Salesforce Platform Reviews & Product Details

What I like most about the Salesforce Platform is its powerful reporting and dashboarding capabilities. I also really appreciate the account and contact page layouts and how flexible the platform is in terms of configuration. The ability to customize fields, relationships, and layouts based on business needs is extremely valuable to me, as it allows us to adapt Salesforce to different use cases without heavy development. Review collected by and hosted on G2.com.

One area I feel could be improved is reporting flexibility, particularly around account-level reporting. I wish there were more options to combine three or four different report types into a single, unified view, which would make analysis more efficient and reduce the need to rely on multiple separate reports. Review collected by and hosted on G2.com.

Salesforce Platform is integral to my daily operations, helping me stay organized and efficient. I value its ability to centralize all customer information, making case management easier and more manageable. I like how I can create and manage customer requests, which keeps everything easy to track and organize. It allows me to prioritize tasks, monitor each case's status, and maintain clear communication with customers and internal teams. I also appreciate that it has everything I need in one place and that the management system for creating cases is valuable to me. Additionally, I found the initial setup extremely easy and user-friendly. Review collected by and hosted on G2.com.

nothing that I can think of Review collected by and hosted on G2.com.

What I like best about Salesforce Platform is its flexibility and scalability. It allows complete customization of workflows, objects, reports, and dashboards according to business needs. The platform is very feature-rich and supports automation, detailed reporting, and integrations with multiple third-party tools. Once configured properly, it becomes a central system for tracking leads, applications, communications, and performance metrics. Review collected by and hosted on G2.com.

The main drawback of Salesforce Platform is its complexity for new users. The learning curve can be steep, especially for teams without prior CRM experience. Initial implementation and customization require time and technical expertise. Some advanced features are expensive and locked behind higher-tier licenses. Additionally, occasional system updates can change layouts or processes, which requires retraining users. Review collected by and hosted on G2.com.

Salesforce Platform is extremely flexible and scalable for building enterprise applications and automating business processes. The declarative tools like Flows, validation rules, and reports allow quick configuration without heavy coding, while Apex and Lightning Web Components give full control for complex customizations. Integration capabilities with REST APIs, middleware, and third-party systems are strong, which helps connect multiple business systems easily. The ecosystem is another big advantage – AppExchange apps, strong documentation, Trailhead learning resources, and community support make it easier to troubleshoot and continuously upskill. Overall, it enables faster delivery, good security, and reliable performance for large-scale implementations. Review collected by and hosted on G2.com.

The main downside is cost, especially for licenses, add-ons, and storage, which can become expensive as the org scales. Performance can sometimes be impacted in large orgs with heavy automation or complex flows if not optimized properly. Deployment and release management can also be challenging, especially when dealing with metadata dependencies and conflicts across environments. There is a learning curve for new developers and admins because of the platform’s depth and frequent updates. Debugging certain issues, especially in production, can be time-consuming. Review collected by and hosted on G2.com.

What I like best about the Salesforce platform is its flexibility, scalability, and ability to adapt to changing business needs. It allows organizations to build highly customized solutions using tools like Apex, Flow, and Lightning while maintaining strong security and performance. Salesforce makes automation easy, improves collaboration across teams, and provides powerful reporting and analytics for better decision-making. Its cloud-based nature ensures accessibility from anywhere, and frequent updates keep the platform innovative and future-ready. Review collected by and hosted on G2.com.

Genuinely there is nothing I dislike about the Salesforce platform. They are the best platform I have ever seen. I daily use Salesforce from last 5 years and have not faced a single issue. Review collected by and hosted on G2.com.

I like how the Salesforce Platform is easy to use whether you're an admin or a developer. Creating new lightweight apps using pre-existing components is incredibly simple. I appreciate the excellent security it provides to the organization through the privileges concept. It's the best CRM for getting leads and converting them into opportunities. The simple UI with great objects like accounts, contacts, and leads etc., really stands out. The roles assignment feature makes it easy to assign proper privileges to employees or users. I find the permission sets and groups feature very helpful for giving only the required permissions to specific users. The automatic approval process is handy for smoothly sending mail to contacts after converting them into opportunities. Setting up the entire Salesforce Platform for my application was very easy with just a few clicks. Review collected by and hosted on G2.com.

Sometimes we need to logout and login to get the updated changes in our app. This one irritated me more. Also I wish Salesforce implements new feature like login with multiple accounts by switching them in single browser window. They should more focus on improving Agentic force to provide more help to the user. Review collected by and hosted on G2.com.

What I like best about the Salesforce Platform is its high level of customization and scalability. It allows businesses to tailor workflows, objects, and automation to match their exact processes without heavy coding. The platform’s powerful ecosystem—including AppExchange, robust integrations, and strong analytics—makes it easy to extend functionality as needs grow. Additionally, its cloud-based architecture, strong security, and continuous innovation help organizations manage customer data effectively and scale with confidence. Review collected by and hosted on G2.com.

What I dislike about the Salesforce Platform is its high cost and complexity. Licensing, add-ons, and customization can become expensive, especially for small or mid-sized businesses. Additionally, while the platform is powerful, it has a steep learning curve—many configurations and advanced features require specialized knowledge or dedicated administrators, which can increase implementation and maintenance effort. Review collected by and hosted on G2.com.

I appreciate that Salesforce meets the needs of my organization. It enables us to manage our students electronically in a single system across our statewide network. We can create profiles for each student and track their activity no matter where they are in the state, which helps keep everything consistent and easy to access. Review collected by and hosted on G2.com.

I don’t really have any dislikes about Salesforce. We’re able to tailor it to fit exactly how we need to use it. There was a slight learning curve at the beginning, but with continued use it’s become a blast to work with. Review collected by and hosted on G2.com.

With a single Enterprise license supporting our core organizational setup and around 25 Sales Cloud licenses powering frontline execution, the Salesforce Platform consistently demonstrates its value at both strategic and operational levels. The system offers an intuitive user experience, allowing our sales teams to quickly adopt the platform and work with minimal friction.

Implementation is straightforward, thanks to Salesforce’s out-of-the-box features and well-defined configuration options. The enablement ecosystem including Trailhead, comprehensive documentation, and responsive customer support further accelerates productivity and onboarding.

The platform’s wide range of features, from automation and reporting to pipeline management and integrations, truly sets it apart. Salesforce connects smoothly with our other systems, ensuring reliable data flows and unified visibility throughout the business. We depend on the platform extensively, and its stability, flexibility, and scalability provide a solid foundation for our commercial operations.

As a business development executive, I use Salesforce daily to assign leads, update relevant information, and make sure stakeholders receive accurate details. Review collected by and hosted on G2.com.

Although the platform offers a solid and reliable experience, the steep licensing costs present a major obstacle for teams looking to expand. Customizing the system can quickly become complicated and demand considerable resources if you don't have skilled administrators. Additionally, certain features seem to go unused because their configuration is too involved. During periods of heavy use, performance may fluctuate, which can affect how efficiently users are able to work. Review collected by and hosted on G2.com.

I like how Salesforce Platform is all in one, making it easier to manage contracts by organizing them with opportunities and quotes. I enjoyed creating quotes and generating contracts. Another thing I appreciate is the ease of communication with colleagues through the platform, which adds to its manageability. The initial setup was so easy, making the transition smooth. Review collected by and hosted on G2.com.

Maybe the interface of cases, I noticed that emails in the body of a case is a bit all over the place. Maybe make it more easier to look at. Make it look like an actual email perhaps. Making snips and everything visible. Review collected by and hosted on G2.com.