Based on 39 verified reviews published in the last 18 months
TrustRadius Community Insights are summaries of user sentiment data from TrustRadius reviews and, when relevant, HG Insights data.
Overview
Synthesised from 39 reviews | Last Published April 23, 2026
This product assessment synthesizes 39 recent reviews of Salesforce CMS across 8 dimensions. Salesforce CMS is primarily used as a central CRM tool, particularly for managing sales and customer data (69% of reviewers). Many users also leverage it for content management and sharing (41%) and to facilitate internal and external collaboration (28%). The platform's integration capabilities, especially with existing Salesforce tools, are a significant strength (26%). Reviewers also appreciate the reporting and analytics tools (15%) that facilitate custom reports and dashboards, as well as ease of use (13%). However, a notable portion of users (18%) report issues with the user interface and customization limitations. Some find the interface complex and cluttered, leading to a steep learning curve (10%). While Salesforce CMS offers improved efficiency and time savings (36%), improved tracking and reporting (28%), and Salesforce integration benefits (18%), potential users should consider cost, training requirements (5%), and integration limitations (10%) to ensure a positive ROI.
Pros
Seamless integration with existing Salesforce tools, streamlining workflows and data management (26%).
Effective content creation and management features, enabling personalized and dynamic content delivery (18%).
Reporting and analytics tools facilitate custom reports and dashboards, providing valuable business insights (15%).
User-friendly interface allows for quick and efficient task completion (13%).
Strong data management capabilities, allowing for effective organization of customer and sales data (10%).
Cons
Complex and cluttered user interface leading to a steep learning curve for new users (18%).
Customization limitations restrict the ability to tailor the platform to specific business needs (18%).
Integration issues and limitations hinder seamless connectivity with certain third-party tools (10%).
Reporting capabilities are not as robust as desired, limiting in-depth analysis (8%).
Occasional performance and speed issues can impact user experience and productivity (8%).
We use Salesforce for employee management, payroll, attendance, documentation, scheduling and more. We use it on a daily basis, make outgoing calls, incoming calls, store and manage employee data and more. Without Salesforce and its robust design and support, we would not be able to operate efficiently.
Pros
User Management
Database
User-Friendly
Support
Cons
Better email integration
Could be faster in loading times
Could integrate an option for dark screen
Likelihood to Recommend
Salesforce is great for large-scale enterprises due to it's cost and implementation. So, depending on the company size and the type of work, it may or may not be good for you.
We use it to generate smaller pieces of content personalized to the customer and their business, as well as small landing style pages or emails personalized by the data they have filled in on forms that we have stored in the customer relationship manager system. This adds that little extra touch to the overall experience for the customer journey.
Pros
The workflow system connection from the CRM.
Building configurator is easy to use.
It only takes a small amount of time to train someone to use it.
Cons
I find that the more complex you make things it starts to hit load times quite hard.
Additional tracking and analytics for the pages/emails would be nice.
Version control with autosaves and regular saves so you can tell the difference with 15-minute intervals.
Likelihood to Recommend
If you have a large customer base and a large amount of data on each of your customers, it is really strong in creating personalized content that your salespeople can use in their pitch meetings—and then setting up workflows for automated for lifecycle journey creations to automatically go out to customers.
We use it for Sales Department, Marketing Department, Billing Department, Finance & Accounting as well as Lab to track and manage our sales. It begins with potential sales, then orders. It offers us data on sales performance by Sales Rep, Territories, and other potential sales opportunities. We also forecast future revenue and cash collections based on historical trend.
Pros
It stores a lot of data.
It is easy to set up detailed dashboard.
It allows customized reports.
Cons
It takes time to download multiple years data.
Can't put quota in SFDC. Have to manage actual vs. quota offline via Excel.
The email subscribe function does not have raw data, only provides the end reports.
Likelihood to Recommend
It allows each sales rep to track their sales in a timely fashion. But they only can see their actual sales, not the comparison to their quota since the quota are not uploaded to SFDC. Our current rankings and commissions are based on performance to their quota, not actual sales volumes.
VU
Verified User
Analyst in Finance and Accounting (51-200 employees)
We are using SF CMS as a whole organization. The only problem I am aware of is charging credit cards for customers' orders. We are currently having to use a different platform. That platform pushes orders to SF then SF pushes orders to our shipping database.
Pros
Organization.
Easy workflow with specific fields easy for export.
Cons
Only some fields can be exported.
Easier transition from customer files to same customer files.
Likelihood to Recommend
SF CMS is well suited for inventory control with customers orders and data within their customer file. Unfortunately if something goes wrong it is impossible to troubleshoot yourself, you need to receive help from someone at SF.
We use Salesforce CMS across our whole organization, and it has been a lifesaver for managing our online content. Having one central place to store content that is fast, secure, and easy to use and can be managed from everywhere is what makes this solution a great success, especially this past year during the epidemic.
Pros
Easy to use, just like Salesforce's other products. Many users can sit down and figure it out in no time, and with a little training become power users.
Fast and secure - Salesforce is a leader in the cloud world so you get consistently fast results and security that is top notch in the industry.
Accessible from anywhere - if you use cloud CMS already this is a no-brainer, but for those that do in-house CMS still, this is a major difference. Mobile access from anywhere on the planet without a VPN is something you just can't do without the cloud.
Cons
The interface for keeping things organized could use some improvement, with more options for tagging and sorting. It's not bad but there are better interfaces out there.
Reporting and dashboards on content would be a nice addition, and is something that will probably be coming.
It can be tough to get a public URL for image content - the kind you would embed into a page. The interface wants to drive you to the interactive page which is great in most cases but when you just want a direct URL it can be tough to find. The official documentation from Salesforce tells you to right click save as on the preview page, where instead they should have it built in to the interface and displayed somewhere.
Likelihood to Recommend
If you already use Salesforce, then this is a no-brainer. There is no need to go to another platform for your CMS needs. If you don't have Salesforce at all, this is still a good choice but may not always make the most sense. There are cheaper options out there and also ones that might integrate with your platform better, but as always you will usually get what you pay for.
VU
Verified User
Manager in Professional Services (5001-10,000 employees)
