Salesforce Platform Reviews & Product Details

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.

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.

What I like best about Salesforce Platform is its flexibility and scalability.

It allows you to customise workflows, automate complex business processes, and integrate seamlessly with external tools without heavy development effort. The UI is intuitive, the reporting capabilities are powerful, and the AppExchange ecosystem makes it easy to extend functionality as the business grows. Overall, it gives teams a single, reliable source of truth with the agility needed to support fast-changing business needs. Review collected by and hosted on G2.com.

The only drawback of Salesforce Platform is its complexity at scale.

As you start adding more customisations, integrations, and workflows, the system can feel heavy and sometimes requires specialised expertise to manage. Licensing and add-on costs can also become high for growing teams. That said, these challenges are manageable with proper governance and do not outweigh the overall value the platform provides. Review collected by and hosted on G2.com.

You can tailor Salesforce to fit your exact business processes using custom objects, workflows, and automation.

I used to like the old school salesforce platform, but the new one kind of grow on me.

It's pretty fast when searching for cases and such, also like the fact that the results come back fast. Review collected by and hosted on G2.com.

Costs increase significantly as you scale or add advanced features. It also has some issues when loading some sections like comments.

I also dont like the fact that if there are a lot of comments you have to click a few times to get the full comments, not very useful when you are trying to search for a config or something made before. Review collected by and hosted on G2.com.

Salesforce enables us to effectively manage our CRM, marketing automation, and support ecosystem. It allows us to keep a consistent record of all our customers across different systems, including sales, marketing, and support. Managing opportunities within the CRM platform, running campaigns through the Account Engagement platform, and handling support cases in the support platform are all straightforward tasks thanks to Salesforce. Review collected by and hosted on G2.com.

Salesforce can be quite complex and technical, especially for those who are new to CRMs and marketing engagement platforms. While the base plan is competitively priced, any need for customization or features beyond the standard offering quickly leads to additional charges for each extra module. Review collected by and hosted on G2.com.

I really like the extreme customizability and flexibility of Salesforce Platform combined with its powerful low-code tools. It empowers citizen developers in my organization to reduce IT backlogs effectively. Our team used the Lightning App Builder and Flow to replace a manual, error-prone inventory tracking system, which led to a 30% reduction in inventory discrepancies and significantly faster operational turnaround without needing additional IT hires. Additionally, the initial setup of Salesforce Platform was easy. Review collected by and hosted on G2.com.

High & increasing cost, extreme complexity & learning curve, performance & technical limitations, integration & data quality hurdles. Review collected by and hosted on G2.com.

I appreciate the user-friendly nature of the Salesforce Platform, which is clear from the straightforward field definitions and the availability of tutorials and training when I started using it. The platform’s ease of use is significant, as it simplifies the process of continuously entering and updating client information and generating necessary reports efficiently. I really like the robust integration capabilities of Salesforce Platform, especially how it manages to seamlessly integrate with other software like Hodu and Zoho Desk. This ease of integration allows for effortless management of client interactions from various platforms, with Salesforce serving as an effective foundational tool. I find the ability to archive and unarchive client information particularly beneficial, ensuring data is always accessible when needed. Furthermore, the background integration enhances the workflow significantly, making navigation through the platform smooth and efficient. The Salesforce Platform’s comprehensive features and usability play a crucial role in its continued use within my company. Review collected by and hosted on G2.com.

There is nothing that I really dislike in Salesforce. Review collected by and hosted on G2.com.

Salesforce helps me keep all my data secure and organized. It also offers a variety of features, such as allowing me to add my daily tasks. Additionally, if I integrate Salesforce with another platform, I can view my daily activities. Review collected by and hosted on G2.com.

The biggest challenge with Salesforce Platform is its complexity. Even simple configurations can feel overwhelming for new users, and the learning curve is steep unless you have dedicated admins or developers. Review collected by and hosted on G2.com.

Salesforce is not just a CRM platform anymore, as I have been using it for more than a year now at PalEnable solutions. We run our sales team and service team through it and it had provided such quality in handling the data, provided actionable insights and satisfied all level of teams that required their customized 360 degree view.

Working as the implementor and the core team that customised the platform to make it suit for our business, it was relatively easy and the challenges that we faced, we could resolve it through the documentation and with help of the cutomer support team.

We also integrated it with Slack and Workato, to ingest data and create a complete ecosystem to communicate within our team and perform tasks easily. Review collected by and hosted on G2.com.

One aspect I dislike about Salesforce is its payment structure. The recurring fees, additional charges for extra storage, and the need to purchase various licenses make the whole process unnecessarily complicated.

Another issue is that, for non-technical employees who use the platform, it can be quite challenging to learn. Even simple tasks sometimes appear overly complex, making it difficult for them to adapt. Review collected by and hosted on G2.com.