Salesforce Lightning Overview

Salesforce Lightning boosts productivity and optimizes operations. Apps can be built quickly to enhance sales and CRM efficiency.

Use Cases

Customers recommend Workflow Management, Engagement Management, Advertisement, as the business use cases that they have been most satisfied with while using Salesforce Lightning.

Other use cases:

  • Sending & Publishing Communications
  • Campaign Management
  • Training & Onboarding
  • Lead Tracking
  • Forecasting
  • Social Media Analytics
  • Business Development
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Business Priorities

Acquire Customers and Improve ROI are the most popular business priorities that customers and associates have achieved using Salesforce Lightning.

Other priorities:

  • Increase Sales & Revenue
  • Enhance Customer Relationships
  • Enter New Markets Internationally Or Locally
  • Scale Best Practices
  • Grow Market Share
  • Improve Stakeholder Relations
  • Improve Efficiency
  • Launch New Products
  • Improve Digital And Social Presence
  • Improve Internal Communications
  • Improve Brand Engagement
  • Establish Thought Leadership
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Salesforce Lightning Use-Cases and Business Priorities: Customer Satisfaction Data

Salesforce Lightning works with different mediums / channels such as E-Mail. Mobile. User Generated Content etc.

Salesforce Lightning's features include Recording, Dashboard, Personalization, etc. and Salesforce Lightning support capabilities include AI Powered, Chat Support, Phone Support, etc. also Salesforce Lightning analytics capabilities include Analytics, and Custom Reports.

Reviews

"...We were able to standardize workflows across offices, allowing us to shift resources between offices to accommodate work...." Peer review by Matthew K.

Salesforce Lightning, Scratchpad, SecureDocs Virtual Data Room, Veloxy, ExpensePoint, etc., all belong to a category of solutions that help Sales Enablement. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Popular Business Setting

for Salesforce Lightning

Top Industries

  • Computer Software
  • Information Technology and Services
  • Human Resources

Popular in

  • Small Business
  • Large Enterprise
  • Mid Market

Salesforce Lightning is popular in Computer Software, Information Technology And Services, and Human Resources and is widely used by Small Business, Large Enterprise, and Mid Market.

Comprehensive Insights on Salesforce Lightning Use Cases

How can Salesforce Lightning enhance your Workflow Management process?

How efficiently Does Salesforce Lightning manage your Engagement Management?

How efficiently Does Salesforce Lightning manage your Sending & Publishing Communications?

What benefits does Salesforce Lightning offer for Campaign Management?

32+ more Business Use Cases

11 buyers and buying teams have used Cuspera to assess how well Salesforce Lightning solved their Sales Enablement needs. Cuspera uses 824 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific Sales Enablement needs.

Case Studies

Financial Services

CASE STUDY RBC Wealth Management

Salesforce helped RBC Wealth Management bring 26 systems into one CRM platform. Advisors now have a single view of each client. Onboarding time dropped from weeks to just 24 minutes. The new digital ...experience gives clients full account visibility. Maintenance costs fell by 50%. The platform uses low-code automation and APIs to speed up innovation.

Consumer Electronics

CASE STUDY Panasonic

Panasonic used Salesforce AI to improve its service operations. The company wanted to make service faster and more efficient. They used assistive and autonomous AI tools from Salesforce. This helped ...Panasonic transform how they deliver service. The result was better support for their customers.

CASE STUDY Zota

Zota invested in digital labor. This led to 30% year-over-year growth. The company used digital tools to improve results. The focus was on using technology to drive business success. The investment p...aid off with strong growth numbers.

Financial Services

CASE STUDY Nexo

Agentforce helped Nexo improve crypto customer support. Nexo needed to keep up with fast changes in the crypto industry. Agentforce provided tools for better support. Nexo redefined how they help cus...tomers. The solution made support faster and more reliable.

Financial Services

CASE STUDY Prudential

Agentforce helps Prudential's retirement sales team connect better with customers and advisors. The team uses Agentforce to focus on building relationships. This leads to improved customer engagement.... The solution supports sales efforts in the financial services industry. Prudential benefits from streamlined sales processes.

Food & Beverages

CASE STUDY Uber Eats

Uber Eats used Service Cloud, MuleSoft, Tableau, and Sales Cloud to automate workflows and unify data from 30+ global systems. Agents now see all customer and merchant data in one place, saving time ...and reducing manual steps. This automation helps resolve merchant disputes and refund cases much faster. Einstein predicts case priorities, cutting triage times. Uber Eats improved agent efficiency and can now support 25 million restaurateurs and their customers worldwide.

Frequently Asked Questions(FAQ)

for Salesforce Lightning

What is Salesforce Lightning?

Lightning is a reimagined Salesforce platform for boosting productivity and sales optimization that can be used by the Sales, Marketing and other customer facing teams. It can be deployed in small and medium sized businesses, non-profits and start-ups in industries such as Manufacturing, Healthcare, Financial Services, Hospitality and more.

Lightning features include tools for making selling easier, enhancing productivity, and personalized customer service. It enables optimization of business operations enabling accuracy in business performance metrics data, better insight into sales pipeline and service operations, and increased user engagement.

Lightning also includes a quick app building tool that can be used by anyone in the team for building apps without having to use code, thus saving developer time for product customizations. Lightning’s AI engine enables accuracy in outcome predictions, generation of insights, automation of tasks, and next steps recommendations.

What is Salesforce Lightning used for?

Salesforce Lightning is a Sales Enablement Software mainly used by its customers to Acquire Customers and Improve ROI by Workflow Management, Engagement Management and Advertisement .

What are the top features of Salesforce Lightning?

Recording, Dashboard and Personalization are some of the top features of Salesforce Lightning.

Who uses Salesforce Lightning?

Salesforce Lightning is used by Computer Software, Information Technology And Services and Human Resources among other industries.

What are Salesforce Lightning alternatives?

Scratchpad, SecureDocs Virtual Data Room, Veloxy and ExpensePoint are popular alternatives for Salesforce Lightning.

Where is Salesforce Lightning located?

Salesforce Lightning is headquartered at 415 Mission Street, 3rd Floor, San Francisco, CA 94105, United States.
lightning

Peers used Salesforce Lightning for workflow management and engagement management

Salesforce Lightning Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
AI Powered

4.35/5 ★

Read Reviews (10)
Analytics

4.41/5 ★

Read Reviews (36)
Custom Reports

3.78/5 ★

Read Reviews (159)
CAPABILITIES RATINGS AND REVIEWS
AI Powered

4.35/5 ★

Read Reviews (10)
Analytics

4.41/5 ★

Read Reviews (36)
Custom Reports

3.78/5 ★

Read Reviews (159)

Software Failure Risk Guidance

?

for Salesforce Lightning

Overall Risk Meter

Low Medium High

Top Failure Risks for Salesforce Lightning

Salesforce, Inc. News

Product

Salesforce Announces Agentforce for Manufacturing - Salesforce

Salesforce has launched Agentforce for Manufacturing, offering AI agents with prebuilt templates to optimize operations, enhance sales, and improve service in the manufacturing sector. This solution leverages industry-specific data to automate tasks, reduce administrative burdens, and improve efficiency. Companies like JPW Industries have already seen significant improvements in processing and case resolution times.

Product

Salesforce Introduces New Agentforce Payment Options - Salesforce

Salesforce has introduced new payment options for its Agentforce platform, offering three distinct billing models: pay-as-you-go, pre-commit, and pre-purchase. These options provide flexibility for businesses to choose a payment method that aligns with their needs, enhancing the adoption of agentic AI. The pay-as-you-go model is available immediately, while the pre-commit option is in limited release.

Product

Salesforce Announces Agentforce for Public Sector

Salesforce has launched Agentforce for Public Sector, an AI-driven solution enabling government agencies to deploy intelligent agents for tasks like benefits applications and code compliance. This tool aims to enhance efficiency and citizen engagement, as demonstrated by early adopters like the City of Kyle, Texas. Agentforce is available now, with additional features rolling out in October 2025.

M&A

Salesforce has signed an agreement to acquire Waii, an enterprise-grade natural language ...

Salesforce has signed an agreement to acquire Waii, a natural language-to-SQL platform, expected to close in Q3 FY26. Waii will be integrated into Salesforce's Data Cloud, enhancing Tableau's capabilities for AI-powered data exploration. This acquisition aligns with Salesforce's strategy to deliver advanced analytics and agentic workflows across its products.

Salesforce, Inc. Profile

Company Name

Salesforce, Inc.

Year Founded

1999

HQ Location

415 Mission Street, 3rd Floor, San Francisco, CA 94105, United States

Employees

10001+

Social

Financials

IPO