# Page 6 | Salesforce Platform Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 6 - 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 6 - Reviews of Salesforce Platform ## Showing most helpful reviews Showing 126-150 of 395 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use VR Verified Reviewer Corporate Sales - East Hospitality Used the software for: 2+ years ### "Good But Could Be Better" October 31, 2018 5.0 This program is extremely helpful for storing information, keeping track of clients, and using these tools to assist another co-worker if you are not familiar with a client's needs. It is also a great central access point with remote/field reps that may not have access to specific reports, files, data, etc. Pros The search feature is good, it pulls everything associated with what you are looking for. Cons Sometimes there are serious delays. The program will need to reset and what ever you just did does not save. The email link does not carry over the information from the email. It will log the email with the title but will not transfer the body of the email into Lightening. Not sure if this is specific to my job's version or not. Certain aspects of the program convert back to the original Salesforce Classic look Review Source VR Verified Reviewer Program manager Computer Software Used the software for: 2+ years ### "Complete platform but not easy to navigate" March 27, 2024 4.0 Pros It offers multiple mechanisms to control sales and track issues also customer invoices due to its integrations Cons Screens are very convoluted with lots of information that might not be useful. Navigation can also be very confusing for first time users Review Source DR David R. partner account manager Financial Services Used the software for: 2+ years ### "SFDC" November 20, 2023 5.0 excellent, I've been using salesforce since 2004 Pros easy to use, can stay in touch with my partners and clients on a regular basis Cons no cons i can think of at this moment. I depend on salesforce on a daily basis. Review Source VR Verified Reviewer Sr. Integrated Marketing Manager Computer Software Used the software for: 2+ years ### "Salesforce is the superior CRM software" August 11, 2022 4.0 I can't think of anything else we'd use in place of Salesforce. Overall, it's easy to use and fits exactly what we need. Pros We use Salesforce to manage our prospects & customers on a daily basis and keep track of our sales & marketing activities. It does exactly what we need it to do and integrates well with Pardot, our marketing automation tool. Cons Support is super limited other than their vast online support center. And some features are really complicated to set up unless you have vast coding knowledge. Review Source Kamil S. Salesforce Administrator and Developer Construction Used the software for: 6-12 months ### "A Work in Progress with a Great Future" February 28, 2019 4.0 Overall it has been very good and allowed our company to solve complex, repetitive problems without having to enter a separate Visualforce page with an entire development lifecycle behind it. The component-based architecture helps my development time by reducing the overhead required for any remotely complex requirement from users. Pros The component-based development, instead of Classic's page-based ideals, are a breath of fresh air and a sign that Salesforce is looking forward to the future. Having the ease of creating a component and being able to reuse it everywhere in your environment is a great feeling. The components all follow the same style (if done correctly) and don't affect the loading speeds of each individual page, it just works. Cons The Lightning experience is definitely not complete, which is understandable as it is a work in progress, but the worst of all is the \*initial\* loading time. Just after logging in, the wait time is considerably higher than Classic's and is very annoying to sit around while it loads with the latest update's mascot watching your frustration. Review Source RB Ryan B. Investor Financial Services Used the software for: 2+ years ### "Slow but gets the job done" August 17, 2023 5.0 Pros the workflow and the customization available Cons the platform is slow and clunky but once you get past that its a good platform Review Source PL Phillip L. Demand Generation Manager Veterinary Used the software for: 2+ years ### "Sending leads into SalesForce" June 12, 2023 4.0 Pros It clearly services the needs of the sales team and I am able to adapt our marketing campaigns to fit into our complex system. Cons We have multiple products and use our salesforce in a complex way so the downside is there really isn't a great way to integrate leads generated from marketing campaigns into our complex salesforce ecosystem. Review Source MS Mark S. General manager Automotive Used the software for: 2+ years ### "Salesforce" October 6, 2023 4.0 Pros The platform is used daily and does the job for us Cons Nothing to say that is negative about this Review Source Jorge M. S. Tech Support Computer Hardware Used the software for: 1-2 years ### "Everything in one place" October 13, 2019 4.0 Before lightning, we had 2 software, one for chat and email, another one where we create the cases and logs, now everything is in one place. Pros Email, chat and logs platform in one place, you can chat with your customer, sent emails and reply, attach files in the logs (cases), this software have embedded the ScreenMeet software and works great, you can have remote connection. Cons In the start some bugs and errors, they were fixed couple months after. Chat: no timer added yet, you don't know how long is the current chat. If you have 2 chats, they are open in 2 tabs, if one customer close the chat, you don't know it until open the tab, should be great if there is an alarm or sound. Review Source OJ Oparanya J. Finance Manager Construction Used the software for: 1-2 years ### "Salesforce Platform's Capabilities are Excellent" April 30, 2024 5.0 Pros I am impressed by the ease of deployment of Salesforce Platform. Salesforce Platform works so well for us. Cons I like the effectiveness of Salesforce Platform. Salesforce Platform is amazing. Review Source AV Alex V. CPC Information Technology and Services Used the software for: 1-2 years ### "Salesforce is the best CRM we have worked with " September 12, 2022 5.0 easy to use / easy to train new hires so they can start using it, their cust support is incredible and again it feels great to know all our data is being handled for such a good company Pros how it integrates with other software so the information is everywhere, and how safe it feels Salesforce manages our information Cons somehow I like to customize things so, it would be great to change colors, this is me asking for color-coded stuff but I love salesforce Review Source VR Verified Reviewer Dean of the R365 Academy Computer Software Used the software for: 6-12 months ### "Lightning Experience is the gift that keeps on giving" December 15, 2018 5.0 Salesforce Lightning Experience is replacing Microsoft CRM for our organization and in the short time we have had it has already given us a much better user experience with improved data and data flow. Pros We previously used Microsoft CRM and recently implemented Salesforce Lightning Experience. The features and support community we have found within Salesforce have been incredible and continually impressive. CRM was able to get us through the early stages of our business, but Salesforce Lightning Experience will make the difference across each of our growing teams as we continue in the growth phase of our organization. I love that any question I have about Salesforce has likely already been asked and answered by either a Salesforce expert, or a member of the Salesforce user community. Cons With the vastness of customizable features within the application, it can be a confusing transition to Salesforce. There is a large amount of information and training materials that are made available online, but that isn't always enough. Review Source PN Patrick N. ops Non-Profit Organization Management Used the software for: 6-12 months ### "Glitchy, difficult to use" August 2, 2023 2.0 Pros Reporting features are a big deal to us and Salesforce is good at this Cons High cost, low user friendliness. Difficult to use and customize. Review Source VR Verified Reviewer Customer care executive Financial Services Used the software for: 1-2 years ### "Customer Care Executive" February 1, 2022 4.0 We're solving customer care problems relating to their finances, there are many benefits keeping track of end number of customers having multiple options like storing data and keeping track of records Pros I like how we can keep tracks of tickets and number of leads on Salesforce to provide a prompt resolution. It is also used for storing data to review and we can interlink it with other apps to call and send message to the client Cons Sometimes the servers are down but other than that it's always up to the mark. Very satisfied with Salesforce as it's one of the most used CRM brand in India and a lot of major companies use it Review Source EC Ethan C. Senior Accountant Computer Software Used the software for: 2+ years ### "Salesforce CRM Software" January 22, 2024 5.0 Innovative and has made me learn so much about new technologies. Pros It's all customizable and you can hand craft it to your preferences, integrations and necessities. Cons The learning curve is kind of big and it's a bit overwhelming at first. Review Source PD Pam D. Associate Dean Education Management Used the software for: 2+ years ### "Salesforce as a User" February 8, 2024 4.0 Works well, but not as user friendly as I would like. Pros There is a lot of data that you can get access to within the salesforce platform, and the customization works well for integration Cons As a user who is not in there every day, the new lightening platform is awkward and difficult to find anything. We often have to change the view to the old view to find anything and that should not be the case. Switched from [SAP Concur](https://www.capterra.com/p/380/Concur-Expense/) Slicker system with more users and more options for integration Review Source Brad M. Marketing Technologist Marketing and Advertising Used the software for: 1-2 years ### "Great platform for managing your business and a fantastic UI upgrade from Classic" January 22, 2019 5.0 Lightning is definitely the future of Salesforce and the vast majority of their new features and resources seem to be going towards Lightning. If you have not yet made the switch from Classic to Lightning, I would recommend doing it soon. And if you are getting into Salesforce for the first time, start with Lightning so you don't have to switch later. Pros A lot more user friendly and a much better UI than Salesforce Classic. It came out with a lot less features than classic, but in the past few months and years they have dedicated a lot of resources to improving Lightning to not only compare to Classic, but I think it now has even more features. Cons There is a learning curve to getting Lightning up and running. I would definitely recommend spending some time in the SF trailheads to get the ins and outs of Lightning before you switch from classic or sign up to start. Review Source CP Connor P. Finance Lead Computer Software Used the software for: 2+ years ### "Salesforce transformed our contracting and invoicing" February 16, 2024 4.0 Salesforce has completely transformed our contracting and invoicing processes. As a fast growing start up we needed a solution to our contract management. Previously, all contract information used to sit in a huge g-sheet, which made monthly invoicing quite the task and not completely free from error. However, with Salesforce we're more able to audit contract information and download custom reports that slot straight into our invoicing process. This saved our FinOps team days in month end. Pros \- Easy to navigate huge volumes of contract data - Custom downloadable reports that feed straight into our invoicing process - Fully customisable to accommodate our ongoing business changes Cons \- Off the shelf it is a bit clunky and so a Salesforce Admin is key to getting it how you want, which is obviously an additional cost (but worth it!) Review Source DM Deniz M. CEO/Founder Real Estate Used the software for: 6-12 months ### "Amazing features but too difficult and complicated to set up" August 10, 2023 4.0 This could really help our business but it has been a headache trying to get it set up the way we wanted to Pros Great potential for automation, lots of features, customizable Cons Very difficult to customize and complicated to set up, no chat support Switched from [Podio](https://www.capterra.com/p/128631/Podio/) Automation Review Source VR Verified Reviewer Sr SDR Computer Software Used the software for: 2+ years ### "You need Salesforce" September 15, 2022 5.0 Pros There are so many features that impact our business daily. Across multiple teams. Cons The only one area I’m not a fan is that you cannot work simultaneously alongside someone in the same record. Review Source CR Chevy R. Solution Architect Computer Software Used the software for: 2+ years ### "Salesforce Platform Review" August 10, 2022 5.0 Easy to use and a great way to incorporate many processes into a single cloud-based platform with lots of automation. It's going to cost you, but if you can swing it you won't b sorry. Pros It's the leader in the clubhouse for CRM, but it can do so much more. We've used it to go completely paperless. Anything you can put down can be moved into the platform. Cons $$$. It's expensive - not saying it's not worth it, but you need to be doing a lot with it to justify the cost. Luckily we are. Review Source TN Tehreem N. Associate manager Computer Software Used the software for: 1-2 years ### "An easy to use, code free CRM" April 13, 2023 5.0 Pros It's usability shortened the learning curve and made it easier to grasp Cons There isnt much to not like about it. The licenses are a bit expensive Review Source JR Jennifer R. Billing team Financial Services Used the software for: 2+ years ### "Sales force in Solar world " July 10, 2023 5.0 I love SF- easy to use / dashboards make so everything has its own place Pros Easy to use / updates quickly - room for several dashboards - everything under one system . Easy to edit Cons It takes a lot of steps to change or update dashboard . Limited amount of dashboards . So we have to rearrange dashboard when implementing new procedures Review Source MI Michelle I. SVP Customer Experience Online Media Used the software for: 2+ years ### "Data at your fingertips" November 27, 2023 4.0 I've used SF for over 10 years at multiple companies. I have found it to be a valuable tool when properly configured and a great way to keep customer data at everyone's fingertips across the organization. Pros SF gives the ability to keep all of your data at your fingertips to track and manage the customer lifecycle easily. Cons SF is complicated to configure - it could be easier and more user friendly to quickly and easily configure features and establish an easy to use account page with a depth of features for sales and account management. Review Source HG Henry G. CFO Financial Services Used the software for: 2+ years ### "I consider Salesforce a Ferrari!" March 26, 2024 4.0 Pros It has tons of features and an enormous capacity to create processes management, automations, integrations and Cons A lot of things are not intuitive and we always relied on third parties tech to fix issues, make adjustment and customizations. 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