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I work for the federal government. Another team in my organization is using it for contact management and some other CRM tasks. They are very happy with it. My team is developing a custom dashboard prototype for leadership. Our results are mixed. Please note that I've only been working on this project part time for about 4.5 months, so I'm far from an expert.

Basic entry and view forms are very easy to create; Basic reporting is very easy, as well as basic charting. But the provided charting components can only be customized up to a point. For example, you can set the color of chart segments by value for pick-list fields, but not for calculated fields, and only for certain types of charts.

Salesforce is a big, complicated system and it takes a while to learn. If your needs can be met by their built-in Sales or Service modules then it may be a great choice. If your needs can be met by a 3rd-party add-on, and you're willing to pay extra for that, it may also be a good choice. If you want to recreate your custom business logic in Salesforce then you may want to hire a consultant.

Salesforce also has a lot of pricing and licensing options, so you would need to be careful about making a purchase before you know all of your needs and understand the different license types and pricing tiers.



Salesforce reporting is relatively basic,consider Einstein Analytics for more advanced stuff. Alternatively,just connect it to Tableau and do all the fancy shpancy stuff there.


If you struggle to setup business logic (or simply have tons of it) - here's a project I've been working on for a while:

https://appexchange.salesforce.com/appxListingDetail?listing...

It ain't too pretty, but instead of creating of thousands of workflow rules or spending days clicking, you can simply use spreadsheet to decide how your logic runs.




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