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Salesforce Lightning Platform

Score7.7 out of 10

673 Reviews and Ratings

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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

Key Features

Learn about the best (and worst!) features Salesforce Lightning Platform has to offer, as determined by TrustRadius' reviewers.
Based on 673 ratings of Salesforce Lightning Platform's features
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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

Reviews

What users are saying about Salesforce Lightning Platform.
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Salesforce Lightning Platform review from a QAs perceptive

Incentivized
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

Salesforce Lightning Platform - what is needed by all sales forces

Mary BruderView 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

Great product for enterprise level operations

Incentivized
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

It's the Gold Standard for a reason

Incentivized
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

Good Business Development CRM with Flexibility to customize

Incentivized
Michael FrenchView 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)

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