Catch The Salesforce Scoop
Life Sciences Dreamin’ 2026: That’s a Wrap
On October 8, the Life Sciences Dreamin’ community came together at Fairwold Mansion outside Philadelphia for one of our strongest editions yet. A condensed schedule packed with keynotes, panels and breakout sessions, followed by networking and live music, made for a full and energetic day.
What makes this event different is who’s in the room. Attendees are mostly commercial, operations, marketing and sales leaders from across clinical research and biotech rather than vendors, so the conversations centered on real problems and practical solutions. Thank you to Rosalind Beasley of Dot Compliance for the keynote, and to every panelist and speaker who shared their expertise on stage.
A special thank you to our sponsors: SpagsCorp Consulting, CloudFulcrum, Eigen X, FocalCXM, Cloud Adoption Solutions, Retentional, the Life Sciences Sales Lab podcast, and Jason Anthony Group. And to Shannon J. Gregg, PhD, and the team behind the scenes, thank you for leading the charge and making it all happen.
Missed it? Catch the live recap TODAY!
You heard that right: Tuesday, October 20th at 12:00 PM ET!
We’ll break down the top takeaways from the day, take your questions live, and give away event swag.
Find more details here and register for today’s Live Recap!
Want to hear about next year first? Join our Events Waitlist so you never miss an update or announcement!
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
Cloud Adoption Solutions | PhD-backed Salesforce Solutions for Regulated Industries
User Adoption Research: Details from my PhD Research
CRM Governance is Critical to Adoption Success
Whether managing core CRM workflows or evaluating new platform automation, governance remains the foundation of long-term user adoption. Here is a look back at key findings from my PhD research:
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.”
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
Catch What You Missed at Life Sciences Dreamin’ Philly 2026!
Did you miss out on Life Sciences Dreamin’ 2026 at Fairwold Mansion—or want to relive your favorite keynote and panel moments from the day?
We will be releasing session recordings from the conference directly to our YouTube channel! Whether you’re looking to catch up on Rosalind Beasley’s keynote, re-watch expert panels on commercial strategy and biotech trends, or share high-value takeaways with your team, you’ll find it all right on our channel.
Beyond conference recordings, the Cloud Adoption Solutions team drops new Come-And-See videos every week to keep you ahead of the curve on new platform trends, quick tech hacks, and all things Salesforce.
Click here to subscribe to the CAS YouTube channel now so you never miss a video drop or session release!
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: As our team builds more record-triggered flows and subflows, our Flow list in Setup is getting messy and hard to navigate. Is there a better way to categorize and organize them?
A: This is one of the most welcome quality-of-life updates in the Winter ’27 Release!
Salesforce introduced Flow Tags, allowing admins to classify flows using custom, categorized tags directly inside Flow Builder and the Automation app. Here is how to use them to streamline your org’s governance:
- Establish Tag Categories: Set up high-level categories in Setup (e.g., Department, Object, or Automation Type).
- Tag Subflows: Create a dedicated “Subflow” tag category so your team can immediately distinguish reusable subflows from parent record-triggered flows.
- Filter Unused Resources: Pair Flow Tags with the new Unused Resources filter inside Flow Builder to quickly surface orphan variables or obsolete elements and clean up technical debt.
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 a fresh binge-watch for crisp October evenings? Marvel’s VisionQuest explores identity, AI consciousness, and system restoration as White Vision seeks to rebuild his memory—making it a surprisingly fitting watch for anyone working in tech and data architecture! Watch the trailer and add it to your queue on Disney+.
- APPS WE LOVE: If your sales reps or RevOps managers fight slow page loads during pipeline reviews, Scratchpad is a game-changer. It works as an instant workspace for updating Opportunities, managing field history, and keeping pipeline data pristine without juggling dozens of open browser tabs. Check out Scratchpad on the AppExchange!
- TRAILS WE LOVE: Want to put Andrew’s advice into practice? This hands-on Trailmix steps you through the essentials of building, organizing, and testing record-triggered flows in Flow Builder so you can clean up technical debt and streamline your org’s automations! Dive into the Build & Optimize Flows Trailmix to level up your admin skills!
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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- 10/20/2026 | Virtual: Life Sciences Dreamin’ 2026 Live Recap
- 10/25–28/2026 | New Orleans, LA: AAPS PharmSci 360
- 10/29–30/2026 | Concord, NH: Northeast Dreamin’ 2026
- 11/05/2026 | Virtual / SF Ben Webinar: Master Salesforce Flow Testing with Winter ’27’s New Test Mode
- 11/10–11/2026 | London, UK & Virtual: FT Global Pharma & Biotech Summit
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.
