Salesforce Platform can be used with Amazon.
DevOps Engineer at Apptegy
Provides a preferred method of backing up data
Pros and Cons
- "The solution provides a preferred method of backing up data."
What is our primary use case?
What is most valuable?
The solution provides a preferred method of backing up data.
I also consider the interface to be a valuable feature.
What needs improvement?
We have yet to encounter any areas of the solution in need of improvement.
What's my experience with pricing, setup cost, and licensing?
The licensing is on an annual basis. It is expensive. The license is the only fee we incur.
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What other advice do I have?
We do not have plans to migrate.
I rate Salesforce Platform as a nine out of ten.
Disclosure: I am a real user, and this review is based on my own experience and opinions.
Customer Service Representative at GLOBAL SERVICES
A great platform but crashes and loses notes occasionally
Pros and Cons
- "It is a great platform. It's definitely an improvement from the GCP application that we were using previously."
- "When we're documenting information such as notes, and so forth, if we were to go back to the same case all notes go missing."
What is our primary use case?
We primarily use the solution for the CRM.
What is most valuable?
It is a great platform. It's definitely an improvement from the GCP application that we were using previously.
What needs improvement?
The issue that my company has is, say, for instance, a user is dealing with more than one member in the system and they're looking up over five members. Once they hit the fifth member, it goes down. It crashes. This only happens when one of our customer service agents pulls up multiple members at once.
When we're documenting information such as notes, and so forth, if we were to go back to the same case all notes go missing. It's not great for documentation purposes as the CRM is losing our notes. This can be a big issue for the company especially if the provider has called and said they want to check on a specific case where the notes were lost. I need to review what's sent over. We've had customer service go back to a case number to seek those notes out, however, the CRM really should be able to just keep them in their system properly.
For how long have I used the solution?
We have been using the solution since 2018. It's been a few years at this point.
What do I think about the stability of the solution?
The stability isn't the best, especially if you are looking at multiple member profiles at the same time. If you open more than five, it crashes the system.
Which solution did I use previously and why did I switch?
We used to use a GCP application and we switched to this product in 2018. We find it to be a much better CRM overall.
What other advice do I have?
I'd rate the solution at a five out of ten. If it didn't crash or lose notes, I would rate it higher. However, it is a pretty good CRM.
Disclosure: I am a real user, and this review is based on my own experience and opinions.
Buyer's Guide
Salesforce Platform
November 2024
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Senior Architect at a tech services company with 10,001+ employees
The Force.com Sweet Spot
When Cloud Sherpas helps a customer move to the cloud, we usually see the customer move in phases. Recently, we’ve observed a growing trend among enterprise companies, who — having seen positive results from an initial cloud implementation — give us a call a few months later, eager for advice on which areas of their business landscape to address next.
We hear questions like…
- We’ve moved much of our Sales & Marketing functions to the cloud. Which other areas of our business should we now move to the cloud?
- I have a long tail of apps to deliver this year. Which ones will best leverage the strengths of the force.com platform?
- Our employees are demanding better mobile access and the ability to much more easily collaborate at work. How can we support them?
As a Platinum Salesforce.com partner and the world’s leading Google apps cloud service provider, we work with two of the biggest heavyweights in both business and cloud computing.
The article that follows focuses on Cloud Sherpas’ capabilities related to Salesforce.com, where many of our customers — and businesses, generally — begin their cloud journeys.
Like many members of our industry, I think it’s safe to assume that Sales Cloud and Service Cloud — Salesforce.com’s core CRM and Customer Service offerings, respectively — combined, serve as the gateway for many businesses to an even more extensive presence in the cloud.
Force.com, the world’s leading cloud platform for business apps, offers the infrastructure upon which both Sales Cloud and Service Cloud are built, and if you happen to be using either solution, Force.com may be the next logical destination on your company’s journey further into the cloud.
Force.com hosts more than 200,000 business applications from both Salesforce.com partners and independent software vendors.
For larger organizations ready to ‘make the migration,’ the smartest strategy is often to begin by first buffering inflexible legacy applications with a layer of dynamic cloud solutions that facilitate a more agile and collaborative business process than would be possible using a non-cloud-based solution. These ‘Volatile Applications,’ as they are sometimes referred to, give both users and ISVs the ability to adapt, scale and evolve quickly — a key selling point for building and hosting applications on the force.com platform.
Listed below are the four “sweet spots” we’ve seen for businesses using the force.com platform:
1. Sharing new or existing information with a wider audience
Force.com’s single platform and granular access control can be used to rapidly provide access to multiple user groups. Businesses can customize the level of access granted to any number of user types, allowing customers to self-serve by provisioning access to a comprehensive knowledge base, for example, while dedicating other areas of their solution to sales and service information accessible only to key partners and vendors.
2. Anything that needs to be mobile or collaborative
All apps that are built on Force.com have built-in features that leverage Chatter — salesforce.com’s cross-platform compatible enterprise collaboration tool — and are thus available on most popular mobile devices.
3. Managing user-driven business processes
Process-oriented apps are a popular use case for force.com apps, as they leverage the business service layer of the force platform with workflow, approvals and custom code. Typical apps have covered Recruiting, Bug Tracking, Expense Management and Procurement.
4. Rebuilding simple ‘desktop’ apps
Force.com’s secure, reliable and scalable infrastructure allows for a much more organic approach to product lifecycle management. Unencumbered by native, platform-specific development requirements, businesses can leverage Force.com’s flexible Web-based platform to build — and build onto — any application. For example, say you and a few team members create a simple software application that serves as little more than a project discussion board but quickly grows into a central database for resources that would logically be available to all employees. In this scenario, on Force.com, it wouldn’t take much to take what started as just a spreadsheet and turn it into a robust, enterprise-ready, collaborative application for the whole organisation.
These are just a few highlights of the types of apps we see businesses creating with the force.com platform.
Where have you found a sweet spot for the force.com platform?
Disclosure: The company I work for is partners with several vendors including Salesforce
Disclosure: I am a real user, and this review is based on my own experience and opinions.
AWS North America Alliance Lead at a computer software company with 501-1,000 employees
Provides visibility to opportunities, and the keyword search makes it easy to find things
Pros and Cons
- "The keyword search helps me in finding stuff quickly. So, I don't have to click around a lot."
- "Their reporting needs to be improved. It should be easier. I don't know how, but it needs to be easier."
What is our primary use case?
We are using it for forecasting, customer contacts, and that kind of sales stuff.
I assume it is in the cloud because that's Salesforce's model. They have their own private cloud.
How has it helped my organization?
It has provided visibility to opportunities.
What is most valuable?
The keyword search helps me in finding stuff quickly. So, I don't have to click around a lot.
What needs improvement?
Their reporting needs to be improved. It should be easier. I don't know how, but it needs to be easier.
For how long have I used the solution?
I have been using this solution for probably a decade.
What do I think about the stability of the solution?
It is very stable. There are no performance issues.
What do I think about the scalability of the solution?
It handles my needs well. We have hundreds of users all across our company. It is being used extensively in our organization. That's how we run our sales here. We have a support desk to take care of its maintenance.
How are customer service and support?
I have not contacted their technical support.
What other advice do I have?
I would rate Salesforce Platform a nine out of 10. If reporting was easier, I would probably rate it a 10 out of 10.
Which deployment model are you using for this solution?
Private Cloud
If public cloud, private cloud, or hybrid cloud, which cloud provider do you use?
Other
Disclosure: I am a real user, and this review is based on my own experience and opinions.
Enterprise Solutions Architect at a tech vendor with 501-1,000 employees
Responsive with good UI, but takes a while to set up
Pros and Cons
- "The product is pretty responsive."
- "If you have resellers or distributors, you just need to figure out a way to set up the system in the backend. Since every company is different, it takes a little bit of time to figure that out."
What is our primary use case?
We primarily use the solution as a support console.
How has it helped my organization?
The product has definitely helped us improve our support services.
What is most valuable?
The way the solution is able to record and update within the feeds, including internal conversations, is really helpful on a case by case basis.
The initial setup is pretty straightforward.
I've used Salesforce for five years within different companies. It's the first CRM I used and I have kept using it. The UI or UX is probably what I'm most familiar with. I don't think there's anything that makes me feel uncomfortable. It's easy to use.
The solution is really good if you need to have direct communication with end-users like retailers and that sort of thing.
The product is pretty responsive.
What needs improvement?
At this particular organization, we only just implemented support about six months ago. There are still aspects of the solution we are exploring and we are in the process of looking at some integrations. We're just testing its capabilities, and therefore I can't say there are any features that are missing per se.
If you have resellers or distributors, you just need to figure out a way to set up the system in the backend. Since every company is different, it takes a little bit of time to figure that out.
For how long have I used the solution?
I've worked with the solution for five years across a few different companies.
What do I think about the stability of the solution?
We haven't had any issues with bugs or glitches. We haven't experienced any freezing or crashing. So far, the solution has been very stable and reliable.
What do I think about the scalability of the solution?
We're working with a pretty basic model right now. We haven't tried to scale anything just yet, as it is still relatively new to the company. I'm not sure if we plan to increase usage in the future or not. If we do decide to scale it, we'll have to discuss how to do that with our Salesforce representative.
That said, currently, I don't see any limitations that would make me think there would be an issue with scaling if we wanted to.
I'm not sure how many of our team is actually on the solution.
How are customer service and technical support?
I haven't had the opportunity to reach out to technical support just yet. There hasn't been a need. Therefore, I can't speak to how knowledgable or responsive they are.
Which solution did I use previously and why did I switch?
We didn't previously use a different solution. This is the first implementation.
How was the initial setup?
We haven't found the initial setup to be too complex. It was rather straightforward for our team.
What other advice do I have?
We're just customers. We don't have a business relationship with Salesforce. We primarily use the solution for internal use. We don't deploy it to clients. I'm not sure of which version we are using. It's likely the latest one.
I'd rate the solution seven out of ten overall. It really is a fit for all business types.
Which deployment model are you using for this solution?
Public Cloud
Disclosure: I am a real user, and this review is based on my own experience and opinions.
Managing Director at a tech vendor with 10,001+ employees
Improved forecasting, account management, 360 view of customer.
Pros and Cons
- "Scalability to configure and integrate."
- "Easier process to move to Lightning Components."
What is most valuable?
Scalability to configure and integrate. This is due to Salesforce being easily configurable and, with the ability to build APIs, almost anything can be integrated, thus allowing more capability, more data and more value to the system.
How has it helped my organization?
Improved forecasting, account management, and a 360 view of customer.
What needs improvement?
Easier process to move to Lightning Components. There is a huge overtake of planning, testing and resources required to analyse what features would work. Currently, not all configurations and development can simply move across from Classic to Lightning. In an ideal world, this would be a lot less exhaustive.
For how long have I used the solution?
Eight years.
What was my experience with deployment of the solution?
No issues.
What do I think about the stability of the solution?
No issues.
What do I think about the scalability of the solution?
No issues.
How is customer service and technical support?
Six out of 10.
How was the initial setup?
Straightforward for the most part. Can be complex with API integrations and coding.
What's my experience with pricing, setup cost, and licensing?
Costly, but it is the top product in SaaS/PaaS. Pricing is more for large to enterprise level companies. If integration or development is not required, I'd recommend a cheaper CRM product.
Which other solutions did I evaluate?
Yes, we considered building in-house, Sage CRM, Oracle CRM.
What other advice do I have?
Define your business processes. Consider customer experience first and then the User experience before thinking about data and financial related benefits.
Disclosure: I am a real user, and this review is based on my own experience and opinions.
Process Specialist - Operational Excellence at a government with 51-200 employees
Flexible, highly scalable, and reliable
Pros and Cons
- "One of the main features of the solution is it is flexible."
- "The reporting needs improvement and the dashboard could have more components added."
What is our primary use case?
This solution can be used for managing customer relations.
What is most valuable?
One of the main features of the solution is it is flexible.
What needs improvement?
The reporting needs improvement and the dashboard could have more components added.
For how long have I used the solution?
I have been using the solution for three years.
What do I think about the stability of the solution?
I have found the solution to be stable.
What do I think about the scalability of the solution?
The solution is scalable and it is one of its best features.
How are customer service and technical support?
The technical support has been fine.
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: I am a real user, and this review is based on my own experience and opinions.
Chief Commercial Officer at a non-profit with 51-200 employees
Easy to use but the marketing automation needs to be simplified
Pros and Cons
- "The most valuable feature is ease of use."
- "The marketing automation needs improvement."
What is our primary use case?
The primary use case of this solution is for sales.
What is most valuable?
The most valuable feature is ease of use.
The interface makes it an easy solution to use.
What needs improvement?
The marketing automation needs improvement, as it should be easier to use.
For how long have I used the solution?
I have been using Salesforce for four years.
What do I think about the stability of the solution?
Salesforce App Cloud is stable and I have not experienced any issues.
What do I think about the scalability of the solution?
It's a scalable solution.
How are customer service and technical support?
I have not used technical support.
What other advice do I have?
I would rate this solution a six out of ten.
Which deployment model are you using for this solution?
Public Cloud
Disclosure: I am a real user, and this review is based on my own experience and opinions.
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As a pro, I would say that Salesforce Platform is built with a broad range of development tools, so it is easier for developers to create applications using those tools. Another pro is that the used programming language is Apex, which is very similar to Java and C# and includes traditional C-style syntax.
As a con, I would add that some developers and vendors may not want to commit to a proprietary development environment that does not have the established reputation and maturity as Java or Microsoft.NET.