⬇️ Salesforce Scoop ⬇️
What’s New with Salesforce?
Smarter Selling with Einstein Copilot
Salesforce’s Summer ’25 Release is here—and one of the most practical updates for GTM teams is the expansion of Einstein Copilot for Sales. It’s no longer just a flashy demo. Sales reps can now use AI to auto-generate personalized outreach emails, get contextual pipeline summaries, and even ask natural-language questions like “Which deals are at risk this quarter?” right from within Salesforce.
If you’re managing a sales team, this is a big deal. Reps spend hours every week crafting follow-ups, updating records, and pulling reports—tasks now handled with a few clicks. And because it’s all happening inside Salesforce, adoption and data hygiene may actually improve instead of degrade.
To get started, enable Copilot in the setup menu, review your data permissions (it needs clean CRM inputs to give smart outputs), and start small: test AI-generated emails or meeting notes with one team first. It’s not perfect—but it’s fast, helpful, and getting better with every release.
If you want to learn more about the latest Salesforce features—or if you’re unsure whether your setup is ready for tools like Copilot—reach out to me at Sam@cloudadoption.solutions. I’m happy to offer a complimentary Salesforce performance analysis to highlight automation wins, cleanup opportunities, and areas for improvement (with no obligation—though we’d be very happy to help!).
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
CRM Implementation – and Integrations
“…organizations which undergo CRM implementation may be pulling data from hand-written documents, Excel spreadsheets, other separate or non-integrated systems, or on on-premise computers or servers (Huang, 2018, pp. 35-39). A key component of the CRM implementation is managing the shift from these data sources to the CRM system. The implementation should be tied to the “outcomes that are important to the organization’s long-term survival and growth” (Hayes, 2018, p. 434). The organization, which is made up of individuals focused on common outcomes and goals, will develop perceptions of the CRM implementation, and these perceptions will shape acceptance of the implementation (Rogers, 2003, pp. 423-433).”
So what does this mean for your company? When you’re adjusting your Salesforce approach, think carefully about the WIIFM for your users; tie the new integration, implementation, or process approach to their individual goals and the goals of your overall company.
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
Transforming Life Sciences: Fast Solutions for Data Silos
Join us for the recap of this insightful virtual session: “Too many data silos, too many tools- the state of life sciences (and a way to fix it… fast!)” Struggling with data silos in your Life Sciences operations? Discover how they can lead to error-prone, inefficient, and costly processes.
Dive in as experts Jordan Dimit and Douglas Burns demonstrate how Formstack is revolutionizing the industry with their no-code process automation platform, Formstack Streamline. In this session, you’ll see how to effortlessly integrate across Salesforce and other critical data sources, activate your data, and enhance customer experiences with tools like pre-filled forms, document automation, digital signatures, and more. Don’t miss this opportunity to transform your approach to data management!
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 can life sciences companies leverage Salesforce to accelerate the journey from scientific discovery to patient impact?
A: Life sciences companies can significantly accelerate the journey from scientific discovery to patient impact by strategically leveraging Salesforce.
At its core, Salesforce provides a unified platform that breaks down data silos across research and development (R&D), clinical trials, regulatory affairs, and commercial operations. This integration allows for seamless information flow, enabling faster decision-making and reducing the time it takes to move a promising compound from the lab through trials and into the hands of patients who need it most. By centralizing data and processes, companies can optimize every stage, from managing investigator relationships to tracking patient outcomes.
Beyond just streamlining internal operations, Salesforce empowers life sciences organizations to enhance external engagement, which is crucial for accelerating impact. Its capabilities allow for personalized communication with healthcare professionals, informed by comprehensive data insights, leading to more effective education and adoption of new therapies. Furthermore, Salesforce can facilitate robust patient support programs and adherence initiatives, ensuring patients not only gain access to treatments but also successfully incorporate them into their care. This holistic approach, from initial discovery to sustained patient well-being, is what truly speeds up the overall impact in the life sciences landscape.
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: Get ready for a captivating journey with “The Crowded Room,” the newest psychological thriller series on Apple TV+. Starring Tom Holland, this gripping drama delves into the mysteries of the human mind as it unravels a complex story of crime and identity. If you love intense storytelling and unexpected twists, this series is for you. Dive into the suspense and start streaming it today on Apple TV+!
- APPS WE LOVE: Boost your creativity and organization with the “Milanote” app! Ideal for creative professionals and teams, Milanote offers an intuitive space to brainstorm, plan, and organize your projects visually. Whether you’re working on a design project or a marketing campaign, Milanote helps you capture ideas and collaborate seamlessly. Available on the Apple App Store and Google Play, it’s a fantastic tool to enhance your creative workflow!
- TRAILS WE LOVE: Discover the power of harmonized data and generative AI with the “Connect Data Cloud to Agentforce and Prompt Builder” Trail! This trail is perfect for those looking to combine harmonized data with AI to create impactful interactions and automations. You’ll learn how to connect Data Cloud to Agentforce, utilize Prompt Builder, and leverage generative AI to enhance your Salesforce capabilities. Start your journey today and unlock new possibilities in data-driven decision-making!
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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- 7/11/2025, Salesforce and the Life Sciences Virtual Group Meeting, The Art of Discovery: Salesforce Consulting Wisdom from Brian Murphey
- 7/16-18/25, Minneapolis, MN: Midwest Dreamin’
- 8/8/25, Salesforce and the Life Sciences Virtual Group Meeting, Automating Patient Recruitment with Salesforce Life Sciences Cloud
- 9/15/25, Philadelphia, PA: Life Sciences Dreamin’ (pre-DPHARM & BioTechX)
- 9/28/25, Orlando, FL: Life Sciences Dreamin’ (pre-SCRS)
- 10/14-16/2025, San Francisco, CA: Dreamforce
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.
