Salesforce Lightning Platform

Score7.7 out of 10

673 Reviews and Ratings

What is Salesforce Lightning Platform?

Salesforce Platform is designed for building and deploying scalable cloud applications with managed hardware provisioning and app stacks. It provides out-of-the-box tools and services to automate business processes, integrate with external apps, and provide responsive layouts and more.

Categories & Use Cases

Services-enabled integration
Ability to integrate with cloud applications and data via APIs and pre-built connectors
Category average: 8
Scalability
Ease of scaling up or down to meet demand
Category average: 8.2
Platform access control
Rules controlling what data different user categories can access
Category average: 7.8

Workflow engine capability
Process automation using rule-based engine
Category average: 7.5
Issue recovery
Ease of recovery from problem state
Category average: 7.3
Ease of building user interfaces
Ability to build flexible user interfaces using drag-and-drop tools
Category average: 7.9

Verified User

Analyst in Engineering (10,001+ employees employees)

Use Cases and Deployment Scope

Managing student and parent information

database as well as salesforce user and prospect onboarding

Pros

Easy
Efficient
Less maintenance
Everything in one place

Cons

Test management
User friendly to track testing activities
Testing reports

Return on Investment

Users liked it
Business is easy to manage

Usability

Alternatives Considered

Adept Agent Stack

Other Software Used

Agentforce, MuleSoft Anypoint Platform

Mary Bruder View profile

Enterprise Account Executive in Sales at Staffbase (501-1000 employees employees)

Use Cases and Deployment Scope

My organization utilizes Salesforce Lightning Platform as a CRM. My position is in sales so we use the tool to record leads, prospect accounts, customer accounts, and opportunities. Within the opportunities, we record the different sale stages and are able to record notes based on the opportunity.

Salesforce Lightning Platform allows us to record important information per organization, contact and opportunity which helps with our teams forecasting.

Pros

Storing information on the lead/contact level
Providing a place for important notes/key topics
Ability to map contacts/leads to specific organizations/accounts

Cons

Slow to load
Overwhelming on what can be added as field
Occasional authentication issues

Return on Investment

Allows users to get a holistic view of an account/opportunity which can help with forecasting - invaluable for investors
Time saved by reps being able to access data easily - save 30 mins per day
Slow to load - lose 5 mins a day

Usability

Alternatives Considered

Salesforce Einstein Bots and HubSpot CRM

Verified User

Project Manager in Corporate (10,001+ employees employees)

Use Cases and Deployment Scope

Salesforce Lightning Platform is out main CRM. We use this for most all sales related purposes to track customers, sales, opportunities, and reports on other integrated systems. We have well over 50,000 contacts and millions in sales that run through Salesforce. We also keep track of work done with customers and their health as customers through Salesforce and other integrated systems.

Pros

Sales Reporting
Information for sales and opportunities
Functionality integration

Cons

AI autofill
Customizable verbiage for company specifics
Cross-object-type reporting

Return on Investment

ROI tracking
Process improvement and ability to handle custom sales process
Complexity and confusion among employees and admins with executive level decision-making

Usability

Other Software Used

SAP BW/4HANA, D&B Hoovers, LinkedIn Sales Navigator

Verified User

Project Manager in Marketing (51-200 employees employees)

Use Cases and Deployment Scope

It is our CRM platform. Salesforce Lightning Platform acts as our contact list, our lead list, our donor list, etc. We can see a detailed history of a contact, and tag them in creative ways. We can also run reports that dictate our marketing efforts. We have recently integrated with Salesforce Lightning Platform for our donor platform as well.

Pros

Tagging
Reports
syncing with other platforms we use

Cons

The visual layout feels outdated
It is not an intuitive layout
More customization is always appreciated.

Return on Investment

It has drastically streamlined the way we process contacts!
We are more productive due to having one source of truth

Michael French View profile

Senior Manager Workforce Planning - Project Managment in Human Resources at Halliburton (10,001+ employees employees)

Pros

ability to incorporate systems
create specific reports
easy work flow for process

Cons

displays are easy to understand
lots of training required
hard to integrate into other systems

Return on Investment

reduced time for reporting
higher quality data
full view of the market

Alternatives Considered

Microsoft Dynamics 365 (formerly Microsoft Dynamics CRM)

Other Software Used

Microsoft Teams, WhatsApp Business, Navisite Productivity and Collaboration (Microsoft Office 365 and MDM)

Quickbase

Salesforce Lightning Platform

What is Salesforce Lightning Platform?

Categories & Use Cases

Key Features

Top Performing Features

Services-enabled integration

Scalability

Platform access control

Areas for Improvement

Workflow engine capability

Issue recovery

Ease of building user interfaces

Reviews

Use Cases and Deployment Scope

Pros

Cons

Return on Investment

Usability

Alternatives Considered

Other Software Used

Use Cases and Deployment Scope

Pros

Cons

Return on Investment

Usability

Alternatives Considered

Use Cases and Deployment Scope

Pros

Cons

Return on Investment

Usability

Other Software Used

Use Cases and Deployment Scope

Pros

Cons

Return on Investment

Pros

Cons

Return on Investment

Alternatives Considered

Other Software Used

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