We are using the Salesforce Platform mainly for forecasting and budgeting. We use it for everything related to the customer's data.
Principle Product Manager at a tech vendor with 5,001-10,000 employees
Useful data management, plenty of report filters, but UI could improve
Pros and Cons
- "The most valuable features of the Salesforce Platform are the ability to manage customers' data, many report filtering options, and consolidation."
- "Salesforce Platform could improve the UI and the responsiveness of their servers. The UI needs to be made user-friendly for all users."
What is our primary use case?
What is most valuable?
The most valuable features of the Salesforce Platform are the ability to manage customers' data, many report filtering options, and consolidation.
What needs improvement?
Salesforce Platform could improve the UI and the responsiveness of their servers. The UI needs to be made user-friendly for all users.
For how long have I used the solution?
I have been using the Salesforce Platform for approximately four years.
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What do I think about the stability of the solution?
Salesforce Platform is highly stable.
What do I think about the scalability of the solution?
The scalability of the Salesforce Platform is good. It can scale up and down to our needs.
We have approximately 1,000 people using this solution in my organization and it is being used daily. Many people in different roles are using the solution, such as sales managers, sales representatives, and system engineers.
How are customer service and support?
I have not used the support from Salesforce Platform.
Which solution did I use previously and why did I switch?
I have not used another solution other than Salesforce Platform in this category.
What about the implementation team?
When there is a need to update the solution I do it and it is simple. We have a team that did the implementation of the Salesforce Platform.
What other advice do I have?
The Salesforce Platform has not gone down in the time we have used it, it is very stable. I would recommend this solution to others.
I rate Salesforce Platform a seven out of ten.
Disclosure: I am a real user, and this review is based on my own experience and opinions.

Senior System Engineer at a tech services company with 51-200 employees
Works very well and is useful for keeping track of appointments and sales opportunities
Pros and Cons
- "It works beautifully. I haven't had any errors."
- "When it switched to lightning, it threw me for a loop. When they changed the look and feel, I had a hard time finding things and doing what I used to do."
What is our primary use case?
I use it for keeping track of my appointments in their calendar, and I use it to view opportunities for sales that my sales force puts in there for us. I am using its latest version.
What is most valuable?
I have used only two features. I use the calendar to keep track of my appointments, and I also use it to view the opportunities. You can put your clients' names in there along with their contacts and the opportunity for sales with them.
It works beautifully. I haven't had any errors.
What needs improvement?
When it switched to lightning, it threw me for a loop. When they changed the look and feel, I had a hard time finding things and doing what I used to do.
For how long have I used the solution?
I have been using this solution for three years.
What do I think about the stability of the solution?
I didn't have any issues. Everything has been good.
What do I think about the scalability of the solution?
I haven't tried to scale it. We have about a hundred users.
How are customer service and support?
I have not used their tech support.
Which solution did I use previously and why did I switch?
We did use something, but I don't remember what it was.
How was the initial setup?
I didn't install it or configure it. Our company did that. I just used it.
What's my experience with pricing, setup cost, and licensing?
I didn't buy it. I just use it.
What other advice do I have?
I would advise making sure that you have a plan for how you're going to configure it so that you do things right the first time. We've changed the way we use it several times. We have improved our workflow in there over time. This was just because of the way we were first using it or the way we had configured it. There is nothing wrong with the product.
I would rate it an eight out of 10. As soon as I get used to the changed look and feel, it'll probably go back up to 10.
Which deployment model are you using for this solution?
Public Cloud
Disclosure: I am a real user, and this review is based on my own experience and opinions.
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Commercial Manager at a computer software company with 1,001-5,000 employees
Easy to use with strong reporting features
Pros and Cons
- "Salesforce's strongest feature is reporting especially. It's also a lot more usable than other platforms I've worked with. It has a great user experience, with the ability to filter and access information in real-time."
- "Salesforce's mobile app could be better. Also, it could integrate more seamlessly with Gmail."
What is our primary use case?
We're using Salesforce to manage sales opportunities and relationships with our final customers. Salesforce can also be used to create a plan of activities for each deal. Salesforce can conduct some sales, budget, and revenue forecasts, and we use that information to predict our budget for the next periods.
What is most valuable?
Salesforce's strongest feature is reporting especially. It's also a lot more usable than other platforms I've worked with. It has a great user experience, with the ability to filter and access information in real-time.
What needs improvement?
Salesforce's mobile app could be better. Also, it could integrate more seamlessly with Gmail.
For how long have I used the solution?
We've been using Salesforce for three or four years now.
What do I think about the stability of the solution?
Salesforce is pretty stable.
What do I think about the scalability of the solution?
Salesforce is pretty scalable. We don't have many users in Brazil, but we haven't seen any problem with performance so far.
How are customer service and support?
Technical support isn't something that you really need for day-to-day activities. We usually don't need that.
How was the initial setup?
I have an internal team that works with Salesforce to set it up for our customers. And they have set up the solution for us as well. So I don't know how hard it was to set up. For us end-users, it was pretty easy, but I don't know for them.
What other advice do I have?
I rate Salesforce nine out of 10.
Which deployment model are you using for this solution?
Private Cloud
Disclosure: I am a real user, and this review is based on my own experience and opinions.
Chief Technical Lead at Human Code
A reliable solution that helps us focus on business rather than technology
Pros and Cons
- "The most valuable features are quick customization, solid deployment processes, and excellent reliability."
- "The cost of data storage is an issue once the company grows."
What is our primary use case?
We use this solution for the support of business sales and service processes.
How has it helped my organization?
It has allowed the company to focus on Business and not in Technology.
What is most valuable?
The most valuable features are quick customization, solid deployment processes, and excellent reliability.
What needs improvement?
The cost of data storage is an issue once the company grows. The last time I checked a Gigabyte of structured data (tables) cost 3000 usd per month.
For how long have I used the solution?
Ten years.
What do I think about the stability of the solution?
Very stable.
What do I think about the scalability of the solution?
With decent developers (governor-limits in Salesforce can be quite a challenge for newbies) Salesforce scales easily.
How are customer service and technical support?
All problems solve within a reasonable timeframe. Best support comes from the community which is great.
Which solution did I use previously and why did I switch?
Used Zoho CRM and also tested others. The flexibility and ecosystem for Salesforce is unmatched.
How was the initial setup?
The learning curve for the initial setup can be difficult if you don't have professional help. Once the basics are learned getting things done is mostly a problem of process.
What about the implementation team?
In house
What was our ROI?
Less than a year
What's my experience with pricing, setup cost, and licensing?
Carefully study the user licencing possibilites and make adequate choices based on real needs (must have vs nice-to-have).
Which other solutions did I evaluate?
Disclosure: I am a real user, and this review is based on my own experience and opinions.
BG lead at a computer software company with 10,001+ employees
Very stable, has all the features, works well, and useful for tracking activities and opportunities
Pros and Cons
- "The activities, opportunities, follow-up of the opportunities, and business tracking are valuable features. It provides everything that we need. It works pretty well."
- "In terms of features, for our business needs, we have more than enough right now. There is nothing that we are missing or would like to add. They can maybe share some best practices so that when you are starting, you can stick to a good process, and you don't have to think so much about the process that you want or your CEO or CMO wants. The process should not be based on one person in the company. Having some best practices will make it easier to get started. These best practices can be based on what has worked for others. Its basic version is pretty simple, and the customizations are up to the companies, which can make startups like ours lose a lot of time in figuring out what all stakeholders want rather than what would work."
What is our primary use case?
We are using this solution for follow-up of sales opportunities. We are using Enterprise Salesforce.
What is most valuable?
The activities, opportunities, follow-up of the opportunities, and business tracking are valuable features. It provides everything that we need. It works pretty well.
What needs improvement?
In terms of features, for our business needs, we have more than enough right now. There is nothing that we are missing or would like to add. They can maybe share some best practices so that when you are starting, you can stick to a good process, and you don't have to think so much about the process that you want or your CEO or CMO wants. The process should not be based on one person in the company. Having some best practices will make it easier to get started. These best practices can be based on what has worked for others. Its basic version is pretty simple, and the customizations are up to the companies, which can make startups like ours lose a lot of time in figuring out what all stakeholders want rather than what would work.
For how long have I used the solution?
I have been using this solution for four years.
What do I think about the stability of the solution?
It is very stable and works very well.
What do I think about the scalability of the solution?
We have scaled it, and it works pretty well. It has good scalability. We have around 50 people in our organization who use this solution.
How are customer service and technical support?
I have not used technical support. It is very stable, and most of the issues were at the user level. Therefore, I did not need any advanced technical support for this.
How was the initial setup?
It is pretty easy to set it up. The first version came out in two weeks.
What other advice do I have?
Before using this solution, you must make sure that your processes are very clear. You should know what do you want from the CRM and what outcome you are expecting. The CRM itself is very easy to use and deploy, but you can also make mistakes while going back and forth. If you don't have complete clarity of what you want from the business standpoint, you will lose valuable time in customizing the stuff that is not required. You will end up measuring stuff that you don't really care about. That's why you need to know your needs and the outcome that you're expecting.
I would rate Salesforce Platform a nine out of ten.
Which deployment model are you using for this solution?
Public Cloud
Disclosure: I am a real user, and this review is based on my own experience and opinions.
Consultant at a tech services company with 1-10 employees
The technical support is effective and fast and the program is very stable
Pros and Cons
- "We haven't had any issues with stability so far."
- "I would like to have integration with Google."
What is our primary use case?
Our primary use case for Salesforce App Cloud is to make assertions that I personalize, based on the information that the companies have in their systems.
What needs improvement?
I would like to see an improvement in the price - it could be cheaper. Also, I would like to have more integration with Google.
For how long have I used the solution?
I have been using Salesforce App Cloud for three to four years now.
What do I think about the stability of the solution?
We haven't had any issues with stability so far.
What do I think about the scalability of the solution?
I believe Salesforce App Cloud is a scalable solution.
How are customer service and technical support?
The technical support is very good and they respond very fast.
How was the initial setup?
The initial setup is really straightforward. You can deploy it yourself, or you can make use of a consultant.
What other advice do I have?
I would recommend this solution to others and I will recommend that they use all the other SalesForce products. If their primary business use case is covered by Salesforce App Cloud, they should start there. If they have other business cases, they should definitely use other Salesforce products to see if that is covered.
Additional features that I would like to see included in the next release is more integration with Google. On a scale of one to ten, I will rate this solution a nine.
Which deployment model are you using for this solution?
Public Cloud
Disclosure: My company has a business relationship with this vendor other than being a customer: Partner.
Territory Account Manager at a tech vendor with 51-200 employees
Keeps track of your customers' activity however it needs to be re-platformed
Pros and Cons
- "The solution is used to track our customers."
- "Salesforce needs to be re-platformed, or re-architected, making it lighter."
What is our primary use case?
We use Salesforce to keep track of our customers' activity.
What is most valuable?
The solution is used to track our customers.
What needs improvement?
Salesforce needs to be re-platformed, or re-architected, making it lighter. It also needs an easier code to work with.
Initial setup should be easier and faster.
Personally, I do not see that much value in Salesforce.
For how long have I used the solution?
I have been using Salesforce for 10 years.
What do I think about the stability of the solution?
Salesforce is stable.
What do I think about the scalability of the solution?
This is a scalable solution.
How was the initial setup?
The initial setup could be done faster if it was easier.
What other advice do I have?
I would rate this solution a five out of ten.
Disclosure: I am a real user, and this review is based on my own experience and opinions.
Solution Consultant at a tech services company with 1,001-5,000 employees
Easy to scale, good reporting, but they need more data quality
Pros and Cons
- "The reporting capabilities are pretty user-friendly."
- "They should provide access to data quality tips and tricks to make it better."
What is our primary use case?
I sell competitive solutions, and I am an end-user of the Salesforce Platform, which is our CRM. We use this solution to keep track of customers, prospects, and associated contacts.
What is most valuable?
The reporting capabilities are pretty user-friendly.
What needs improvement?
They should provide access to data quality tips and tricks to make it better.
For how long have I used the solution?
I've been at my current job for five years, and I've been using it for that time. I have also used salesforce at other companies as well.
We are using the latest version, it's called Lightening.
What do I think about the stability of the solution?
It's a stable solution. We have not had any issues with the stability of the Salesforce Platform.
What do I think about the scalability of the solution?
It is easy to scale. It is, of course, the original software as a service.
We have 300 users in our organization who are using this solution, who are mainly Sales and Sales Management.
How are customer service and technical support?
I haven't used technical support. We have our own first-line support for our company. I've never had to actually reach out to Salesforce themselves.
Which solution did I use previously and why did I switch?
Previously, I hadn't used any other solution. I have used Salesforce at this job and at my previous two jobs.
How was the initial setup?
I was not a part of the initial setup, it was already in place and done for me.
What other advice do I have?
The solution is good.
It's only as good as the company that you are working for, who sets it up, and that monitors it and dates it. This is one of the biggest challenges with customer relationships.
Management Software such as the Salesforce Platform ensures data quality.
The tool can be great, but if you don't enter enough accurate data and keep it up to date then the CRM tool functionality cannot be leveraged.
I would advise having a data quality manager for this solution. If you're going to be using it to manage sales over time and for marketing efforts, if you don't have up-to-date complete information in there, then you don't get the value out of the solution.
I would rate Salesforce Platform a seven out of ten.
Disclosure: I am a real user, and this review is based on my own experience and opinions.

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