Salesforce (Legacy)

Get to know Salesforce (Legacy)

Today, Salesforce is more than just a CRM app. It's really more of a platform comprising several applications. For example, the Salesforce1 Platform is a CRM-centric online database that you can use to power custom apps you build yourself. If you choose not to build your own apps, you can instead use Salesforce's default apps, which are powered by the same platform. One of these default apps, Sales Cloud, is a customizable CRM with contact-tracking, reports, email integration, and other features you'd expect to find in any CRM software. Another default app is the Service Cloud, which helps you provide better support to your customers by giving you important information about their history.

Other apps include Marketing cloud, Desk.com for simple email support, Chatter for team chat, SalesforceIQ (formerly RelateIQ) for simple email CRM, and Heroku for hosting your own web apps. Many of these apps are sold via stand-alone subscriptions.

Still, Salesforce's primary goal is to give and your team tools and information that help you keep a positive relationships with your clients, customers, and potential future clients and customers. The apps are built on the same online database system, and you can customize each one to get the features your team needs. Thanks to API integrations and its inclusion in the Zapier network of apps, Salesforce can be your central storage point for all your data even if you use other apps and services to run your business.

Detailed analytics and customizable reports are included, too, along with forecasting tools that help you plan for the future, based on recent sales and growth. There are customizable permissions and workflows, marketing automation to help you pick out the best leads automatically, and special consoles and dashboards for each of the different parts of your team so everyone can work the way that makes the most sense to them.

While Salesforce takes time to learn and customize, it has a lot of potential for big return on investment in both time and money. If you need a powerful sales CRM app suite and database, Salesforce should be a top consideration, especially for large and growing organizations, as it is expensive for small businesses compared with other options. (Our list of the best free CRM apps has some excellent alternatives for micro-businesses.) That said, Salesforce does offer an approachable basic plan that can introduce a team to the Salesforce system, and you can always upgrade when you need more features.

Do more with Salesforce (Legacy)

Zapier allows you to instantly connect Salesforce (Legacy) with 2,000+ apps to automate your work and find productivity super powers.

Connect to 2,000+ Apps
Integrate Google Sheets with Salesforce (Legacy)

Google Sheets

Google +1Google, Spreadsheets
Integrate Facebook Lead Ads with Salesforce (Legacy)

Facebook Lead Ads

Ads & Conversion +2Ads & Conversion, Facebook, Premium
Integrate Gravity Forms with Salesforce (Legacy)

Gravity Forms

Forms & Surveys +1Forms & Surveys, WordPress
Integrate Eventbrite with Salesforce (Legacy)

Eventbrite

Event Management
Integrate Slack with Salesforce (Legacy)

Slack

Team Chat

1 Zap template

Integrate Mailchimp with Salesforce (Legacy)

Mailchimp

Email Newsletters
Integrate Gmail with Salesforce (Legacy)

Gmail

Email +1Email, Google
Integrate GoToWebinar with Salesforce (Legacy)

GoToWebinar

Premium +1Premium, Webinars
Integrate Wufoo with Salesforce (Legacy)

Wufoo

Forms & Surveys
Integrate Google Calendar with Salesforce (Legacy)

Google Calendar

Calendar +1Calendar, Google
Integrate Unbounce with Salesforce (Legacy)

Unbounce

Forms & Surveys
Integrate ActiveCampaign with Salesforce (Legacy)

ActiveCampaign

Marketing Automation
Integrate Shopify with Salesforce (Legacy)

Shopify

eCommerce +1eCommerce, Premium
Integrate Trello with Salesforce (Legacy)

Trello

Project Management
Integrate QuickBooks Online with Salesforce (Legacy)

QuickBooks Online

Accounting +1Accounting, Premium
Integrate Calendly with Salesforce (Legacy)

Calendly

Scheduling & Booking
Integrate Stripe with Salesforce (Legacy)

Stripe

Payment Processing
Integrate Google Forms with Salesforce (Legacy)

Google Forms

Forms & Surveys +1Forms & Surveys, Google
Integrate JotForm with Salesforce (Legacy)

JotForm

Forms & Surveys
Integrate Asana with Salesforce (Legacy)

Asana

Project Management
Integrate Google Drive with Salesforce (Legacy)

Google Drive

File Management & Storage +1File Management & Storage, Google
Integrate GivingFuel with Salesforce (Legacy)

GivingFuel

Fundraising
Integrate PayPal with Salesforce (Legacy)

PayPal

Payment Processing +1Payment Processing, Premium
Integrate Xero with Salesforce (Legacy)

Xero

Accounting +1Accounting, Premium
Integrate Zendesk with Salesforce (Legacy)

Zendesk

Customer Support +1Customer Support, Premium
Integrate WordPress (Legacy) with Salesforce (Legacy)

WordPress (Legacy)

Website Builders +1Website Builders, WordPress
Integrate Evernote with Salesforce (Legacy)

Evernote

Notes
Integrate Infusionsoft by Keap with Salesforce (Legacy)

Infusionsoft by Keap

Marketing Automation +1Marketing Automation, Premium
Integrate Smartsheet with Salesforce (Legacy)

Smartsheet

Spreadsheets
Integrate HubSpot with Salesforce (Legacy)

HubSpot

Marketing Automation
Integrate Formsite with Salesforce (Legacy)

Formsite

Forms & Surveys
Integrate WPForms with Salesforce (Legacy)

WPForms

Forms & Surveys +1Forms & Surveys, WordPress
Integrate Ninja Forms with Salesforce (Legacy)

Ninja Forms

Forms & Surveys +1Forms & Surveys, WordPress
Integrate Formidable Forms with Salesforce (Legacy)

Formidable Forms

Forms & Surveys +1Forms & Surveys, WordPress
Integrate Facebook Offline Conversions with Salesforce (Legacy)

Facebook Offline Conversions

Ads & Conversion +1Ads & Conversion, Facebook
Integrate LinkedIn with Salesforce (Legacy)

LinkedIn

Microsoft +1Microsoft, Social Media Accounts
Integrate LiveChat with Salesforce (Legacy)

LiveChat

Customer Support
Integrate Microsoft Excel with Salesforce (Legacy)

Microsoft Excel

Microsoft +1Microsoft, Spreadsheets
Integrate Basecamp 2 with Salesforce (Legacy)

Basecamp 2

Project Management
Integrate Leadpages with Salesforce (Legacy)

Leadpages

Forms & Surveys
Integrate Microsoft Office 365 with Salesforce (Legacy)

Microsoft Office 365

Email +1Email, Microsoft
Integrate Dropbox with Salesforce (Legacy)

Dropbox

File Management & Storage
Integrate Constant Contact with Salesforce (Legacy)

Constant Contact

Email Newsletters
Integrate Salesforce with Salesforce (Legacy)

Salesforce

CRM (Customer Relationship Management) +1CRM (Customer Relationship Management), Premium
Integrate Process Street with Salesforce (Legacy)

Process Street

Product Management
Integrate Box with Salesforce (Legacy)

Box

File Management & Storage
Integrate SQL Server with Salesforce (Legacy)

SQL Server

Databases +1Databases, Premium
Integrate Drift with Salesforce (Legacy)

Drift

Customer Support
Integrate Magento with Salesforce (Legacy)

Magento

eCommerce +1eCommerce, Premium
Integrate Jira Software Cloud with Salesforce (Legacy)

Jira Software Cloud

Project Management
Integrate CallRail with Salesforce (Legacy)

CallRail

Call Tracking
Integrate LinkedIn Lead Gen Forms with Salesforce (Legacy)

LinkedIn Lead Gen Forms

Ads & Conversion +2Ads & Conversion, Microsoft, Premium
Integrate RingCentral with Salesforce (Legacy)

RingCentral

Phone & SMS
Integrate PostgreSQL with Salesforce (Legacy)

PostgreSQL

Databases +1Databases, Premium
Integrate Facebook Pages with Salesforce (Legacy)

Facebook Pages

Facebook +1Facebook, Social Media Accounts
Integrate GoCanvas with Salesforce (Legacy)

GoCanvas

Forms & Surveys
Integrate SurveyGizmo with Salesforce (Legacy)

SurveyGizmo

Forms & Surveys
Integrate Pipedrive with Salesforce (Legacy)

Pipedrive

CRM (Customer Relationship Management)
Integrate Zillow Tech Connect with Salesforce (Legacy)

Zillow Tech Connect

CRM (Customer Relationship Management)
Integrate Streak with Salesforce (Legacy)

Streak

CRM (Customer Relationship Management)
Integrate Microsoft Outlook with Salesforce (Legacy)

Microsoft Outlook

Email +1Email, Microsoft
Integrate Toggl with Salesforce (Legacy)

Toggl

Time Tracking Software
Integrate SendGrid with Salesforce (Legacy)

SendGrid

Transactional Email
Integrate Reply with Salesforce (Legacy)

Reply

Marketing Automation
Integrate Amazon SQS with Salesforce (Legacy)

Amazon SQS

Amazon +2Amazon, Developer Tools, Premium
Integrate BigCommerce with Salesforce (Legacy)

BigCommerce

eCommerce +1eCommerce, Premium
Integrate Appointlet with Salesforce (Legacy)

Appointlet

Scheduling & Booking
Integrate Autopilot with Salesforce (Legacy)

Autopilot

Marketing Automation
Integrate Google Docs with Salesforce (Legacy)

Google Docs

Documents +1Documents, Google
Integrate Easypromos with Salesforce (Legacy)

Easypromos

Forms & Surveys
Integrate dotdigital with Salesforce (Legacy)

dotdigital

Marketing Automation
Integrate Google Analytics with Salesforce (Legacy)

Google Analytics

Ads & Conversion +1Ads & Conversion, Google
Integrate ShipStation with Salesforce (Legacy)

ShipStation

eCommerce
Integrate Google Tasks with Salesforce (Legacy)

Google Tasks

Google +1Google, Task Management
Integrate ManyChat with Salesforce (Legacy)

ManyChat

Social Media Marketing
Integrate 123FormBuilder with Salesforce (Legacy)

123FormBuilder

Forms & Surveys
Integrate PipelineDeals with Salesforce (Legacy)

PipelineDeals

CRM (Customer Relationship Management)
Integrate Trustpilot with Salesforce (Legacy)

Trustpilot

Reviews
Integrate Recurly with Salesforce (Legacy)

Recurly

eCommerce +1eCommerce, Payment Processing
Integrate Kajabi with Salesforce (Legacy)

Kajabi

eCommerce
Integrate Mailjet with Salesforce (Legacy)

Mailjet

Email Newsletters
Integrate Mailshake with Salesforce (Legacy)

Mailshake

Drip Emails
Integrate Google Contacts with Salesforce (Legacy)

Google Contacts

Contact Management +1Contact Management, Google
Integrate Pardot with Salesforce (Legacy)

Pardot

Marketing Automation +1Marketing Automation, Premium
Integrate Teamwork with Salesforce (Legacy)

Teamwork

Project Management
Integrate Marketo with Salesforce (Legacy)

Marketo

Marketing Automation +1Marketing Automation, Premium
Integrate Planview Leankit with Salesforce (Legacy)

Planview Leankit

Project Management
Integrate Keystone Academic Solutions with Salesforce (Legacy)

Keystone Academic Solutions

CRM (Customer Relationship Management)
Integrate SharpSpring with Salesforce (Legacy)

SharpSpring

Marketing Automation
Integrate Meetup with Salesforce (Legacy)

Meetup

Event Management
Integrate OneNote with Salesforce (Legacy)

OneNote

Microsoft +1Microsoft, Notes
Integrate Azure DevOps with Salesforce (Legacy)

Azure DevOps

Developer Tools +1Developer Tools, Microsoft
Integrate MoonClerk with Salesforce (Legacy)

MoonClerk

Payment Processing
Integrate Mojo with Salesforce (Legacy)

Mojo

CRM (Customer Relationship Management)
Integrate SalesRabbit with Salesforce (Legacy)

SalesRabbit

CRM (Customer Relationship Management)
Integrate Bloobirds with Salesforce (Legacy)

Bloobirds

Beta +1Beta, CRM (Customer Relationship Management)
Integrate Facebook Messenger with Salesforce (Legacy)

Facebook Messenger

Facebook +1Facebook, Social Media Marketing
Integrate Facebook Custom Audiences with Salesforce (Legacy)

Facebook Custom Audiences

Ads & Conversion +2Ads & Conversion, Facebook, Premium
Integrate iAuditor by SafetyCulture with Salesforce (Legacy)

iAuditor by SafetyCulture

Product Management
Integrate Cloze with Salesforce (Legacy)

Cloze

CRM (Customer Relationship Management)
Integrate Productboard with Salesforce (Legacy)

Productboard

Product Management
Integrate DocuSign with Salesforce (Legacy)

DocuSign

Signatures
Integrate Amazon S3 with Salesforce (Legacy)

Amazon S3

Amazon +2Amazon, File Management & Storage, Premium
Integrate Netlify with Salesforce (Legacy)

Netlify

Website Builders
Integrate Splash with Salesforce (Legacy)

Splash

Event Management
Integrate LinkedIn Matched Audiences with Salesforce (Legacy)

LinkedIn Matched Audiences

Ads & Conversion +2Ads & Conversion, Microsoft, Premium
Integrate ON24 with Salesforce (Legacy)

ON24

Webinars
Integrate Wistia with Salesforce (Legacy)

Wistia

Video & Audio
Integrate Close with Salesforce (Legacy)

Close

CRM (Customer Relationship Management)
Integrate POWR Form Builder with Salesforce (Legacy)

POWR Form Builder

eCommerce
Integrate WooCommerce with Salesforce (Legacy)

WooCommerce

eCommerce +1eCommerce, WordPress
Integrate OneDrive with Salesforce (Legacy)

OneDrive

File Management & Storage +1File Management & Storage, Microsoft
Integrate Responder (רב מסר) with Salesforce (Legacy)

Responder (רב מסר)

Drip Emails
Integrate FormKeep with Salesforce (Legacy)

FormKeep

Forms & Surveys
Integrate Pivotal Tracker with Salesforce (Legacy)

Pivotal Tracker

Project Management
Integrate Evernote Business with Salesforce (Legacy)

Evernote Business

Notes +1Notes, Premium
Integrate Printfection with Salesforce (Legacy)

Printfection

Customer Appreciation
Integrate Thryv with Salesforce (Legacy)

Thryv

CRM (Customer Relationship Management)
Integrate Hive with Salesforce (Legacy)

Hive

Team Collaboration
Integrate Clearbit with Salesforce (Legacy)

Clearbit

Contact Management
Integrate Microsoft Teams with Salesforce (Legacy)

Microsoft Teams

Microsoft +1Microsoft, Team Chat
Integrate Slybroadcast with Salesforce (Legacy)

Slybroadcast

Phone & SMS
Integrate Citrix ShareFile with Salesforce (Legacy)

Citrix ShareFile

File Management & Storage
Integrate Myphoner with Salesforce (Legacy)

Myphoner

Call Tracking
Integrate Thinkific with Salesforce (Legacy)

Thinkific

Online Courses
Integrate BrandMaker with Salesforce (Legacy)

BrandMaker

Beta +1Beta, Marketing Automation
Integrate Prospect.io with Salesforce (Legacy)

Prospect.io

CRM (Customer Relationship Management)
Integrate GetProspect with Salesforce (Legacy)

GetProspect

Contact Management
Integrate Nimble with Salesforce (Legacy)

Nimble

CRM (Customer Relationship Management)
Integrate Amazon Seller Central with Salesforce (Legacy)

Amazon Seller Central

Amazon +2Amazon, eCommerce, Premium
Integrate Schedule It with Salesforce (Legacy)

Schedule It

Scheduling & Booking
Integrate GoToMeeting with Salesforce (Legacy)

GoToMeeting

Video Conferencing
Integrate Burst SMS with Salesforce (Legacy)

Burst SMS

Phone & SMS
Integrate GetResponse with Salesforce (Legacy)

GetResponse

Email Newsletters +2Email Newsletters, Marketing Automation, Webinars
Integrate Donorbox with Salesforce (Legacy)

Donorbox

Fundraising
Integrate Magento 2.X with Salesforce (Legacy)

Magento 2.X

eCommerce +1eCommerce, Premium
Integrate Jira Service Desk with Salesforce (Legacy)

Jira Service Desk

Customer Support
Integrate Any.do with Salesforce (Legacy)

Any.do

Task Management
Integrate Google Slides with Salesforce (Legacy)

Google Slides

Documents +1Documents, Google
Integrate Emma with Salesforce (Legacy)

Emma

Email Newsletters
Integrate Copper with Salesforce (Legacy)

Copper

CRM (Customer Relationship Management)
Integrate QuickTapSurvey with Salesforce (Legacy)

QuickTapSurvey

Forms & Surveys
Integrate Bizzabo with Salesforce (Legacy)

Bizzabo

Event Management
Integrate Verse with Salesforce (Legacy)

Verse

CRM (Customer Relationship Management)
Integrate Agile CRM with Salesforce (Legacy)

Agile CRM

CRM (Customer Relationship Management)
Integrate AWS Lambda with Salesforce (Legacy)

AWS Lambda

Amazon +2Amazon, Developer Tools, Premium
Integrate Zoho CRM with Salesforce (Legacy)

Zoho CRM

CRM (Customer Relationship Management) +2CRM (Customer Relationship Management), Premium, Zoho

Screenshots

Salesforce (Legacy) Alternatives

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HubSpot

Marketing Automation

Pipedrive

CRM (Customer Relationship Management)

Zoho CRM

CRM (Customer Relationship Management) +2CRM (Customer Relationship Management), Premium, Zoho

Solve CRM

CRM (Customer Relationship Management) +1CRM (Customer Relationship Management), Premium

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