.

Review Source

DO

Darren O.  
Strategist  
Consumer Services  
Used the software for: Less than 6 months

### "Easy to navigate"

April 1, 2024

5.0

Pros

I like that my company has been able to set up pages for each client we have, so when I need to reference something about my own client or a client of someone else, the information is readily available and provides any detailed history of what has happened on the account.

Cons

I'm new to using it, and have a very specific purpose that I use it for, so thus far I have no cons.

Review Source

DC

Donald C.  
Contract Carrier Sales Specialist  
  
Used the software for: 1-2 years

### "Salesforce is a solid if unspectacular program"

December 21, 2017

3.0

Pros

Ease of use, plenty of training and very obvious functionality. Additionally there are so many different ways to measure and track successes and/or losses that you'll always know where you are in the sales process and how effective you are at utilizing your processes.

Cons

Very expensive, unfortunately there are many competitors with more cost-effective pricing. Sometimes the website can run slowly because everything is stored remotely on the cloud.

Review Source

Taylor C.  
Account Executive  
Information Technology and Services  
Used the software for: 2+ years

### "Mobile App really needs improvement"

February 8, 2017

2.0

I use Salesforce (desktop) every day for my job to maintain my territory at the leading SaaS company (global, 1500+ employees). However, there are many times that I need access to Salesforce when I'm on the go, and this app is horrible.

Pros

Gives you visibility, although it may be slow and glitch often.

Cons

Cannot edit anything on the mobile app. If I am constantly editing things on my desktop version during the day, why wouldn't I also need to edit things on the go?

Review Source

KM

Kartikk M.  
Senior Manager - Sales Operations  
  
Used the software for: 2+ years

### "Great Tool"

April 25, 2018

4.0

Pros

Has all the features that are needed. The tool can be easily customized as per your internal workflows and processes.

Cons

Difficult to export large reports and data sets. Dashboards and analytics can be improved by increasing the number of different ways the data can be combined and analysed.

Review Source

OP

Oded P.  
VP of Operations  
  
Used the software for: 1-2 years

### "Overall good"

February 10, 2018

4.0

Pros

Very robust, many integrations, very reliable, and overall very easy to use. You can automate many of the processes.

Cons

Not always intuitive, old UI is very legacy like, need to have a full time SFDC admin on board to really unleash its power.

Review Source

VR

Verified Reviewer  
Marketing & Account Management  
Financial Services  
Used the software for: Less than 6 months

### "Lightning is okay"

September 19, 2018

4.0

Pros

Lightning give salesforce an updated log and some additional features. It’s nice to look at, and it also seems easier to learn/use effectively.

Cons

While it does look nice, I didn’t notice any other substantial changes from another salesforce platform to lightning. Unless you specifically need it for something, I’m not sure if it’s worth paying extra.

Review Source

Annie F.  
Marketing Manager  
Building Materials  
Used the software for: Less than 6 months

### "We just made the switch"

July 23, 2019

4.0

Pros

I do find it a bit more intuitive than Classic. My homepage has exactly what I need. The look is clean and not as cluttered. I love the reporting much more!

Cons

It takes a little bit of time to get used to the changes but they are for the best. Somethings won't be the same as Classic or where you remember them but I find it much more user intuitive.

Review Source

LS

Lauren S.  
Accounting Supervisor  
  
Used the software for: 2+ years

### "Love salesforce and the ability to integrate it with other software platforms"

February 27, 2018

4.0

Pros

\- Ease of use - Direct integrations with almost any software you can think of - Easy to build connector to ERP - Xactly add on for commissions

Cons

\-Glitchy - we experience various errors and failures almost daily. Generally corrects within minutes when you hit resubmit.

Review Source

VR

Verified Reviewer  
Application Consultant  
Computer Software  
Used the software for: 6-12 months

### "A well built CRM platform which is easily mangeable"

November 8, 2017

4.0

Pros

Ease of use with well-maintained documentation of all the requisite needs. Built-in report generator with all the possible filter parameters and query functionality.

Cons

The cost of setting up custom tables/ fields are comparatively more and the APIs published by Salesforce can be upgraded to support more filter parameters and functionalities

Review Source

HS

Haley S.  
Customer Service Assistant Manager  
  
Used the software for: 1-2 years

### "Great for Customer Service"

March 18, 2018

5.0

Pros

Excellent system for controlling customer service efforts. Great at pulling in customer questions from various sources.

Cons

Customer service for Salesforce is helpful, but website updates and changes can impact our effectiveness.

Review Source

Donald W.  
Information Analyst  
Financial Services  
Used the software for: Less than 6 months

### "Using Salesforce successfully as a front end for our customers to connect with."

July 23, 2018

4.0

Pros

Salesforce Lightning Platform provided a very clean interface to setup for our customers to log into and update and/or submit their information. It was successfully integrated with our legacy systems and even the complicated business rules are handled in a clean way. Once created our employees are also able to login but only complete very basic tasks, for complicated items our legacy system is still used. Overall the process has been smooth.

Cons

The system still has a few bugs, a little over a year after launch, and sometimes goes down, but this maybe due to the connections with legacy systems. There were few items added to start but over time the integration team has been adding more functionality.

Review Source

VR

Verified Reviewer  
Client Success Specialist  
Internet  
Used the software for: 6-12 months

### "Great for multitasking "

May 4, 2018

4.0

Efficient work flows, multitasking

Pros

I do not have to open up multiple tabs when working in SalesForce or go back and forth to view information, everything is right there in one tab with smaller individual tabs within

Cons

Not as easy to use as SalesForce classic, somethings are harder to find or less self explanatory than classic.

Review Source

JR

Joy R.  
Configuration and Capacity Analyst  
Telecommunications  
Used the software for: 2+ years

### "Salesforce"

June 30, 2022

4.0

Pros

Everything needed for phone porting information is in one place for our customers which we need on a daily basis when doing phone installs

Cons

Sometimes the information can be overwhelming the way it is formatted making it a little hard to quickly find the information needed

Review Source

GH

Galen H.  
Project Coordinator  
  
Used the software for: 2+ years

### "Very dependable and easy to pull information for prospecting"

November 12, 2018

5.0

Pros

Salesforce is a great software for tracking prospects and current accounts. Loved the ability to schedule evens

Cons

Nothing negative to say about Salesforce. it was a tremendous tool for me and my colleagues for over 7 years.

Review Source

AE

Arthur E.  
Manager  
  
Used the software for: 2+ years

### "Robust product lots of potential"

November 8, 2017

5.0

Pros

Interface and speed of load coupled with a robust platform of suites and libraries that can be integrated

Cons

business value of implementing in smaller business environments where a enterprise level suite may be unnecessary

Review Source

NC

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

### "Very user friendly"

January 10, 2018

5.0

Pros

The ease of training new staff to utilized the software. I also value excellent customer support staff.

Cons

Constant updates and numerous notifications that continuously happen quite often. Besides that, no other con.

Review Source

VR

Verified Reviewer  
Finance Internship  
Computer Software  
Used the software for: 6-12 months

### "Salesforce Lightning Platform"

September 26, 2018

4.0

good

Pros

we can easily manage pipeline using custom reports and dashboards. you can set auto email delivery of reports out of the box integrations with many leading applications navigation made easy compared to Classic version

Cons

its very expensive steep learning curve estimation features missing

Review Source

MR

Michael R.  
Owner  
Motion Pictures and Film  
Used the software for: I used a free trial

### "Too Complicated"

July 24, 2023

4.0

Pros

The many features and reporting functionality allows for lots of options and data.

Cons

The platform has many features but this can prevent a salesperson from spending more time interacting with actual clients because they are spending too much time in the CRM itself.

Review Source

NJH

Nancy Jo H.  
Regional Account Manager  
Information Technology and Services  
Used the software for: 1-2 years

### "Not great with analytics"

July 19, 2018

3.0

CRM System keeping clients organized.

Pros

It is an easy to navigate program. Rolling over calls to the next day needs to be a feature. It is fairly easy to use

Cons

pulling reports are hard. I am not sure if that is because of how my company set up the system or not. If I want to send an email campaign blast out it is very confusing and therefore walk away from it

Review Source

DC

Daniel C.  
Sales Development Representative  
  
Used the software for: 6-12 months

### "I love the new platform and the drastic upgrade it is from the OG Salesforce."

April 19, 2018

5.0

Pros

The reports look absolutely amazing! It makes you feel like you are actually working in 2018, and not the 90's!

Cons

If I had to say one thing bad about the lightning platform, it would be that some things don't function exactly the same as the OG layouts, and there are a few nuances about how the page layouts are.

Review Source

JH

Jana H.  
Marketing Communications Specialist  
  
Used the software for: 1-2 years

### "Took me a while to get the hang of it"

December 7, 2017

4.0

If you're a marketer, you might find Salesforce to be un-intuitive.

Pros

\- ability to organize, organize, organize - classic reports are really easy to filter and use - sorting by folders is really handy

Cons

\- salesforce lightning view is a nightmare for reporting - it would be nice to have the ability to manually add lead source information after a lead is entered

Review Source

JL

Justin L.  
account manager  
Information Technology and Services  
Used the software for: 2+ years

### "Big fan"

January 30, 2019

5.0

Pros

I really like lightning, it's a big of a learning curve but the UI improvements are fantastic

Cons

It's sometimes a bit slow, especially third party apps like inbox or salesforce for outlook

Review Source

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