⬇️ Salesforce Scoop ⬇️
What’s New with Salesforce?
Agentforce Expands with Summer ’25 Release
Salesforce’s Summer ’25 release has taken a big step forward in the world of agentic AI, enhancing how teams can work with data, customers, and internal processes.
Key Enhancements to Agentforce — and Why They Matter
1. Multimodal Support
Agentforce can now interpret and respond not just to text prompts, but also to images, documents, and other data formats.
- What this means: A service agent could upload a photo of a product defect and have Agentforce generate a case summary, recommend troubleshooting steps, or flag warranty eligibility automatically.
- Business impact: Cuts down on manual data entry, speeds up service response times, and reduces the chance of human error when translating customer-provided visuals into actionable data.
2. Agent Surfaces (Visual Interaction Layer)
Salesforce has introduced “Agent Surfaces,” which are cleaner, more visual interfaces that make it easier for users to interact with AI agents.
- What this means: Instead of text-only chats, users can now work with guided workflows, cards, and dashboards that show the AI’s reasoning and options.
- Business impact: Boosts user adoption of AI inside Salesforce by making it less intimidating and more transparent, especially for non-technical employees. This translates into faster rollout and higher ROI on Salesforce investments.
3. Web Search Integration in the Agentforce Data Library
Agentforce can now pull from external sources beyond Salesforce—integrating live web data into its responses.
- What this means: A sales rep preparing for a client call could instantly pull the latest company news, stock movements, or press releases—without leaving Salesforce.
- Business impact: Elevates sales and service teams into trusted advisors by equipping them with up-to-the-minute context. This reduces prep time and ensures conversations are more strategic and personalized.
Why It Matters Now
Salesforce is signaling a clear direction: AI is not just a feature—it’s becoming the connective tissue of the platform. Organizations that proactively align their Salesforce setup with these capabilities will have a major competitive advantage in efficiency, customer experience, and decision-making. Those who wait may struggle with adoption later, or risk falling behind competitors who are already leveraging AI-enabled workflows.
Together, these updates empower organizations to use Salesforce AI more effectively—whether that’s giving sales teams richer insights, improving service responses, or helping operations teams make faster, better-informed decisions.
Is your company AI Ready, contact us to find out!
If you want to make sure your Salesforce org is truly prepared to take advantage of these new AI-driven features—or if you’d like a complimentary Salesforce performance analysis (with no obligation, though we’d be very happy to work with you)—write to us today!
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
I was invited to give a presentation that turned into a chapter in a newly released bestseller, H2H: Human Connection Done Right. Check out my presentation on Adult Learner Theory, Diffusion of Innovations, and Change Management, and their relevance to technology adoption.
I also cover how to integrate Stanford’s Design Thinking into the development and deployment of user-centric technology solutions. Finally, I show actionable strategies to apply these concepts to the People, Process, and Technology framework, enhancing user engagement and adoption.
Dive in and Watch Now!
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
To Lead or Not To Lead? How to Choose Whether You Use the Lead Object
Join Katie McAfee from Cloud Adoption Solutions as she dives into a core Salesforce Question! This video breaks down when you should use leads to optimize your sales process and keep your database clean. Discover the benefits of using leads for high-volume marketing handoffs and conversion tracking, and learn when it’s perfectly fine to skip them for a simpler approach. Get practical tips for Salesforce admins to ensure seamless lead management and conversion. Whether you use leads or not, find the best fit for your business!
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 I start looking into AgentForce?
A: To get started, we definitely recommend Trailhead. Search for modules and projects related to “AgentForce” or “Agentic AI” and you will see tons of results with badges and great trail mixes!
These resources provide step-by-step guides for building your first agent, configuring it with specific topics and actions, and deploying it to your Salesforce environment. This low-code approach is great for all levels of experience and could be an awesome way to just kick things off.
Of course right now Salesforce has huge marketing campaigns with dozens of case studies and interesting videos, so don’t forget to check out the official Salesforce website!
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: Dive into the gripping world of “The Lincoln Lawyer” on Netflix. Based on Michael Connelly’s bestselling novels, this legal drama series follows the journey of a brilliant attorney who runs his practice from the back seat of his Lincoln Town Car. With a compelling storyline and a modern twist, “The Lincoln Lawyer” is perfect for legal enthusiasts and drama fans alike. Don’t miss out on this exciting series—stream it now on Netflix!
- APPS WE LOVE: Explore “Trello” for a versatile project management experience. Trello uses boards, lists, and cards to organize tasks and streamline workflows, making it ideal for both personal and professional use. Whether you’re managing a team project or tracking your own to-do list, Trello’s intuitive design and collaborative features keep you organized and productive. Available on all major platforms, it’s the perfect tool for visual thinkers who thrive on structure and flexibility.
- TRAILS WE LOVE: Unlock the potential of AI in your CRM with the “Get Smart with Salesforce Einstein” Trail! This trail guides you through the essentials of Salesforce Einstein, helping you integrate AI into your Salesforce strategy to make smarter business decisions. Learn how to leverage AI-driven insights, automate tasks, and enhance customer engagement. Perfect for those looking to transform their CRM capabilities, start your journey today and discover the power of AI with Salesforce Einstein!
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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- 9/12/2025, Salesforce and the Life Sciences Virtual Group Meeting, Why Native Matters: Smarter, Safer Data Collection in Salesforce
- 9/15/25, Philadelphia, PA: Partnerships With Sites
- 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
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.
