#1 most frequent
United States of America
62.4%6,109 installations of 9,783
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
Product Demos
Top Performing Features
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
Areas for Improvement
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
Who Buys & Uses Salesforce Lightning Platform
#2 most frequent
India
6.4%631 installations of 9,783
#3 most frequent
United Kingdom of Great Britain and Northern Ireland
4.8%474 installations of 9,783
Salesforce Lightning Platform review from a QAs perceptive
Use Cases and Deployment Scope
Managing student and parent information
database as well as salesforce user and prospect onboarding
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
Salesforce Lightning Platform - what is needed by all sales forces
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.
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
Great product for enterprise level operations
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
It's the Gold Standard for a reason
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
Good Business Development CRM with Flexibility to customize
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)
