DISCLAIMER: This is essentially my only recourse in order to attempt to get a resolution to my issues. I have continuously worked with their development team to resolve issues associated with using an integration that doesn't align with their stated documentation. I have no other recourse than hope they response to G2 Crowd and monitor social. I am tired of being a alpha customer for a product that is stated as released. I would change my review if they provided a working Salesforce integration. Primarily;
- Actually use Salesforce, go through your documentation and see if what you are stating the integration provides, actually works. That is the best way to start.
- I use no constraints, or anything that would effect my integration to Salesforce as it pertains to their stated integration.
- Their stated integration/documentation to Salesforce, ABSOLUTELY does not work as described.
- Duplicate Account records have been created, hundreds (they have resolved this), but I have to manually monitor.
- Lead conversion does not work as described in their documentation.
- Opportunity creation does not work as described in their documentation.
- Changes to the workflow have to be done by the development team. This is for standard functionality.
- Other out of the box integrations that they claim have also proven buggy, so anytime I can use Zapier or equivalent to accomplish what I need to do... I in the process of evaluating if Salesforce integration can be accomplished via Zapier for my non-unique needs.
If you are using Saleforce, please re-consider until you can thoroughly trial (with completed transactions, billing, opportunity and trial flow into Salesforce).