Agentforce 360 Platformの評判・口コミ 全184件

What do you dislike?

Calendars are great with custom object lists, but the actions are missing to create records in those objects from that page. Also needs to be ready for iPad (lighting full site)

What do you like best?

Modular pages are really nice to work with. Extending the app capabilities from objects to on page components is fantastic.

Recommendations to others considering the product

It is a better UI than anything we have seen, and the modular 'lego' like aspect of pages extends an already flexible platform to do just about anything!

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.

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.

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 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 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?

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.

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.

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 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.

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.

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).