⬇️ Salesforce Scoop ⬇️
What’s New with Salesforce?
All eyes on Agent Force
The world’s #1 CRM is generating a ton of buzz about its newest innovation, Agent Force, a new autonomous business assistant that will excite businesses.
Salesforce agents are AI-powered digital assistants designed to automate tasks by interpreting data, executing actions, and adhering to safety guidelines. These agents handle customer-facing activities—like answering return queries—and internal tasks, such as advising sales teams using client purchase histories.
Easily created with minimal or no code through tools like Slack inputs or audio snippets, agents leverage Atlas, Salesforce’s AI reasoning system, and Data Cloud for business-specific insights. Embedded within Salesforce, they outperform generic AI systems by aligning with a company’s unique data and workflows
Ensuring Security
Salesforce prioritizes security by keeping business data within its own system, minimizing the risk of leaks compared to external AI tools. Zero-copy data retrieval ensures secure access to external sources without compromising them.
To combat hallucinations, Salesforce agents operate with strict guardrails, using only verified data provided by the customer. While all major AI providers emphasize their security measures, Salesforce’s embedded, business-specific approach adds an extra layer of trust and control.
Empowering Nonprofits with AI
Salesforce has unveiled the Agents for Impact Accelerator, a groundbreaking program designed to help nonprofits harness the power of AI to enhance operational efficiency and drive community impact. The initiative offers $2 million in grants, access to Salesforce technology, and tailored coaching over 18 months. This effort empowers organizations to automate critical tasks like donor management and disaster response, enabling them to scale their missions more effectively.
Recognizing that AI solutions are often out of reach for many nonprofits, Salesforce is bridging this gap with grants, technology, and expert coaching.
There’s a lot of Salesforce news, and it’s hard to keep up! As always, Cloud Adoption Solutions aims to bring the best and most important Salesforce news to you so you don’t have to do all of the work. Keep following along with us and make sure to subscribe to our blog posts for more! – Sam
User Adoption Research: Details from my PhD Research
CRM Governance is Critical to Adoption Success
The last sub-theme, or axial code, “Governance of CRM,” was made by combining three open codes. The governance of CRM was an important consideration. Many respondents stated that they have created an internal committee to manage and govern the CRM implementation and adoption issues in the organization.
As one of the respondents stated, “There is an internal committee at the organization that manages the database, and it’s mostly the team that kind of owns that.” One respondent also mentioned that the sales manager is looking after the CRM in their organization. As stated by the respondent, “The person that oversees is our sales manager.” However, one respondent mentioned that their governance structure is unclear, and that impacted the efficiency of the operations at their organization. In the words of this participant: “So you get to that point, you have no governance, there’s no, it was. It’s interesting, because you’re like, we’re a capacity builder, we should know, we should have those systems in place.”
If you want even more info on this critical CRM user adoption research, I have a journey built that you can follow if you click here. Or, shoot me a message to have us help you develop your adoption strategy. – Shannon
Tips on YouTube
Salesforce: CAS Come and See Videos
Five New Salesforce Features
Salesforce launched some incredible new features so we’re here to tell you all about it! This Summer 2024 feature release is ready to take things to the next level, let’s dive in! Let us know if you have any questions or if you have any requests for our next CAS Come and See Video!
To watch this video click here!
Interested in seeing more? Cloud Adoption Solutions puts out great CAS Come-And-See videos on YouTube, so subscribe to our channel to stay in the know! -Andrew
Advice from an Expert
Send your Qs to info@cloudadoption.solutions
Q: When should I start looking into Agentforce?
A: Great Question!
The short answer? NOW!
Agentforce is really interesting and a very customer centered move for Salesforce. In theory it is going to make many businesses day to day much easier, using the power of AI for quick ready solutions. For now it is incredibly new, but has so much untapped potential. Like all technology, if you start late you miss the first wave of benefits, so getting ahead of it, working with a partner or your in-house admin to roll out its first iterations is a great way to see the value yourself!
Got more questions? Send them to us at info@cloudadoption.solutions! Who knows; you may end up as our featured questions of the month! – Andrew
Content Corner
- STREAMING: Elf. It’s Elf season, everyone! (…and in case you wondered what video meeting platform each Elf character might be, here’s a chuckle for you!)
- APPS WE LOVE: Infography.in lets you convert complex blog posts into engaging infographics. Check out our review here.
- TRAILS WE LOVE: An oldie but a goodie: One-on-One Meetings. Learn tips for having productive one-on-one meeting with your direct reports.
- WANT TO BE A GUEST COLUMNIST? We’d love to feature your hot take on Salesforce on our blog, YouTube channel, or both! Email us and let us know your idea!
Special Events
- 12/18, Atlanta, GA: Agentforce
- 12/19, Chicago, IL: Agentforce
- 12/20, Webinar: Streamline Your Pipeline Process in Salesforce
- 5/5/25, Philadelphia, PA: MidAtlantic Dreamin’
NOW: We want to send you a holiday card! Give us your deets here!
If you’re interested in keeping up with all of the Salesforce events, our friends at Elements.Cloud now have a live listing – with the ability to filter by type and location.
If you enjoyed this newsletter, please do forward it to a friend, please, friend, or share it on Twitter or LinkedIn. We appreciate your support!
Advice From A Snowman
Be a jolly, happy soul
Spend time outdoors
Avoid meltdowns
Be well-rounded
Live well, life is short!
Contact us with your Salesforce challenges at info@cloudadoption.solutions – we love to help! Cloud Adoption Solutions is a 100% woman-owned registered Salesforce partner, specializing in implementation, integration, and optimization for Technology, Healthcare/ Life Sciences, and Financial Services/ Professional Services organizations in the small and mid-commercial sectors.
