A second cloud for your help desk?

Sales Cloud includes cases, but the Service Console takes a Service Cloud licence, and on Core and Advanced the customer portal is bought by the login or the member. On PlatformPilot, Tickets is part of the CRM, beside the clients the work is for.

Every Salesforce claim on this page links to Salesforce's own pages.

A ticket in PlatformPilot, as the app draws it: Import the vehicle list, under the Fleet rollout ticket, with a roll-up of what is done across the levels below and three sub-tickets of its own.

Two clouds, or one product.

What a team of six, three selling and three answering clients, pays Salesforce Core for a CRM and a help desk, billed yearly, before tax.

On Salesforce

  • Sales Cloud Core3 × $195 = $585
  • Service Cloud Core3 × $195 = $585
  • Plus each portal login, a month$4 a login
  • Two clouds$1,170 a month
  • Sales Cloud includes cases; the Service Console takes a Service Cloud licence.
  • A customer portal needs Core or above, bought by the login or the member.
  • For projects, Salesforce points to apps on AppExchange.
Sales Cloud pricingService Cloud pricingService add-ons

On PlatformPilot

The CRM: people, companies and dealsTickets: client work and your ownThe Brain: what your mail and chat sayone product, one bill
  • Tickets is part of the CRM, on every plan.
  • A client's email lands on its ticket, by number or thread.
  • A request by email waits for you to accept it.
  • A Slack message can become a ticket.
  • Sub-tickets go up to 1,000 levels deep.

Then the licences decide.

On Salesforce, what a person can do with a case depends on their licence, and on which cloud and edition the org has.

On PlatformPilot, Tickets comes with the CRM, for everyone on your plan.

Everything else Salesforce counts: Salesforce limits and Flex Credits.

Projects beside the people they're for.

Tickets live in the same CRM as your clients, so the work and the relationship are in one place, on one bill.

  • On the client's record

    Every ticket names its client, and the client's page lists its tickets beside its people and deals.

  • Statuses for client work

    To do, In progress, Waiting on client, Done and Cancelled, plus your own.

  • Told where they work

    Assign a ticket and the person hears in PlatformPilot, and in Slack when you connect it.

  • Email on its ticket

    A client's email lands on its ticket by number or thread, and a new request waits for you to accept it.

  • Boards your way

    Work on a board by status, priority or any field you add, or in a table.

  • Automations that ask first

    When a ticket is created or changes, the agent can act, or ask you first.

Bring your work over.

  1. Connect Salesforce over MCP.

    Add Salesforce's hosted MCP server to PlatformPilot and sign in, on Core and up. It reaches your records, cases included (Hosted MCP servers).

  2. Ask your agent to bring it over.

    Contacts, accounts and opportunities become people, companies and deals, and open cases become tickets.

  3. Connect your mail and chat.

    Gmail or Outlook, Slack or Teams. From then on, it learns from the work itself.

Salesforce cases don't sync into Tickets: your agent brings the work over once, and you carry on in PlatformPilot.

Before you switch.

Can Sales Cloud users work cases?

Yes. Case Management comes with every Sales Cloud edition (Sales Cloud pricing), and the Salesforce user licence covers cases (User licences). The Service Console takes a Service Cloud feature licence (Service Cloud feature licence).

What does a customer portal cost on Salesforce?

On Core and Advanced, $4 a login a month or $10 a member (Service add-ons), and Max includes it. Starter Suite and Pro Suite have none (Service Cloud pricing, Experience Cloud licences).

Does Service Cloud include AI?

Advanced includes Casey, its help agent, and Max includes Agentforce for Service (Service Cloud pricing). On Core and Advanced, Agentforce for Service is $125 a user a month (Service add-ons).

Does Salesforce have projects?

Salesforce points to apps on AppExchange: “Many App Exchange apps offer project management solutions such as Milestones PM+, Cloud Coach, Task Ray and more” (Project management on Salesforce).

Can my clients see their projects?

The client portal is in pilot with select customers. Ask about it when you book a demo.

How much does PlatformPilot cost?

Solopreneur is $250 a month, with Tickets, sub-tickets, the CRM and the Brain in it. Team and Organization are priced for your team.

One product, one bill.

Start on Solopreneur today, or book a demo for your team.

8 sources from Salesforce's own pages

Salesforce's pages were read on Oct 25, 2026, in US dollars billed yearly, before tax.