Salesforce Platform Initial Setup
After considering many instances, I can say that the solution's initial setup is easy. I rate the initial setup of the solution around eight or nine out of ten. The deployment process takes place on the cloud. The deployment process for a small project may take three to six months, while that of a medium-scale project typically takes around nine months on average, and larger implementations can take up to twelve months.
The deployment process includes solution discovery in the initial phases, followed by the build and testing phase. After that, there is the launch phase and post-launch live support.
View full review »I would say that the initial setup process was complex. We haven't been able to have all the resources available for this, so we had a Salesforce admin help us. I would say it takes about five or six people to deploy this solution.
View full review »ST
reviewer1803624
Vice President at a healthcare company with 10,001+ employees
We had a large Salesforce deployment in our pharma and medical device organizations. Therefore, we ended up getting enterprise licensing. We ended up having a good set of knowledge. We ultimately used Deloitte to do our development, and Deloitte had some very, very strong capabilities in Salesforce, specifically around case management. That got us going pretty quick. We had a very successful deployment in Salesforce.
From a capability standpoint, Salesforce has really met our needs. It was pretty easy to deploy. We kind of stuck to the basic versions and tried not to customize. We did configurations, however, we tried to stay native for most of Salesforce.
View full review »Buyer's Guide
Salesforce Platform
March 2024
Learn what your peers think about Salesforce Platform. Get advice and tips from experienced pros sharing their opinions. Updated: March 2024.
768,246 professionals have used our research since 2012.
For maintenance, we need around four members. I was not involved in the implementation process. After I did Salesforce admin certification, I came to know that it was really easy to migrate all the data from Hyperionix to Salesforce. The implementation process took approximately three to four months. For deployment, around ten members were required.
View full review »The initial setup is not complex. It's quite simple, quite straightforward.
View full review »The solution is straightforward. It's easy and not overly difficult.
Deployment is something that is taken care of by the backend team. However, we have never faced such an issue migrating from a different CRM platform, a home-grown CRM platform to Salesforce.
View full review »The initial setup of Salesforce Platform was straightforward.
The solution is deployed on the cloud.
Every process is difficult to set up although Salesforce is easier than some other solutions. It's not a difficult solution to maintain.
GD
reviewer2139132
Senior Manager Software Development at a comms service provider with 5,001-10,000 employees
The initial setup has a moderate level of difficulty. It can be a bit complex. It's not overly easy.
We are going through a CI/CD process using metadata.
We didn't need too many resources involved in the setup. One developer can handle the implementation.
The maintenance is pretty straightforward. Once it is completely set up, there isn't too much to do.
View full review »LB
reviewer1929615
Sales Development Representative at a university with 5,001-10,000 employees
I'm not sure about the initial setup. I've never done an implementation from scratch.
View full review »The initial setup was easily done by our IT department.
AS
AlexandruStoica
Senior Project Manager at freelancer
I rate the solution's initial setup a seven out of ten.
The deployment process takes around the day in a normal case scenario.
For deployment, we had two members from the DevOps team who worked with a technical architect. So, overall, three people were involved in the deployment process.
View full review »Setting up the Salesforce Platform requires a consulting partner who will implement the solution. If I compare the setup of HubSpot with how you set up the Salesforce Platform, HubSpot is easier to set up.
View full review »The initial setup is very straightforward. It's not overly complex or difficult.
The time it takes to deploy depends on what your plans are for the solution. Without any specific customizations, it's a very quick process. Once you log on, you have access.
NA
Nadine Anderson
Marketing Communications Manager at a financial services firm with 1,001-5,000 employees
In the past, I performed the migration to Salesforce in another organization.
The initial setup is very complex.
View full review »I've never had to set up the solution. I really just get my username and password from the company, and then the company manages all of the data inside.
View full review »AY
reviewer2334183
Senior Solutions Architect at a financial services firm with 10,001+ employees
Big organizations can take three months to complete deployment, but smaller ones can complete it earlier. You would need 20-30 resources for deployment.
View full review »SZ
reviewer1836315
Senior Consultant and Analyst - Product Engineering Services at a computer software company with 201-500 employees
I am not a part of the internal team. They are mainly responsible for the deployment.
View full review »SJ
reviewer2171790
Head of IT at a non-profit with 201-500 employees
The initial setup process was a complex thing to do because four different organizations were working together. We get enhancements and improvements every quarter from our vendors. Also, we enhance the product ourselves. I am responsible for the maintenance of Salesforce platform.
View full review »Salesforce is cloud-based, so there's no installation involved. You simply log in using the provided organization login. There's no need for installation.
There are two approaches, managed and unmanaged packages. For maintenance, a team is required because new features need to be developed regularly. Everything is managed within Salesforce itself, including DevOps. The team is needed not just for maintenance but also for feature enhancements.
View full review »AK
Ahmed-Kamel
Digital transformation director at Medmark
Salesforce Platform has been easy to set up.
View full review »MZ
reviewer1754871
Sales Director at a comms service provider with 10,001+ employees
I was not involved in the installation. It has been in place for years.
View full review »MK
Manuraj Kapoor
Manager - Key Accounts at a computer software company with 10,001+ employees
It is straightforward.
View full review »A customer who is coming to Salesforce for the first time, and doesn't understand CRMS, may need to take time to understand business practices. However, if a person is in IT or software, they usually get it a bit faster. They can handle the complexity.
During implementation, it's best to take baby steps before getting into complex cases. There's a learning curve, however, the level of the learning curve varies from customer to customer.
The amount of time deployment takes depends on the kind of project.
View full review »TM
reviewer1213113
Account Manager at a tech services company with 51-200 employees
It is pretty straightforward. It is pretty easy to set up accounts.
View full review »The initial setup is not complex or overly difficult. It's very straightforward, very easy. A company shouldn't have any issues with the process.
I cannot recall the exact amount of time that the deployment took.
View full review »AB
reviewer1342554
Associate Vice President at a consumer goods company with 201-500 employees
The setup was really straightforward. The one hitch was that when first setting up our customers, to capture their details and enter them into the system, we found that not all of them had reliable internet access. However, I understand that this is not a product challenge, but rather a practical or technical challenge.
View full review »CM
reviewer1629711
Cybersecurity Technical Leader AWS - Google at a computer software company with 5,001-10,000 employees
The initial setup is really easy. It's not overly complex or difficult. However, that said, figuring out how to us is a bit difficult to start with.
View full review »JA
JuanAcevedo
Head Of IT and Corporate Processes at a pharma/biotech company with 51-200 employees
The initial setup was okay because we paid for the configuration using an external partner and we didn't have the internal resources for that. We defined the process and all the designs with the partner in the first week. It then took another month to define the environments and some functionalities. The process took a total of five weeks. We currently have one IT leader who spends about 20% of their time on it and then an admin who spends about 10% of the day making changes and administering. We are going to increase usage in the coming year in the sales team and maybe increase some functionality.
View full review »AL
Ashwin L
Associate at Workvisory Services LLP
The initial setup for the Salesforce Platform was easy, so it's a nine out of ten in this area.
I have no idea how long the deployment took because I wasn't involved in the platform's deployment.
View full review »RN
reviewer981882
Managing Partner at a consultancy with 51-200 employees
Over the years, we've created our own custom objects in fields. We try to keep the applications as standard or vanilla as possible, but we've tailored them to our business model and processes. The product is used moderately, and we have one Salesforce administrator to manage it.
View full review »GG
reviewer1498104
SVP, Senior Director, Platforms and Delivery at a financial services firm with 10,001+ employees
It really depends on what you're doing.
View full review »KV
Kunal Verma
Practice Director at a computer software company with 201-500 employees
I did not handle the implementation process. For us, the solution comes pre-installed. The IT team installs it on our computers you can probably go to a site and then log in on the cloud. I do not have much knowledge about the setup and deployment.
View full review »PC
Patyy Collins
Vice President of Sales at Pepperdata
The setup of the Salesforce Platform is complex. You have to be very well-educated; no one can set the Salesforce Platform up on their own. They have to be a trained Salesforce developer in order to set it up and in order to maintain it. It's not something you can do overnight; there is a lot of work involved.
View full review »SP
reviewer1679265
Solutions Architect at a tech vendor with 501-1,000 employees
I didn't handle any aspect of the deployment process. We have a guy on site that kind of manages it and he seems kind of stressed about it. He supports it for the entire organization.
AS
AmanSingh2
Business Line Manager at Thomson Reuters
Our central ID services team handled the implementation of the solution. They'd be better able to discuss what the implementation was like. However, it's my understanding that it was pretty straightforward. I'm not sure how many people were involved in the deployment process.
In terms of maintenance, there's an ICT team that handles not just this tool but several tools for us. I'm not sure how many engineers on that team are dedicated to Salesforce.
View full review »ED
Eric Dirst
President / COO / Chief Technology Advisor at DeKonsultere LLC
Much of it was straightforward, with the only complex areas being areas that we wanted to customize for items like inquiry routing (our rules were very complex) and analyzing how we wanted to configure the data best to allow us to also report they way we wanted to for operations, executive and historical comparison reporting. Thinking those concepts through was difficult and I'd suggest spending more time on those activities than anything else during design, and test your design concepts early so you can adjust if it turns out your assumptions don't work out the way you thought they would when you see real data being put through the system.
View full review »RV
reviewer1643757
Quality Assurance Lead at a computer software company with 501-1,000 employees
The initial setup is straightforward. It is quite easy.
View full review »NW
Natalie Wesnke
Customer Success Director at CloudChomp
In terms of whether the initial setup was complex, I would say Yes and No. You definitely want to pay for assistance and support for set-up if you don't have an internal Salesforce admin. There is a learning curve that can be time-consuming.
View full review »AG
Arye Glikman
CEO Unicloud - OKTA Israel at Unicloud
It is straightforward, but it is an ongoing implementation. It changes depending on our usage and use cases. It also changes depending on the changes in the market, customers, and so on.
View full review »HM
reviewer1614357
Associate Lead Account Manager Full-time at a tech vendor with 501-1,000 employees
The solution comes ready to use and there was nothing that we needed to do to get started. It was a matter of accessing the application and logging in using our credentials for our day to day work. As a first time user, the training that we were given helped us understand how to navigate the platform.
View full review »DL
DrewLeeder
Territory Account Manager at a tech vendor with 51-200 employees
The initial setup could be done faster if it was easier.
View full review »DB
Darrell Bowmer
Senior System Engineer at a tech services company with 51-200 employees
I didn't install it or configure it. Our company did that. I just used it.
View full review »LF
Lucas Freitas
Commercial Manager at a computer software company with 1,001-5,000 employees
I have an internal team that works with Salesforce to set it up for our customers. And they have set up the solution for us as well. So I don't know how hard it was to set up. For us end-users, it was pretty easy, but I don't know for them.
View full review »TA
reviewer1568070
Solution Consultant at a tech services company with 1,001-5,000 employees
I was not a part of the initial setup, it was already in place and done for me.
View full review »LE
reviewer1556151
BG lead at a computer software company with 10,001+ employees
It is pretty easy to set it up. The first version came out in two weeks.
View full review »LV
reviewer1468656
Client Manager at a tech services company with 1-10 employees
The initial setup was pretty straightforward.
View full review »JV
reviewer1483014
Coordinator of Billing Process at a insurance company with 201-500 employees
We found the implementation to be pretty complex. It's not straightforward.
We had to transition from an old CMR in the backend systems we use which made the integration really, really difficult for us.
It's my understanding that the deployment took about two months, however, I wasn't completely involved in the process from beginning to end.
I'm not sure how much maintenance is required or how many staff would be needed for that task.
View full review »Most of the apps are pretty straightforward to install. The more complex the app, it usually entails a more complex installation process. This is true when the triggers are involved for the Salesforce sites and sometimes, for the Visualforce pages.
View full review »AK
AnilKumar4
Senior Developer at jarvis
At first, the setup can be difficult. But once we get it deployed and get our tools implemented it is more automated. We have now set up a solution that allows us to easily deploy quickly. So once you understand the coding program, then it was easier for them to deploy. It usually takes about a month to deploy.
View full review »The learning curve for the initial setup can be difficult if you don't have professional help. Once the basics are learned getting things done is mostly a problem of process.
View full review »SA
Shivali Ahuja
Netsuite Specialist at a recreational facilities/services company with 5,001-10,000 employees
We used standard Salesforce, so setup wasn't complex.
View full review »FM
Franz Malten Buemann
Consultant at a tech services company with 1-10 employees
The initial setup is really straightforward. You can deploy it yourself, or you can make use of a consultant.
View full review »JL
reviewer1313040
Enterprise Solutions Architect at a tech vendor with 501-1,000 employees
We haven't found the initial setup to be too complex. It was rather straightforward for our team.
View full review »Straightforward for the most part. Can be complex with API integrations and coding.
View full review »PK
reviewer1568403
Architect
Its installation is straightforward.
View full review »SG
Sharath Ganta
Lead at Aligned Automation
The initial setup was relatively straightforward. Implementation was done in-house with assistance from Salesforce. Maintenance is really just the batching and updates. We have around 500 users in the company.
AS
Alexander Saravia
Gerente at 1-800SAP
The installation was easy.
View full review »RÖ
reviewer1521243
Founder at a tech services company with 1-10 employees
I don't do the setup, but I can say that it was user-friendly.
View full review »Buyer's Guide
Salesforce Platform
March 2024
Learn what your peers think about Salesforce Platform. Get advice and tips from experienced pros sharing their opinions. Updated: March 2024.
768,246 professionals have used our research since 2012.