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See You at SCOPE Summit in Orlando
The SCOPE Summit is quickly approaching, and we’re excited to be heading to Orlando this February to connect with leaders across clinical research, life sciences, and biopharma.
SCOPE has become one of the most important annual gatherings for the industry, bringing together executives, operators, and innovators to share real-world insights on clinical operations, data strategy, commercialization, and the future of drug development. It’s always a valuable opportunity to step back from day-to-day execution and engage in forward-looking conversations with peers facing similar challenges.
Our Team Will Be On Site
Members of our team will be attending SCOPE throughout the week, meeting with clients, partners, and new connections to discuss how life sciences organizations are evolving their commercial and operational technology stacks. We value the chance to step away from day-to-day execution to engage in forward-looking conversations with peers facing similar challenges.
If you’ll be in Orlando, we would love to schedule a time to connect, catch up, and share perspectives on where the industry is headed.
We look forward to seeing many of you in Orlando!
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
When you write a dissertation based on qualitative research, you have to create (and have approved by an IRB) an interview protocol. One of the most critical questions I asked my study participants about their CRM User Adoption was:
Do you use a CRM governance committee structure?
- If so, who is on that committee?
- How often do they meet?
- Is there a set agenda?
- Who takes action on any outcomes?
Participants gave wild responses, ranging from a formal governance committee to an unclear governing structure.
- There is an internal committee at the organization that manages the database, and it’s mostly the team that kind of owns that.
- The person that oversees it is our sales manager.
- 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.
You can almost HEAR the stuttering in that last response, right?
If you don’t have a governance committee in place, there’s a great Trailhead module that helps give info on the how and why (and the people/process/technology triangle that made up so much of my PhD research is even depicted! Win!)
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
Stop Fragmenting Your Data! Unify Surveys & Forms in Salesforce
Join us for the recap of this insightful virtual session: “Unify Surveys, Forms, and Assessments in Salesforce: Design for Life Sciences Flexibility & Insight” with the seasoned entrepreneur and Salesforce technologist, Rajesh Unadkat! We invite you to dive into this session with the Salesforce and the Life Sciences Group, as we uncover how Salesforce Admins and Architects can ditch external tools and design a unified feedback architecture 100% natively inside Salesforce.
We discuss how to model reusable question sets, manage different data capture use cases (surveys, forms, quizzes), and design a schema that supports automation, analytics, and compliance — all without relying on external tools. You’ll see a live example of this architecture in action using SurveyVista, a 100% native survey, form, and assessment app for Salesforce.
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 know when it’s time to upgrade my salesforce instance?”
A: Good question! And not a simple one type answer.
For those who are new this is a reference to a license upgrade (e.g., moving to Enterprise Edition). For general rule of thumb when you hit a “hard” technical wall that prevents integration or data security is the best time to think about it.
The most common trigger is the need for API access to connect Salesforce with other tools, such as your ERP, marketing automation platform, or data warehouse. Additionally, if you need control over exactly who sees what (Field-Level Security) or require complex automation that exceeds the strict transaction limits of lower editions, you have officially outgrown your current setup.
If your bottleneck is user productivity rather than technical limits, the “upgrade” you need is likely regarding the interface or system health, which is something to keep in mind!
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: Looking for some inspiration to tackle your 2026 data goals? Revisit the modern classic “Moneyball.” Starring Brad Pitt and Jonah Hill, this film tells the true story of Billy Beane and the Oakland A’s, who revolutionized baseball by ditching “gut feelings” in favor of data-driven insights. It’s the perfect watch for anyone in the Salesforce ecosystem looking to understand the power of shifting from simple data collection to true data intelligence. Stream it now on Amazon Prime and get ready to change the game!
- APPS WE LOVE: Want to know if your team is actually hitting the ground running this year? Check out the Salesforce Adoption Dashboards by Salesforce Labs on the AppExchange. This free, native tool is a lifesaver for Admins and Leaders who want to track login activity, record creation, and overall feature usage. It’s the best way to identify where your team needs a little extra help and ensure your 2026 digital transformation is actually taking root across the organization.
- TRAILS WE LOVE: Make “Clean Data” your top resolution with the “Data Quality” trail on Trailhead! As we move into the era of AI and Agentforce, the “garbage in, garbage out” rule has never been more critical. This trail teaches you how to identify “dirty” data, create a data management plan, and use validation tools to keep your org pristine. It’s the essential foundation for any Life Sciences professional looking to ensure their Salesforce org is AI-ready and compliant for the year ahead!
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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- 1/22-23/2026, Scottsdale, AZ: Cactusforce
- 2/2-5/2026, Orlando, FL: SCOPE
- 2/25/2026, Sydney, Australia: Agentforce World Tour Sydney
- 3/2-3/2026, Amsterdam: SCRS Europe
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.
