# Page 9 | Salesforce Platform Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 9 - 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 9 - Reviews of Salesforce Platform ## Showing most helpful reviews Showing 201-225 of 395 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Megan B. Client Experience Process Coordinator Banking Used the software for: Less than 6 months ### "Awesome software for clients and prospects " June 11, 2022 4.0 Positive experience so far Pros The ability to create and run custom reports that are sent to you at a regular cadence Cons The deployment process has been a bit difficult because of migrating files over from our previous application Review Source VR Verified Reviewer International Studies Director Education Management Used the software for: 2+ years ### "Great for organization but needs better functionality " November 21, 2018 3.0 Pros The detailed reports I can run for my leads. Cons It's not easy to navigate and is very confusing at times. My company upgraded to the lightening but the classic version is much easier to navigate. This one is very difficult. Review Source LB Lauren B. PSS Hospital & Health Care Used the software for: 1-2 years ### "Pipeline Management " June 8, 2023 5.0 Pros The ability to track leads and management my pipeline Cons There seems to be an abundance of places where the same information needs to be input Review Source JS Joy S. Navigator Civic & Social Organization Used the software for: 2+ years ### "Data entry and output is the best" October 3, 2023 4.0 It is a critical component of our sub-grant. Information is secure and off our local server. Easy to input data but difficult to build reports Pros fillable forms with drop down boxes allow easy and quick data input Cons Not easy to filter or search, or build reports Review Source VR Verified Reviewer Customer Enablement Manager Computer Software Used the software for: 6-12 months ### "Salesforce is great...if it is set up right!" October 17, 2022 4.0 Pros You have almost unlimited options with Salesforce. Seriously, if you can think it, Salesforce can probably make it happen. It also makes it easy to consolidate tools instead of having everyone using something different. Cons It is a beast to get started with Salesforce! There are so many moving pieces, that if it isn't implemented perfectly, you will have issues. Review Source VT Victorien T. Gestion de Clientele Accounting Used the software for: 1-2 years ### "Meilleur logiciel" November 3, 2023 3.0 Pros Il est bon et facile à utiliser pour le développement d'autres applications Cons Je ne vois pas en quoi ce logiciel est compliqué Review Source VR Verified Reviewer PHP Developer Automotive Used the software for: 6-12 months ### "Great CRM platform." July 14, 2021 4.0 As a user Salesforce is relatively easy to pick up as a beginner making it a great tool for employee/customer management. Pros I really liked how this software can be tailored to the needs of different businesses, such as allowing users to view stats, email campaign response rates and allows users to create specific lists for their email and phone campaigns. Cons If not managed correctly the system can become filled with irrelevant data, meaning it requires strict auditing throughout the company which at times can be difficult to do. Review Source Benton C. Chief Executive Officer Real Estate Used the software for: 2+ years ### "Great Platform to build out any CRM" January 16, 2019 5.0 Pros Love the flexibility and customization. Can easily integrate with all of our other softwares. Cons Can get pricey for a small business. UI is not the best yet but you can customize to make it better. Review Source VR Verified Reviewer CEO & Founder Outsourcing/Offshoring Used the software for: I used a free trial ### "Not user friendly " May 5, 2022 4.0 I decided to use another CRM platforms because I found Sales Force to be outdated and hard to use Pros Salesforce's platform is not very user-friendly. I found it tricky to navigate and would find myself wasting time just figuring out how to do what. Cons User experience is not great. It was not easy to navigate at all. Alternatives considered [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/) Review Source VR Verified Reviewer Affiiate Services Director Hospital & Health Care Used the software for: Less than 6 months ### "Switching from classic Salesforce to sales force lightning" August 1, 2019 3.0 I would give it a big “Mehh..” It’s really okay, but I can get used to most new things it just feels like the extra load time makes it seem like a step back Pros I like that it has the capability to be super customized to the user. However this customization isn’t the easiest to put in place Cons Again, I was switched from Salesforce classic to Salesforce lightning, and for some reason lightning isn’t as fast as it’s name would lead you to believe. Longer load times and save time. Maybe I was just used to / happy to the old way I was using Salesforce so the change was the harder part. Truly I don’t like having to scroll - call me old fashion but I like everything to appear in almost one screen. I feel the same way about website and other apps. Basically lightning tries to give you a overview of data on different levels to help you get to what you need faster. Review Source Justin H. Garden Director Environmental Services Used the software for: 6-12 months ### "Lightning Platform has revolutionized our small non profit" October 3, 2018 5.0 We are so grateful for Lightning Platform. It was the perfect remedy to help us build a stronger community. Pros I love that Salesforce can seem to handle all of communication needs. It generates an endless amounts of reports and has enabled us to take our small non profit to the next level with donations, donor communication, and membership. Cons Salesforce is difficult to learn without a personal coach. I read a lot and watched youtube videos but I am pretty sure I am still not accessing all that it has to offer. Review Source RH Rebecca H. Marketing Assistant Financial Services Used the software for: 1-2 years ### "A game-changer for our company" June 5, 2023 4.0 Very good platform for multipurpose functionality Pros Easy to learn, easy to use. Many features that we haven't even explored yet. Cons Pricing is high. So many sections and functionalities, that we are likely not using all that we could. Review Source JL Justin L. Marketing Operations Manager Used the software for: 2+ years ### "Probably the World's Most Powerful Sales CRM" February 21, 2018 5.0 Probably best as a long-term solutions for already-big companies or companies that plan on growing. Pros It's hard to think of what Salesforce can't do. I honestly can do, or can be made to do, virtually anything you can think of to enable a sales department. I see a future where there is only Salesforce in its vertical. Cons Because of its robust functionality, there can be quite a learning curve for inexperienced admins. The average user, though, won't have a problem. But even as an admin, learning its bells and whistles just takes a little time and is completely worth it. Review Source AS Austin S. Founder Used the software for: 2+ years ### "Excellent Platform, Robust, but Complex" November 7, 2017 5.0 There's a saying that "nobody ever got fired for picking Salesforce" for a reason. It's an excellent, safe choice. Pros Salesforce is the most robust CRM in the market, a point that isn't debatable in my view. For an enterprise organization with complex needs, Salesforce is hard to beat. The sheer number of native integrations is a huge advantage over any other solution. The reporting you get with Salesforce is remarkable. Cons It's so robust, it can be overwhelming for those without Salesforce expertise, or a dedicated CRM manager in-house. The permissions are flat out hard. This is more of a con for a small business than a mid-sized to enterprise business with more internal resources. Expect to pay huge hourly rates for a consultant if you don't hire in-house. Review Source VR Verified Reviewer Queue admin Computer Hardware Used the software for: 1-2 years ### "All in one platform" August 8, 2019 4.0 Pleasant, since its way better than the previous one I used. Pros \- Option to create a superQ to support online or voice customers. - different searchable items and reports/graphics for a quick understanding of the Business KPIs. - Cons After every update, the platform gets slower and it shows random issues regularly. Review Source IC Ignacio C. Regional Sales Manager Computer Software Used the software for: 2+ years ### "Was not used to it at first, now I would not go back." December 6, 2019 5.0 great way to navigate information. Account/Opportunity views are so much easier to view and edit. This was definitely a step in the right direction with the platform. Pros Lightning view took Salesforce to a whole other Level. It is cleaner and sharper and over all a better easier way to navigate through the platform. Cons At first it was really hard to use because I was not used to it. I had been using the classic view for so long that this just didn't fit the way I worked. Once I was forced to use lighting and got used to it. I don't know why I was punishing myself using the other view Review Source VR Verified Reviewer VP, Technical Support Information Technology and Services Used the software for: 2+ years ### "Feature rich and efficient" August 26, 2022 5.0 Salesforce is industry gold standard as a CRM solution and our experience has been positive. It generally helps achieving the business requirements. There are many features & functionality that you may not take advantage of. Pros Salesforce is packed with rich features. It's got powerful customization capabilities and relatively easy for the techies to play around to implement complex workflows. It has everything (and may be more) that you'd expect from a CRM solution. A large global user community makes it easier to seek help/collaborate and certifications add further value. Cons It's less easier for people without decent technical skills or experience, will take time to figure things out. Depending on the budgets, this may be an expensive proposition for some. Review Source VR Verified Reviewer Technical Support Representative Publishing Used the software for: 6-12 months ### "Technical Support System" February 6, 2019 4.0 Pros I love the ability to store a bunch of data in cases. I primarily only use cases and reports in my line of work, but the ability to work between queues is fantastic. It works well for our company. Cons It's a little clunky. Sometimes fields don't function, and the ability to merge cases isn't helpful. If someone emails in several times, then cases just pile up. This might not be a Salesforce thing, but it is a thing I noticed. Review Source BP Brent P. Customer Success Advisor Used the software for: 2+ years ### "Salesforce is the right tool for most organizations that are sales and marketing driven" March 8, 2018 5.0 Salesforce is a great platform for those who have time and resources to make it work. Pros Customization and a broad feature set make Salesforce a real asset for our business. We have been able to integrate many other essential products, write custom code, build workflows, customize fields and objects and do pretty much everything that we have wanted to do. Cons The main con of Salesforce is that, for a company with "sales" in the name, they do very little to help you with actual sales practices out of the box. They don't have great sales funnel, marketing or other templates. Of course, all of this is definitely possible, but it requires previous experience and iteration upon iteration to get it right. Review Source TW Troy W. Software Engineer Hospital & Health Care Used the software for: 2+ years ### "Good Customizable Tools" May 18, 2021 5.0 Overall experience was good, learning and writing Apex code came fairly easily as it's very Java-like, and SOQL was fairly easy to learn as well. The need for >80% of our Apex code to be covered by unit tests is also nice, as it forces the development team to write unit tests for the custom code. Pros Salesforce has a vast array of tools to use. Some of what my team uses is the e-mail to ticket functionality (very nice, a user can just send an e-mail and a ticket gets created), workflows, and we have a lot of custom Apex code for the workflows. Cons As with any large software, there's a learning curve there, and some organizations use Salesforce for only a few things, while others use most of its features. The main issues are ones that you'll encounter on any Web Application, it's just the give and take of having it be a web application versus a desktop application (less maintenance as a web app, but at times slower or more restrictions). Review Source VR Verified Reviewer Account Executive Business Supplies and Equipment Used the software for: 6-12 months ### "Lightning" March 26, 2020 3.0 Honestly i loved the old platform more. The new lightning platform while simpler and more updated is honestly not as easy to use as the old one. Pros I like that it is broken down more simply in terms of the steps you need to complete to make sure its progressing. Cons It gets stuck in the lightning path allll the time. Then i have to reach out to a supervisor to manually move it out of a certain sequence. It takes time and is very frustrating. Review Source MF Matt F. Customer Service Manager Biotechnology Used the software for: 2+ years ### "Excellent system for a wide range of functions, but pricey" June 7, 2018 5.0 Ability to handle the sales process, marketing, and support of complex products. We also created a knowledge base which allows agents access to the most up to date details on the products. Pros Ability to generate custom objects, processes, and communication across a wide range of departments makes SalesForce the ideal tool for any size company. The plus is the cloud location allowing customers and employees access around the globe. Cons The pricing and add on fees for certain functionality can quickly explode the budget set by your company for this solution. Be sure to think about all functions you might need and negotiate with your SalesForce contact to obtain the best pricing possible. Bundling can be powerful! Review Source AL Amy L. Accounting Retail Used the software for: 2+ years ### "Perfect Tool " June 8, 2023 4.0 Pros Like having all customer information in one place. Like seeing all emails that go to customers right in their account. Cons The time to load/log in each day is very long. Review Source VR Verified Reviewer owner/broker Financial Services Used the software for: Less than 6 months ### "Salesforce SAS" January 18, 2023 5.0 I found it was a great product, however after getting started using it I also discovered a similar product with the same features for much less money. Pros Initially I thought that using Salesforce was the logical choice, however that is not the case. Cons the primary reason for not using it any more is the cost for the service Review Source MB Mourad B. Salesforce Admin/Dev Information Technology and Services Used the software for: 2+ years ### "Salesforce CRM #1" September 27, 2022 5.0 Pros Salesforce is the best CRM, can adapt to any business need, and all softwares can integrate with it. The best documentation, community, learn programs with trailhead and certifications... #1 Cons Some technical limitations could be improved Review Source Similar Products Featured ## Related categories [Application Development](https://www.capterra.com/application-development-software/)[Integrated Development Environment (IDE)](https://www.capterra.com/ide-software/)[Platform as a Service (PaaS)](https://www.capterra.com/platform-as-a-service-software/) ## 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.