⬇️ Salesforce Scoop ⬇️
What’s New with Salesforce?
Salesforce Life Sciences Cloud Gains Momentum
Salesforce is rapidly establishing itself in the life sciences sector. Its Life Sciences Cloud now supports more than seventy pharmaceutical and medtech organizations, including major names such as Pfizer, Takeda, and Fresenius Kabi.
The platform brings clinical, commercial, and patient care workflows together on a single system. Companies adopting it are looking to improve clinical trial recruitment and site selection, support patient adherence programs, and give field representatives better tools for engaging healthcare providers. For many, this signals an important turning point in how the industry manages research, development, and commercialization.
Veeva Under Pressure
The competitive effects of Salesforce’s expansion are already visible. After Takeda selected Salesforce Life Sciences Cloud, Veeva Systems’ stock dropped, reflecting market concerns about customer losses.
Veeva has long been the standard for commercial operations in pharma and biotech, but Salesforce’s broad enterprise footprint and stronger emphasis on AI are now giving companies reasons to reconsider. This development is a warning sign for incumbents who will need to prove their ability to innovate and defend market share.
AI Adoption in Life Sciences: High Maturity, Unclear Returns
Life sciences firms are among the most advanced adopters of artificial intelligence. Recent surveys show that about 43 percent of companies in the sector are considered transformational in their use of AI, well above the average in other industries.
However, only one in five of these organizations reports significantly better financial performance than peers who haven’t embraced the AI revolution to the same extent. The results suggest that while adoption is strong, impact is uneven. Firms continue to struggle with scaling AI beyond pilot programs, tying initiatives to measurable business outcomes, and managing governance and compliance issues.
Outlook
The life sciences industry stands at a pivotal moment. Salesforce’s cloud momentum is reshaping vendor competition, Veeva is under pressure to defend its position, and AI adoption continues to grow without consistently delivering returns. Companies that can pair new technologies with clear, measurable outcomes will be the ones that see lasting advantages.
How We Can Help
At Cloud Adoption Solutions, we specialize in helping life sciences organizations maximize the value of Salesforce and related technologies. If you would like an assessment of your AI readiness or a complimentary Salesforce performance analysis, please contact Sam@cloudadoption.solutions. We would be very happy to explore opportunities to strengthen your systems and strategy.
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
Adult Learning Theory definitely impacts Salesforce Adoption
In my dissertation research on CRM adoption, one of the key themes was that the WAY your users are trained, and the ENVIRONMENT that the organization provides in terms of being receptive to change, clearly impact the overall adoption of the system. Check out this excerpt from my chapter that referenced peer-reviewed publications on this topic:
The third finding, or theme, “How team members learned CRM,” is a critical finding that showcases the need for training that is delivered with change management consideration, to drive adoption through behavior change (Landreville, 2016, pp. 224-227). Adult learners who are being trained on the CRM system will bring with them their own motivations and approaches to consuming learning, and the training should consider the andragogical approach of these adult learners (Merriam & Bierema, 2014, p. 192-194). How team members learn CRM can be influenced by the change-receptive organization, which sets the stage for institutional improvements (Eshleman, 2015, p. 18).
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
Master Salesforce: Dynamic Dashboards Unlocked!
Discover the power of Salesforce dynamic dashboards! In this video, Katie McAfee teaches you how to create personalized, clutter-free data views tailored for managers, executives, and team leads. We’ll guide you through setting up dynamic dashboards, highlighting their benefits, and sharing best practices. Perfect for anyone looking to streamline data insights without the hassle of multiple dashboards. Don’t miss out on these game-changing tips! Like and subscribe for more Salesforce insights. Happy dashboarding!
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: “Why should I start with leads in my salesforce process as opposed to contacts or accounts?”
A: Okay, we actually see this alot!
Starting with leads in Salesforce is the recommended best practice because it provides a dedicated space for unqualified prospects, helping to keep your core customer data clean and organized. As we all know clean data is the best data, especially inside your Salesforce org.
By using the leads object, you can track and manage these early-stage interactions, such as those from a website form submission, a trade show, or a purchased list, without cluttering your accounts and contacts with unqualified information, which believe me is super helpful when working in sales or operations.
Once a lead is qualified, and they meet your criteria as a legitimate prospect, we then recommend you convert them into a contact, an account, and, if applicable, an opportunity.
This process ensures that your contact and account records are reserved for people and businesses with whom you have an established, ongoing relationship, improving data accuracy and making it easier to report on your sales and marketing effectiveness.
Now there are ALOT of different use cases, and different types of businesses with many operational changes, this is just our best practice for the general Salesforce org!
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: Don’t miss the newly released series “The Fall of the House of Usher” on Netflix! This modern reimagining of Edgar Allan Poe’s classic horror tale is brought to life with a chillingly fresh twist. With gripping suspense and a stellar cast, it’s perfect for those who love a good thriller with a touch of the macabre. Stream it now and get ready for a binge-worthy experience!
- APPS WE LOVE: Explore “Todoist,” the task management app that helps you organize, plan, and collaborate on projects, big and small. With its intuitive design and powerful features, Todoist keeps you focused and productive, whether you’re at work, home, or on the go. Available on all platforms, it’s the perfect companion for achieving your goals.
- TRAILS WE LOVE: Explore the “Build with Omnistudio for Managed Packages” Trailmix on Trailhead and learn how to create powerful, declarative experiences using Omnistudio components. This module is perfect for developers and administrators looking to enhance their skills in app development, data integration, and process optimization. You’ll gain expertise in designing branching Omniscripts, deploying components on websites, and managing data services with Data Mappers and Integration Procedures!
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
-
- 9/29/25, Orlando, FL: Life Sciences Dreamin’ (pre-SCRS)
- 10/10/25, Virtual: Coffee & Connect: Choose Your Path in Life Sciences!
- 10/14-16/2025, San Francisco, CA: Dreamforce
- 11/5-7/25, Clearwater Beach, FL: Florida Dreamin’
HAVE AN EVENT TO LIST?
We’d love to share! Email us and let us know the details!
If you enjoyed this newsletter, please forward it to a friend or share it on Twitter or LinkedIn. We appreciate your support!
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.
