Agentforce Sales (formerly Salesforce Sales Cloud) Reviews & Product Details

I enjoy how Agentforce Sales allows for efficient tracking of customers through automation. I like that it creates opportunity and contact records automatically when a potential customer is identified, saving us from manual calculations. I appreciate the integration of multiple communication channels like calls, chats, and emails, which helps sales teams collaborate effectively without setting up things separately. I find the feature to use sales email templates with placeholders instead of hard coding customer information very time-saving. The ability to route work based on sales agent knowledge while maintaining efficiency is great. I also like that the work can be routed to different sales agents based on availability and urgency. Review collected by and hosted on G2.com.

I think it would be great if we can somehow introduce a functionality to manually create voice call records for testing without needing to set up a contact center. Currently, I was working on a ticket where this feature was required, and I needed to connect with Salesforce help to get it figured. Review collected by and hosted on G2.com.

What I appreciate most about Salesforce Sales Cloud is how seamlessly it centralizes all customer and sales information in one place. The platform makes it incredibly easy to track opportunities, manage accounts, and maintain full visibility across the entire sales pipeline.

Its automation capabilities—such as workflows, task reminders, and lead assignment rules—save a significant amount of time and help ensure nothing falls through the cracks. I also value the reporting and dashboard tools, which allow you to build real‑time, customizable insights that support better decision‑making.

Overall, it’s a powerful, flexible system that adapts well to different sales processes and helps teams stay organized and productive. Review collected by and hosted on G2.com.

The main drawback of Salesforce Sales Cloud is its complexity. While the platform is powerful, it can feel overwhelming for new users, and the learning curve is noticeably steep. Many basic tasks require navigating through multiple menus or understanding specific configuration settings, which can slow down adoption.

Additionally, customization—although one of Salesforce’s strengths—often requires admin expertise or developer support, making it harder for teams to make quick adjustments on their own. The cost can also become significant as you add more features, licenses, or integrations. Review collected by and hosted on G2.com.

What I like most about Salesforce Sales Cloud is how it centralizes the entire sales process in one place. It offers clear visibility into leads and opportunities, strong automation that cuts down on manual work, and customizable reports and dashboards that help sales teams make faster, data-driven decisions while improving overall productivity. Review collected by and hosted on G2.com.

What I dislike about Salesforce Sales Cloud is that it can feel complex and overwhelming, especially for new users. The initial setup and customization can take a lot of time and often require a fair amount of expertise. On top of that, the licensing costs can be high for small businesses. With so many features available, the interface can also end up feeling cluttered and less intuitive than I’d like. Review collected by and hosted on G2.com.

what I like most about Salesforce Sales Cloud is how it centralizes all sales activities in one place. It makes it much easier to track leads, manage opportunities, and monitor the entire sales pipeline without losing important information. The reporting and dashboard features are especially useful because they provide clear insights into sales performance and help the team make better decisions.

I also appreciate the level of customization the platform offers. It allows businesses to tailor workflows, fields, and automation based on their specific sales process, which helps improve efficiency and collaboration across the team. Review collected by and hosted on G2.com.

One thing I dislike about Salesforce Sales Cloud is that it can feel complex for new users. The platform has many features and customization options, which is great, but it can take time to learn and configure everything properly. New team members sometimes need training before they feel comfortable using it.

Another downside is that some advanced features and integrations can be expensive, especially for smaller teams or startups. However, once everything is set up correctly, the platform becomes very powerful and useful for managing the sales process. Review collected by and hosted on G2.com.

What I like best about Salesforce Sales Cloud is its ability to centralize all customer and pipeline data in one structured, reliable system. It gives complete visibility into accounts, opportunities, activities, and forecasting, which makes sales tracking much more transparent and organized.

The customization capabilities are particularly valuable. We can tailor fields, workflows, reports, and dashboards based on our specific sales process, which helps maintain data discipline and consistency across the team.

It also improves collaboration between marketing and sales by ensuring clean handoffs, proper lead tracking, and clear ownership. Overall, it drives accountability, improves forecasting accuracy, and supports better decision-making. Review collected by and hosted on G2.com.

While Salesforce Sales Cloud is extremely powerful, the platform can feel complex, especially for new users. Without proper training and governance, data entry can become inconsistent, which impacts reporting accuracy.

Customization, while a strength, can also become overwhelming. Over-customization sometimes leads to cluttered layouts and fields that are not actively used, affecting usability.

Additionally, reporting can require advanced configuration to get exactly what you need, and performance can occasionally slow down when handling large volumes of data.

Overall, these challenges are manageable with strong internal processes, but improvements in user simplicity and streamlined reporting would enhance the experience further. Review collected by and hosted on G2.com.

I like how smooth the integrations and the whole process are in Salesforce Sales Cloud. The recent feature of Agentforce for auto quote creation is crazy, reducing the quote creation process from 72 clicks taking 3-4 minutes to just 5-10 seconds, which greatly boosts productivity. Our integration with SAP for invoices works really well. The initial setup of Salesforce Sales Cloud was convenient, and we've received very positive feedback from users. I appreciate how sophisticated the platform is, especially after acquiring multiple companies—it makes data migration much easier. Review collected by and hosted on G2.com.

While on call and converting a lead at the same time, the call gets dropped. Review collected by and hosted on G2.com.

​I really like how customizable the dashboards and reporting tools are. It makes tracking our client interactions and managing the overall pipeline incredibly straightforward. Being able to see exactly where things are bottlenecking in real-time is a huge plus for keeping everything organized. Review collected by and hosted on G2.com.

The learning curve is definitely on the steeper side, especially for newer team members. Because it's so feature-rich, the interface can feel pretty cluttered and overwhelming if you don't take the time to properly customize your views right from the start Review collected by and hosted on G2.com.

What I like most about Salesforce Sales Cloud is how flexible and scalable it is for different sales processes. Once configured, it is easy for sales teams to use on a daily basis, with a clean interface, customizable layouts, and powerful dashboards that give quick visibility into pipeline and performance. The platform offers a wide range of features like automation, reporting, lead management, and AI-driven insights, all in one place. It also integrates smoothly with other Salesforce products and third-party tools, which makes implementation and ongoing usage much more efficient. Review collected by and hosted on G2.com.

The biggest challenges are complexity and cost. For new users, the learning curve can feel steep, especially when trying to use advanced features like automation and reporting. Licensing fees and add-on costs can also climb quickly as you need more capabilities. Even configurations that seem straightforward at first may still require technical expertise or admin support to set up correctly. Review collected by and hosted on G2.com.

Salesforce offers an extremely robust set of CRM tools that help manage sales pipelines, customer data, and relationships in one centralized platform. Its customization capabilities, automation tools, and detailed reporting make it adaptable to businesses of all sizes. The ability to integrate with a wide range of third-party applications, along with strong analytics and dashboards, makes Salesforce a powerful daily-use platform for sales, marketing, and customer service teams. Review collected by and hosted on G2.com.

The biggest drawback is complexity. Salesforce has a steep learning curve and often requires training or admin support to configure properly. Costs can also increase quickly as more features, users, or add-ons are added. Additionally, customization and maintenance may require technical expertise, which can be challenging for smaller teams without dedicated resources. Review collected by and hosted on G2.com.

What I like most about Salesforce Sales Cloud is how flexible it is, along with the depth of its feature set. It can be customized to support almost any sales process, from simple lead tracking to more complex, enterprise-level pipelines. The reporting and dashboards really stand out as well, offering real-time visibility into performance and making it easy to see what’s happening at a glance. I also value the automation tools, workflows, and AI insights, which reduce manual work and help keep the team focused on selling. Review collected by and hosted on G2.com.

Salesforce Sales Cloud comes with a steep learning curve, especially for new users. Early on, the interface can feel overwhelming simply because there are so many features and configuration options to navigate. Implementation and customization can also be challenging without experienced admins or consultants, which may increase overall costs. In addition, some of the more advanced features are limited to higher-priced plans. Review collected by and hosted on G2.com.