Salesforce Lightning

(67)
4.0 out of 5 stars

Built on the Salesforce App Cloud, the Lightning Experience combines the new Lightning Design System, Lightning App Builder and Lightning Components to enable anyone to quickly and easily create modern enterprise apps.

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Salesforce Lightning Reviews

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Salesforce Lightning review by <span>Javeed M.</span>
Javeed M.
Validated Reviewer
Verified Current User
Review Source

"Salesforce Lighting is great user interface and looks nice with lot of added features "

What do you like best?

The overall look and feel of Salesforce Lightning are a lot more intuitive and less clunky than Salesforce Classic, it means a lot easier for new users to get to grips with. It is far more aesthetically pleasing and elements like the Kan-Ban view on opportunities is great for quick monitoring of opportunities. It is also far easier in terms of adding contacts and opportunities than the classic view.

What do you dislike?

There are some issues while switching to Salesforce Lightning in terms of features and functionality. However, overall it is a great software.

Recommendations to others considering the product

Using a CRM is a task in itself. Moving from one CRM to another without multiple training sessions will result in confusion and low adoption. This is something that has occurred at my company with this tool. Overall I would recommand other Salesforce users to switch and get experienced ligntning.

What business problems are you solving with the product? What benefits have you realized?

I share reports by email across our organization. We have workflows with approvals, automation with tasks, approval rules with cases. By scheduling the reports, daily, weekly, monthly, we save time, sharing valuable information on time with various departments involved. Several manual reports have been eliminated and we hope that all the request by the sales, operations, management teams.

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Salesforce Lightning review by <span>Celina L.</span>
Celina L.
Validated Reviewer
Review Source

"Comprehnseive data tracking software"

What do you like best?

Can store data and pull lists by region so it's very simple to keep track of large amounts of data. I can also add personal notes to each contact that I can then download by region or whatever filter I choose and that can be shared with any team member who has a log in.

What do you dislike?

The system is complicated to use at first and takes some getting used to. Its also hard to see thr noted i wrote unless I pull them up individually by accputn-- I wish they would be displayed at the main account menu.

Recommendations to others considering the product

Make sure you you watch a tutorial to get all the benefits of the program before using.

What business problems are you solving with the product? What benefits have you realized?

Tracking data, creating marketing lists, sharing multiple data points from various networks in 1 platform amongst many users are a few of the many benefits. As a virtual team across 10 states, we are able to enter thousands of user's information and share data across regions which helps streamline our communication.

What Low-Code Development Platforms solution do you use?

Thanks for letting us know!
Salesforce Lightning review by <span>Ross D.</span>
Ross D.
Validated Reviewer
Verified Current User
Review Source

"Great for SF basic users but missing a few features"

What do you like best?

The overall feel of Salesforce Lightning is a lot more intuitive and less clunky than Salesforce Classic, meaning it is easier for new users to get to grips with. It is far more aesthetically pleasing and elements like the Kan-Ban view on opportunities is great for quick monitoring of opportunities. It is also far easier in terms of adding contacts and opportunities than the classic view.

What do you dislike?

There are features that are missing from the classic SF meaning if you are an admin or power user you will constantly need to flip between the two views which is inconvenient. Reporting is not as easy to set up and some integrations do not work with the lightning view.

Recommendations to others considering the product

Consider what you currently use Salesforce Classic for and if it is solely for making records and monitoring opportunities then Lightning could be a good fit. If you have many integrations and reporting then potentially it's worth checking if these would be available.

What business problems are you solving with the product? What benefits have you realized?

New users are quick to get to grips with Salesforce Lightning so if the additional functionality is not always necessary it speeds up the onboarding of new staff that are inexperienced, and for sales meetings being able to view opportunity stages from one page is great.

Salesforce Lightning review by <span>Andie B.</span>
Andie B.
Validated Reviewer
Verified Current User
Review Source

"An experience worth trying."

What do you like best?

Mostly I like the newer look and feel and how everything flows together. I feel like the flow of the product is now more coherent to what most modern day products are like today. It looks like better than classic and is continuing to grow.

What do you dislike?

I am disappointed that some of my favorite, or most used features of classic have gone missing in lightning, yet I think that what I was trying to accomplish in the past still can be accomplished, I just need to figure out a new strategy. Overall, a bit upset that there is some re-work involved just to give a new image.

Recommendations to others considering the product

Go for it. You do not want to get stuck in the past if you are coming from Classic. Also, if you are coming from another product altogether it is great. The support team has your back, but mostly the community that has been created around Salesforce is incredible. Something worth looking into and something you can get yourself involved in before you purchase.

What business problems are you solving with the product? What benefits have you realized?

We are trying to keep up with what is being developed. There are many new features that are coming out that are awesome and we want to harness their power and cannot unless we enabled lightning. We have already found a benefit with the re-usability of the components and the chatter refreshing. I like that more is still coming and we will be able to take advantage of it all.

Salesforce Lightning review by <span>Alexis C.</span>
Alexis C.
Validated Reviewer
Verified Current User
Review Source

"A powerful CRM that your company must have"

What do you like best?

I like all the expansion potential that can be integrated. It is excellent for sharing Reports and analyze or present Dashboards. Salesforce helps us to organize a lot of customer information, which allows us to serve in a more personalized way. We can record all the information of transactions, calls, claims. The customers have the security that they are in a serious company with an excellent technological reach.

What do you dislike?

I can not share Dashboards like in the classic version. I would like that function to be activated. The marketing part should have more facilities and better options available to create successful campaigns.

When changing from classic to lightning several fields implemented with another application, have been affected. For this reason, not all users can move to this new version. We are currently working on these small issues.

Recommendations to others considering the product

Salesforce is very complete and accessible to integrate with many applications. It is an excellent option. There is also the option to change to classic if you are not comfortable.

What business problems are you solving with the product? What benefits have you realized?

For the moment, I share elegant reports by email. We have workflows with approvals, automations with tasks, approval rules with cases. By scheduling the reports, daily, weekly, monthly, we save time, sharing valuable information on time with various departments involved. Several manual reports have been eliminated and we hope that all the request ( by sales team or another department ) emails will soon decrease because we need to turn them into tasks.

Salesforce Lightning review by <span>Robert B.</span>
Robert B.
Validated Reviewer
Verified Current User
Review Source

"Outstanding Platform; Improves Every Release"

What do you like best?

The Lightning platform provides an east to navigate modern interface for Salesforce and improves with every release. At this point virtually all functionality in the classic interface is available and fully functional in Lightning, and Lightning provides additional functionality not available in Classic.

What do you dislike?

While initially, our use of Lightning required frequent switches to Classic, today Lightning virtually stands on its own and is an outstanding platform.

Recommendations to others considering the product

Salesforce is absolutely the correct decision. The ecosystem is extensive and third party add-on components, applications, and extensions are readily available.

What business problems are you solving with the product? What benefits have you realized?

Lightning has provided our organization an easy to navigate user interface with incredible administrative capacity. As a result, our users access a slick modern interface and our administrators maintain full control over what data is provided to each class of users.

Salesforce Lightning review by User
User
Validated Reviewer
Verified Current User
Review Source

"Great for tasking, time management and organization"

What do you like best?

Easy to view tasks and change the status. Great for keeping track of time and reporting to management. The chatter tool is easy to use and notifies in email form as well. Able to create and update notes easily. Time reports show daily or weekly total time.

What do you dislike?

Lots of small glitches weekly. While they are usually resolved fairly quickly (within a few days to a week or so), it can still be challenging to have small things break each week and have to find work arounds while it's being fixed. It can also be difficult to personalize some things. If other employees change something, it can change it for everyone - like filters for tasks or timing.

Recommendations to others considering the product

Takes time to implement and find your way around the system, especially when customization has been done for your company. But overall easy to use and helps with communication between team members, management, and clients.

What business problems are you solving with the product? What benefits have you realized?

Time management, organization, communication.

Salesforce Lightning review by <span>Matthew K.</span>
Matthew K.
Validated Reviewer
Verified Current User
Review Source

"Project Management tool that is versitile, but not perfect."

What do you like best?

We were able to customize the tool in order to meet our existing and standard work flows and make modifications on a variety of tickets in order to customize workflow. We were also able to connect it to our invoicing and CRM tools.

What do you dislike?

There was a steep learning curve and the reporting function was not intuitive. However, once trained, it becomes easier to manipulate the tool.

Recommendations to others considering the product

Speak with a Salesforce Admin to understand the capabilities of the product when evaluating to ensure you are using all the various tools.

What business problems are you solving with the product? What benefits have you realized?

We solved a ticketing systems between various divisions using either proprietary or other solutions that were outdated or unworkable. We were able to standardize workflows across offices, allowing us to shift resources between offices to accommodate work.

Salesforce Lightning review by <span>Justin D.</span>
Justin D.
Validated Reviewer
Verified Current User
Review Source

"Effective but requires additional training"

What do you like best?

Lightning provides a more streamlined experience. As a Salesperson it makes it easy to see where in the process of filling out and developing an Opportunity I am. The more visually oriented setup makes it easier to focus on what's important, rather than having to root around for the details I need.

What do you dislike?

The callout boxes, dropdown menus and windows are definitely wonky - having worked across a dozen monitors they never seem to fit the screen properly.

Recommendations to others considering the product

Understand the licensing structure - it's been a challenge for our procurement team,

What business problems are you solving with the product? What benefits have you realized?

It provides me with a much richer and less cluttered platform to track my own sales and gauge performance.

Salesforce Lightning review by User in Internet
User in Internet
Validated Reviewer
Verified Current User
Review Source

"New Conversion to SF Lightning "

What do you like best?

The dashboard in this version of SF is very easy to navigate. It is clean, concise, and keeps you up to date on your tasks and sales performance. It is much easier to add tasks, contacts and other events into the system.

What do you dislike?

It is really tough to move from the old platform to this platform. I've had difficulty accessing reports that we typically use on a daily basis. We also cannot make campaigns anymore. This may not be a SF for Lightning issue but a change in settings.

Recommendations to others considering the product

Have multiple training sessions with the users. Using a CRM is a task in itself. Moving from one CRM to another without multiple training sessions will result in confusion and low adoption. This is something that has occurred at my company with this tool. We are now taking the steps to correct that but it should have been done immediately.

What business problems are you solving with the product? What benefits have you realized?

This is the CRM tool that we use within our sales team. We mange all opportunities and accounts out of SF. The benefits are seen in our ability to track our opportunities and all communications with our clients.

Salesforce Lightning review by <span>Jaeda M.</span>
Jaeda M.
Validated Reviewer
Review Source

"Lighting for Salesforce"

What do you like best?

There functionality is better, it has many options for tracking goals, revenue by month, quarter, calls, activity. Its feels like it's a better platform- I've only been on it for a few months

What do you dislike?

I just started using it and it's hard to find stuff. I cannot locate my insidesales.com power dialer also so that's a little annoying

Recommendations to others considering the product

This is a really good option for SF users. The end user experience is getting better with each update and new version of the software. I think they take a good amount of consideration of what the system is used for when developing the software. I've used other types and Salesforce is definitely one of the best out there.

What business problems are you solving with the product? What benefits have you realized?

The end-user experience is the most important part of a CRM. CRM adaptation is always a challenge for all companies to embrace, when the experience is useful, turn-key, and flexible, the end-user is more likely to use the CRM- lighting makes it a nicer experience IMO

Salesforce Lightning review by <span>KIRTHI N.</span>
KIRTHI N.
Validated Reviewer
Verified Current User
Review Source

"Lightning is Light"

What do you like best?

Improving the user experience for the partners where they need to manage their access to different tools both within and outside salesforce. I would say that lightning is light because its components were built to streamline the user experience.

The setup menu is also grouped together according to the various functions that makes it easier for the admin to manage the configurations better compared to the classic experience where you will have to remember the exact path

What do you dislike?

Lightning process builder also has certain limitations such as difficult to stop the recursive calls that could result in hitting the governor limits

What business problems are you solving with the product? What benefits have you realized?

Our client is using to improve the user experience and better align the application with the salesforce product roadmap

Salesforce Lightning review by <span>Jesse H.</span>
Jesse H.
Validated Reviewer
Verified Current User
Review Source

"Great UI but not fully featured"

What do you like best?

i love the user interface. the apple-esq quality compared to the classic version is outstanding. the interaction available with the reports is unmatchable

What do you dislike?

the worst part of lightning is its inability to deliver all aspects that classic provides. no quoting ect ,makes adoption hard for my org. the fragmentation then leads to a reduced adoption of lightning and remaining at the lower common denomenator which is classic

Recommendations to others considering the product

make sure it provides solutions to all of your needs as not all objects and items are functional or accessable via lightning

What business problems are you solving with the product? What benefits have you realized?

not sure we are solving anything with lightning, it would be of great use but again the fragmentation of the software makes that difficult.

Salesforce Lightning review by User in Marketing and Advertising
User in Marketing and Advertising
Validated Reviewer
Verified Current User
Review Source

"Keeps me on Track"

What do you like best?

The best part about salesforce was probably how easy it was to pick up. We were all so nervous when we started tracking our hours that it was going to be a huge hassle and regret the change, but completely the opposite. Its become second nature and we now have way better insights into how many hours we spend working on specific clients throughout the course of a program. Its become very helpful.

What do you dislike?

I think it can be very frustrating the first couple times you get an error, because it doesn't always let you know why you got the error or how to fix it, but we've learned little tricks here and there!

Recommendations to others considering the product

Give it time! Its hard to get used to new systems, but this one is worth the pay out.

What business problems are you solving with the product? What benefits have you realized?

Its solved the problem of assuming that we are all spending a consistent amount of time each week on every single client. And that is far from the case. It's helped us bill better and plan better for the future.

Salesforce Lightning review by <span>Mahalingam S.</span>
Mahalingam S.
Validated Reviewer
Review Source

"Salesforce Lightning - Myths and Facts!"

What do you like best?

Ability to edit records directly in the list view without having to navigate to the individual record's edit page and saving them one by one is a huge time saver and improves the user experience by leaps and bounds.

The setup menu is also grouped together according to the various functions that makes it easier for the admin to manage the configurations better compared to the classic experience where you will have to remember the exact path

What do you dislike?

The performance of the lightning components fares lower than what we could accomplish with apex and visual force pages especially when the data volume increases. Lightning process builder also has certain limitations such as difficult to stop the recursive calls that could result in hitting the governor limits

Recommendations to others considering the product

There is a prevalent myth that everything will improve / change dramatically by going with lightning for all the use cases. Each use case needs to be evaluated with respect to the cost and benefits of building it in lightning vs classic and the suitable decision should be taken

What business problems are you solving with the product? What benefits have you realized?

To improve the user experience for the partners where they need to manage their access to different tools both within and outside salesforce. The lightning components were built to streamline the user experience.

Salesforce Lightning review by <span>Michelle L.</span>
Michelle L.
Validated Reviewer
Verified Current User
Review Source

"Salesforce Upgrade! "

What do you like best?

We just switched to this more efficient platform that the one we were using before, and it is SO helpful! Others on our team that haven't used Salesforce before are really excited about what it's going to do for our communication about donors!

What do you dislike?

We haven't been in the program long enough, so, right now, just getting used to the differences. But so far, so good!!

Recommendations to others considering the product

USE IT!!!

What business problems are you solving with the product? What benefits have you realized?

We have been able to more effectively map specific data over from our payment gateway. It has been so helpful for our whole team to be able to add notes based on their interactions with our donors!

Salesforce Lightning review by User in Events Services
User in Events Services
Validated Reviewer
Verified Current User
Review Source

"Incredibly powerful"

What do you like best?

The new design makes it much more intuitive and easy to navigate. The ability to customize your own dashboard to readily see information that is important to you, is great. Additionally, the assistant tool on the main homepage is a nice little add on that helps keep you organized with your open opportunities and over due tasks.

What do you dislike?

It seems that they are still working out some kinks in Lightning. It can be a bit "buggy" at times. Need to reload pages often, especially when it is running slow. I don't like that they haven't moved the recycle bin into lightning, if you accidentally deleted something, you need to change your view to classic in order to get to the recycle bin to retrieve it.

What business problems are you solving with the product? What benefits have you realized?

Our sales team needed a tool that really helped us forecast sales, keep our opportunities organized with real business insights. Our team is easily able to report on sales for the month, forecasting and identifying opportunities for the future. SF Lightning has tons of flexibility to cater to the unique needs of every business.

Salesforce Lightning review by Administrator in Marketing and Advertising
Administrator in Marketing and Advertising
Validated Reviewer
Verified Current User
Review Source

"Effective, but not always intuitive"

What do you like best?

Salesforce is a decent CRM system and helps us track our communications with leads and contacts. Sometimes the search function is a mind reader and will search for the right term even when I mistype it. The dashboards offer a nice snapshot of what the team is doing.

What do you dislike?

Duplicate detection and record updating is not terribly easy, search is not always intuitive either - I would hope that if I typed in something like "meadow" it would show me records that included "meadows" or another variation of the word. I'd also be able to select most records at one time to bulk manage (like change owner or add to a campaign).

Recommendations to others considering the product

It's robust and effective, but definitely get training before diving in.

What business problems are you solving with the product? What benefits have you realized?

Customer contact, lead nurturing efforts and sales force activities.

Salesforce Lightning review by <span>Daniel T.</span>
Daniel T.
Validated Reviewer
Verified Current User
Review Source

"It's called Lightning for a reason"

What do you like best?

It's very easy to customise your reports and filter results.

Also, the bulk import feature and DupeCatcher are simple and robust meaning keeping your CRM tidy is a breeze.

What do you dislike?

No longer have the ability to add a time to tasks, just the day.

Recommendations to others considering the product

Take a look at how you can build your dashboard to ensure you are constantly aware of where you stand with each of your leads.

What business problems are you solving with the product? What benefits have you realized?

Lightning is incredibly well thought out, it saves so much time when prepping for a call with a client or prospect.

Being able to customise it for the exact requirements mean that you can solve any problem you currently face with CRM.

Salesforce Lightning review by Administrator in Computer Software
Administrator in Computer Software
Validated Reviewer
Verified Current User
Review Source

"Looks nicer and generally better functionality but still missing key features"

What do you like best?

The reports look nicer and are easier to manipulate. I also like the page layouts.

What do you dislike?

There are still some things that can only be done in classic. Can't merge leads in lightning. Can't search for converted leads in lightning without going through reports. The admin portal is more difficult to use in lightning because the search toolbar is not as good, plus the spacing of the results on the page make it so that you have click through multiple pages to see all the results.

Recommendations to others considering the product

If your sales team is used to salesforce classic, they will put up a fit when switching to lightning. Change is hard and lightning is a big adjustment. I would suggest as an admin, still giving yourself access to classic because not all features from classic have been ported to lightning yet.

What business problems are you solving with the product? What benefits have you realized?

Same business problems as with salesforce classic. Honestly, we use other marketing automation and sales automation tools for the top of the funnel because salesforce is not easy to use for those functions. We only use salesforce directly to track existing opportunities and run forecasting reports off of those.

Salesforce Lightning review by User
User
Validated Reviewer
Verified Current User
Review Source

"Good option for sales management"

What do you like best?

I like that it's web based, I like that it's very intuitive, reports are very customizable to give me visibility into the specific fields I want to be tracking.

What do you dislike?

With campaigns and campaign reports, there are some limitations into which fields you can edit from a report so I am often having to manually make updates one by one instead of being able to multi-edit.

Recommendations to others considering the product

This is a great tool that's easy to use. As a salesperson, it's much easier to update my leads, opportunities, etc than other systems I've worked with.

What business problems are you solving with the product? What benefits have you realized?

Salesforce Lightning allows me to track my leads, customers and opportunities, and assign tasks to stay on top of managing those leads. At a glance I can see how I'm tracking on my forecasts, and easily update things as needed.

Salesforce Lightning review by <span>Rui F.</span>
Rui F.
Validated Reviewer
Verified Current User
Review Source

"Great improvement but still many glitches"

What do you like best?

The user interface and the new capabilities it provides to standard or custom functionality.

What do you dislike?

Lightning is still not available or fully functioning across all salesforce functionality.

There are areas with several limitations or even not working, which in classic work perfectly.

Recommendations to others considering the product

It is the future as a Salesforce platform, so plan thoroughly for the transition from Classic to ensure that all functionality works perfectly.

What business problems are you solving with the product? What benefits have you realized?

The main benefit would be around customer experience around the new User Interface.

Salesforce Lightning review by <span>Elizabeth G.</span>
Elizabeth G.
Validated Reviewer
Verified Current User
Review Source

"Salesforce Lightning Review"

What do you like best?

The User Interface is very appealing and easy to navigate

What do you dislike?

Not all of the capabilities from Salesforce Classic are available in Lightning; Salesforce Libraries, etc

Recommendations to others considering the product

Before switching to Lightning make sure that all the functionality in your org is supported by it.

What business problems are you solving with the product? What benefits have you realized?

By switching over to Lightning we have improved the analytics capabilities for our company. We are able to accomplish more with a better UI than we could before.

Salesforce Lightning review by <span>Madelyn L.</span>
Madelyn L.
Validated Reviewer
Review Source

"Exciting!"

What do you like best?

Lightning provides a great new look and is easy to navigate! The notifications are helpful for tasks. Lightning also provides notifications when it notices that a contact or application may be a duplicate. This is huge for us!

What do you dislike?

The dashboards that I used often are not longer on the home page which makes accessing frequently used reports a couple more steps. It also seems slower than when I used classic.

What business problems are you solving with the product? What benefits have you realized?

We are now using HEDA and lightning was a product of this. It has also allowed for further implementations and user friendly for other campus partners

Salesforce Lightning review by User in Information Technology and Services
User in Information Technology and Services
Validated Reviewer
Verified Current User
Review Source

"Great CRM tool!"

What do you like best?

How customisable salesforce is. You can add as many fields as you like for each lead, and run multiple reports accordingly.

What do you dislike?

The new software design. The blue background was hard to get used to at first. Also, when changing the information on a lead, sometimes salesforce wouldn't save your information, and you would have to make the changes again.

Recommendations to others considering the product

Great CRM tool for any company who's looking to track their leads and sales.

What business problems are you solving with the product? What benefits have you realized?

Allows us to capture all of our leads from various different sources in one convenient place. The ability to run detailed reports has allowed us to track how many of our leads convert.

Salesforce Lightning review by <span>Rupert M.</span>
Rupert M.
Validated Reviewer
Verified Current User
Review Source

"Lighting is nice, looks very modern but transitioning to lighting means losing a lot of features"

What do you like best?

I like how lightning looks and feels. New features are only being released for lighting so, this is also great!

What do you dislike?

I hate that you can't use Javascript buttons, the Ideas object is missing and many other Salesforce classic functionality. I think lighting needs a year to catch up to classic before there a mass migration from Classic.

Recommendations to others considering the product

Make this simpler please!

What business problems are you solving with the product? What benefits have you realized?

Crm, managing clients and data.

Salesforce Lightning review by Administrator in Education Management
Administrator in Education Management
Validated Reviewer
Verified Current User
Review Source

"necessary evil"

What do you like best?

super customizable. you can get deep analytics. SaaScend was an amazing 3rd party consultant to help us implement SFDC and our marketing automation system. I would look for Saascend, Craig Jordan, You can tell him Greg Sent you and he'll take good care of all your company's needs.

What do you dislike?

super customizable and the support is horrible, just beware. you can customize it a lot but you want to map out the processes before deploying. there is a decent learning curve so you might want to hire a consultant to help you through.

Recommendations to others considering the product

n/a

What business problems are you solving with the product? What benefits have you realized?

it's our CRM and tracking of sales opps

Salesforce Lightning review by Administrator in Information Technology and Services
Administrator in Information Technology and Services
Validated Reviewer
Verified Current User
Review Source

"Gearing towards a good direction, but not quite there yet"

What do you like best?

It's tailored for sales and service purposes. Highly relevant for a call center or sales representatives on the go. Easy to use. Nice UI.

What do you dislike?

It's more rigid in its customization and it still needs some catching up to do with features in relation to Classic

Recommendations to others considering the product

Do your homework, not every business can switch over. There are still a lot of things to improve in this platform.

What business problems are you solving with the product? What benefits have you realized?

the overall layout allows for more information at a glance, which reduces clicks and inconveniences shifting from one page to the other. This helps us improve performance and our Q2C flow

Salesforce Lightning review by User in Human Resources
User in Human Resources
Validated Reviewer
Verified Current User
Review Source

"Great Update For Salesforce"

What do you like best?

UX/UI of lightning is hands down better for me.

What do you dislike?

The main dislike I have for lightning is when looking at more than 50 contacts and you go away from that page you lose the position of where you scrolled down to.

Recommendations to others considering the product

There are definitely cheaper CRMs out there and if you are planning to scale and need a high level of integrations then Salesforce Lightning will work well.

What business problems are you solving with the product? What benefits have you realized?

Salesforce is the ultimate CRM. While many features go unused it is nice to know the depth of what Salesforce can do for managing and organizing your contacts/accounts/prospects.

Salesforce Lightning review by <span>Matthew K.</span>
Matthew K.
Validated Reviewer
Verified Current User
Review Source

"All I've ever known (mostly)"

What do you like best?

I love the more modern look/feel of Lightning, I also like the data loading and process building features which are much simpler than they were in Classic

What do you dislike?

Still some limitations with lightning, not all features have been brought over from salesforce classic yet

Recommendations to others considering the product

Go straight to lightning, you will have access to Salesforce classic when you get your license but don't even bother teaching it to your employees unless you have to. Lightning is the future of Salesforce and definitely where all their energy is being placed as far as development goes.

What business problems are you solving with the product? What benefits have you realized?

We have seen the consolidation of multiple systems and with that a smoother and more efficient approach to client support, servicing and sales.

Salesforce Lightning review by <span>Camille B.</span>
Camille B.
Validated Reviewer
Review Source

"Better than old Salesforce!"

What do you like best?

Bright & clean interface that is easy and beneficial for all sides of a business (sales, marketing, account managers) to use.

What do you dislike?

Not anything comes to mind. Sometimes real-time reports are slow to update, but that's easily fixed with a page refresh.

Recommendations to others considering the product

Don't use it just for sales! It can be implemented for project management with a workflow that connects all departments related to sales (marketing, deliverables, etc).

What business problems are you solving with the product? What benefits have you realized?

Managing sales & accounts from one platform enables us to be clear on all communication with potential & future clients.

Salesforce Lightning review by User in Public Policy
User in Public Policy
Validated Reviewer
Verified Current User
Review Source

"Salesforce LIghtning not as fast as name implies"

What do you like best?

Salesforce lightning has all of the features of classic Salesforce and does appear to lay the data out in a way that makes logical sense. It also has a cartoon that moves while data is loading up.

What do you dislike?

It just isn’t that fast. Not sure if it’s an interface difference but the previous version of Salesforce that our company used seemed to load data faster.

What business problems are you solving with the product? What benefits have you realized?

Tracking proposal to contracts. The system does fine on this front. We’d like to use dashboards abs build out those features some more.

Salesforce Lightning review by <span>Angelic T.</span>
Angelic T.
Validated Reviewer
Review Source

"Bold new interface takes a bit of getting used to. "

What do you like best?

I love the new appearance and guided stages of your workflow. This is a modern fresh look that has a ton of AI built in.

What do you dislike?

I don’t like how features, objects, and menus are named differently than Classic. Things are also not in the same place so there is definitely a transition period.

Recommendations to others considering the product

Keep naming conventions the same between classic and lightning. Make sure all capabilities in classic transfer to lightning.

What business problems are you solving with the product? What benefits have you realized?

Intelligent predictive capabilities add a whole new level to your business process. Automation tools and integrations make sure nothing is missed.

Salesforce Lightning review by Administrator in Information Technology and Services
Administrator in Information Technology and Services
Validated Reviewer
Verified Current User
Review Source

"Lightning is an improvement but still not perfect "

What do you like best?

I do find Lightning a little more intuitive and easy to use. My team were reluctant to move over from the old version last year but we are all happy with the new UX. The reports are invaluable to our sales team.

What do you dislike?

I think it a little too customize to customize the pages. It also takes two or three clicks to get some information when it should only take one

What business problems are you solving with the product? What benefits have you realized?

Tracking all communications with our inbound prospects and customers. Daily, weekly and monthly sales reports

Salesforce Lightning review by <span>Sophie S.</span>
Sophie S.
Validated Reviewer
Verified Current User
Review Source

"Good"

What do you like best?

I like how nicely laid out everything on the new platform is. It looks more modern and fresh than the old one.

What do you dislike?

It seems like there are parts of the system I can no longer get to, but maybe I need to learn a bit more.

What business problems are you solving with the product? What benefits have you realized?

Salesforce is integral to our business, as it allows us to log and track all of our deals and paperwork

Salesforce Lightning review by <span>Tiffany W.</span>
Tiffany W.
Validated Reviewer
Verified Current User
Review Source

"Great and easy to use"

What do you like best?

I like the fact I can use this software while I'm remote even from my mobile device app

What do you dislike?

Sometimes logging in can be an issue but not very often

Recommendations to others considering the product

No major recommendation

What business problems are you solving with the product? What benefits have you realized?

I am able to connected with my sales and submission data

Salesforce Lightning review by Administrator
Administrator
Validated Reviewer
Verified Current User
Review Source

"Same Salesforce with a Face Lift"

What do you like best?

The look and feel of the platform is much more modern now, and I like the way I can organize and view leads and contacts.

What do you dislike?

I have to revert to the original version of Salesforce to use a lot of the functionalities.

What business problems are you solving with the product? What benefits have you realized?

I'm organizing business leads into campaigns, and making sure we go through a process with each lead. The benefits are great, as this would be a very difficult task if it was manual.

Salesforce Lightning review by <span>Joe G.</span>
Joe G.
Validated Reviewer
Verified Current User
Review Source

"The navigation is very poor. Repetitive tasks are difficult, little information is displayed."

What do you like best?

Web based approach. Integrated with Pardot.

What do you dislike?

Ability to efficiently log and edit prospects, opportunities is very difficult. Very frustrating to use this product.

What business problems are you solving with the product? What benefits have you realized?

We are trying to drive sales adoption and downstream account-based marketing. But it is very difficult

Salesforce Lightning review by Administrator
Administrator
Validated Reviewer
Verified Current User
Review Source

"Salesforce Lightning"

What do you like best?

The UI is very intuitive and thoughtfully put together, making it easy to navigate for new and experienced users alike.

What do you dislike?

It still does not have all the functionality of classic; this makes it frustrating to make updates to user preferences in the Lightning interface.

What business problems are you solving with the product? What benefits have you realized?

We're able to track and document relationships with partners and be more thoughtful with our communication. We're also able to document institutional knowledge so it doesn't get lost in the shuffle.

Salesforce Lightning review by Administrator in Education Management
Administrator in Education Management
Validated Reviewer
Verified Current User
Review Source

"Salesforce Lightning with great improvements over Classic"

What do you like best?

The functionality feels way more like a modern web app, and using salesforce now involves way less clicking

What do you dislike?

At first the layouts and new tab formats are difficult to get used to, but with use the logic becomes pretty intuitive

Recommendations to others considering the product

Salesforce also integrates very well with a number of other critical applications, so make sure to check before switching

What business problems are you solving with the product? What benefits have you realized?

To drive sales and manage our customers while also storing all of our prospect and customer data

Salesforce Lightning review by <span>Uma Madurey V.</span>
Uma Madurey V.
Validated Reviewer
Review Source

"Senior Salesforce Developer"

What do you like best?

The client and the server side features, the rich user interface and the easiness with which tools like progress bars can be used directly instead of developing them.

What do you dislike?

Templates and other features that are available in classic sometimes cannot be used appropriately in lightning.

What business problems are you solving with the product? What benefits have you realized?

An application that allows our end users to add records easily through the custom user interface

Salesforce Lightning review by Consultant in Information Technology and Services
Consultant in Information Technology and Services
Validated Reviewer
Verified Current User
Review Source

"Lightning advantages"

What do you like best?

Device Compatibility and slds (salesforce css frame work) provided by salesforce. Javascript support for Client side validations. Event driven Architecture to reduce Server Load.

What do you dislike?

takes time while loading first time and less lightning components are availabale ,need to give more lightning components.

Recommendations to others considering the product

More lightning components required to make developers life easy.

What business problems are you solving with the product? What benefits have you realized?

Providing Rich UI to customer and application is faster when compare to classic. Users can connect from any device (mobile, Tab, desktop)

Salesforce Lightning review by <span>Justine C.</span>
Justine C.
Validated Reviewer
Review Source

"SF Lightning"

What do you like best?

It syncs my Gmail with my Salesforce so that I can draft an email through Google and log it to my lead page. It is a seamless transfer of services between the two.

What do you dislike?

Sometimes it is pretty slow or will not find a certain lead to log. It is also difficult if a lead uses an alternate email that is not on their lead record.

What business problems are you solving with the product? What benefits have you realized?

Formatting emails looks much better through gmail than through Salesforce

Salesforce Lightning review by User in Staffing and Recruiting
User in Staffing and Recruiting
Validated Reviewer
Verified Current User
Review Source

"Easy to Use"

What do you like best?

I'm a marketing professional and I love using the campaign feature to track outreach opportunities. The reporting is easy to use and allows you to filter on the spot.

What do you dislike?

The platform doesn't allow you to adjust your views in campaigns on the front end, it needs to be done by a systems admin.

What business problems are you solving with the product? What benefits have you realized?

Tracking and reporting on various campaigns including ROI.

Salesforce Lightning review by User in Information Technology and Services
User in Information Technology and Services
Validated Reviewer
Verified Current User
Review Source

"It's gotten a lot better"

What do you like best?

The design is very clean and the layout is easy to navigate

What do you dislike?

Hitting enter when typing out a task saves the task rather then jumping down a line. Also, it's slower than classic. It's gotten faster, though

Recommendations to others considering the product

Stick with it! They provide regular updates. Worse comes to worse you can always switch back to classic

What business problems are you solving with the product? What benefits have you realized?

Keeping track of tasks

Salesforce Lightning review by <span>Kevin L.</span>
Kevin L.
Validated Reviewer
Verified Current User
Review Source

"Salesforce and POS sales"

What do you like best?

The CRM - it's unparalleled with robust customer data, stages, monetary monitoring, contacts... it's everything you need.

What do you dislike?

I wish it were easier to create a report, and more aesthetically pleasing when looking at reports.

Recommendations to others considering the product

If you're looking for something with a ton of graphics, this isn't your solution. If you're looking for something that gives amazing analytics and is robust as all get out, this is for you.

What business problems are you solving with the product? What benefits have you realized?

Keeping track of prospects and clients

Salesforce Lightning review by User in Education Management
User in Education Management
Validated Reviewer
Review Source

"Complicated, but helpful "

What do you like best?

The ability to choose which categories are shown and organize based on categories is a strength of the CRM. The ability for multiple users to be on one account is beneficial. Adding notes with a name attached to who writes the notes is helpful when multiple staff members are corresponding with one person.

What do you dislike?

It is not super user friendly. It takes time to adjust to the different settings and fully understand the best functionality of the product.

What business problems are you solving with the product? What benefits have you realized?

Keeping track of applicants via a CRM rather than a shared drive.

Salesforce Lightning review by <span>Jordan A.</span>
Jordan A.
Validated Reviewer
Review Source

"Lightning needs to be a little faster. "

What do you like best?

The interface makes it easy to navigate and gives it a sleek look.

What do you dislike?

It is a little slower than Salesforce Classic.

Recommendations to others considering the product

Pick what you feel more comfortable with. Salesforce Classic is always a good option.

What business problems are you solving with the product? What benefits have you realized?

We are able to integrate all of our marketing efforts into Salesforce and manage all sales and leads.

Salesforce Lightning review by <span>Shweta G.</span>
Shweta G.
Validated Reviewer
Review Source

"very user friendly"

What do you like best?

I have been using lightening from quite some time and it is very good and good user interface.

What do you dislike?

I like it so far and there is nothing that I can dislike about.

What business problems are you solving with the product? What benefits have you realized?

I have been using lightening from quite some time and it is very good and good user interface.

Salesforce Lightning review by User in Computer Software
User in Computer Software
Validated Reviewer
Review Source

"Great helps UI look more alive"

What do you like best?

The best thing is that it shifts the code towards client side so the application becomes a lot fast and user experience also becomes great

What do you dislike?

Currently it is under development and many of the features of Salesforce Classic is not available for lightening currently

Recommendations to others considering the product

It is new in market you have to be very proficient when implementing in your projects.It has some cross browser issues currently.

What business problems are you solving with the product? What benefits have you realized?

With Salesforce lightening we are trying to give out customers a brand new experience with much fast and attractive User interface

Salesforce Lightning review by Administrator in Consumer Goods
Administrator in Consumer Goods
Validated Reviewer
Verified Current User
Review Source

"Salesforce Lightning"

What do you like best?

The user interface that good styles and interactive

What do you dislike?

not fully evolved and there is lot of work that needs to be done to make it cross platform

Recommendations to others considering the product

If you want UI5 enabled websites then you should definitely go for Salesforce Lightning

What business problems are you solving with the product? What benefits have you realized?

created customer portal communities site

Salesforce Lightning review by User in Building Materials
User in Building Materials
Validated Reviewer
Verified Current User
Review Source

"Works Great!"

What do you like best?

The chatter feature makes it easy to interact with other users.

What do you dislike?

Sometimes it seems like there is too many menus to sort through.

What business problems are you solving with the product? What benefits have you realized?

Used for the sales function. As compensation manager, I use it to assess performance and issue sales compensation.

Salesforce Lightning review by <span>Dana E.</span>
Dana E.
Validated Reviewer
Review Source

"Helpful Product for Tracking "

What do you like best?

Super user friendly, ability to easily pull effective data reports, visually appealing website.

What do you dislike?

Sometimes it was challenging to upload information into the database from an outside source.

What business problems are you solving with the product? What benefits have you realized?

Tracking organizing data, ability to pull comprehensive reports

Salesforce Lightning review by <span>Richard K.</span>
Richard K.
Validated Reviewer
Review Source

"sales rep"

What do you like best?

It was very convenient to access and maintain my leads.

What do you dislike?

It is not entirely user friendly. There are certain features which requires prior knowledge.

What business problems are you solving with the product? What benefits have you realized?

Lead accumulation. It provides easy access.

Salesforce Lightning review by Administrator
Administrator
Validated Reviewer
Verified Current User
Review Source

"A very helpful system."

What do you like best?

The best thing about lightning especially coming from classic is it’s modern UI and the large amount of customizable it’s with little coding knowledge

What do you dislike?

There isn’t support (yet) for some key features that were in classic such as report folders.

Recommendations to others considering the product

Make sure you have an excellent rollout plan to deploy it to your outside sales team.

What business problems are you solving with the product? What benefits have you realized?

Enhanced dashboards for executive decision making as well as account manager territory planning.

Salesforce Lightning review by Administrator in Computer Software
Administrator in Computer Software
Validated Reviewer
Review Source

"UI looks great and responsive"

What do you like best?

Ability to work on the client side code base which makes the application work faster than server side processing.

What do you dislike?

Many components aren't readily available to use yet like in classic version. Have to develop most of the UI components from scratch.

What business problems are you solving with the product? What benefits have you realized?

Converting the current visual force to lightning to provide a rich interface for our customers and partners.

Salesforce Lightning review by User in Financial Services
User in Financial Services
Validated Reviewer
Review Source

"Very User Friendly"

What do you like best?

I like the easy to navigate pages, just may take a bit of time to filter the settings to your business needs. The information is clear and detailed and very easy to communicate and share profiles with business contacts as needed.

What do you dislike?

It sometimes could be information overload.

What business problems are you solving with the product? What benefits have you realized?

Easy to find account information, contacts, and customer communications.

Salesforce Lightning review by User in E-Learning
User in E-Learning
Validated Reviewer
Review Source

"Lightning is a disaster for Salesforce"

What do you like best?

That they are at least working on fixing all of the bugs and problems with Lightning and that they are still supporting Classic.

What do you dislike?

Lightning has all these dead ends and things you can't do.

Recommendations to others considering the product

Don't use Salesforce. Classic is very good, but if Lightning is the future, find another CRM.

What business problems are you solving with the product? What benefits have you realized?

Manage sales and customers.

Salesforce Lightning review by User
User
Validated Reviewer
Review Source

"Fund Development Manager"

What do you like best?

I like the simplicity of the screen set up. It is much more user friendly than classic.

What do you dislike?

My first thought is it takes longer to update than Classic did. We were just upgraded in September so I am still in the processing the pros and cons.

What business problems are you solving with the product? What benefits have you realized?

Accessing the data more frequently in Lightning.

Salesforce Lightning review by Consultant in Information Technology and Services
Consultant in Information Technology and Services
Validated Reviewer
Review Source

"Salesforce Lightning has faster performance "

What do you like best?

Lightning helps in closing deals easily.

Better Performance

Rich Features for better UI

What do you dislike?

Debugging the code while developing custom components as per the business requirement.

Recommendations to others considering the product

Amazing performance with better user interface which solve maximum time for customers.

What business problems are you solving with the product? What benefits have you realized?

Creating Custom User Interfaces to the customers.

Helping customers to solve business problems

Delivering Custom Pages with integrating other systems

Salesforce Lightning review by User in Human Resources
User in Human Resources
Validated Reviewer
Verified Current User
Review Source

"Overall, our business has benefitted from Salesforce Lightning. "

What do you like best?

Easy to use layout, user friendly, no jargon which makes it easy for people just starting in account management/sales.

What do you dislike?

Layout COULD be overwhelming at first. But once you receive proper training, it's a breeze!

What business problems are you solving with the product? What benefits have you realized?

Client communication, logging sales calls and scheduling tasks.

Salesforce Lightning review by User in Information Technology and Services
User in Information Technology and Services
Validated Reviewer
Review Source

"Lightning makes a difference"

What do you like best?

customer relationship management is very good

What do you dislike?

improvement required in initial sales automation

What business problems are you solving with the product? What benefits have you realized?

Improved Informational Organization. ...

CRM for Enhanced Communication. ...

CRM Improves Your Customer Service. ...

Automation of Everyday Tasks. ...

Greater efficiency for multiple teams

Salesforce Lightning review by Administrator in Computer Software
Administrator in Computer Software
Validated Reviewer
Review Source

"Not quite yet"

What do you like best?

User interface definitely has some nice features, such as the kanban optional views.

What do you dislike?

Performance still seems slow and for existing Salesforce users, there are significant change management issues that prevent us from moving forward with lightning.

What business problems are you solving with the product? What benefits have you realized?

Sales opportunity and pipeline management.

Salesforce Lightning review by User in Computer Software
User in Computer Software
Validated Reviewer
Review Source

"Still trying to convert from classic"

What do you like best?

More functionality. Easier management of leads, etc.

What do you dislike?

Not similar to classic view at all. Feels like our team is re learning.

Recommendations to others considering the product

Early adoption

What business problems are you solving with the product? What benefits have you realized?

Finding leads within our specific verticals.

More efficiency in locating them.

Salesforce Lightning review by User
User
Validated Reviewer
Review Source

"Upgraded version of SaFo"

What do you like best?

LEX has a more appealing layout, has customizable features

What do you dislike?

Doesn't include all features Classic has

What business problems are you solving with the product? What benefits have you realized?

Comprehensive CRM for our non-profit. We use it for development analysis as well as Program management

Salesforce Lightning review by User in Consumer Goods
User in Consumer Goods
Validated Reviewer
Review Source

"Great product!"

What do you like best?

I love the ease of using SalesForce Lightning on my iPad

What do you dislike?

Does not always function properly on my iPad, which is where I mainly use

What business problems are you solving with the product? What benefits have you realized?

It helps to keep my organized

Salesforce Lightning review by Internal Consultant in Information Technology and Services
Internal Consultant in Information Technology and Services
Validated Reviewer
Review Source

"Extremely easy to use and develop"

What do you like best?

Clean UI. mobile friendly and sales parth.

What do you dislike?

Too much white space. Slow response when opening multiple apps.

Recommendations to others considering the product

Definitely follow all recommendations from Salesforce while migrating

What business problems are you solving with the product? What benefits have you realized?

Lead qualifying, order management.

Kate from G2 Crowd

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