Name: Salesforce Platform
Rating: 4.364102564102564 (390 reviews)

Salesforce Platform vs Zapier

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Compare Salesforce Platform and Zapier based on features, pricing, verified reviews, integrations & more on GetApp. Find out which software is best for your business in 2026.

Jira

Jira is project tracking software that helps every team collaborate to plan, track, and release work by breaking down big ideas into achievable steps. Jira offers features like task organization, work alignment to goals, customizable workflows, and real-time data insights to optimize outcomes.

viaSocket

viaSocket is a cloud-based and AI-enabled workflow automation tool that enables users to create workflows with prompts. Key features include conditional logic, webhooks, custom APIs, and security.

Zapier

Zapier connects the web apps SMBs use every day so you can save time, automate tedious tasks, and focus on what matters most. In just a few minutes, you can set up automated workflows using 6,000+ of the most popular web apps—no code required. 


Salesforce App Cloud’s Lightning Process Builder allows users to automate business workflows by building custom apps & integrations using point-and-click tools

Access Controls/Permissions

Activity Dashboard

Alerts/Notifications

Approval Process Control

Business Process Automation

Code Development

Code Editing

Collaboration Tools

Compatibility Testing

Configurable Workflow

Customizable Fields

Dashboard

Database Support

Data Management

Data Modeling

Data Security

Debugging

Deployment Management

Document Management

Drag & Drop

ERP integration

For Developers

For No-Code Development

Geolocation

Graphical User Interface

Integrated Development Environment

Integrations Management

Iteration Management

Mobile Development

No-Code

Performance Management

Reporting/Analytics

Reporting & Statistics

Software Development

Source Control

Task Management

Task Progress Tracking

Third-Party Integrations

Ticket Management

User Interface

Version Control

Visual Modeling

Web App Development

Web/Mobile App Development

Workflow Configuration

Workflow Management

By industry, Salesforce Platform reviewers are most commonly professionals in computer software (18%). The most frequent use case cited by reviewers is workflow management (73%).

Users and use cases

Some users say Salesforce Platform provides good value for nonprofits with free licenses and no hardware fees. Reviewers appreciate its features, but they find high licensing costs, paid add-ons, and expensive consultants reduce overall value for money.

Value for money

The Salesforce Platform integration most frequently cited by reviewers is Slack, a team communication product rated 4.4 out of 5 for its integration with Salesforce Platform.

Integrations

Salesforce Platform is a workflow management solution offering key features such as customizable fields and reporting/analytics, among others.

Salesforce Platform

Web-based

Windows

iPhone

Linux

Android

iPad

Platform Starter

Platform Plus

Service Hub Representative

It’s a robust, flexible system that can transform how teams manage customer relationships, automate processes, and analyze data. Once you get past the initial learning curve, it becomes an incredibly valuable tool that supports efficiency and growth

Senior Marketing and Communications Specialist

From a marketing and communications perspective, Salesforce shines when it comes to data depth. When structured well, it enables meaningful insights into audiences, journeys, and long-term engagement that simpler tools just can’t provide.

Senior Account Executive

I benefit most from the ability to edit and track my sales pipeline (with great visual charts), create and track tasks to better structure my day, and it has great integrations with other systems I use.

Salesforce is incredibly powerful and flexible. If you need a CRM that can scale with your organization, handle complex data relationships, and adapt to highly customized workflows, it’s hard to beat.

Owner

I love utilizing the campaigns and reporting features for marketing to understand attribution and ROI for various different marketing campaigns.

Pharmacist

I only wish it would be customizable and have the ability to easily limit the amount of information on one page to limit scrolling and clicking.

Engagement Officer

I like how at both places I have used Salesforce, it is so customisable and adaptable to the organisational needs, it has customer data, sales, marketing but also a strong dashboard and pipeline tracker.

I really like working in Salesforce platform due to its versatility and ability to access ample amount of information in the same tab.

Safely stores all the data I need for my position and helps me better navigate my day to day tasks.

Account Executive

Love the system, as I mentioned it's a great tool and I use it everyday to put together all my notes, and keep my pipeline up-to date.

Records Specialist

Overall I enjoy using Salesforce, it has the capability of providing a great way to manage customer data for researching accounts while allowing you to add notes and process payments quickly.

Sr. Sales Enablement Specialist

The capabilities of Salesforce are unmatched in terms of the infinite number of tools that can be integrated, the customization flexibility, and the ability to create a variety of reports.

Membership Manager

We were also able to assist customers very easily with items such as account updates and reset.

Manager, FPandA - Sales Compensation

The number of objects/tables can be a bit overwhelming when trying to build reports - this is partly just a learning curve issue, but it can be challenging to build a report without understand how all the objects connect.

Salesforce gets a lot of hate, but at the end of the day, it is a great platform with loads of functionality, and it is customizable to just about any organization.

Admin RD Consulting

Overall, the out of box experience is pretty simple and it has a great ability to scale to meet needs and exceed project management expectations.

Salesforce Consultant

In summary, despite some challenges, Salesforce’s robust customization, automation, and support resources make it a powerful tool for enhancing business processes and driving growth.

I also appreciated the amount of time our account rep spent with our group to ensure all of our training needs were met.

What I loved about using salesforce was that we could see a lot of information about the customer in one place.

Software engineer

An all inclusive suite where we can manage data and create workflows all in one platform instead of using separate tools or platforms.

New Business Representative

I've used salesforce for over 3 years now and it has been one of the most useful tools I've had in my life when it comes to sales roles, with just a few caveats.

Although Salesforce is highly customizable, certain limitations within its framework can make it difficult to implement very specific or unique requirements without resorting to workarounds or third-party solutions.

Branch Office Administrator

There are different calendar views, where I might miss something on the calendar, I might catch on the day at a glance.

Salesforce allows my company to help provide the most efficient way to work with our customers.

What I didn't like, or probably had not learned, was how to integrate auto-assign by message types.

Proposal Project Manager

I also love that just any user can't manipulate it and Salesforce truly tracks when things are done in the system, down to the exact time!

To get the most out of Salesforce, you need real investment—either in staff expertise, consultants, or both.

Owner - Licensed Advisor

Its strong development for community support and regular updates further contribute to a positive user experience.

Salesforce Platform est a unique and very usefull tool for any company that needs to keep track of its business.

Senior Manager, Information Technology

Salesforce is the complete CRM system that all companies need; its wide catalog of products works for any company's industry.

Clicking on any link can take me to the related records - I wish more SaaS tools I use worked the same way.

Sales Manager

I could be waiting for a few minutes at times just to load the next page.

I used salesforce in conjunction with SunRun, the platform was super smooth to use and train reps to use as well.

Without that, it’s easy for the system to feel overwhelming, slow, or underutilized.

Install technician

Makes jobs easier for Frontline employees to access client information and provide fast efficient response.

Salesforce was a great system to use in terms of having a customer data platform.

I would like there to be an option to mark an appointment as “rescheduled” instead of just “canceled”.

Admin Consultant

I’ve worked with other similar platforms and nothing comes close to how intuitive Salesforce has been.

It is easy for us to make adjustments when we need to and seldom need help from their customer support folks.

Love the task managing, customer support and provides value for money.

Content Moderator

Somes a call would take place and a person's information didn't populate so I had to input it manually.

Co-Founder

Incredibly powerful tech to automate nearly every marketing channel in a large scale business. Once its built out, you'll never need another marketing tech product.

HEDIS Abstractor

Inability to close all tabs open in SF with one click.

It’s nice being able to bounce back and forth between coworkers tasks in case I need to make a quick change.

I was able to locate customers when calls came through.

Insurance rep

not being able to edit spouse in the household section.

Engineer

All in one data capture tool to collaborate between teams and regions in an organization.

Contact Centre Agent

I love how we can open multiple pages on one page and we do not have to open a different tab.

Can track inventory, issues, cases, business opportunities all in one place.

Parts Manager

You can report, and collect data to track down results, forcast and more.

Customer Marketing

Lead Tracking

Account Management

Tabs

Reporting

Customization

Information Management

Business Growth

High and increasing costs

Vice President, Fishbowl Partner Nation

The product is so embedded in all that we do and are and with a lack of comparable products to move to, we feel like we are trapped and forced into paying the new prices every year.

72% of reviewers feel negative about Salesforce’s pricing. Users think the product is expensive, with costs rising for additional licenses, plug-ins, and required customizations. Some reviewers report that setup and ongoing maintenance often demand outside consultants, which adds significant expense. They say the platform’s complexity can lead to high implementation and training costs, making it less accessible for small businesses or those with limited budgets. Many users feel frustrated by frequent price increases and the perception of being locked into costly annual commitments.

Comprehensive lead management tools

I love how this platform works and integrates with so many other tools, allowing for easy tracking and monitoring of leads, successes,etc in the client life cycle

92% of reviewers feel positive about Salesforce’s lead tracking capabilities. Users think the platform makes it easy to monitor leads, opportunities, and sales progress across departments. Reviewers appreciate being able to assign leads, automate follow-ups, and view detailed analytics for forecasting. Some users say the integration with other tools and the ability to organize and update lead information in bulk are particularly helpful. They find that tracking the entire client lifecycle and ensuring no leads are missed is crucial for their sales and marketing operations.

Highly adaptable CRM platform

89% of reviewers feel positive about Salesforce’s customization options. Users say the platform allows them to tailor workflows, fields, dashboards, and objects to fit their unique business needs. Reviewers appreciate the flexibility to personalize the system for different industries and scales, often mentioning the ease of creating custom solutions and integrating other essential products. Some users report that advanced customization enables them to improve efficiency and address specific requirements, making the platform valuable for diverse organizational processes.

Small Business

Freelancers

Large Enterprises

Mid-size Business

Some users say Salesforce Platform offers significant value for nonprofits, with free licenses for up to ten users, and appreciate cost savings from no hardware or maintenance fees. Reviewers appreciate the extensive features and customization options, but they find the high licensing costs, required paid add-ons, and frequent need for costly consultants or administrators to be major drawbacks. Some reviewers feel the platform’s complexity increases setup and maintenance expenses, making it less cost-effective for small businesses. Users think ongoing price increases and the cumulative cost of customization and integrations reduce its overall value for money.

Salesforce

monday.com

monday.com is a cloud-based Work OS, where teams create workflow apps in minutes to run their processes, projects, and everyday work. Teams shape workflows and projects, code-free, with a platform that adapts to shifting needs, liberates teams from manual grunt work, and connects teams in a collaborative work space.

Zapier helps SMBs easily automate work without writing any code. Zapier integrates with more tools than anyone, helping you streamline processes to make all your systems more efficient. For larger teams, Zapier offers collaboration and security features that let you unlock the power of automation.

Salesforce Platform vs Zapier Comparison (2026)

Salesforce Platform

Zapier

Overview

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