What I like most about the Salesforce Headless 360 Platform is its flexibility and scalability. It integrates smoothly with different systems through APIs, supports custom development, and makes it easier to build modern applications while still taking advantage of Salesforce’s security and reliability. Review collected by and hosted on G2.com.

One downside is that the platform has a steep learning curve, particularly for new users. Some of the more advanced features take considerable configuration or development effort to set up properly, and licensing costs can become expensive as business needs expand. Review collected by and hosted on G2.com.

The biggest advantage for me honestly is how much manual work we were able to eliminate once Flows, approvals, and notifications were configured properly. Before that teams were constantly following up in Slack, checking spreadsheets or manually updating records and it quickly turned into a mess as our processes started to scale.

I’m more on the admin/developer side, so I spend most of my time on things like Flow Builder, sandbox testing, approval automation and custom object handling. When the setup is done right, Salesforce becomes really powerful because a lot of repetitive work simply runs automatically in the background.

I also appreciate that the platform is flexible enough to support custom business logic instead of forcing everything into one fixed structure. That said, it definitely takes planning because even a small automation change can unexpectedly impact other workflows if governance is weak. Review collected by and hosted on G2.com.

The complexity ramps up very quickly once multiple Flows, Apex classes, permission sets, integrations, and approval chains start interacting with each other. Things can feel manageable at first but later on debugging automation issues can honestly become frustrating, especially in older orgs where different teams have added logic over time.

We’ve also run into situations in sandbox where overlapping Flows triggered the wrong actions or where similar classes behaved unexpectedly because of automation conflicts. That’s why I still don’t fully trust AI generated workflow suggestions unless I manually validate everything first.

Pricing and licensing can get confusing too once Data Cloud, AI capabilities, and additional Salesforce products start getting layered together. Review collected by and hosted on G2.com.

The core Lead object is genuinely flexible. Standing up custom fields, a BDR work queue report, and leadership-facing dashboards took hours, not weeks, and everything I built has held up. Reporting is best in class once the underlying data is clean, and the Lead-to-Opportunity path is well thought out. For a small sales team replacing a spreadsheet, the out-of-the-box structure covers most of what you need on day one. Review collected by and hosted on G2.com.

Activity-driven automation is where this fell apart for us, and we still have not solved it.

Our requirement was simple on paper: when a rep touches a lead, advance that lead's cadence stage automatically. Every path we tried hit a wall.

A record-triggered flow on the Lead using LastActivityDate as the entry condition builds cleanly, validates, activates, and then simply never fires. LastActivityDate is system-calculated and the background update is not treated as an edit to the Lead, so Lead-based automation is bypassed. There is no error and no warning. It looks healthy in Flow Builder and does nothing.

Support's recommendation was to rebuild the trigger on the Task object filtered on WhoId. Reasonable in theory, but Einstein Activity Capture does not write captured emails as Task records. They live outside the org and surface as virtual records on the timeline, so there is no record for a Task-triggered flow to fire on. Emails are visible but not usable by automation. The Summer '25 sync setting addresses part of this, but it is conditional and does not backfill history.

Separately, EAC authenticates against a single mailbox, so mail sent from a Google Workspace send-as alias does not get captured at all. We only found that by testing it ourselves.

None of these limitations are surfaced in the product where you would encounter them. You discover each one after building something that quietly does not work. Our case has been open through multiple support rounds and is now with our account rep, still unresolved. Review collected by and hosted on G2.com.

What I like most about the Agentforce 360 Platform is that everything is very interconnected in one place. Data, automations, and now AI agents work together in a well-integrated way, which makes day-to-day work much easier. I also find it interesting how the platform allows you to automate more complex processes, not just simple tasks. This ultimately leads to real productivity gains. Another strong point is that it leverages the entire Salesforce ecosystem, so you don't need to rebuild everything from scratch to evolve with AI. Review collected by and hosted on G2.com.

What I don't like about the Agentforce 360 Platform are some of the lighter day-to-day aspects.

First, at times the configuration can be a bit confusing, especially for those who are not very familiar with the Salesforce ecosystem. Second, depending on the volume of automations and customizations, management and organization can become a bit complex. Review collected by and hosted on G2.com.

What I like best about Agentforce 360 Platform is its well-rounded capabilities across UI/UX, integrations, performance, and AI-driven features, making it a strong foundation for enterprise applications.

The UI/UX is intuitive and modern, with flexible customization options that make it easy for both developers and business users to navigate and build solutions efficiently. The low-code capabilities significantly improve productivity and reduce development time.

One of the biggest strengths is its integration ecosystem. The platform enables seamless connectivity with Salesforce products and external systems via APIs, connectors, and middleware, allowing organizations to create a unified data layer and automate end-to-end business processes.

In terms of performance, the platform is highly reliable and scalable, capable of handling large volumes of data and complex transactions with consistent uptime and stability.

While the pricing is on the higher side, it delivers strong ROI through automation, faster time-to-market, and improved operational efficiency, making it a worthwhile investment for long-term digital transformation.

The support and onboarding experience is also solid, with extensive documentation, Trailhead resources, and an active community. Salesforce support and partner ecosystem further enhance implementation and troubleshooting.

Lastly, the AI and intelligence capabilities, especially with Agentforce and Einstein, add significant value by enabling automation, predictive insights, and enhanced customer and employee experiences. Review collected by and hosted on G2.com.

While Agentforce 360 Platform is powerful, there are a few areas that could be improved.

The pricing can be a concern, especially for small to mid-sized organizations. Licensing, add-ons, and implementation costs can add up quickly, making it less accessible without a clear ROI plan.

The platform also has a steep learning curve. Despite its low-code capabilities, understanding the full ecosystem—especially for complex integrations and advanced customizations—requires significant expertise.

From a UI/UX perspective, while generally good, some areas still feel fragmented across different modules, and navigating between legacy and modern interfaces can occasionally impact user experience.

Performance is usually strong, but in highly customized or heavily integrated environments, there can be occasional latency or governor limit constraints that require careful design considerations.

Support is helpful, but response times and resolution quality can sometimes vary depending on the issue severity and support tier.

Lastly, while AI capabilities are promising, features like Agentforce and Einstein may require additional setup, data readiness, and licensing, which can slow down adoption and limit immediate value realization. Review collected by and hosted on G2.com.

One of the best things about Salesforce that we found is the user interface itself. It's pretty responsive and the overall UI is pleasing to us as well as to our clients. To an extent, it's also intuitive, where you can figure out where to find things. It gives us ample choice over the kind of action we want to perform, so it's customizable to an extent. When I say it's responsive, it's about interacting directly with the cases or the tickets, and changes are almost immediate. The over user experience is also convenient with new cases opening up in seperate panes within the same window/tab. Even as admin users, it's pretty straightforward and convenient for us to change a lot of things, including the case details as well as account/contact details for users. Review collected by and hosted on G2.com.

I would say one of the biggest things that could be improved maybe is adding in a better tutorial because there is a certain complexity and a learning curve to Salesforce. And while it is very powerful, it can feel a little bit overwhelming, especially for beginners. So for the initial setup, it often requires skilled users or admins. And for even configuring the user itself, there is a certain extent of technical knowledge required. So to overcome all of these, there can be a good tutorial or some quick overviw that can be introduced. Review collected by and hosted on G2.com.

What I like best:

The sheer scalability and the seamless integrations ecosystem are unmatched. Agentforce 360 (formerly Salesforce) has become our single source of truth; we’ve connected our marketing automation and customer support tools effortlessly, keeping performance fast and data essentially lag-free.

The UI/UX has evolved beautifully. The drag-and-drop Lightning App Builder and Flow Builder save our operations team hours every week compared to the older, hard-coded workflows we used to rely on. On the AI/intelligence side, the built-in predictive insights handle routine lead scoring with impressive accuracy, which has drastically improved our team’s conversion rates. While the pricing is premium, the ROI is undeniable once the platform is fully adopted. On top of that, their onboarding and support resources (like Trailhead) made training new hires smooth, self-paced, and easy to standardize. Review collected by and hosted on G2.com.

What I dislike:

While the platform is powerful, the overall complexity of the UI/UX creates a steep learning curve for new users, which can significantly affect our onboarding timelines. The standard setup also tends to feel cluttered, and it often takes substantial admin customization to make the experience more streamlined and intuitive. In addition, although the AI/Intelligence features show promise, they frequently depend on immaculate data hygiene to deliver accurate insights; if the underlying data isn’t close to perfect, the suggestions can end up feeling irrelevant.

From a financial standpoint, the pricing model is premium. Once you add the cost of third-party integrations or custom development to address minor performance lags during peak data syncs, it can take longer than expected to reach a strong ROI. I’d like to see more out-of-the-box, intuitive UI layouts, along with more predictable pricing that better supports mid-market scaling. Review collected by and hosted on G2.com.

I value being able to store and track all of our customer data in one place, and to customize the system to our specific business use case. A business can’t really operate or scale effectively without a CRM, and Salesforce is extremely powerful and flexible, so it can fit the needs of organizations of any size. Review collected by and hosted on G2.com.

It can be complicated to learn and use for first-time end users, but there are tons of resources available to help. Review collected by and hosted on G2.com.

Navigating between support tickets, our Conga integration, and other community portal functions is quick and easy. I can also access our sales opportunities directly within the support view, without having to switch over to the sales view.

I’ve very rarely had any issues accessing reports or ticket data, and I can’t recall many crashes or similar problems. Uptime has seemed close to 100% over the past several years that I’ve been using Salesforce on a daily basis. Review collected by and hosted on G2.com.

Figuring out which report types I need to pull "X" data can be tedious. It isn’t always clear what kind of report I should set up for the specific dataset I’m trying to get. Review collected by and hosted on G2.com.

What I appreciate most about the Salesforce Platform is how it centralizes all customer information, offering a comprehensive 360-degree view of members and their interactions. The platform features an intuitive interface, strong reporting functions, and effective automation tools that help streamline workflows, boost efficiency, and foster better communication among teams. Furthermore, its customization options enable me to adapt processes to fit specific business requirements, making it an invaluable resource for managing relationships and maintaining precise data tracking. Review collected by and hosted on G2.com.

Currently, I have no complaints or concerns about the Salesforce Platform. It has proven to be dependable and efficient for handling member information and optimizing workflows. Review collected by and hosted on G2.com.