The platform allows you to plug into all Salesforce capabilities.
Chief Executive Officer at Customersoft Innovation
Allows you to plug into all Salesforce capabilities with customization
What is most valuable?
What needs improvement?
The platform allows you to do so many things. It could be easy for people to customize it outside of business models. So, some patterns could be more generally available so that it guides the team to not customize the system on the outside itself.
Salesforce could add cognitive functionality. It's still a way to go. There are some particular cognitive functionalities that I've been set up in the market that Salesforce can do in implementing.
It could introduce more templates and industry-specific package solutions, particularly emphasizing energy implementation within those industries. This level of granularity within sub-industries would enhance Salesforce's ability to offer plug-and-play solutions rather than solely focusing on customization options.
For how long have I used the solution?
I have been using Salesforce Platform as a partner for three years.
Which solution did I use previously and why did I switch?
I have worked with SAP and Oracle with a lot of customization. Most specific customizations with platforms are less defined in Salesforce regarding the focus on CRM and its market. E-commerce platforms support Aruba SAP.
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How was the initial setup?
The initial setup is not complex. It allows you flexibility to reach the point where you can break the function. So there could be some controls around. A configuration manager helps you even though you want to customize to reduce the customization so you don't break the system.
What was our ROI?
Salesforce products take a long to realize their benefits. It's organizational-wise. So, from a technology perspective, it has not been processed immediately, but we are looking forward to reducing the multiple points of cost in the coming years. Maybe we will see Salesforce have a positive impact.
What's my experience with pricing, setup cost, and licensing?
We encounter the challenge of exchange rate fluctuations. While the platform may not be inherently expensive, its pricing is based on US dollars, which can pose unpredictability for users in different regions. For instance, if you plan a project with a certain budget, a slight change in the dollar exchange rate can impact your budgetary constraints.
What other advice do I have?
Once you customize Salesforce to outside, it doesn't scale. When upgrades happen, they fail a lot because now you've taken a lot of customizations, and they're not necessarily within Salesforce.
I've been using predictive analysis capabilities and capabilities around consuming basic information like email.
I recommend the solution, but the price point is a crucial consideration. The challenge is that only large companies in my region, those with substantial budgets, could afford it. It's more suitable for established businesses; startups might struggle with the cost. Salesforce might not be attractive for small and medium enterprises due to its higher price than other solutions available.
The solution is technically a good platform but needs investment and commitment. The investment required to make it worth it.
With the introduction of NetFlow Logistics processes, one aspect of the Salesforce Platform that stands out is its industry-based insights. Consider, for instance, a smaller financial services brokerage. Within such organizations, a wealth of knowledge is dispersed across various departments. This knowledge can be harnessed by effectively implementing Salesforce alongside compatible tools to facilitate smoother transactions and enhance organizational efficiency. I'm eagerly anticipating further developments in this direction, particularly in terms of NLP learning and the integration of voice assistants. These advancements can potentially empower agents within companies to engage with customers more effectively, leveraging internal insights. Such innovations will likely be deployed through a shared-site model, offering a novel approach to customer interaction and service delivery.
Overall, I rate the solution an eight out of ten.
Disclosure: My company has a business relationship with this vendor other than being a customer. Partner
Senior Consultant and Analyst - Product Engineering Services at a computer software company with 201-500 employees
Has a user-friendly and intuitive interface and is easy to sale and navigate
Pros and Cons
- "The presentation is clear and easy to comprehend."
- "This platform is indeed on the expensive side."
What is our primary use case?
There are various modules available, and not all of them are fully utilized or engaged extensively. Some modules serve internal purposes, such as tracking employee efforts and utilization. This relates to our customer support services. When you input something, you need to adhere to your specified timelines.
What is most valuable?
I find the user interface to be excellently crafted. It's user-friendly, and intuitive, with a minimalistic design, making it straightforward to navigate. The presentation is clear and easy to comprehend. Overall, it's quite satisfactory.
What needs improvement?
Companies prioritize quality execution and user convenience over pricing concerns. Their primary focus is on the platform's effectiveness and the positive impact it can make, as well as the time-saving benefits it offers. It's essentially a blend of both factors, striking a balance between quality and cost.
This platform is indeed on the expensive side. One notable aspect is that it offers a comprehensive range of fields and even allows for customization, enabling users to tailor it to their specific tasks and requirements. This flexibility extends to creating customized labels and columns in the backend, making it a highly adaptable and tailored tool. Overall, I haven't encountered any significant challenges.
Pricing could potentially be a deciding factor, but I believe it's unlikely to be a major concern for the company behind this widely used CRM platform. Despite the higher pricing, it remains the most popular CRM tool globally due to its extensive features and capabilities.
For how long have I used the solution?
I have been using Salesforce Platform for the past year.
What do I think about the stability of the solution?
It is a stable solution.
What do I think about the scalability of the solution?
It offers high scalability and is easier to scale and navigate.
How was the initial setup?
I am not a part of the internal team. They are mainly responsible for the deployment.
What other advice do I have?
From a pricing perspective, I believe it's safe to say that this platform ranks as the top choice globally. It offers an incredibly user-friendly experience and provides efficient storage solutions, albeit at a relatively higher cost. Nevertheless, it's also the most widely adopted platform worldwide, owing to its comprehensive set of features and capabilities that cater to organizations of all sizes, particularly larger IT firms. Whether it's big IT companies or any other industry, this platform stands out as a CRM tool for internal purposes, mainly due to its cost-effectiveness.
I would rate it a nine out of ten.
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
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May 2026
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Head of IT at a non-profit with 201-500 employees
A flexible solution that can be used from anywhere while ensuring that it remains stable
Pros and Cons
- "The solution's stability is fine. There are no issues with Salesforce's stability."
- "The initial setup process was a complex thing to do because four different organizations were working together."
What is our primary use case?
We use it as a CRM for our client management. We use it as a rostering and scheduling tool for our main business, which is supporting people with disabilities. We also use it for our payroll system.
How has it helped my organization?
We have increased the visibility of our information and reporting with the tool. Also, I think we now have a more streamlined end-to-end process.
What is most valuable?
I like that everything is on a fairly easy platform, and you can learn the system by yourself. Also, it's very fairly flexible. It's a system that you can use anywhere. So, you can use a mobile phone. You can use it anywhere. So it doesn't tie you to the office.
What needs improvement?
There are a few functions that I would like to see improved. The solution's rostering and scheduling, and payroll functionality need to improve.
We're working with all our vendors on issues that need to be updated and addressed to meet the changing business needs.
For how long have I used the solution?
I have been using Salesforce Platform for about two years.
What do I think about the stability of the solution?
The solution's stability is fine. There are no issues with Salesforce's stability.
What do I think about the scalability of the solution?
The scalability of the solution has been fine. We have a year of data in the tool, and there are no differences in performance from when we started using it. Around 550 users in m company use the solution.
How are customer service and support?
Our third parties handle the technical support, and each one is different. Overall, they're all fairly good at what they do.
Which solution did I use previously and why did I switch?
We used a number of different solutions before going with Salesforce. We didn't switch because they weren't fit for purpose, and we wanted to get all our critical business systems onto one platform.
How was the initial setup?
The initial setup process was a complex thing to do because four different organizations were working together. We get enhancements and improvements every quarter from our vendors. Also, we enhance the product ourselves. I am responsible for the maintenance of Salesforce platform.
What about the implementation team?
Third parties were involved in the implementation process. We had our in-house project team, but we also worked with a main external provider who organized the other third-party providers since four different organizations were working with us to do the deployment.
What's my experience with pricing, setup cost, and licensing?
Price-wise, the solution is reasonable for what we're getting.
What other advice do I have?
I would tell those planning to use the solution to take more than eight months to implement and ensure they have work in their internal business cases before implementing. I rate the overall product a nine out of ten.
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
Sales Development Representative at a university with 5,001-10,000 employees
The workhorse of CRMs with great report building and excellent integration capabilities
Pros and Cons
- "I love the report building that is available."
- "The management of Salesforce could be quite a task. Old and unusable contacts can add up over time. If I could wave a magic wand, it would be to initiate a self-cleaning feature."
What is our primary use case?
We primarily use the solution as a classic contact database like report building and things of that nature.
What is most valuable?
Salesforce is really the workhorse of CRMs at this point. I compare every CRM experience to Salesforce since it's really just the standard at this point.
I love the report building that is available.
The integration capabilities are great. Salesforce is great, however, it couldn't be what it is if it didn't integrate with every other cool tool that's out there. I'd say the integrations are probably my favorite part.
It's stable and reliable.
The solution can scale.
What needs improvement?
I'd like some sort of automated cleaning functionality. The management of Salesforce could be quite a task. Old and unusable contacts can add up over time. If I could wave a magic wand, it would be to initiate a self-cleaning feature.
For how long have I used the solution?
I started using the solution four or five years ago.
What do I think about the stability of the solution?
I've never had any issues with stability. There are no bugs or glitches. It doesn't crash or freeze.
What do I think about the scalability of the solution?
The solution seems perfectly scalable. However, it becomes increasingly more difficult to maintain and stay clean.
I use it at a pretty large organization.
Which solution did I use previously and why did I switch?
I've also used ZenDesk at one point. However, it doesn't have the same functionality.
How was the initial setup?
I'm not sure about the initial setup. I've never done an implementation from scratch.
What other advice do I have?
I'd rate the solution a nine out of ten. I've been pleased with the solution overall.
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
Marketing Communications Manager at a financial services firm with 1,001-5,000 employees
Good configuratin capabilities and provides 360-degree view of a client but needs better support
Pros and Cons
- "The solution can scale."
- "The back end really isn't user-friendly at all."
What is our primary use case?
We mainly use the solution for Salesforce and for the sales team. They would use it to advise their clients as to other portfolio balances. Also, at any given point in time, we would also use it for referencing any outstanding documents that would ensure that we are KYC compliant.
How has it helped my organization?
We like that it can become a single source of truth that can be shared by providers who would need to interact with their clients on a daily basis. Therefore, rather than having to consult multiple systems to determine a client's portfolio balance, we can just look at one place.
What is most valuable?
We like that we have the ability to configure the solution to meet our needs.
It provides a 360-degree view of the client in one place.
The solution can scale.
It is stable.
What needs improvement?
The back end really isn't user-friendly at all. In terms of data import, migrating data from, for example, a core banking system into Salesforce, we find it very difficult to do the mapping.
They need a proprietary tool that would allow for ease of integration into the environment. That's not just for migration. It's mostly for one-time loads when we need to get the deltas in. We need some sort of tool to make this easier.
The initial setup is complex.
technical support is not very responsive.
For how long have I used the solution?
I've been using the solution for seven to eight years.
What do I think about the stability of the solution?
The solution is stable and reliable. I'd rate the stability and reliability nine out of ten. There are no bugs or glitches.
What do I think about the scalability of the solution?
The scalability is okay. I'd rate the ease of expansion a six out of ten.
How are customer service and support?
Technical support is not very responsive.
How would you rate customer service and support?
Negative
How was the initial setup?
In the past, I performed the migration to Salesforce in another organization.
The initial setup is very complex.
What was our ROI?
We have witnessed an ROI while using this solution.
What's my experience with pricing, setup cost, and licensing?
Even though the solution is expensive, it does give companies a good value for the money they pay.
What other advice do I have?
I'm not sure which version of the solution I'm using.
I'd advise new users to first do a lot of training beforehand. You need a good base of knowledge before diving into any kind of project that will require development.
I'd rate the solution six out of ten.
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
Vice President - Customer Success at a tech consulting company with 5,001-10,000 employees
User friendly, intuitive, with high scalability, and reliable
Pros and Cons
- "It is very user-friendly, and intuitive, it will lead you and take you to the next steps."
- "I would like to see the organizational details improved to make it less difficult to bring new clients on board."
What is our primary use case?
Our primary use case is as an end user.
What is most valuable?
It is very user-friendly, and intuitive, it will lead you and take you to the next steps.
What needs improvement?
I would like to see the organizational details improved to make it less difficult to bring new clients on board.
For how long have I used the solution?
I have been using Salesforce Platform for the past few years.
What do I think about the stability of the solution?
The stability is good and I would rank it an eight out of ten.
What do I think about the scalability of the solution?
The scalability is excellent with more than fifty thousand users.
How are customer service and support?
The technical support team is called internal.
What other advice do I have?
I would rate Salesforce Platform an eight out of ten.
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
Site Head - IOT NW Products & Solutions at Itron, Inc.
Reliable and high availability
Pros and Cons
- "The scalability of the Salesforce Platform is good."
- "Salesforce Platform could improve by having better integration with Microsoft Azure. For development, we use Microsoft Azure and there was proper integration between the two solutions. We had issues with the customer and they were logged into the Salesforce Platform. We did not have any good way of integrating those issues into the R&D. The R&D mainly uses Microsoft Azure."
What is our primary use case?
We use the Salesforce Platform for all the CRM activities in the organization.
What needs improvement?
Salesforce Platform could improve by having better integration with Microsoft Azure. For development, we use Microsoft Azure and there was proper integration between the two solutions. We had issues with the customer and they were logged into the Salesforce Platform. We did not have any good way of integrating those issues into the R&D. The R&D mainly uses Microsoft Azure.
For how long have I used the solution?
I have been using the Salesforce Platform for approximately four years.
What do I think about the stability of the solution?
Salesforce Platform is stable.
What do I think about the scalability of the solution?
The scalability of the Salesforce Platform is good.
We have 2,000 to 5,000 users using this solution. The product management uses it extensively.
How are customer service and support?
We have used the support and I have not heard anyone complaining about the level of support.
What other advice do I have?
I would recommend this solution to others.
I rate Salesforce Platform a nine out of ten.
Which deployment model are you using for this solution?
Public Cloud
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
Sales Director at a comms service provider with 10,001+ employees
Fully functional, customizable, and has a good mobile app
Pros and Cons
- "When compared to Siebel, the Salesforce Platform is easier to use."
- "The customization is good, you can set it up and do whatever you wanted with it."
- "It may be slow, but that is relative. When compared to Siebel CRM, which was large, clunky, and extremely slow, Salesforce seemed fast to me."
- "It may be slow, but that is relative."
What is our primary use case?
Salesforce Platform is our CRM used to manage the business and the sales opportunities.
What is most valuable?
I like the mobile app.
When compared to Siebel, the Salesforce Platform is easier to use. I really like Salesforce.
The user interface is user-friendly.
The customization is good, you can set it up and do whatever you wanted with it. You can easily customize it, and automate reports.
It's fully functional in my opinion.
What needs improvement?
It may be slow, but that is relative. When compared to Siebel CRM, which was large, clunky, and extremely slow, Salesforce seemed fast to me.
For how long have I used the solution?
I used Salesforce Platform every day for six years and stopped using it one month ago.
I am working with the latest version.
What do I think about the stability of the solution?
I have no issues with the stability of the Salesforce Platform.
What do I think about the scalability of the solution?
The scalability of the Salesforce Platform is very good, you can easily add people and grow the product.
With the Sprint acquisition, we have approximately 40,000 or 50,000 users.
How are customer service and support?
I personally have not contacted technical support.
Which solution did I use previously and why did I switch?
I have cursory knowledge in Microsoft Intune or VMware Workspace ONE. We used to resell. I worked for Sprint, T-Mobile, and AT&T, and we were a major reseller of Microsoft Office and Intune at the time of their launch.
How was the initial setup?
I was not involved in the installation. It has been in place for years.
What's my experience with pricing, setup cost, and licensing?
I don't have any information regarding the price of the Salesforce Platform.
In general, the price is an area where there is always room for improvement.
What other advice do I have?
I am primarily in sales and work with a technical team and engineers.
I would highly recommend this solution to those who are considering using it.
I would rate Salesforce Platform a nine out of ten.
Which deployment model are you using for this solution?
Public Cloud
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
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