⬇️ Salesforce Scoop ⬇️
What’s New with Salesforce?
Salesforce Unveils Agentforce 2dx: Pushing AI Agents Into the Enterprise
Salesforce has announced Agentforce 2dx, the latest expansion of its AI suite, promising to bring autonomous AI agents into everyday business workflows—without the need for constant human intervention. These agents can trigger actions, respond to events, and interface with users in a more dynamic, context-aware way.
Some of the key features include:
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Agentforce API: Allows agents to integrate with back-end systems and respond to real-time events, such as ERP order creation or service escalations.
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Agentforce Invocable Actions: Embeds agents directly into Salesforce’s automation tools like Flow and Apex, bridging AI reasoning with existing business logic.
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MuleSoft for Agentforce: Connects AI agents to APIs with natural language prompts, streamlining integration across systems.
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Agentforce Steps in Slack: Enables agents to participate in Slack-based workflows, using conversational context to trigger actions.
Salesforce is also launching AgentExchange, a marketplace for pre-built, partner-developed AI agents, and Agentforce Developer Edition, a free sandbox to experiment with these tools.
While the vision is ambitious, there’s reason for measured skepticism. These tools could add complexity if not implemented with care—especially in organizations that already struggle with automation fundamentals. The promise of “autonomous” agents also raises concerns around oversight, accountability, and the real-world reliability of AI in high-stakes business processes. And since many features are still in preview, it’s unclear how soon customers will see tangible ROI.
Still, if Salesforce can simplify adoption and prove real value beyond the buzzwords, Agentforce 2dx could mark a meaningful shift in how businesses leverage AI across operations.
Contact Sam@Cloudadoption.solutions for a complimentary assessment of your current Salesforce org or explore what sales and marketing technologies meet your company’s budget and needs.
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
Studying Salesforce Academically – and then Putting it into Practice
In my research on CRM User Adoption, I interviewed users, and then coded their responses to themes and sub-themes. Meet governance:
Sub-Theme: Governance of CRM
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.”
If your company does not currently use a governance committee approach to keeping Salesforce aligned with business needs, we can help you set your strategy and tactics for that!
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
The Shocking Truth About Your Salesforce Backup⚡️
Have you ever wondered if your Salesforce backup was any good? Wonder no more! Join Rebecca Gray, from CapStorm, as she unveils the shocking truth about your Salesforce backup. The need for a Salesforce backup is obvious – data loss or corruption can happen at any point, and it is usually self inflicted. The big question: Will your insurance pay out if your Salesforce house burns to the ground?
This session focuses on tangible validations and tests that you can perform to assess the coverage of your insurance policy and its likelihood of reimbursement. Trust us, this Salesforce Life Sciences Trailblazer Event is one you won’t want to miss!
Let us know if you have any requests for our next CAS Come & See Video!
To watch this video click here!
INTERESTED IN SEEING MORE?
Cloud Adoption Solutions puts out great Come-And-See videos on YouTube, so subscribe to our channel to stay in the know! Watch as the team shows new trends, shows instructional videos, and keeps you up to date on all things Salesforce. Subscribe to never miss a thing: we show you something new every week. – Sofee
Advice from an Expert
Send your Qs to info@cloudadoption.solutions
Q: How do I overhaul Salesforce process without ruining adoption?
A: Great question!
Adoption definitely wavers anytime Salesforce is changed in a heavy lift. Our biggest ally is always going to be: Training! Ensuring that you are actively training on the necessary steps to use the new Salesforce features and changes, means that your team will have the leg up when it comes to adoption.
But what if your team trains but doesn’t retain the information? This is when we turn to the practice of patience! It will take time for team members to adjust, especially if they have been doing things for a long time in a specific way. Remember that a good timeline, patience, and support will always create an environment in which adoption thrives!
The last piece of advice we can offer is to ensure the design of Salesforce changes actually helps your teams. This will ensure that they are able to adopt at a faster rate. Mindful and user centered design means happier Salesforce users!
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: Unless you’ve been living under a rock, I am sure you have heard all of the hype around the new season of “The White Lotus!“ This American satirical comedy-drama anthology television series is loved for its unique formula, seasonal quirks and larger cultural resonance. You can catch all three seasons on HBO Max now!
- APPS WE LOVE: Cocktailarium is a free app with recipes, lessons, a place to keep your bar inventory, and beautiful photos – and it’s FREE!
- TRAILS WE LOVE: New and very critical, Test Case Development: Create a systematic approach to test cases that aligns with your business goals, is a wonderful module that will only take you ten minutes to complete. Check this one out now!
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! – Shannon
Special Events
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- 4/23/25, Pittsburgh, PA: Life Sciences Dreamin’ (pre-LSPA)
- 5/5/25, Philadelphia, PA: MidAtlantic Dreamin’ (see you there!)
- 7/16-18/25, Minneapolis, MN: Midwest Dreamin’
- 9/15/25, Philadelphia, PA: Life Sciences Dreamin’ (pre-DPHARM & BioTechX)
- 9/28/25, Orlando, FL: Life Sciences Dreamin’ (pre-SCRS)
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.
HAVE AN EVENT TO LIST?
We’d love to share! Email us and let us know the details!
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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.
