Microsoft Power Automate vs. Salesforce Lightning Platform

We replaced all the classic SharePoint and Nintex-based workflows with Power Automate. This saved extra licensing costs and getaways from managing legacy workflows. Power Automate Designer is very user-friendly and requires no additional learning curve. We also use it to replace RPA solutions created with other platforms using the Power Automate Desktop application.

Incentivized

We use Salesforce Lightning Platform in everyday business as sales coordinators. By using this tool, we are able to send new requests to clients and communicate regarding pending proposals in real-time. This also tool holds many of our client accounts where we are able to monitor their sales and revenue.

• Sending confirmation email to clients and user once the flow is triggered.
• Fetching or Dumping files from one location to another if the flow is triggered.
• Schedule flow helps to send alerts and triggers the flow at a specific interval of time to carry out the required task.
• Power Automate also be used to convert any file format to a specific file format and save it to the required location

Incentivized

• Reporting and Dashboards are thorough and can show a wealth of important data to inform and scale processes. It's helpful in a high volume sales cycle to be able to quickly identify weak points in performance and productivity so that adjustments can be made.
• Highly customizable. We are able to customize just about everything which allows us to track very specific things and in theory create better efficiency.
• Parent/Child account hierarchy exists which is helpful.
• Contact records can be associated with multiple accounts and opportunities. This, in theory, should minimize duplicates and mismanagement of contacts.
• Console helps a lot with data nesting. Having a fairly comprehensive look at an account without searching through various tabs and sections speeds up an otherwise cumbersome platform.

Incentivized

• No activity disable feature in the workflow, this would have saved lot of time
• Allow turn off feature to not trigger any pending runs in the queue or add new feature to just run pending runs when the workflow is turned off
• Allow easy copy and paste activities from UI

Incentivized

• Can be cumbersome: takes multiple clicks to get where you need to go
• Lightning is slower than original Salesforce, and it is very noticeable
• The UI change means sometimes I can't find what I need, so I have to switch back to the Classic version to find it

Incentivized

Power Automate is a great product that has a vast array of options on how to use it. Your imagination is the only hurdle with using Power Automate as there is no limit to what can be done with the system. It has brought a lot of value to our business through the use of custom systems, connectors, and streamlining processes.

Incentivized

For most tasks WinAutomation is great and easy to use. You just set up tasks on a step by step basis and you can even tell the program what to do when there is an error (such as continue with job). Sometimes with complicated web extraction jobs it would be good to be able to easily extract data from the web page source.

Incentivized

UI can be quite complex, but the more that is required will bring more complexity. Can handle complexity and variety very well, but makes ground-level views harder when not knowing full extent of functionality. Finding new functionalities can be difficult to pinpoint on some pages

Incentivized

both Community support and Microsoft official support typically respond to (and resolve) reported issues in a VERY expedient manner, usually going above and beyond for education and bugfixing. I have been thoroughly impressed with the level of support I had been provided in the past.

Incentivized

Salesforce's support is top-notch. They have subject-matter experts that are accessible at all times to address needs as they come up. They let you know in advance when there are system updates and enhancements so that you are prepared for upcoming changes. I've never had an issue that wasn't addressed immediately when reaching out for support.

Incentivized

after reviewing the main features of Power Automate, the Microsoft trainer focused on some of our real life use cases implementation, from simple to more advanced.

Incentivized

although it was productive, it is more difficult to stay focused and in a 7 hours a day online training (including screen share issues and the fact that the trainer just can't precisely show the exact location of your mistake)

Incentivized

I had to migrate from Robocorp to Power Automate. The automation was using API and sharepoint. So it was better to use Power Automate instead of Robocorp so we did the migration. in some areas the migration was easy but creating flows and making it smaller codes was difficult. Debugging the code was tough so we took lots of time.

Incentivized

Power Automate can do many things that most platforms can't do as a 'citizen-developer' with no access to coding tools and deployment. It allows you to develop and deploy low/no-cost automation flows quickly. The blocks in Powert Automate do the API work for you, where you only need to connect the key data points and actions taken.

Incentivized

We were previously using an older version prior to it becoming Salesforce Lightning Platform so we were well adverse on the advantages of using a CRM, to begin with. It made sense to convert to Salesforce Lightning Platform after we were given a free trial of the platform. Certain reps were chosen to experiment with it and from there a decision was made to move forward. We've been customers ever since.

Incentivized

• Automating emails for finance and payroll has not only saved hours of work for those departments but lowers the risk of human error.
• Creating workflows and approvals for our goals and bonus system has saved everyone in the organization hours of manual work and MATH!

Incentivized

• Better visibility of Accounts and Contacts interactions makes it easier to maintain during employee transitions.
• Tracking of current jobs and relating them to past jobs is very useful.
• More efficient use of Sales Reps time.
• Sales Managers have good visibility into how their people are working.

Incentivized